A. PMO and business analysis (50%)
- Planning and driving agenda, creating materials with business/FP&A and track / closure of action items for the monthly Global operation leadership call
- Planning & driving weekly operations head leadership meeting & action items to closure
- Provide meaningful insights to senior leadership for ‘optimal’ business decision making
- Quarterly Business Review presentations related to Insurance business to EC members
- Proactive analysis & alerts on business health and concern areas
- Objective Key Results formulation, reporting and tracking for Insurance
- Closely work with senior management
- Coordination with various teams across organization
- Ascertaining accuracy of information gathered from multiple teams
- Top down budget & target setting
- Audits and compliance oversight
- Work closely with the operations and geo head to drive agenda, create materials with business/FP&A and ensure tracking / closure of action items
- Provide meaningful insights to senior leadership for ‘optimal’ business decision making
- Quarterly Business Review presentations related to geography to EC members
- Proactive analysis & alerts on business health and concern areas
- Objective Key Results formulation, reporting and tracking for the geography
- Objective Key Results coaching to business teams
- Closely work with senior management and coordination with various teams across organization
- Ascertaining accuracy of information gathered from multiple teams
- Top down budget & target setting
- Audits and compliance oversight
B. Geo growth support (10%)
- Pipeline tracking, reporting & clean up
- Strategic & named account planning
- Large deals support, oversight & reporting
- Reviewing, maintaining, and enhancing SFDC dashboards
- Educate sales team about best practices
- Executive engagement planning & tracking
- CSAT - end to end process
- Bi-monthly large deals and exec. connect meeting planning
- Enabling effective monthly growth calls & track closure of actions
C. Research & External Image Enhancement (10%)
- External image enhancement with client events like Ins. Advisory etc.
- Thought leadership papers from Industry forums and client events
- Insurance Competitor Analysis
- Market and Trend analysis
- Linkedin & Social media presence
D. Geography strategy office (30%)
- Alignment of geography strategy with the overall company strategy
- Enable execution of strategy OKR's / work streams
- Partnerships framework governance & progress update
- M&A framework & asset evaluation support
E. Skill set required for the role:
- High confidence and strong communication skills
- Dynamic and agile thinker
- Flexibility to go the extra mile
- Excellent excel and presentation skills
- Strong project reporting skills, with a focus on interdepartmental communication
- Proven success in a project coordination role
F. Education qualifications and experience:
- MBA Finance/Chartered Accountant
