Sr. Finance Consultant (Investments SME)

Jersey City, NJ, USA Req #26199
Thursday, March 21, 2024

Company Overview and Culture 

EXL (NASDAQ: EXLS) is a global analytics and digital solutions company that partners with clients to improve business outcomes and unlock growth. Bringing together deep domain expertise with robust data, powerful analytics, cloud, and AI, we create agile, scalable solutions and execute complex operations for the world’s leading corporations in industries including insurance, healthcare, banking and financial services, media, and retail, among others. Focused on creating value from data for driving faster decision-making and transforming operating models, EXL was founded on the core values of innovation, collaboration, excellence, integrity and respect. Headquartered in New York, our team is over 40,000 strong, with more than 50 offices spanning six continents. For information, visit

For the past 20 years, EXL has worked as a strategic partner and won awards in its approach to helping its clients solve business challenges such as digital transformation, improving customer experience, streamlining business operations, taking products to market faster, improving corporate finance, building models to become compliant more quickly with new regulations, turning volumes of data into business opportunities, creating new channels for growth and better adapting to change. The business operates within four business units: Insurance, Health, Analytics, and Emerging businesses. 

Role Overview:


  • The person would be working with Investment team for a major Insurance client. The candidate should have hands-on experience in Actuarial /Financial modeling and a strong understanding of the BFSI and Investment instruments.
  • The person should be able to create/help build a mapping exercise for the investment data coming from various sources.
  • Should have hands on experience of few years with SQL, should be able to create business logic.
  • Advance level knowledge of MS Excel.
  • Should be independently able to conduct data analysis on results produced by financial models.
  • The person would be required to create automated upload templates that would be loaded to subledger/ledger. 
  • The person will be responsible for testing and implementing the new/updated regulatory requirements.
  • The person should be able to quickly understand the business issues and data challenges and propose solutions.
  • A suitable candidate should have 9+ years of experience and 7+ years in a similar role and should possess a go-getter attitude. The Candidate should be able to deal with ambiguity.
  • Experience in Re-insurance preferred.


Key Responsibilities & Skillsets:


  • Common Skillsets:
    • Superior finance, analytical and problem-solving skills. 
    • Should be able to work on a problem independently and prepare client ready deliverable with minimal or no supervision.
    • Excellent communication skill for client interaction


  • Financial Risk Management Skillsets:
    • Background in Finance, Investment, Actuarial Science or pursuing actuarial exams.
    • Good understanding of US (United States) market and the latest regulatory guidelines such Long Duration Targeted Improvements
    • Good knowledge of SQL, advanced Excel
    • Professional certification Actuarial exams or CFA and FRM working in Insurance industry.


Candidate Profile:


  • Bachelor’s/master's degree in finance, Investments, actuarial science
  • 5-7+ years’ experience in Life Insurance/Reinsurance
  • Knowledge of other investment-related software and tools (Bloomberg, Aladdin etc.) is preferred.
  • Effective communication skills to convey technical concepts to non-technical team members.
  • Strong and in-depth understanding of insurance industry
  • Strong and in-depth understanding of investment instruments
  • Superior analytical and problem-solving skills.
  • Outstanding written and verbal communication skills
  • Able to work in a fast pace continuously evolving environment and ready to take on uphill challenges.
  • Is able to understand cross cultural differences and can work with clients across the globe.


What we offer:


  • EXL Analytics offers an exciting, fast-paced and innovative environment, which brings together a group of sharp and entrepreneurial professionals who are eager to influence business decisions. From your very first day, you get an opportunity to work closely with highly experienced, world-class analytics consultants.
  • You can expect to learn many aspects of businesses that our clients engage in. You will also learn effective teamwork and time-management skills - key aspects for personal and professional growth.
  • Analytics requires different skill sets at various levels within the organization. At EXL Analytics, we invest heavily in training you in all aspects of analytics as well as in leading analytical tools and techniques.
  • We provide guidance/coaching to every employee through our mentoring program whereevery junior-level employee is assigned a senior professional as advisors.
  • Sky is the limit for our team members. The unique experiences gathered at EXL Analytics set the stage for further growth and development in our company and beyond.




To view our total rewards offered click here —>
Base Salary Range Disclaimer: The base salary range represents the low and high end of the EXL base salary range for this position. Actual salaries will vary depending on factors including but not limited to: location and experience. The base salary range listed is just one component of EXL's total compensation package for employees. Other rewards may include bonuses, as well as a Paid Time Off policy, and many region specific benefits. 
Please also note that the data shared through the job application will be stored and processed by EXL in accordance with the EXL Privacy Policy. 

Application & Interview Impersonation Warning – Purposely impersonating another individual when applying and / or participating in an interview in order to obtain employment with EXL Service Holdings, Inc. (the “Company”) for yourself or for the other individual is a crime.  We have implemented measures to deter and to uncover such unlawful conduct.  If the Company identifies such fraudulent conduct, it will result in, as applicable, the application being rejected, an offer (if made) being rescinded, or termination of employment as well as possible legal action against the impersonator(s).

EXL may use artificial intelligence to create insights on how your candidate information matches the requirements of the job for which you applied. While AI may be used in the recruiting process, all final decisions in the recruiting and hiring process will be taken by the recruiting and hiring teams after considering a candidate’s full profile. As a candidate, you can choose to opt out of this artificial intelligence screening process. Your decision to opt out will not negatively impact your opportunity for employment with EXL.

Other details

  • Pay Type Salary
  • Min Hiring Rate $120,000.00
  • Max Hiring Rate $150,000.00
Location on Google Maps
  • Jersey City, NJ, USA