Assistant Manager - Financial Planning & Business Performance

About the role

An established organisation in the insurance sector is looking for a finance professional to join its financial planning and analysis function. You will work closely with business stakeholders to evaluate performance, identify trends and provide insights that inform management decisions. The role suits someone who enjoys turning financial and commercial data into meaningful insights.

Key responsibilities

• Support financial planning, budgeting, forecasting and annual business planning activities.
• Monitor key financial and business performance indicators, identifying trends, variances and areas needing management attention.
• Prepare management reports, performance commentaries and financial analysis to support business decisions.
• Evaluate business performance and provide analytical support for strategic initiatives.
• Analyse industry and business statistics to support performance reviews and planning.
• Collaborate with stakeholders across finance and business functions to consolidate information and deliver accurate reporting.
• Contribute to reporting automation, process improvements and enhancements to analytical capabilities.

Required profile

• Degree in Accounting, Finance, Actuarial Science or a related discipline.
• Approximately 5 years or more of relevant experience in financial planning and analysis, management reporting or business performance analysis.
• Experience in the insurance industry is preferred, particularly life insurance; experience in distribution performance management is also considered if the candidate has a strong financial planning and analytical foundation.

Required skills

• Strong FP&A capabilities, including financial analysis, planning, reporting and performance interpretation.
• Knowledge of IFRS 17 is advantageous but not mandatory.
• Strong analytical, communication and stakeholder management skills, with the ability to explain financial insights to non-finance audiences.