Financial Planning

22 hours 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

  • Financial Planning

    1 week ago

    Manila, National Capital Region, Philippines Penbrothers Full time $70,000 - $120,000 per year

    About PenbrothersPenbrothers is an HR & remote talent management partner and one of the fastest growing companies in the Philippines. We provide talented Filipinos with global opportunities in high-growth startups and dynamic companies, from the comfort of their own homes.About the ClientOur client is a Midwest-based company headquartered in Indiana. They...

  • Financial Planning Specialist

    1 week ago

    Manila, National Capital Region, Philippines beBeeFinancialPlanning Full time ₱500,000 - ₱750,000

    Job SummaryThis position offers a unique opportunity to work as a Financial Planning Specialist, providing personalized support to clients while developing your expertise in financial planning and related fields.About the RoleThe role of a part-time remote Financial Advisor is to provide expert guidance on retirement planning, investment management, and...

  • Financial Planning Specialist

    1 week ago

    Manila, National Capital Region, Philippines beBeeParaplanner Full time A$1,800 - A$2,600

    Key Financial Planning RoleWe are seeking a detail-oriented and highly skilled financial planner to support our team.The ideal candidate will have experience preparing comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs).Conduct product comparisons and strategy modelling for superannuation, insurance, and pension...

  • Financial Planning Expert

    1 week ago

    Manila, National Capital Region, Philippines beBeeFinancial Full time ₱800,000 - ₱1,200,000

    Role SummaryThis is a part-time remote opportunity for an experienced Financial Planner to provide expert guidance on retirement planning, investment management, and general financial advisory services.ResponsibilitiesDevelop and implement personalized financial plans, guiding clients through the retirement planning process, managing investments, and...

  • Financial Planning Analyst

    3 weeks ago

    Manila, National Capital Region, Philippines The Moment Group of Restaurants Full time

    OverviewAs a Corporate Planning Officer, you will support the financial planning and performance management of our restaurant group. Your role will involve preparing budgets, forecasts, and analyses that guide strategic decision-making and ensure alignment between financial goals and operational execution across all brands and locations.Key...

  • Financial Planning

    1 week ago

    Manila, National Capital Region, Philippines We Connect HR Solutions OPC Full time ₱70,000 - ₱120,000 per year

    Job Summary:Focuses on forward-looking financial activities, such as budgeting, forecasting, and analysis, to support a company's strategic decisions.WHAT YOU'LL DO:FP&A professional's day-to-day work involves a mix of recurring tasks and special projects.Budgeting & Forecasting: Lead the company's budgeting process, working with different departments to...

  • Financial Planning Director

    1 week ago

    Manila, National Capital Region, Philippines beBeeDirector Full time $90,000 - $120,000

    Financial Planning Director RoleWe are seeking a Financial Planning Director to lead the development and scaling of our financial planning and analysis function.Key ResponsibilitiesStrategic Planning:Develop and implement strategic financial plans to drive business growth and scalability.Establish and maintain effective forecasting models, budgeting...

  • Financial Planning Specialist

    1 week ago

    Manila, National Capital Region, Philippines beBeeParaplanner Full time A$1,800 - A$2,600

    Job OverviewWe are seeking a skilled Paraplanner to join our team in a remote independent contractor engagement. The successful candidate will support our financial planning team in preparing comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs).Key Responsibilities:Prepare comprehensive SOAs and ROAs in line with compliance...

  • Financial Planning Specialist

    1 week ago

    Manila, National Capital Region, Philippines beBeeParaplanner Full time ₱4,000 - ₱5,000

    Paraplanner Role OverviewWe are seeking a detail-oriented and highly skilled professional to support our financial planning team. The ideal candidate will have experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and...

  • Financial Sales Associate

    1 week ago

    Manila, National Capital Region, Philippines Manulife Financial Full time

    OverviewThe Financial Sales Associate is responsible for providing life insurance solutions to bank's clients. He/she will work in coordination with branch Sales and Service teams, and we are looking for a dynamic individual with an independent mindset and drive to succeed.ResponsibilitiesThe Financial Sales Associate is responsible for providing life...