Senior Manager leading record to report processes for finance and actuarial teams at EXL. Translating business needs into technical specifications with team collaboration and reporting.
Responsibilities
Review regulatory reports and translate business requirements into clear instructions for developers working on Dataiku and related models.
Work with finance, actuarial, and operations teams to understand data, cost hierarchies, and insurance premium flows.
Document and explain requirements, ensuring business logic is accurately built into systems.
Support change projects across Record-to-Report (R2R) and reporting processes.
Collaborate with SMEs to validate data and identify improvements.
Communicate effectively with both technical and non-technical stakeholders.
Requirements
10–15 years’ experience in a business analysis or finance role, ideally in insurance or financial services.
Accounting knowledge essential – strong understanding of costs, hierarchies, and premium flows.
Experience with actuarial data, Alteryx, or similar data tools.
SQL skills a plus.
Experience in change or process improvement work.
Detail-oriented, organised, and able to work independently.
Strong written and verbal communication skills.
Benefits
EXL never requires or asks for fees/payments or credit card or bank details during any phase of the recruitment or hiring process and has not authorized any agencies or partners to collect any fee or payment from prospective candidates. EXL will only extend a job offer after a candidate has gone through a formal interview process with members of EXL’s Human Resources team, as well as our hiring managers.
Job title
Senior Manager – Record to Report – Functional Lead – GL
Stoffstrommanager overseeing strategic development and sales activities in a green services firm. Managing projects and optimizing processes in waste management and logistics.
Hospice Registered Nurse Case Manager visiting patients at home and coordinating care for families. Advocate for patients while managing autonomy and supporting interdisciplinary health teams in Austin, Texas.
Hospice Registered Nurse Case Manager coordinating patient care in Houston, Texas. Focusing on comfort, dignity, and quality of life for patients and families in the West Houston area.
B2B Manager leading the entire lifecycle of training projects for key accounts at ThePower. Collaborating with clients to create impactful training solutions.
Senior Research Manager managing Food & Beverage clients through research projects at Ipsos. Overseeing analytical plans, data extraction, insights generation, and client relationships.
Banking Center Manager at Prosperity Bank overseeing operational efforts and ensuring compliance. Directing staff and providing services to customers in Midland, TX.
Ambulatory Social Work Case Manager providing care/service to patients across ages. Facilitating coordination of care, psychosocial assessments, and resource linkage in healthcare settings.
Branch Delivery Market Manager leading branch network projects for Regions bank in multiple locations. Responsible for implementation and support of quality and strategic initiatives in branch operations.
Manager of Truck Stop Merchandise Programs at bp ensuring exceptional product experience across locations. Driving revenue growth, operational consistency, and innovation in retail environment.
Adjoint Manager de Rayon épicerie gérant l'activité de votre rayon et visant la satisfaction clients. Accompagnant votre équipe et garant de la politique commerciale du Groupe PROVENCIA.