Description
As a key senior team member, the Management Reporting & Analytics, Senior Principal will lead the delivery of timely and high-quality management reports for local Management and Group Office.
This role is a critical contributor to strategic financial planning, forecasting, and performance analysis to support business decision-making.
The position also drives initiatives to enhance management reporting and analytical capabilities, providing actionable insights to the business.
The ideal candidate will bring a strong mix of financial acumen and transformation experience within the life insurance or broader financial services industry.
Roles and Responsibilities:
Strategic Planning & Budgeting
- Lead and support annual strategic planning, budgeting, and regular forecasting
- Act as a business partner to establish financial targets aligned with company strategy
- Provide insights and financial advice to business functions in preparing plans and budgets, ensuring relevance for senior management review and approval
- Drive continuous enhancement of business planning processes
Forecasting, Management Reporting & Analysis
- Lead and improve regular forecasting cycles to ensure timely and accurate financial projections
- Challenge channel forecasts and budgets from a Financial Management perspective
- Monitor and analyse key financial KPIs; propose new leading indicators to identify trends and variances proactively
- Ensure internal reporting aligns with Group Office requirements
- Shape effective communication for executive-level reporting
Analytical Capabilities & Continuous Improvement
- Act as a constructive challenger, leading initiatives to enhance analytical capabilities and mindset within the team
- Advocate technology adoption for greater efficiency and improved decision-making impact
Leadership & Team Development
- Supervise, mentor, and develop junior finance staff, fostering a high-performance culture
- Conduct performance reviews and develop high-potential talent
- Allocate resources effectively to deliver on multiple priorities
- Ensure compliance with internal controls and Group requirements
Ad Hoc Projects & Business Support
- Lead or support special projects, financial reviews, and business case evaluations as assigned by senior leadership
- Serve as a key liaison between the team and local / Group functions, promoting best practices
Minimum Job Requirements:
- University graduate and member of a recognized professional accounting body
- Minimum 10 years of relevant experience in financial management, preferably in life insurance or financial services
- Strong problem-solving and analytical skills
- Proven leadership, supervisory, and communication skills
- Effective coaching and people management abilities
- Ability to work independently with strong self-initiation