Finance Operations & Reporting Specialist M/F
The Finance Operations & Reporting Specialist’s duties encompass various responsibilities, including financial reporting and analysis, process optimization, and plays a central project management role within the Italian branch, acting as the Finance representative in cross‑functional and group‑wide initiatives. He/she is expected to drive, coordinate and deliver projects that support the branch’s strategic and operational objectives. He/she prepares comprehensive financial dashboards and reports for internal and regulatory stakeholders, controls data quality and analytics, and supports business operations through detailed financial analysis. Collaborating with IT project teams and supporting new product launches are also part of his/her responsibilities. Furthermore, he/she contributes to continuous process improvement and provides analytical support across the organisation.
Project Management
* Leads and coordinates Finance workstreams within central and local development projects, ensuring deliverables are met on time and within scope.
* Acts as a Finance representative in new product launch projects, proactively anticipating financial requirements and ensuring readiness of reporting and control frameworks ahead of go‑live.
* Manages project timelines and stakeholder communication between the Italian branch and HQ central project teams, ensuring alignment on priorities and dependencies.
* Drives the end‑to‑end delivery of process improvement initiatives, from identification of inefficiencies through to implementation and post‑deployment monitoring.
* Coordinates cross‑functional project contributions involving IT/Data teams, Administration, Accounting, and Business Operations to ensure coherent and integrated outcomes.
* Participates in projects related to Italian branch activities, contributing Finance expertise and ensuring regulatory and fiscal constraints are embedded from the outset.
Reporting and Financial Analysis
* Prepares monitoring dashboards for products and business lines (premiums, results) and financial performance metrics.
* Produces ad‑hoc reporting for management and group stakeholders.
* Prepares comparative analysis with other branches (benchmark).
* Prepares Italian transfer pricing documentation according to Revenue Agency guidelines.
* Supports HQ teams in producing insurance Technical Accounts.
* Prepares data for ISVAP/IVASS regulatory reporting.
* Collects reporting requests from internal stakeholders.
* Prepares annual reporting to authorities (tax reports, etc.).
* Collects and prepares regulatory reporting requests (Revenue Agency, etc.).
* Communicates with relevant departments on reporting matters.
Support to Business Operations
* Assists in analyzing premium collection schemes with commercial partners.
* Supports analysis of financial contractual clauses in business agreements.
* Assists Third‑Party Administrators (TPAs) and call centers in premium collection telemarketing processes.
Data Analytics and Optimization
* Analyses operational and financial data to identify trends and anomalies.
* Provides recommendations for process optimization.
* Supports analyses for marketing, pricing and underwriting functions.
* Supports Finance and Data Intelligence teams in ensuring data quality and validation across all reporting systems.
* Creates and maintains analytical databases.
* Documents data sources and methodologies.
Process Optimization
* Identifies inefficiencies and bottlenecks in current processes.
* Proposes and implements process improvements.
* Automates manual processes where feasible.
* Supports in the creation of new processes with the objective of optimizing the work of the team.
Liaison with IT and project teams
* Coordinates with central IT/Data teams on data and reporting needs; specifies requirements for data and reports.
* Manages requests for report modifications.
* Assists in troubleshooting data quality issues.
* Performs data reconciliations for period‑end closing in coordination with HQ teams.
* Provides analytical support to other roles (Administration, Accounting).
* Participates in continuous improvement projects in accordance with CACI’s Target Operating Model.
* Trains users on new reports and tools.
* Supports ad‑hoc analyses requested by management.
Other duties as required/assigned to fulfil requirements of post
Education
Bachelor Degree / BSc Degree or equivalent. Master’s degree in Finance, Business Administration, Economics or related field.
Knowledge
Financial analysis, business intelligence, insurance operations and willingness to develop expertise in fiscality.
Experience
3‑5 years; 4‑5 years professional experience in the financial sector (banking, insurance, insurance brokering, consulting firms) with demonstrated involvement in project management or cross‑functional project delivery.
Required Skills
* Strong analytical skills and attention to detail – able to interpret data accurately.
* Advanced Excel skills and proficiency with business intelligence tools.
* Proven ability to manage and deliver projects, coordinate stakeholders, and track milestones across complex, multi‑team environments.
* Problem‑solving and process improvement mindset.
* Able to work in an international environment and international teams.
* Must be computer literate with excellent working knowledge of Microsoft Office Suite.
* Strong communication and presentation skills.
* Ability to manage multiple priorities and projects simultaneously.
Languages
Fluency in Italian; fluency in English and/or French an advantage.
#J-18808-Ljbffr