Senior Manager - Investment Accounting and Finance Operations

Senior Manager - Investment Accounting

Company:

Mercer

Description:

We are seeking a talented individual to join our Operations team at Mercer (Wealth). This role will be based in Gurgaon DLF office. This is a hybrid role that has a requirement of working at least three days a week in the office

Senior Manager – Investment Accounting

Shift - 6:30AM to 3:30PM

What can you expect?

We are seeking a highly skilled and experienced Finance and accountancy candidate to join our finance operation team. The successful candidate will play a crucial role in managing the financial reporting, compliance, and accounting functions within our organization, specifically tailored to the superannuation sector. Responsibilities include Bank Reconciliation, variance analysis, Fee validation, Journal Entries, fund accounting, corporate funding, reimbursements, cross-charges / intercompany reconciliation.

This role is responsible for all internal reporting activities including liaison with Sub-Region Controllers, auditors, internal reporting teams, subject matter experts, Project team and Financial Auditors.

• Establish finance operational strategies by evaluating trends, establishing critical measurements, determining production, productivity, quality, and customer service strategies, designing systems, accumulating resources, resolving problems, aligning incentives, and driving change
• Be our subject matter expert on accounting and reporting issues, specifically revenue recognition
• Work in a fast-paced environment in a company with strong values
• Join a stable company and a well-respected global brand

What is in it for you?

• Holidays (As Per the location)
• Shared Transport (Provided the address falls in service zone)
• All Benefits as per Company Policy

We will count on you to:

Technical

• Oversees and is responsible for the preparation of all monthly, quarterly and annual financial reporting activities (P&L, Balance sheet and Cash flow statements) in accordance with ANZ GAAP including management reports and variance analysis
• To ensure on time and high-quality preparation of technical and other presentation materials required
• Manages relationship with broader Controllership teams, other Finance functions including Tax, Treasury, internal audit and external auditors
• Collaborate with internal stakeholders to support CI initiatives, AI adoption etc.
• Expert in Bank reconciliation, Corporate fundings, reimbursements, Cross charge, month end closing process and good knowledge of Investment Trades, Investment options etc.
• Exercise management authority to make significant decisions and certain strategic decisions or recommendations within own area
• Responsible for setting effective cadence protocols to ensure on time and high-quality deliverables
• Builds strong understanding of the business of stakeholders including an understanding of their business operations, their priorities, risks and challenges sufficient to provide support to or on occasion step in for the Region/Sub-Region Controller
• Act as a subject matter expert on accounting and reporting issues and responds to inquiries by Controllers, Business Leaders and Auditors
• Review financial statements and provides guidance on disclosure
• Ensure implementation plans for new accounting standards, appropriately considers the Company's ongoing risk and compliance requirements

Lead and Guide

• Act as the subject matter expert providing key support and advice in change management and on-going projects
• In consultation with business users, plan and implement changes to the GL in the areas of Chart of Account, configuration and general reporting
• Assist and support the Finance Systems & Support Manager with finance system issues and projects

Note: Applicants should be ready to work in ANZ / Australia night shift

What you need to have: 

• Committed to quality service with a strong customer focus and effective client management.
• Possesses detailed knowledge of financial and fund accounting, along with operational experience
• Proficient in Advanced Excel, Word, PowerPoint, and familiar with Oracle R12
• Proficient and hands-on experience on VBA Macros and AI tools
• Proven ability to work under tight deadlines and extended hours based on client requirement
• Capable of engaging with all organizational levels and possesses strong communication and influencing skills
• Demonstrates sound judgment, timely decision-making, and strong time management abilities.
• Experienced in SLA management and project management, with effective reporting and organizational skills.
• Good communication, presentation, interpersonal, report writing, problem-solving, and analytical skills
• Drive Ops excellence culture and lead transformational project(s) with clear visible and measurable impact
• Knowledge of quality improvement tools like Six Sigma, Kaizen, and Lean is beneficial
• Identify process improvements and apply lean principles to fuel innovation and growth
• Responsible for driving initiatives and ensuring results with a confined focus on timelines and quality

Eligibility

• Qualified CA/CPA/CMA/MBA/PGDBM/CFA or equivalent degree with working experience in GCC / SSC
• Minimum 10+ years of experience in Finance & Accounting, preferably an experienced professional from Superannuation industry

What makes you stand out?

• Adaptable communicator, facilitator, influencer and problem solver
• Good relationship skills, Proven ability to work on own initiative as well as in a team
• Ability to multi-task and prioritize time effectively
• Be highly analytical
• Able to work to tight deadlines and extended hours based on client requirement
• Have a successful track record interacting with business leaders
• Financial services industry experience preferred
• Provides and oversees financial information for the regional functions including firm wide initiatives
• Ability to lead and drive change within a transforming and matrixed organization
• Streamlines and standardizes financial activities and procedures to improve efficiency

Why join us?

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Flexible work arrangements
• Discounted insurances
• Incentive Compensation Plan
• Leading training and development program
• Professional environment where your career path really matters and is supported in our global organization
• Great team environment with energetic and supportive colleagues

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Experience Level

Senior Level