FINANCIAL PLANNING

2 weeks ago

Muntinlupa, Philippines WHR Global Consulting Full time

Overview

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.

Responsibilities
  • 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
  • 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
  • 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
  • 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 other departments
Qualifications
  • Education & Certifications
  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • Professional qualification (CPA, CFA, ACCA, or equivalent) preferred
  • Experience
  • 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)
Salary

Ranged Salary : Php70k to Php80k

Location & Status
  • Seniority level: Director
  • Employment type: Full-time
  • Job function: Finance and Sales
  • Industries: Human Resources Services

Referrals increase your chances of interviewing at WHR Global Consulting by 2x

Get notified about new Head of Financial Planning jobs in Muntinlupa City, National Capital Region, Philippines .

Relevant locations and postings include Pasay, Taguig, Muntinlupa City, Makati, Mandaluyong, and Manila, within the National Capital Region, Philippines.

#J-18808-Ljbffr

  • Financial Planning and Reporting Head

    2 weeks ago

    Muntinlupa, Philippines WHR Global Consulting Full time

    Join to apply for the Financial Planning and Reporting Head role at WHR Global Consulting POSITION TITLE: Financial Planning and Reporting Head WORK LOCATION: Alabang, Muntinlupa City WORK SETUP: Full-Time, Onsite SALARY: PHP 70,000 – 80,000 Job Summary We are seeking a highly analytical and detail-oriented Financial Planning & Reporting Head to join...

  • Financial Planning

    2 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...

  • Financial Planning And Analysis Officer

    2 weeks ago

    Muntinlupa, Philippines Buscojobs Full time

    Job Overview The position is responsible for collating and analyzing various financial and operational data concerning the operations of Hitachi Solutions in APAC. The position provides support for the various management reporting and other ad-hoc financial reports required by the Head of Finance for APAC. Reports to: Assistant Vice President (AVP) Finance...

  • Financial Planning and Analysis Assistant

    2 weeks ago

    Muntinlupa, Philippines Filinvest Cyberparks Inc. Full time

    Overview The FP&A Assistant provide support in the preparation of the company budget. Primary duties include updating and consolidation of project financials and templates, coordinating with and assisting manager in preparation of variance analysis reports and providing other data and reports deemed necessary for the presentation of the company budget. KEY...

  • Financial Planning and Reporting Head

    3 weeks ago

    Alabang, Muntinlupa City, Philippines WHR Global Consulting Full time

    POSITION TITLE: Financial Planning and Reporting Head WORK LOCATION: Alabang, Muntinlupa City WORK SETUP: Full-Time, Onsite SALARY: PHP 70,000 – 80,000 JOB SUMMARY: 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...

  • Manager Financial Planning Reporting

    2 weeks ago

    Muntinlupa, Philippines eClerx Full time

    Overview Location: Muntinlupa City, National Capital Region, Philippines. As the Finance Manager for Financial Reporting & Internal Control, you will oversee month-end entries in complex areas of the financial statements and conduct research on new, intricate accounting transactions. Additionally, you will contribute to the development and maintenance of...

  • Financial Advisor

    2 weeks ago

    Muntinlupa, Philippines Blaze Investments Full time

    Responsibilities Client Relationship Management: Build and maintain relationships with clients through regular meetings and communication. Understand clients' financial goals, risk tolerance, and current financial situation. Provide personalized financial advice and develop tailored financial plans. Qualifications Bachelor’s degree in finance, economics,...

  • Corporate Planning Manager

    2 weeks ago

    Muntinlupa, Philippines Pepsi-Cola Products Philippines Inc. Full time

    Job Overview This position is responsible for the overall management of the company’s financial planning and analysis function and for overseeing the business partnering for Commercial, Manufacturing, Supply Chain and Support. It is also responsible for working with function heads in evaluating the overall business performance of the company to identify...

  • Material Planning Supervisor

    2 weeks ago

    Muntinlupa, Philippines TE Connectivity Full time

    Join to apply for the Material Planning Supervisor role at TE Connectivity 3 weeks ago Be among the first 25 applicants Join to apply for the Material Planning Supervisor role at TE Connectivity Get AI-powered advice on this job and more exclusive features. At TE, you will unleash your potential working with people from diverse backgrounds and industries...

  • Financial Modelling Associate

    7 days ago

    Muntinlupa, Philippines WHR Global Consulting Full time

    We are seeking a highly analytical and detail-oriented Senior Finance Analyst to join our finance team within the insurance industry. This role will play a key part in financial planning, analysis, and reporting processes. The ideal candidate will have a strong understanding of insurance operations, financial modeling, and regulatory requirements, and will...