Lead Analyst - Accounting at Principal Financial Services, Inc.

Pune, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

05 Mar, 26

Salary

0.0

Posted On

05 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Treasury Operations, Cash Management, Financial Reporting, Compliance Documentation, Banking Products, Cross-Functional Projects, Automation, Mentoring, Analytical Skills, Decision-Making, Collaboration, ERP Systems, Treasury Platforms, SOX Controls, Attention to Detail

Industry

Financial Services

Description

Responsibilities Job Title: Lead Analyst (T4)– Treasury Cash Management Location: Pune Shift Timing : 6:15 pm to 3:30 am (IST) 6:45 am : 4:00 pm (CST) Role Overview We are seeking a highly skilled and proactive Lead Analyst to join our Treasury Cash Management team. This role provides leadership for the day-to-day activities of Treasury staff. Assist in the implementation and ongoing management of strategies, policies, and procedures. Responsible for providing financial direction to enable Treasury and its customers to accomplish their goals. Key Responsibilities Manage treasury operations including bank account setup, fund movements, and daily cash management Resolve banking and cash issues by identifying root causes and applying effective solutions Prepare financial reports, regulatory filings, and maintain accurate compliance documentation Administer treasury systems and tools, ensuring secure, efficient, and automated workflows Advise business units on banking products aligned with operational and strategic needs Lead cross-functional projects, drive automation, and improve treasury workflows Mentor treasury staff, provide technical guidance, and manage special initiative Qualifications Bachelor’s or Master’s in Finance, Accounting, or related field (CA Inter or MBA Finance preferred) 6–10 years of experience in treasury, intercompany accounting, or corporate finance Moderate Excel proficiency; experience with SOX controls and compliance reporting Strong analytical, decision-making, and exception-handling abilities Effective collaboration with internal stakeholders and external banks Clear documentation practices and sound escalation judgment Prior experience in treasury, banking, or financial operations Experience with ERP systems , treasury platforms (Kyriba, TMS), and automation tools (Power BI, Alteryx) High accuracy and attention to detail Additional Information Shift timings : 6:15 pm to 3:30 am (IST)

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Responsibilities

The Lead Analyst will manage treasury operations, including bank account setup and daily cash management. They will also resolve banking issues and prepare financial reports while leading cross-functional projects to improve workflows.