Financial Planning

3 weeks ago

Muntinlupa, Philippines Cobden & Carter International Full time

Full onsite - Head Office, Alabang

Mondays-Fridays 8AM-5PM

Job Description

We are seeking a highly analytical and detail-oriented Financial Planning & Reporting Head to lead the financial planning, budgeting, and reporting functions within the insurance sector. This role will ensure accurate financial analysis, regulatory compliance, and provide strategic decision-making support to senior management and key stakeholders.

Financial Planning & Budgeting
  • Develop and manage annual budgets, financial forecasts, and strategic plans across all business lines.
  • Lead quarterly and annual planning processes in collaboration with underwriting, claims, and investment teams.
  • Prepare variance analyses and deliver insights on budget performance versus actual results.
  • Support business development activities through financial modeling and profitability analysis.
Financial Reporting & Analysis
  • Oversee preparation of monthly, quarterly, and annual financial statements in line with applicable accounting standards (IFRS/local GAAP).
  • Ensure timely and accurate submission of regulatory reports to relevant authorities.
  • Prepare management reporting packages, including KPIs, profitability analysis by product line, and trend analyses.
  • Develop and maintain financial dashboards for executive and board-level reporting.
Risk Management & Compliance
  • Collaborate with actuarial teams to analyze reserve adequacy and monitor loss ratios.
  • Ensure compliance with solvency and capital adequacy requirements.
  • Support internal and external audits, address findings, and implement recommendations.
  • Monitor and report on key financial risks such as underwriting, investment, and operational risks.
Team Leadership & Development
  • Lead, mentor, and develop a team of financial analysts and reporting specialists.
  • Establish and maintain financial policies, procedures, and internal controls.
  • Provide training on insurance accounting principles and regulatory requirements.
  • Promote cross-functional collaboration with underwriting, claims, actuarial, and investment teams.
Required Qualifications Education & Certifications
  • Bachelors degree in Finance, Accounting, Economics, or related field.
  • Professional certification (CPA, CFA, ACCA, or equivalent) preferred.
Experience
  • 8 to 12 years of progressive financial management experience, including at least 5 years in the insurance industry.
  • Proven track record in financial planning, budgeting, and reporting in non-life insurance.
  • Strong knowledge of insurance accounting principles and regulatory frameworks.
  • Experience with statutory reporting and solvency regulations.
Technical Skills
  • Advanced proficiency in financial modeling and analysis tools.
  • Familiarity with insurance core systems and accounting software.
  • Understanding of actuarial concepts and insurance mathematics.
  • Knowledge of regulatory reporting standards (IFRS 17, local regulations).
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