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