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.