Sr. Analyst M&A Integration Transactional
- Softtek
- 5 to 9 Yrs
- Other Karnataka
- 4 months ago
- Email to a friend
- Report this job
Job Description
- Job Description: The Senior Analyst - Transactional Accounting Integration will be critical in driving the successful integration of transactional accounting functions for one of the largest insurance brokerage companies globally, enabling operational excellence and sustainable growth. Key Responsibilities Include: Integration Planning and Strategy: Develop comprehensive integration plans for transactional accounting functions aligned with the company's strategic objectives and operational requirements. Collaborate with cross-functional teams to define integration milestones, timelines, and resource requirements. Financial Impact Assessment: Conduct a thorough financial analysis to assess the impact of integration activities on banking, cash application, special handling, premium billing, and commission billing processes. Work with respective NAC teams (AR, Billing, AP) to ensure a smooth transition with all the proper controls. Cash Application and Reconciliation: Lead the integration of cash application processes. Document special handling and ensure the AR team is well-versed. Where possible, develop automated cash reconciliation procedures to enhance efficiency and accuracy, minimizing discrepancies and reducing manual intervention. Stakeholder Engagement and Communication: Serve as a critical liaison between accounting teams, business units, insurance carriers, brokers, and external partners throughout the integration process. Communicate integration objectives, progress updates, and potential risks to stakeholders, fostering collaboration and alignment. Change Management and Training: Develop change management strategies to facilitate organizational readiness for the transition. Provide training and support to the various NAC transactional teams and operational staff on the integration's new processes, systems, and controls. Qualifications: Bachelor's degree in Accounting, Finance, Business Administration, or related field; CPA or equivalent certification preferred. Should have relevant experience in Post Merger Financial Integration related activities (mandatory). 5+ years of experience in transactional accounting roles within the insurance brokerage or financial services industry, focusing on premium and commission processing. In-depth knowledge of insurance accounting principles, regulatory requirements, and industry best practices. Proven track record of leading successful integration projects, with solid project management and change management skills. Excellent analytical and problem-solving skills. Excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels of the organization. Ability to work independently and collaboratively in a team environment. Strong organizational and time management abilities to prioritize tasks and meet deadlines. Ability to travel, as needed, to various new acquisition partners and corporate headquarters. Proficient in understanding accounting software and Microsoft Office applications.,
Employement Category:
Employement Type: Full timeIndustry: BFSI
Role Category: Not Specified
Functional Area: Not Specified
Role/Responsibilies: Sr. Analyst M&A Integration Transactional
Contact Details:
Company: Quest BusinessLocation(s): Other Karnataka
Keyskills: Financial Analysis Cash Application Reconciliation Change Management Training Project Management Analytical Skills Communication Skills Interpersonal Skills Time Management Microsoft Office Accounting Principles
Similar positions
Softtek
About Softtek: Softtek is over 30 years old Mexico based Software Company with around 8000 employees. We have 39 offices in North America, Latin Europe and Asia with 10 Global Delivery Centers in the US, Mexico, China, Brazil, Argentina, Spain and India. We have around 300 customers in over 29 count...
Job Listings
We are in open beta version of website, please let us know if any issues, at: info(at)indigojobs.in