Project Details
Business Tools Company No of Implementation Year of Experience
Anaplan Reliance General Ins. and TATA AIG General Inc. Co. Ltd 3 4
Oracle Finance SBI General Ins. and Birla Sun Life Ins. Co. Ltd. 1 3
Budgeting and Forecasting
⇨ Preparation of AOP and 5-year roll over budget including monthly forecasting.
⇨ Liaising with business & function heads in relation to annual budgeting and analysis of variances.
⇨ Monitoring performance against planned strategy.
⇨ Track actual performance against budget and determine reasons for variation.
MIS and Reporting
⇨ Preparing Monthly financial statements.
⇨ Finalisation of accounts including preparation of Cash flow, Solvency Calculation, EOM, PDS, Management report etc.
⇨ Preparing power point base work including monthly finance dashboard and analyse financial performance of the company by Channel and LOB level for various MIS, dashboards, presentations etc. at different frequency and thereby supporting shareholders and management in key decision making.
⇨ Generate Monthly Income and Expense Variance analysis and clearly communicate trends, exceptions and areas of improvement.
⇨ Undertake Quarterly Competition performance analysis and comparison on key parameters.
Oct’20 to Feb’21 Bharti Axa General Insurance Co Ltd (Mumbai) Associate Vice President (AVP) at Head Office
July’19 to Sept’20 Navi General Insurance Co Ltd (Mumbai) Senior Manager at Head Office
Budgeting and Forecasting
⇨ Preparation of AOP and 5-year roll over budget including monthly forecasting.
⇨ Liaising with business & function heads in relation to annual budgeting and analysis of variances.
⇨ Monitoring performance against planned strategy.
⇨ Track actual performance against budget and determine reasons for variation.
⇨ Automated budgeting activity through Implemented Budgeting tool “Anaplan” in the company.
MIS and Reporting
⇨ Preparing Monthly financial statements.
⇨ Finalisation of accounts including preparation of Cash flow, Solvency Calculation, EOM, PDS, Management report etc.
⇨ Preparing power point base work including monthly finance dashboard and analyse financial performance of the company by Channel and LOB level for various MIS, dashboards, presentations etc. at different frequency and thereby supporting shareholders and management in key decision making.
⇨ Generate Monthly Income and Expense Variance analysis and clearly communicate trends, exceptions and areas of improvement.
⇨ Undertake Quarterly Competition performance analysis and comparison on key parameters.