Head of Financial Planning and Analysis

EXPERIENCE AND QUALIFICATIONS:

· CPA, Actuarial or Investment designation

· Has 5 years experience in the insurance industry

· Proven experience in financial planning and analysis

· Strong proficiency in financial modeling, forecasting techniques, and financial analysis.

· Excellent analytical skills with the ability to interpret complex financial data and communicate insights effectively.

· Strategic thinker with the ability to translate financial analysis into actionable recommendations.

· Exceptional communication and presentation skills, with the ability to communicate complex financial concepts to non-financial stakeholders.

Established in 1999, AXA Philippines is one of the largest and fastest growing life insurance companies in the country. It offers financial security to more than one million individuals through its group and individual life insurance as well as general insurance products through its subsidiary Charter Ping An.

AXA Philippines is one of the first to introduce bancassurance operations in the country, and is among the pioneers in the investment-linked insurance sector.

AXA now offers a complete range of products for all its customers' insurance and financial protection needs, including savings and investments, health plans, income protection, and health coverage; and through its general insurance subsidiary Charter Ping An Insurance Corporation\: fire, motor car, marine cargo, personal accident, bonds, casualty, and engineering insurance products.

AXA Philippines closed 2017 with P26.4 billion in total premium income and P5.7 billion in gross written premiums from Charter Ping An. Today, AXA has more than 4,000 financial advisers in 36 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide. Charter Ping An, on the other hand, has 22 branches nationwide and 2,007 agents.

AXA Philippines is a joint venture between the AXA Group, headquartered in France, and the Metrobank Group, one of the largest financial conglomerates in the Philippines.

The Metrobank Group is a conglomerate of industry-leading businesses that includes First Metro Investment Corporation, Metrobank Credit Cards, Federal Land, Toyota, and Manila Doctors Hospital. It was hailed Best Bank in the Philippines in 2010, 2011, and 2012 by Euromoney and recognized as the strongest bank in the Philippines by The Asian Banker in 2013. It is owned by the Ty Family whose major business interests include financial services, real estate development, power, and manufacturing.

JOB TITLE:

Head of Financial Planning and Analysis

DIVISION:

Finance

DEPARTMENT:

FCA

JOB GRADE:

13

LOCATION:

GT Tower

REPORTING TO

(ROLE):

Head of Finance

NUMBER OF DIRECT

REPORTS/NUMBER OF TEAM MEMBERS

3

MAIN PURPOSE

OF THE JOB:

Reponsible for all aspects of financial planning, budgeting, forecasting, and analysis. Provide strategic insights, to drive, and support decision-making processes. Should possess strong analytical skills, leadership capabilities, and the ability to collaborate effectively with senior and executive leadership team.

KEY ACCOUNTABILITIES:

· Lead the financial planning and analysis function, including budgeting, forecasting, and long-term financial planning processes.

· Develop and maintain financial models to support business decision-making and strategic initiatives.

· Provide insightful analysis of financial performance, including variance analysis and key performance indicators (KPIs), to identify trends, risks, and opportunities.

· Partner with senior and executive leadership team to develop annual budgets and forecasts, ensuring alignment with strategic objectives and financial targets.

· Monitor and Report Key Performance Indicators of the Company to Executive Leadership Team including proposed action items to address current gaps/challenges

· Stay abreast of industry trends, regulatory changes, and best practices in financial planning and analysis to ensure compliance and relevance.

KEY

STAKEHOLDERS:

Internal – CFO, Finance Leadership Team, Senior Leadership team, Executive Leadership Team, International Market Office, AXA Board

A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations. In the Philippines, we are in partnership with Metrobank, one of the country's strongest banks.