Data Analysis and Reporting Expert

4 days ago

Sydney, New South Wales, Australia Tal Services Limited Full time
About the Role

We are seeking a highly skilled Senior Portfolio Management Analyst to join our team in Sydney, Australia.

In this role, you will be responsible for administering and analyzing premiums and reinsurance, as well as month-end finance related tasks. You will have the opportunity to streamline and automate existing processes and procedures.

Main Responsibilities
  • Analyze premiums to ensure their validity and review them against underlying terms and conditions.
  • Investigate and resolve variances and queries by liaising with clients and client managers.
  • Calculate reinsurance premiums and prepare relevant reports in line with reinsurance arrangements for each client.
  • Update administration systems and files as required, ensuring data integrity is maintained throughout.
  • Prepare month-end journals, reports, and reconciliations relating to Group Life and Retirement, working with the Finance team on queries.
  • Calculate monthly stamp duty liabilities for Group Life and Retirement and provide stamp duty related data and information for tender and rerate as required.
  • Prepare annual and bi-annual regulatory reporting.
  • Assist in audit processes by providing information and data as requested.
  • Develop and document the reporting models and processes.
  • Perform ad-hoc analysis and prepare ad-hoc reports as required.
Requirements
  • Tertiary qualification in Accounting, Commerce, Actuarial, or a related field.
  • Minimum 3 years' experience working within the financial services industry, preferably life insurance.
  • Demonstrable experience in delivering quality outcomes on multiple tasks.
  • Solid foundation and technical knowledge of Excel.
  • Good analytical, problem-solving, and documentation skills.
  • Good communication and interpersonal skills.
  • Strong attention to detail.
What We Offer

We offer a competitive salary of approximately $120,000 per annum, depending on experience. This position also offers opportunities for professional growth and development, as well as a collaborative and supportive work environment.

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