This role is responsible for overseeing the agency's strategic, financial, and operational planning to ensure efficient and profitable operations aligned with business goals
Job Summary
This role is responsible for overseeing 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 support senior management decision-making.
Candidates must have a strong background in financial control within the insurance sector and possess excellent analytical skills to drive process improvements and operational efficiency.
Matching Summary
This role is responsible for overseeing the agency's strategic, financial, and operational planning to ensure efficient and profitable operations aligned with business goals.
Skills & Requirements
Must-have
Bachelor's degree in finance or related field
5+ years strategic planning experience
Financial analysis and forecasting skills
Excel, PowerPoint, and Microsoft Office proficiency
Power BI data visualization expertise
Nice-to-have
ACCA or LCCI Level II certification
Insurance industry financial practices knowledge
Tableau proficiency
Strong stakeholder communication skills
Process improvement mindset
Key Requirements
Bachelor's degree in finance, accounting, or economics
Minimum 5 years of strategic planning experience
Experience in insurance or financial services industry