Director, Group Financial Planning & Analysis

FWD Life Insurance Group

Hong Kong, Hong Kong
Financial planning and analysis expertise
Life insurance financial analysis knowledge
Monthly and quarterly management reporting
This position leads sales and new business reporting and forecasting while supporting monthly, quarterly, and annual business performance reporting activities

Job Summary

  • This position leads sales and new business reporting and forecasting while supporting monthly, quarterly, and annual business performance reporting activities.
  • The role acts as a business partner working with units to ensure timely and accurate delivery of management information and supports operational process improvements across the group.
  • The Director supports preparation of group business planning and forecasting activities and contributes to initiatives on scaling and automation improvements in planning and reporting capabilities.

Matching Summary

This position leads sales and new business reporting and forecasting while supporting monthly, quarterly, and annual business performance reporting activities.

Skills & Requirements

Must-have

  • Financial planning and analysis expertise
  • Life insurance financial analysis knowledge
  • Monthly and quarterly management reporting
  • Sales and business performance forecasting
  • Strong Excel and PowerPoint skills
  • Experience with Hyperion or similar MIS
  • Business partnering across functions and countries

Nice-to-have

  • Project management skills
  • Experience in fast-paced, cross-disciplinary environment
  • Strong verbal and written communication
  • Process enhancement and automation experience
  • Ability to present complex information clearly
  • Collaborative and strategic thinking

Key Requirements

  • 7+ years FP&A experience
  • Degree in finance or actuarial
  • Qualified accountant or actuary preferred
  • Expertise in life insurance financial analysis
  • Experience in regional or group leadership role

Work Rights

Not specified

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