Financial Analyst - M&A Integration

Time: 3pm to 12 pm ( 6 pm to 3 am during month end)

Job Mode: Remote (WFH) but Will be travelling to Pune or Bangalore office once in a quarter for 5-10 days.

Position Overview:

The Integration Management Office (IMO) Financial Analyst will work to ensure the successful financial integration of newly acquired entities post-close. The IMO Financial Analyst will be responsible for tracking integration costs, flagging key financial integration risks, handle operational finance accountabilities, and support integration leaders in navigating change (e.g. tracking resourcing and ensuring that financial objectives are met during the integration process). Candidates best suited for this role have a strong financial background, are detail oriented, and can work cross functionally with multiple stakeholders. The individual needs to possess sound understating of the Insurance Broking/Carrier business.

Key Responsibilities:

1. Financial Tracking and Reporting:
• Monitor and track all integration-related costs and expenditures in accordance with pro-forma targets
• Develop and maintain detailed financial reports and dashboards to provide visibility into integration costs.
• Ensure accurate and timely reporting of financial performance against integration budgets.
2. Risk Management:
• Identify and flag key financial integration risks
• Support leadership in developing and analyzing risk mitigation strategies and work with cross-functional teams to implement them.
• Monitor and report on the status of financial risks throughout the integration process.
3. Operational Finance Accountabilities:
• Handle day-to-day operational finance tasks related to the integration.
• Ensure compliance with corporate financial policies and procedures.
• Support the preparation of financial statements and other regulatory reporting requirements.
• Support M&A leadership in the evaluation of investments in the M&A process across various merger partners
4. Change Management:
• Assist in navigating financial changes resulting from the integration.
• Work closely with the integration team to ensure smooth financial transitions.
• Provide financial insights and recommendations to support decision-making during the integration process.
5. Resource Tracking:
• Track resourcing needs for the integration.
• Translate data into work products that depict how financial resources are allocated
• Monitor resource utilization and provide regular updates to the integration management team.