Financial Planning and Reporting Head
4 days ago
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 reporting functions for a non-life insurance company, ensuring accurate financial analysis, regulatory compliance, and strategic decision support for senior management and stakeholders.
DUTIES AND RESPONSIBILITIES:
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.
QUALIFICATIONS;
– Bachelor's degree in Finance, Accounting, Economics, or related field
– Professional qualification (CPA, CFA, ACCA, or equivalent) preferred
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
– 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)
-
Financial Planning and Reporting Head
2 days ago
Muntinlupa, Philippines WHR Global Consulting Full timeJoin 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 and Reporting Head
2 weeks ago
Ayala Alabang, National Capital Region, Philippines WHR Global Consulting Full time ₱70,000 - ₱80,000 per yearPOSITION TITLE:Financial Planning and Reporting HeadWORK LOCATION:Alabang, Muntinlupa CityWORK SETUP:Full-Time, OnsiteSALARY:PHP 70,000 – 80,000JOB 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 reporting...
-
Head of Financial Planning and Reporting
2 weeks ago
Ayala Alabang, National Capital Region, Philippines Ifelse Ph Inc. Full time ₱800,000 - ₱900,000 per yearWe 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...
-
Financial Reporting Associate
4 days ago
Muntinlupa, Philippines WHR Global Consulting Full timeWork Set-up: Onsite Work Location: Alabang, Muntinlupa Work shift: Day-shift Job Skills And Qualifications: - Graduate of Bachelor of Science in Accountancy Preferably Certified Public Accountant - At least 1-3 years or more professional experience, preferably in financial analysis or management reporting for non-life insurance or in a similar role. -...
-
Financial Reporting Associate
1 day ago
Muntinlupa, Philippines WHR Global Consulting Full timeOverview The Financial Reporting Associate will work closely with all levels of the organization, drive the reporting function, and support various modeling requirements. Responsible for the preparation, monitoring, reporting, and compliance in finance and regulatory matters. Responsibilities Reporting: Perform reliable month-closing activities and...
-
Financial Planning and Analysis Head
2 weeks ago
Makati City, National Capital Region, Philippines Aboitiz InfraCapital Economic Estates Full time $90,000 - $120,000 per yearJOB MISSION:The FP&A Head leads financial planning, financial performance analysis and strategic reporting across the organization. The role is responsible for: (a) Driving the preparation of financial management reports, executive dashboards, and financial performance summaries to support timely and data-driven decision making; (b) Conducting in-depth...
-
Financial Planning
2 weeks ago
Mandaluyong City, National Capital Region, Philippines CMC Energy and Infrastructure Asia, Inc. Full time $90,000 - $120,000 per yearThe Head of Financial Planning and Analysis (FP&A) will lead the FP&A team and oversee all financial planning, forecasting, budgeting, and analysis activities. The successful candidate will work closely with senior leadership to drive key business decisions by providing insightful financial analysis and helping shape the company's financial strategy. This...
-
financial planning
5 days ago
Ayala Alabang, National Capital Region, Philippines WHR Global Consulting Full time ₱70,000 - ₱80,000 per yearJob Description:We are seeking a highly analytical and detail-oriented Financial Planning & Reporting Headto 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...
-
Financial Planning
2 weeks ago
Ayala Alabang, National Capital Region, Philippines Cobden & Carter International Full time $90,000 - $120,000 per yearFull onsite - Head Office, AlabangMondays-Fridays 8AM-5PMJob 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...
-
Manager Financial Planning Reporting
2 days ago
Muntinlupa, Philippines eClerx Full timeOverview 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...
