[Finance & Investment] Financial Performance Management, Senior Officer

1. Budgeting & Financial Planning (MYB)

• Participate in the Multi-Year Budget (MYB) process, including data consolidation, financial modeling, and scenario analysis

• Support or lead (depending on level) the design and execution of budgeting processes across business units

• Analyze key business drivers (Sales, Headcount, Cost structure) and ensure alignment with strategic objectives

2. Cost Controlling & Financial Analysis

• Monitor and control cost performance across functions (Agency / IT / TO)

• Analyze cost structure, identify inefficiencies, and recommend optimization actions

• Support or challenge investment proposals through ROI and payback analysis

• Work closely with Finance Business Partners (FBPs) and stakeholders to improve cost discipline

• Perform ad-hoc financial analysis and reporting

3. Performance Management & Reporting

• Prepare and/or own Sales & Performance Management (PM) reports

• Ensure data accuracy across Sales / Expense / P&L

• Analyze variance (Actual vs Budget) and identify root causes

• Deliver insights to support decision-making and performance improvement

4. Fund Split & Stakeholder Reporting

• Prepare and/or oversee fund split reports (monthly and annual) in line with accounting and regulatory standards

• Support reporting to regional stakeholders, ensuring accuracy and timelines

5. Projects & Cross-functional Collaboration

• Participate in or lead finance and transformation projects

• Collaborate with cross-functional teams to ensure timely delivery of project milestones

• Support system implementation and process improvement initiatives

 

1. Education: Bachelor's degree in Finance, Auditing, or related fields

2. Experience: ~5 years of experience in auditing or financial analysis or performance management

3. Skills & Competencies

• Strong analytical and financial modeling skills

• Good understanding of budgeting, cost controlling, and performance management

• Familiarity with ERP systems and financial reporting tools

• Strong attention to detail and ability to work with large datasets

• Good communication and stakeholder management skills

• CMA or equivalent certification

• Experience in insurance or financial services