Financial Planning and Reporting Head

5 hours ago

Muntinlupa, Philippines WHR Global Consulting Full time

Job Description:
We are seeking a highly analytical and detail-oriented Financial Planning & Reporting Head to join our finance team within the insurance industry. Lead the financial planning, budgeting, and reporting functions for a non-life insurance company, ensuring accurate financial analysis, regulatory compliance, and strategic decision support for senior management and stakeholders.

Financial Planning & Budgeting

Develop and oversee annual budgets, financial forecasts, and strategic plans across all business lines

Lead the quarterly and annual planning processes, coordinating with underwriting, claims, and investment teams

Prepare variance analysis and provide insights on budget performance against actuals

Support business development initiatives with financial modeling and profitability analysis

Financial Reporting & Analysis

Oversee preparation of monthly, quarterly, and annual financial statements in accordance with applicable accounting standards (IFRS/local GAAP)

Ensure timely and accurate regulatory reporting to insurance authorities and other regulatory bodies

Prepare management reporting packages including key performance indicators, profitability analysis by product line, and trend analysis

Develop and maintain financial dashboards for executive leadership and board reporting

Risk Management & Compliance

Collaborate with actuarial teams on reserve adequacy analysis and loss ratio monitoring

Ensure compliance with solvency requirements and capital adequacy regulations

Support internal and external audit processes, addressing findings and

implementing recommendations

Monitor and report on key financial risks including underwriting, investment, and

operational risks



Team Leadership & Development

Lead and develop a team of financial analysts and reporting specialists

Establish and maintain financial policies, procedures, and internal controls

Provide training and guidance to team members on insurance accounting principles

and regulatory requirements

Foster cross-functional collaboration with underwriting, claims, actuarial, and

investment departments

Required Qualifications:

Education & Certifications

Accountancy Graduate

CPA, CFA, ACCA, or equivalent REQUIRED





8-12 years of progressive financial management experience, with at least 5 years in insurance industry

Proven experience in financial planning, budgeting, and reporting within non-life insurance

Strong background in insurance accounting principles and regulatory frameworks

Experience with statutory reporting requirements and solvency regulations

Technical Skills

Advanced proficiency in financial modeling and analysis tools

Knowledge of insurance core systems and accounting software

Understanding of actuarial concepts and insurance mathematics

Familiarity with regulatory reporting standards (IFRS 17, local regulations)

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