Senior Manager, Financial Planning

2 days ago

Hong Kong Island, China FWD Insurance Full time CN¥80,000 - CN¥120,000 per year

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.

For more information, please visit

For more information about FWD Hong Kong, please visit

Job Summary

This role supports the FP&A team in delivering high-quality financial analysis, planning, and reporting. The Senior Manager will play a key role in driving performance insights, supporting business planning cycles, and ensuring compliance with internal and external reporting standards.

The Job

Financial Planning & Analysis

  • Support the budgeting and forecasting processes across business units
  • Prepare and analyze financial reports including APE, VNB, NB CSM, OPEX, and CRE
  • Monitor and interpret key performance indicators such as OPAT, NPAT, CTE, etc.

Expense Management

  • Track and analyze expenses (including OPEX/CRE/Investment expenses) across departments
  • Identify cost-saving opportunities and support expense control initiatives
  • Ensure alignment of expense reporting with budget targets

Business Performance Support

  • Provide timely and accurate financial insights to support decision-making by senior stakeholders
  • Assist in the development of business plans and performance analysis
  • Collaborate with actuarial and distribution teams to align financial assumptions and projections

Reporting & Compliance

  • Ensure financial reports meet internal control standards and regulatory requirements (e.g., HKRBC, IFRS 9/17)
  • Contribute to transformation initiatives to enhance reporting quality and automation

Stakeholder Engagement

  • Liaise with Group Finance, local management, and external auditors as needed
  • Support ad hoc analysis and presentations for CFO, CEO, and Group Office

The Person

  • Proven experience in FP&A, preferably in insurance or financial services
  • Strong understanding of HKRBC, IFRS 9, IFRS 17
  • Track record of leading financial transformation and reporting initiatives
  • Strong business acumen and analytical capabilities
  • Excellent interpersonal and communication skills
  • Highly self-motivated with the ability to manage multiple priorities and projects
  • Familiarity with internal control frameworks and a proactive approach to shaping their development

We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.

Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, sex, disability or family status in employment process.

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