Job requirements
We are seeking a detail-oriented and analytically minded Team Lead - Premium Processing to join our finance team. This colleague will play a key role in providing support for finance operational processes. The ideal candidate will have strong quantitative skills, proficiency in financial software, and a deep understanding of financial and accounting principles.
Key Responsibilities
- Management of the US fiduciary bank account balances and activities.
- Bank reconciliation of fiduciary accounts including identifying, investigating and resolving any reconciliation issues.
- Wrong pocket - identifying and returning any wrong pocket items received in the fiduciary account.
- Develop, Design and Implement end-to-end escheatment process.
- Manage the escheatment process for the fiduciary account receipts ensuring all state regulations are complied with.
- Process refunds ensuring support and signoff complies with Group policies.
- Manage and reconcile fiduciary liability accounts in D365 with supporting subledgers in Certifi.
- Ensure commission revenue relating to fiduciary accounts is recognised accurately and timely in the GL.
- Identify and recommend process improvements that maximize efficiency and minimize risk.
- Ensure compliance with financial regulations and standards, internal controls and financial procedures.
- Ensure accuracy and integrity of financial information.
- Gather, organize, and analyze large volumes of data.
- Reconcile commissions for the Active & Retiree US Health Business
Qualifications
- Education:
- Bachelor s degree in Finance, Accounting, Economics, or related field.
- MBA or relevant certification (e.g., CFA, CPA) is a plus.
- Experience:
- 8-10 years of experience in financial analysis, accounting, or a related field.
- Experience with financial reporting and operations.
- Skills:
- Proficiency in Microsoft Excel and financial software (e.g., SAP, Oracle, QuickBooks, D365).
- Excellent communication and presentation skills.
- Ability to work independently and as part of a team.
- Strong analytical and problem-solving skills working with and analysing large volumes of data
- Excellent levels of accuracy and attention to detail to ensure integrity of financial information.
- Other Requirements:
- Understanding of financial/accounting regulations and compliance.
- Ability to manage multiple projects and meet deadlines.
