Financial Planning

3 weeks ago

Ayala Alabang, National Capital Region, 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-orientedFinancial Planning & Reporting Headto 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

  • Bachelors degree in Finance, Accounting, Economics, or related field.

    • Professional certification (CPA, CFA, ACCA, or equivalent) preferred.

      • 8 to12 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.

              • 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).

By Applying, you give consent to collect, store, and/or process personal and/or sensitive information for the purpose of recruitment and employment may it be internal to Cobden & Carter International and/or to its clients.

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