This role oversees the agency's strategic, financial, and operational planning to ensure efficient and profitable operations aligned with business goals
Job Summary
This role oversees the agency's strategic, financial, and operational planning to ensure efficient and profitable operations aligned with business goals.
The position involves developing budgets, conducting detailed financial analysis, and creating data-driven reports using tools like Power BI to track KPIs.
Candidates must possess strong analytical skills and the ability to collaborate with cross-functional teams to support agency-wide strategies and decision-making.
Matching Summary
This role oversees the agency's strategic, financial, and operational planning to ensure efficient and profitable operations aligned with business goals.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Bachelor's degree in finance or related field
5 years strategic planning experience
Financial analysis and budget management skills
Proficiency in Excel PowerPoint and Microsoft Office
Data visualization with Power BI or Tableau
Nice-to-have
LCCI Level II or ACCA certification
Experience in insurance industry practices
Strong analytical and problem-solving abilities
Excellent communication and presentation skills
Collaborative team player mindset
Key Requirements
Bachelor's degree in finance accounting business administration economics
Minimum 5 years working experience in strategic planning
LCCI Level II or ACCA or equivalent highly desirable
Experience in financial analysis within insurance sector preferred