EXL

Analyzes business data and runs outsourced operations

Record-to-Report Manager

Financial AccountingConfirmed live in the last 24 hours

Full-timeKochi, Kerala, IndiaNo salary listedIn-person

About the Job

Requirements

A bachelor's degree in Finance, Accounting, or a related field is required.
At least 5 years of Record-to-Report experience in an insurance organization is required.
Strong knowledge of month-end close, journal entries, and reconciliations is required.
Proficiency in SAP or Oracle enterprise resource planning systems and advanced Excel is required.
Understanding of IFRS 17 and local generally accepted accounting principles is required.
Ability to lead a team and manage stakeholder expectations is required.
Ability to work under tight deadlines and handle multiple priorities is required.

Responsibilities

Oversee Record-to-Report processes for the insurance business.
Manage month-end closing activities and ensure timely completion.
Supervise the preparation and posting of journal entries.
Perform and review account reconciliations.
Consolidate and present month-end financial reports.
Ensure compliance with regulatory and internal policies.
Drive process improvement and automation initiatives.
Coordinate with actuarial, underwriting, and claims teams.
Mentor and develop junior staff.
Monitor key performance indicators and provide insights to senior management.

Desired Qualifications

A Chartered Accountant or Certified Public Accountant qualification is preferred.

The Manager will head the Record‑to‑Report function for the Insurance L&A segment, overseeing all aspects of month‑end closing, journal entry processing, account reconciliations, and financial reporting. This role requires close collaboration with actuarial, underwriting, and claims teams to ensure accurate and timely financial information while driving continuous improvement and compliance within the organization.

Bachelor’s degree in Finance, Accounting or related field; CA/CPA preferred.
Minimum 5 years experience in RTR within an insurance organization.
Strong knowledge of month‑end close, journal entries, and reconciliations.
Proficiency in ERP systems (SAP, Oracle) and advanced Excel.
Understanding of insurance accounting standards (IFRS 17, local GAAP).
Excellent analytical and problem‑solving skills.
Ability to lead a team and manage stakeholder expectations.
Effective communication and presentation abilities.
Detail‑oriented with strong organizational skills.
Ability to work under tight deadlines and handle multiple priorities.

Oversee Record-to-Report (RTR) processes for the insurance business.
Manage month‑end closing activities ensuring timely completion.
Supervise preparation and posting of journal entries.
Perform and review account reconciliations.
Consolidate and present month‑end financial reports.
Ensure compliance with regulatory and internal policies.
Drive process improvements and automation initiatives.
Coordinate with cross‑functional teams (actuarial, underwriting, claims).
Mentor and develop junior staff.
Monitor key performance indicators and provide insights to senior management.

About the Company

EXL

Analyzes business data and runs outsourced operations

EXL analyzes business data and runs outsourced operations for insurers, healthcare payers, banks, retailers, and other large organizations. Its teams combine industry expertise with data engineering and AI to handle tasks such as claims processing, payment reviews, customer service, and finance within existing technology environments. The company also builds software, including LifePRO, which manages insurance policies, and EXLdata.ai, which connects fragmented data for use in AI systems. Clients pay for consulting projects, ongoing managed services, and software delivered through the cloud. EXL was founded in 1999 and is headquartered in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1999

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