Vivek Sarin

Fund Accountant @Phoenix Group

Birmingham, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2022 — Present

Fund Accountant @Phoenix Group

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Birmingham, GB

Own and manage day to day activities of the new Irish subsidiary Phoenix Life Assurance Europe (PLAE)· Analyse Premiums, Claims and Expenses for Irish part of the business as a whole, and reporting to group the findings.· P&L and Balance Sheet oversight and controls· Completion of FA recs and TB reviews. Understanding the financial risks and working with departments to clear them.· Managing and maintaining relationships with three OSPs: Diligenta, Capita & SS & C. Reconciling the recs they provide and querying and resolving issues when necessary.· Internal Audit of SS & C – Travelling to Dublin and Liverpool and reviewing a select 10 OSP owned nominals.· Review and reconciliation of actuarial data to accounting.· Involvement in Project Shannon (separation of Irish and European business into PLAE) – opening balance work to make sure the position for the PLAE fund is correct.· Premiums, Claims and Expenses analysis – Analyse the movement quarter on quarter, providing commentary on differences and presenting to the Seniors.· Completion of the Irish Levy and submission to the Revenue Online Services for Irish Tax and Customs.· Process improvements· Maintenance of Chart of Accounts· Monthly adhoc jnls

EDUCATION

2013 — 2014

Lycoming College

Bachelor's degree, Accounting

2011 — 2015

University of Westminster

BSc (Hons), Accounting with Management

2004 — 2011

Queen Mary's Grammar School

Maths, Chemistry, Biology

SKILLS

Social NetworkingMicrosoft ExcelPowerpointStrategyBookkeepingTeam LeadershipTeamworkSocial MediaAccountingCustomer ServicePublic SpeakingManagementBank ReconciliationEvent PlanningTime ManagementCommunicationMicrosoft WordMicrosoft OfficeSales

ABOUT VIVEK SARIN

Accountant at The Phoenix Group | Part-Qualified ACCA

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Vivek Sarin — Fund Accountant at Phoenix Group in Birmingham, GB | Unifers