This position is responsible for overseeing and guiding the agency’s strategic, financial, and operational planning — ensuring the agency network operates efficiently, profitably, and in alignment with overall business goals
Job Summary
This position is responsible for overseeing and guiding the agency’s strategic, financial, and operational planning — ensuring the agency network operates efficiently, profitably, and in alignment with overall business goals.
The role involves budgeting, financial analysis, forecasting, data-driven insights, governance, and supporting strategic decision-making for agency operations.
Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.
Matching Summary
This position is responsible for overseeing and guiding the agency’s strategic, financial, and operational planning — ensuring the agency network operates efficiently, profitably, and in alignment with overall business goals.
Skills & Requirements
Must-have
financial analysis and control
budgeting and financial reporting
data-driven insights and reporting
Excel, PowerPoint, Microsoft Office proficiency
Power BI & Tableau proficiency
Nice-to-have
shaping a healthier future
inspiring and supportive leaders
process improvement and operational efficiency
cross-functional team collaboration
Key Requirements
Bachelor's degree in finance, accounting, business administration, economics
Minimum 5 years of working experience
Experience in financial analysis and control roles
Insurance industry financial practices and regulations preferred
LCCI Level II or ACCA or equivalent is highly desirable