Director of Financial Planning and Analysis

3 days ago

Makati City, National Capital Region, Philippines OONA Insurance Full time ₱2,500,000 - ₱7,500,000 per year

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.

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

Required Qualifications:

Education & Certifications

  • Bachelor's degree in Finance, Accounting
  • 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)

  • financial planning

    2 weeks ago

    Makati City, National Capital Region, Philippines Metropolitan Bank and Trust Company Full time ₱800,000 - ₱1,200,000 per year

    Press Tab to Move to Skip to Content Link Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure...

  • financial planning

    2 weeks ago

    Makati City, National Capital Region, Philippines Metropolitan Bank and Trust Company Full time ₱500,000 - ₱1,000,000 per year

    Be #InGoodHands with Metrobank Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future...

  • Financial Planning and Analysis Manager

    2 weeks ago

    Makati City, National Capital Region, Philippines Cobden and Carter International Full time $60,000 - $80,000 per year

    Role Overview:The FP&A Manager is responsible for leading the organization's financial budgeting, forecasting, and planning processes. This role ensures the effective use of financial data to support strategic decision-making. It involves partnering with various departments, providing accurate and timely financial reports, and implementing efficient...

  • financial planning

    2 weeks ago

    Makati City, National Capital Region, Philippines Metropolitan Bank and Trust Company Full time ₱900,000 - ₱1,200,000 per year

    Be #InGoodHands with Metrobank Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future...

  • Financial Planning and Analysis

    2 weeks ago

    Makati City, National Capital Region, Philippines John Clements Family Full time $90,000 - $120,000 per year

    OverviewWe're hiring a Finance Advice Expert for a multinational banking client's Wholesale Banking division. The role focuses on providing financial insights, reporting, and advice to support strategic decision-making across global teams.ResponsibilitiesDeliver Flash & Actuals reporting and performance analysisCoordinate forecasting and planning (Dynamic...

  • 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 year

    JOB 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 and Analysis Supervisor

    1 week ago

    Makati City, National Capital Region, Philippines Beep Full time

    Position SummaryThe Financial Planning & Analysis Officer is responsible to analyze financial data by collecting, monitoring and creating financial models for decision support as well as improve financial status of the Company by analyzing business results, monitoring variances, identifying trends and recommending actions to management. This position also...

  • Financial Planning and Analysis Supervisor

    1 week ago

    Makati City, National Capital Region, Philippines Beep Full time

    Position Summary The Financial Planning & Analysis Officer is responsible to analyze financial data by collecting, monitoring and creating financial models for decision support as well as improve financial status of the Company by analyzing business results, monitoring variances, identifying trends and recommending actions to management. This position also...

  • Financial Planning and Analysis

    2 weeks ago

    Makati City, National Capital Region, Philippines ISTA Solutions, Inc. Full time $4,000 - $8,000 per year

    ISTA Solutions, an outsourcing/offshoring company, is in search of an experienced Financial Planning and Analysis (Power BI) to join our rapidly expanding team. As a member of our team, you will have the opportunity to work with highly skilled professionals, who prioritize employee satisfaction and work-life balance. At ISTA Solutions, we pride ourselves on...

  • Financial Planning and Analysis Specialist

    2 weeks ago

    Makati City, National Capital Region, Philippines Isla Petroleum & Gas Corporation Full time ₱800,000 - ₱1,200,000 per year

    Job Purpose:To assist the Commercial Finance Manager to facilitate Annual Business Planning, Monthly Financial Forecasting and Performance Management reporting.Duties and Responsibilities:Business focal to consolidate information for timely preparation of business planAssist the Commercial Finance Lead to ensure business plans are consistent and robust and...