Assistant Manager, Financial Planning & Analysis

About the role

We are partnering with an established insurer to hire an Assistant Manager into its Planning & Analysis team. This is a broad FP&A opportunity within a lean finance team, providing direct exposure to senior stakeholders and a combination of financial analysis, IFRS 17 performance monitoring, management reporting and project cost management.

Key responsibilities

• Support KPI monitoring and analysis of business and financial performance, including IFRS 17‑related results and key performance drivers.
• Analyse financial results and investigate underlying movements, trends and variances to provide meaningful insights to management.
• Support budgeting, forecasting and planning activities across the business.
• Monitor project expenditure, budgets and financial performance across ongoing business and transformation initiatives.
• Support the development and enhancement of project cost and cost‑benefit monitoring frameworks.
• Prepare management reporting and group/regional reporting, including analysis and commentary for senior stakeholders.
• Partner with stakeholders across Finance, Actuarial, IT and other business functions to gather information, challenge assumptions and support decision‑making.
• Support the development of dashboards and reporting tools to improve visibility of KPIs, project costs and business performance.
• Identify opportunities to improve existing reporting, analysis and finance processes.

Required profile

• Approximately 4 to 7 years of relevant experience within insurance finance, FP&A, financial reporting or Big 4 insurance audit.
• Strong knowledge of the insurance industry, with life insurance experience advantageous.
• Exposure to IFRS 17 / FRS 117 and an understanding of insurance financial results and performance drivers.
• Experience in financial analysis, KPI monitoring, management reporting, budgeting, forecasting or variance analysis.
• Strong analytical skills with the ability to understand and explain the drivers behind financial performance.
• Confident communicator with strong stakeholder management skills and the ability to work across multiple functions.
• Experience with Power BI, dashboarding, reporting automation or other data‑analytics tools would be advantageous.
• Big 4 insurance auditors at Senior Associate / Assistant Manager level looking to transition into an in‑house FP&A role are encouraged to apply.

Required skills

• IFRS 17
• FRS 117
• Power BI
• Dashboarding
• Reporting automation
• Data‑analytics tools