Director of Financial Planning and Analysis

2 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)

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