JOB PURPOSE:
To support the Head of Performance Management in implementing and maintaining an adequate Management control framework regarding the operation of the Company, aligned with stakeholders requirements.
KEY RESPONSIBILITIES:
1. Multi-year budget (MYB) process
- Lead the design, orchestration, and governance of the MYB process across all domains
- Challenge business assumptions (growth, cost structure, productivity) to ensure alignment with strategic ambition and financial sustainability
- Build and maintain driver-based financial models (Sales, Headcount, Cost structure) and identify key value drivers
- Provide scenario analysis (best/worst/base case) to support ExCo decision-making
2. Cost controlling
- Act as a trusted advisor to FBPs (Agency / IT / TO): interpret financial performance and identify inefficiencies and cost leakages, recommend optimization actions
- Lead deep-dive analysis on cost-to-income ratio, cost per unit, and fixed vs. variable cost structure
- Critically review and challenge investment proposals (ROI / payback analysis with strategic alignment and opportunity cost)
- Drive cost discipline culture across business units
- Support CFO/Managers in reviewing expense proposals from FBP Domains
- Perform an ad hoc historical data report or analysis assigned
- Control budget planning and actual automatically in the system ERP
3. Sales report & Performance Management (PM)
- Own end-to-end Sales & PM reporting framework: ensure data integrity across Sales / Expense / P&L
- Standardize reporting structure across domains
- Deliver performance insights: variance analysis, root cause decomposition, forward-looking risk identification
4. Fund split report: Oversee fund split reporting to ensure accuracy and alignment with accounting and regulatory standards
5. Regional stakeholder management: Lead the preparation of reports for regional stakeholders with required timelines
6. Projects: Lead/participate in cross-functional finance and transformation projects, system implementation
7. Other tasks: Perform other ad-hoc tasks as assigned by management
JOB REQUIREMENTS
1. Education: Bachelor's degree in Auditing / Finance
2. Experience
- 7–10 years of experience in financial planning & analysis
- Experience in insurance / financial services / large corporates is highly preferred
3. Certification: CMA is preferable
