Director, Group Financial Planning

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 34 million customers across 10 markets, including BRI Life in Indonesia. FWD's customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828.

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Purpose

This position will report to the Group Head of FP&A as well as work closely with the immediate team, country and functional teams, Group CFO and Group Leadership Team. 

This position is responsible for:

• Lead sales and new business reporting and forecasting

• Supporting monthly, quarterly and annual business performance reporting activities

• Supporting quarterly forecasting and annual business planning activities

• Business partnering

• Working with business units to ensure timely, accurate and consistent delivery of management information for both actuals and forecasting purposes

• Supporting key stakeholders around the business with standard and ad-hoc management insight

• Supporting and executing on operational process enhancements and sharing best practice across Group

Key Accountabilities

• Responsible for daily, monthly sales flash reporting and analysis

• Produce monthly management reporting analysis and distribute directly to GEC, responsible to address GEC comments and further elaboration if any

• Maintaining financial dashboard / management system information and to bring suggestion by her own knowledge  to system teams on issues and automation

• Ensure completion of timely and robust monthly, quarterly and annual management reporting as well as provide insightful analysis of results vs. budget and forecasted expectations to management

• Be the business partner and the natural link between Finance, function heads and technical functions across all levels (Group and countries) to establish business planning & solution as well as to provide insight into underlying performance, issues, opportunities and support business decision

• Support preparation of group business planning and  forecasting activities to deliver the long-range financial business growth plan, annual budget and reforecast

• Liaise and issue instructions to counterparts in countries to identify and demonstrate the monthly sales & financial trends

• Support to improve and accelerate the reports to senior management for monitoring and decision making

• Prepare financial analysis to facilitate decision support on the financial performance of the business to senior management team and business unit leaders, including any ad-hoc reporting

• Prepare monthly/quarterly financial reports to the Group Board and Shareholders, and prepare leadership for interactions with external stakeholder including investors, analysts and rating agencies

• Support and contribution to initiatives on scaling and automation improvements in planning and reporting capabilities by implementing unified systems, processes, dashboards and metrics that enhance decision support within the company including evaluation and implementation of new budgeting and reporting tool

Qualifications / experience

• 7+ years experience in a Financial Planning & Analysis (or similar) team with a thorough understanding of life insurance financial analysis

• Degree in finance or actuarial

• Qualified accountant or qualified actuary preferred

• Experience in thriving in a fast-paced, collaborative, cross-disciplinary and geographically dispersed environment with ability to connect the dots and think strategically, preferably in regional or group leadership role

Knowledge & technical skills

• Expertise in life insurance with good knowledge of business and products

• Excellent English written and verbal communication skills, including the ability to effectively present complex information clearly and appropriately handle sensitive information

• Strong analytical, quantitative, execution skills with good financial and business acumen

• Strong skills in Excel and Powerpoint, and Hyperion (Management reporting system) or similar management information system

• Good interpersonal, communication, planning, organizing skills

• This role is expected to proactively identify challenges and actively work to advise on solutions

• Project Management skills