# Management Reporting & Planning, Principal

**Company**: AIA
**Location**: Hong Kong, Hong Kong
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Insurance
**Wikidata**: https://www.wikidata.org/wiki/Q30255387

**Apply**: https://aia.wd3.myworkdayjobs.com/en-US/External/job/Hong-Kong-HK-AIA-Hong-Kong--Macau/Management-Reporting---Planning--Principal--Senior-Manager-_JR-71686-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_af24b34d-7ee

## Description

Build a healthier and more sustainable future for everyone.

The Management Reporting & Planning, Principal is a strategic analytics professional responsible for supporting the Director, Financial Management & Planning in delivering forward-looking business and financial insights to the Head of Finance, CFO, CEO, and Executive Committee.

**Roles and Responsibilities:**

**Distribution Channel Financial Insights**

- Develop and maintain channel performance analytics covering sales, productivity, business mix, customer behaviour, and profitability metrics to assess distribution effectiveness and identify key business drivers.

- Identify emerging trends, opportunities, and risks across distribution channels through analysis of performance, customer behaviour, and market developments.

- Provide actionable insights and recommendations to enhance growth, improve business quality, optimise profitability, and support long-term value creation.

- Develop predictive analytics and business driver models to assess future business outcomes, identify early warning indicators, and support management decision-making.

**Financial Planning & Analysis (FP&A)**

- Act as a trusted advisor to senior management, providing independent financial analysis and recommendations to support strategic business decisions.

- Perform scenario analysis, profitability assessments, and business case evaluations to support strategic initiatives, investment decisions, and business transformation programmes.

- Lead the development of management intelligence and data analytics capabilities, integrating financial and non-financial data to strengthen decision support and performance management.

- Drive finance innovation through the adoption of analytics, visualisation, automation, and AI-enabled tools to enhance insight generation, decision quality, and organisational effectiveness.

**People Leadership & Management**

- Lead, develop, and inspire a high-performing team of 2 to 3 finance professionals.

- Foster a culture of accountability, continuous improvement, innovation, and collaboration.

- Coach and mentor team members, with a strong focus on technical, analytical, and business partnering capabilities.

- Drive alignment with organisational goals while strengthening collaboration across Finance, Actuarial, Distribution, and other business functions.

- Champion the use of analytics and technology to enhance team effectiveness and deliver greater business value.

**Ad Hoc Tasks Assigned**

- Lead or support strategic initiatives, business transformation programmes, special projects, and ad hoc analyses as assigned by the Director, Financial Management & Planning.

- Provide financial and commercial evaluation of new business opportunities, regulatory initiatives, and management requests as required.

**Minimum Job Requirements:**

- Degree in Actuarial Science, Mathematics, Data sciences, or related discipline

- Actuarial qualification (Fellow level) preferred but not mandatory for candidates with strong FP&A, or business analytics experience.

- 8 to 10 years' experience in actuarial, financial planning & analysis, business analytics, strategy within the insurance or financial services industry.

- Insurance or financial services preferred

- Strong experience in actuarial valuation, financial modelling, business analytics, predictive analytics, or management intelligence within insurance or financial services.

- Proven ability to operate effectively in complex, fast-paced environments

- Strong analytical capability with ability to translate data into business insights and actions

- Excellent stakeholder management and influencing skills across senior leadership levels

- Proficiency in financial systems, data analytics, and reporting tools

## Skills

### Required
- actuarial science
- mathematics
- data sciences
- financial planning
- business analytics
- predictive analytics
- management intelligence

### Nice to have
- actuarial qualification (Fellow level)
- FP&A

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