Manager – Financial Planning

About the Role

Are you an actuarial professional with a passion for turning data into strategic insights? Compare Club, a leading Australian financial services platform, is looking for a highly skilled Manager – Financial Planning & Actuarial to oversee the valuation and analysis of our trail commission portfolios.

This role plays a critical part in shaping our financial insights, supporting executive decision-making, and maintaining the integrity of our valuation models. You will be working across multiple business lines—Health Insurance, Life Insurance, Overseas Visitors Insurance, and Lending—and contributing directly to our performance and capital efficiency.

We are open to full-time or part-time engagements depending on your availability, but we are not open to underqualified applicants. Please review the skills and experience requirements carefully before applying. This will save both your time and ours.

Key Responsibilities

• Own the monthly valuation of future trail commissions and ensure the accuracy of Net Present Value (NPV) modeling.
• Analyze variances between actual vs. forecasted trail receipts and deliver actionable insights.
• Create and maintain monthly valuation reports with commentary on cancellation rates, premium variance, and commission structures.
• Conduct sensitivity and scenario analyses to evaluate risks and opportunities.
• Update and review borrowing base models under the Life Trail Book Securitization Debt Facility.
• Collaborate with the Finance team and Executive leadership to ensure assumptions align with strategic goals.
• Maintain and enhance the internal Python-based valuation model, and support handover from the previous offshore actuary.
• Respond to ad hoc requests from auditors, commercial partners, and stakeholders regarding trail book performance.

Who Should Apply

Only apply if you meet all of the following minimum qualifications and demonstrate confidence in both your technical skills and professional behaviors:

Required Qualifications & Experience

• Bachelor's degree in Actuarial Studies, Mathematics, Statistics, or a related field.
• At least 5+ years of professional experience in an actuarial, valuation, or analytics role (life or health insurance background preferred).
• Strong hands-on experience with:
• Python (especially Pandas, NumPy, SciPy)
• SQL and Excel
• Solid knowledge of GLMs for pricing, retention, or premium modeling.
• Excellent communication skills—able to translate technical outputs into business-ready insights.
• Strong documentation discipline and version control.
• Capable of managing multiple deliverables under recurring monthly deadlines.

Preferred (Not Mandatory, But a Plus)

• Associate or Fellow of the Institute of Actuaries of Australia (or equivalent).
• Experience working with trail commission or renewal income portfolios.
• Familiarity with actuarial tools such as Prophet, MoSes, or RiskAgility.
• Background in PE-backed or fast-scaling organizations.

Behavioral Fit - We're Looking For…

• Self-starter with a sense of ownership and initiative.
• A sharp, curious mind that thrives on solving complex problems.
• Communicative, responsive, and respectful in team collaborations.
• Comfortable working independently in a remote setup.
• High integrity, with a commitment to accuracy and accountability.

Compensation & Work Arrangement

• Monthly Compensation - PHP 200,000 - Php280,000 (Full-time)
• Work Hours - Flexible—We are open to full-time or part-time (2–3 days/week) engagements based on your availability and skill alignment.
• Work Setup - 100% remote, open to all, Philippines-based or outside (independent contractor)
• Reports to - Financial Controller (Australia)

Important Note to Applicants

Please apply only if your background meets the qualifications and you are confident in delivering the technical and reporting responsibilities outlined above. We value your time and ours—let's not waste either by proceeding with mismatched expectations.

Job Types: Full-time, Part-time

Pay: Php200, Php280,000.00 per month

Benefits:

• Flexible schedule
• Flextime
• Health insurance
• Paid training
• Work from home

Application Question(s):

• Have you worked on Net Present Value (NPV) modeling for future income streams such as trail or renewal commissions?
• Are you highly proficient in Python, specifically with Pandas, NumPy, and SciPy? (Select all that apply)

I am highly proficient with all three libraries

I can write and modify production-level Python code

I am still learning Python

I have not worked with Python

• How would you rate your proficiency in SQL and Excel (formulas, pivot tables, modeling)?

Expert – I use both tools regularly for analysis

Intermediate – I can perform most tasks independently

Beginner – I need support for complex tasks

None

• Have you previously created or maintained actuarial models used for forecasting or scenario analysis (e.g., GLMs, sensitivity testing)?

Yes, I've built and led these models

I've worked with them but not built from scratch

No experience

• Do you hold any of the following actuarial designations? (Select all that apply)

Associate of the Institute of Actuaries of Australia (AIAA)

Fellow of the Institute of Actuaries of Australia (FIAA)

Equivalent qualification from another international body (e.g., FSA, FIA, ASA)

None

• Are you comfortable preparing written valuation reports, commentary, and presenting insights to finance or executive teams?
• This role requires working independently under recurring monthly deadlines with minimal supervision. Are you confident in managing and delivering results in such a setup?

Experience:

• Actuarial, Valuation, or Analytics: 5 years (Required)

Work Location: Remote