financial planning

6 days ago

Ayala Alabang, National Capital Region, Philippines WHR Global Consulting Full time ₱70,000 - ₱80,000 per year

Job Description:

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, Economics, or related field
  • 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)

Ranged Salary : Php70k to Php80k

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