Vivek Yadav
Faridabad
Summary
Finance and Statutory Reporting professional with 7+ years of experience in NAIC reporting, insurance regulatory compliance, financial analysis, and audit management. Experienced in leading complex regulatory filings while driving process improvements through Automation, Artificial Intelligence, and digital transformation initiatives to improve efficiency and reduce manual effort.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Assistant Manager
MetLife GCC
Noida
03.2024 - Current
- Managed end-to-end annual regulatory reporting for a Property & Casualty (P&C) insurance entity regulated by the Delaware Department of Insurance, including Financial Statements, Notes, Interrogatories, Schedules, and external audit coordination.
- Prepared and submitted complete regulatory filings for a healthcare insurance entity regulated by the California DMHC, covering Financial Statements, Cash Flow Statement (both Direct and Indirect), Notes, Schedules, and external audit requirements.
- Core member of the statutory reporting team of MetLife's largest international insurance entities, responsible for end-to-end NAIC statutory reporting.
- Prepared Pages 2-4, Notes to Financial Statements, General & Supplemental Interrogatories, State Pages, and Schedule T, ensuring accuracy and compliance with regulatory standards.
- Coordinated with external auditors and internal stakeholders, facilitating timely completion of statutory audits and regulatory filings to meet compliance deadlines.
- Developed regulatory approval packages and conducted analysis for significant transactions, including dividend distributions and surplus note issuances, supporting informed decision-making.
- Performed ad hoc financial analysis, regulatory compliance activities, and reporting-related process improvement initiatives.
Assistant Manager
AXA XL, a division of AXA
Gurgaon
05.2022 - 02.2024
- Participated in NAIC reporting processes for 13 statutory P&C insurance entities, enhancing compliance and reporting accuracy.
- Managed statutory reporting schedules including Financial Statements, Underwriting & Investment Exhibits, Expense Exhibit, State Pages, General Interrogatories, Schedule T, and supplemental filings such as Wisconsin Surplus Reporting and Cyber Insurance Reporting, ensuring timely submissions.
Senior Finance Executive
Admiral Group (Indian Branch Office)
Gurgaon
09.2019 - 04.2022
- Managed accounting, reporting, and finance operations for Indian branch of UK-based organization, ensuring accurate financial reporting for group consolidation.
Education
Chartered Accountancy - Finance And Accounts
Institute of Chartered Accountants of India
New Delhi, India05-2018
Bachelor of Commerce - Finance And Accounts
Delhi University (SOL)
New Delhi, India11-2015
Schooling - Commerce
Centeral Board of Secondry Education
Faridabad, India05-2012
Skills
- NAIC compliance
- Regulatory compliance
- Insurance regulation
- Financial analysis
- Microsoft automation
- Artificial intelligence
Certification
- Microsoft Power Up Program - Pathfinder (Power Platform)
Timeline
Assistant Manager
MetLife GCC
03.2024 - Current
Assistant Manager
AXA XL, a division of AXA
05.2022 - 02.2024
Senior Finance Executive
Admiral Group (Indian Branch Office)
09.2019 - 04.2022
Chartered Accountancy - Finance And Accounts
Institute of Chartered Accountants of India
Bachelor of Commerce - Finance And Accounts
Delhi University (SOL)
Schooling - Commerce
Centeral Board of Secondry Education