Financial Planning

3 days ago

Manila, National Capital Region, Philippines Bershaw Consultancy Full time ₱1,500,000 - ₱2,500,000 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, 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)

Job Type: Full-time

Application Question(s):

  • Amenable to be onsite in Makati?
  • Are you from the insurance industry?
  • Are you CPA?

Work Location: In person

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