EY FS-RC-FS FINANCE- Management Accountant - Account 

India, Maharashtra, Mumbai 

182716307

Key Responsibilities and Accountabilities:

• Prepare and consolidate Profit & Loss and Balance Sheet reports, ensuring accuracy and timeliness of monthly, quarterly, and annual submissions.
• Conduct detailed variance analysis comparing actual results to budget and forecasts and communicate key drivers and deviations.
• Perform revenue and margin analysis by product line, identifying trends and opportunities for business optimization.
• Analyse client segment profitability, providing insights into high-value segments and areas requiring attention or strategic pricing.
• Prepare and review geographic and regional performance reports, offering comparisons across markets and supporting regional strategy.
• Support revenue attribution models by broker/producer, enabling transparency and alignment of performance incentives.
• Support reporting of broker margin and incentive metrics, ensuring alignment with compensation frameworks and business goals.
• Monitor and report on client retention and acquisition trends, highlighting revenue impact and business development effectiveness
• Define and maintain Key Performance Indicators (KPIs) to track financial and operational performance across the organization.
• Support dashboard development and automation using visualization tools (e.g., Power BI, Tableau) to improve reporting efficiency and accessibility
• Ensure rigorous data validation and governance across reporting processes, collaborating with data owners and technology teams
• Analyse departmental expenses, monitoring cost centres against budgets and identifying opportunities for cost optimization.
• Support shared service cost allocation models, ensuring fair distribution of central costs across business units and geographies.
• Track and present efficiency metrics and trends, identifying productivity levers and cost-to-serve benchmarks.
• Collaborate with global teams to continuously enhance reporting processes, tools, and standardization of metrics.

Functional Competencies:

• Strong understanding of financial reporting, management accounting, and cost allocation principles.
• Proficiency in Excel, Power BI, and other reporting/visualization tools; knowledge of ERP systems (e.g., Workday) is preferred.
• Good grasp of performance metrics, variance analysis, and financial modelling techniques.
• Familiarity with shared service and global operating models
• Strong presentation skills and the ability to create clear, executive-level reports.

Behavioural Competencies:

• High attention to detail, accuracy, and a proactive mindset.
• Strong communication and stakeholder management skills, especially with virtual/global teams
• Analytical and problem-solving attitude with an aptitude for identifying data inconsistencies and process inefficiencies.
• Ability to work independently and collaboratively in a matrixed, fast-paced environment.
• Continuous improvement mindset with openness to automation and innovation.
• Strong integrity, accountability, and drive for excellence.

Qualifications and Experience:

• Chartered Accountant (CA), MBA in Finance, CMA, or other relevant accounting/finance qualification
• 8+ years of progressive experience in management reporting, FP&A, or financial analysis roles
• Prior experience in insurance, broking, or financial services industries is highly desirable
• Strong knowledge of management reporting frameworks, cost analysis, and performance measurement
• Experience working in a Global Capability Centre
• Proven ability to manage multiple stakeholders and deliver under tight deadlines