Policy Reconciliation Associate
Job Summary
Prepare comprehensive monthly reconciliation schedules for policy accounts and keep them current in accordance with company guidelines. Ensure reports clearly evidence accuracy and completeness checks to safeguard financial statement integrity. Collaborate with business units to address policy suspense discrepancies on time.
Responsibilities
- Prepare monthly policy account reconciliations
- Support internal and external audits
- Resolve policy suspense discrepancies
Required Skills
- Bachelor's degree in any course
- 1-3 years accounting or finance experience
- Proficiency in Microsoft Excel
- Basic knowledge of GAAP and IFRS
Job Details
Responsibilities:
- Timely Account Reconciliation for policy accounts on a monthly basis.
- Help achieve green/satisfactory Audit from Internal Auditor, PWC, IC.
- Collaborate closely with relevant business unit and address the policy suspense discrepancies on-time.
Qualifications:
- Bachelor’s degree in any course
- 1–3 years of relevant experience in Accounting, Finance, or Reconciliation
- Basic understanding of audit requirements and system controls
- Basic knowledge of GAAP, IFRS and regulations and internal control requirements
- Proficiency in Finance general functions
- Good business sense in life and pre-need insurances and wealth management
- Strong proficiency in Microsoft Excel and other reporting tools
- Expresses ideas and information verbally and in writing in a manner that is complete, clear, concise, organized and appropriate to audience
- Experience with AI-driven adaptive learning technologies and data analysis for personalized training.
- Proficiency in using AI tools for content recommendation, automated assessment, and feedback.