Manager, Financial Planning & Analysis (12 months FTC)

Pacific Life; Sydney; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

20+5 days annual leave

Fertility leave

Parental leave

Job summary

Pacific Life Re is seeking a Manager, Financial Planning & Analysis (12 months FTC) to partner with the business and deliver high-quality financial planning, analysis, and insights across the Division. The role requires strong analytical capability, accounting judgement, and stakeholder engagement across Finance, Actuarial, and the wider business.

You will lead regular and ad-hoc analysis, support annual planning and forecasting, and contribute to portfolio oversight and finance transformation

Qualifications

• Professional accounting designation (CPA/ACA/ACCA/CIMA or equivalent) preferred.
• At least 3–4 years post-qualified experience.
• Strong analytical ability and accounting judgement.

Responsibilities

• Prepare and review key management information including quarterly reporting and committee reporting.
• Manage investment portfolios, treasury activities and cashflow.
• Support the annual business plan process.
• Provide ad-hoc financial analysis to support LOB initiatives.

Skills

Excel

Power BI

Communication

Presentation

Education

CPA/ACA/ACCA/CIMA or equivalent

Tools

Power BI

Excel

Job description

Job Title

Manager, Financial Planning & Analysis (12 months FTC)

Job Description

As a high-performing and commercially minded FP&A Manager, you will play a key role in partnering with the business to deliver high-quality financial planning, analysis and insight that supports effective decision-making across the Division. This is a broad, hands-on role requiring strong analytical capability, sound accounting judgement and the confidence to work effectively with stakeholders across Finance, Actuarial and the wider business. An ability to understand complex reinsurance products and translate financial and technical concepts for audiences with different levels of expertise will be highly valued. Experience with Power BI development and financial systems would also be beneficial. You will lead regular and ad-hoc financial analysis and reporting for senior stakeholders and partner closely with the Protection Line of Business and Corporate Actuarial teams to support the annual business planning and forecasting processes. The Protection FP&A team forms part of the Global PL Re FP&A function and is responsible for quarterly management information and insights for the Global Protection Executive Committee and the local Australia Board, alongside other key deliverables including Investment Committee reporting and support for the quarterly financial close. The role also has a broad local finance remit, with responsibility for treasury operations and oversight of the investment portfolio, including cash flow management, finance compliance activities and supporting portfolio optimisation. As a business partner for the Protection Australia business, you will contribute to broader initiatives through ad-hoc analysis and finance support as required. While the role has no formal people management responsibility, it provides a significant opportunity to demonstrate leadership across the Protection FP&A team, influence senior stakeholders and drive better business outcomes through analysis, insight and recommendations. You will be a key member of a collaborative and diverse team and gain broad exposure across the business. Given the global nature of the FP&A team, the role will require flexibility to participate in occasional out-of-hours calls with colleagues across Singapore, the UK and Canada. Reporting to the AVP, FP&A, the role description will include, but not limited to the below:

• Preparation and review of key management information including quarterly reporting, reporting to various committees and internal stakeholders
• Manage investment portfolios, treasury activities and cashflow
• Support the annual business plan process
• Provide support to wider business and finance transformation initiatives and ad-hoc financial analysis to support Line of Business

Qualifications & Experience

• Professional accounting designation (CPA, ACA, ACCA, CIMA, or equivalent) is preferred. At least 3 - 4 years post qualified experience
• Specialist understanding of accounting and control in the life insurance industry
• Demonstrated ability to improve processes and challenge the status quo
• Able to add value through effective financial analysis demonstrating influencing and presentation skills
• Able to simplify complex problems and present these in concise reports and presentations
• Able to frame issues, and make recommendations to enable quick and sound decision making
• Excellent communication skills
• Proficiency in Excel
• Proficiency in Power BI desirable
• Insurance or Reinsurance industry experience strongly preferred

Working For Pacific Life Re

Every person in our global team is valued for the unique qualities they bring to our business and we seek to build their expertise and support their individual ambitions at every step. Of course, we take our work seriously and we know our team can operate under great pressure. We work hard and thrive on achievement, but we also know how to have fun and relax too. We regularly host a range of team building days to strengthen our team's connection with each other and reflect on their successes. Providing employees with a healthy work-life balance is very important to our culture. We have a wide range of employee benefits and we host regular social activities and well being initiatives. We are also committed to supporting our employee's involvement in their communities, by actively fundraising, hosting charity events and overseeing volunteering opportunities.

Benefits

• Leave 20+5 days of annual leave with option to buy more days
• Fertility leave
• Generous enhanced parental leave
• Healthcare The Companies Group Salary Continuance Insurance (SCI)/Income Protection (IP) provides you with a continued salary, through monthly Benefit payments, in order to protect your standard of living should you be unable to work due to long term illness, injury or partial/total disability
• Wellness Subsidized gym membership
• Access to Employee Assistance Program
• Time off for volunteering
• Charitable matching of employee donations

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. As part of our commitment to diversity and inclusion, we will provide reasonable adjustments during the recruitment process to ensure equal access to applicants with disabilities. Please contact us about your needs so that we can discuss these with you to make sure that suitable adjustments are made, where possible.

Pacific Life Re Values

At Pacific Life Re, our vision is to bring an innovative and dynamic approach to the marketplace. Our global team is not afraid to disrupt and challenge industry thinking to provide the best life and health reinsurance services possible. Working in some of the most complex and fast-moving markets has taught us that knowledge and innovation go hand in hand. Today, we are continuing our rapid growth internationally with offices across Europe, Asia, North America, Australia, and Bermuda. With over 1000 employees across the globe, we take pride in our inclusive culture, underpinned by our values and behaviours, providing an environment where everyone can grow and develop.