Associate Manager, Financial Planning, Controls and Analysis

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 www.fwd.com

About FWD Life Philippines 

FWD Life Insurance Corporation (FWD Life Philippines) launched its commercial operations in September 2014. As of end-2022, FWD Life Philippines ranks 3rd and 6th in terms of Paid-up Capital(1) and New Business Annual Premium Equivalent(2), respectively.

For more information, please visit fwd.com.ph. 

1 www.insurance.gov.ph > Statistics > Life > 2022 > Based on Paid-Up Capital

2 www.insurance.gov.ph > Statistics > Life > 2022 > Based on New Business Annual Premium Equivalent

• Collaboratively work in the preparation and review of the Company's financial plan, forecast and other financial reports for submission to local management and Group Office (GO).
• Prepare and perform reconciliation of monthly, quarterly, and annual reports which includes P&L, Balance Sheet, and other Key Metrics reporting under MI.
• Ensure timely input of financial data (e.g. Sales KPI, Actuarial Inputs and other key financial metrics) in the Finance Management System (FMS) and validate in terms of accuracy and completeness.
• Proactively improve the current controls and processes through productivity initiatives.

• Assist in the preparation of the financial plan and forecast of the company, managing delivery of information by other departments while ensuring accuracy and timeliness.
• Timely and Accurate Input of Company KPIs and other financial data in Finance Management System (FMS); Perform data validation and analysis and raise any issues to the relevant team for resolution.
• Generate required monthly and quarterly reports in FMS required by Group Office (in coordination with Actuarial, Strategy, Distribution, Investments and General Accounting). Perform cross-referencing of data to make sure the correctness of data being generated.
• Provide satisfactory responses to adhoc queries and requests from Group Office (GO) and other department / functions.
• Review and recommend, if necessary, budget in terms of the submitted Commitment Approval Requests (CARs) and Authorization Forms (AFs).
• Document/update or recommend processes relevant to the finance planning/budget/expense

Experience:

• With minimum of three years’ experience in finance/accounting/management reporting/planning
• Experience in handling Enterprise Resource Planning (ERP) tools (e.g. Oracle) is an advantage.
• Proficient in MS word, excel, powerpoint and other tools used in reporting.
• Experience in working collaboratively with various department / functions.
• Experience in developing and delivering presentations

Privacy Notice

Your privacy is a priority for FWD.  The Company keeps your personal information with us in confidence. To know more about how we process your information, kindly refer to our FWD Recruitment Privacy Notice.

FWD has partnered with Talocity Instasolutions Private Limited (“Talocity”) to manage the initial filtering of candidate’s profiles through video interviews, social profile mapping, and video analytics using artificial intelligence engine that is offered within the Talocity platform.  The platform evaluates the candidate on the five well-known dimensions as per OCEAN Personality Model that influence occupational success and help understand workplace behavior. For more information, please refer to Talocity Privacy Policy.

When you apply, FWD will share your name, phone number and email address to Talocity to contact you and conduct the initial screening and profiling process.  Shortlisted candidates will then be contacted by FWD for the face-to-face interview.