Lead - Financial Planning & Analysis - Insurance

Key Responsibilities:

Financial Planning & Forecasting:

• Lead annual budgeting, quarterly forecasting, and long-range planning processes.
• Develop and maintain financial models to support business planning and strategic initiatives.
• Monitor actual performance against budget and forecast, identifying key variances and risks.
• Provide scenario analysis and sensitivity modeling for business decisions.

Business Performance Management:

• Analyze revenue, profitability, operating expenses, and key business drivers.
• Prepare monthly management reports, dashboards, and performance reviews.
• Identify trends, opportunities, and areas for operational improvement.
• Track and report key financial and operational KPIs.

Strategic Finance & Decision Support:

• Partner with business leaders to evaluate investments, pricing strategies, and growth opportunities.
• Support business cases, ROI analysis, and capital allocation decisions.
• Assist leadership with strategic planning and financial impact assessments.
• Drive profitability improvement initiatives across business units.

Reporting & Stakeholder Management:

• Prepare presentations and financial insights for senior leadership and board reviews.
• Collaborate with Accounting, Commercial, Operations, HR, and other functional teams.
• Ensure consistency and accuracy of financial data and reporting.

Process Improvement & Systems:

• Enhance financial planning processes, reporting automation, and forecasting accuracy.
• Leverage ERP, BI, and planning tools to improve efficiency and decision-making.
• Support implementation and optimization of FP&A systems and reporting frameworks.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• CA, CMA, CPA, CFA, MBA (Finance), or equivalent qualification preferred.
• 6-10+ years of experience in FP&A, Corporate Finance, Commercial Finance, or Business Finance roles.
• Experience in high-growth, multinational, technology, consumer, manufacturing, or services environments preferred.