Location: Pune Department: Finance & Accounts
Reports to: Finance Manager / CFO
The ideal candidate will be responsible for maintaining accurate financial records, taxation,payroll,handling premium reconciliation, commission tracking, compliance reporting, and supporting audits. This role is crucial in ensuring the financial integrity and regulatory compliance of our brokerage operations.
Key Responsibilities:
• Maintain accurate financial records and ledgers related to premiums, commissions, & brokerage income.
• Perform reconciliation of premiums collected and remitted to insurance companies.
• Track and manage commission income and ensure timely invoicing and collection.
• Prepare monthly, quarterly, and annual financial reports and statements.
• Manage accounts payable and receivable, including broker commissions and insurer payables.
• Assist in budgeting, forecasting, and variance analysis.
• Liaise with external auditors, tax consultants, and regulatory authorities as needed.
• Ensure compliance with financial and insurance regulatory requirements
• Support internal controls and improve finance processes to increase efficiency.
• Maintain the general ledger and ensure proper journal entries and account classifications.
Requirements:
• Bachelor’s degree in accounting, Finance, or related field.
• Minimum 3–5 years of experience in accounting, preferably in the insurance or financial services sector. Knowledge of taxation such as GST TDS PT is must. End to end accounting.
• Knowledge of insurance broking operations, commission structures, and premium flows is a strong advantage.
• Proficiency in accounting software (e.g., tally) and Microsoft Excel.
• Strong understanding of local financial regulations and compliance requirements.
• Excellent attention to detail, analytical, and problem-solving skills.
• Ability to work independently and handle multiple priorities in a fast-paced environment.
Preferred Skills:
• Experience with regulatory filings for insurance brokers.
• Strong interpersonal skills and ability to communicate effectively with insurers, brokers, and internal teams.