Assistant - Group FP&A

FWD Group Management Holdings; Hong Kong; On-site; HKD 420,000 - 600,000; Full time

Job summary

FWD Group Management Holdings in Hong Kong seeks an Analyst to support delivery of high-quality management reporting, planning and forecasting across the group. You will consolidate inputs from multiple markets, validate data, and help translate financial performance into clear insights for senior management.

The role provides exposure to IFRS metrics and drivers of value in a pan-Asian life insurance business, with opportunities to partner with senior executives and influence planning across

Qualifications

• Degree in finance, accounting, actuarial science, economics, business or a related field.
• Typically 1–3 years' relevant FP&A, financial analysis, management reporting, audit or actuarial work; life insurance or financial services experience is an advantage.
• Strong numerical and analytical skills with advanced Excel capability and attention to detail.
• Basic understanding of financial statements and performance metrics; knowledge of IFRS 17, EV, APE, VNB or NB CSM is an advantage.
• Strong written and verbal English, with the ability to present analysis clearly and concisely.

Responsibilities

• Support daily, monthly and quarterly Group reporting, including new business, financial performance, expenses and key value metrics.
• Consolidate Business Unit submissions and perform data validation, reconciliations and variance checks to maintain accurate and consistent reporting.
• Analyze actual performance against plan, forecast and prior year, identifying key drivers, trends, risks and opportunities.
• Prepare clear charts, tables and commentary for CFO, GEC, Board and other senior management materials.
• Support annual business planning and quarterly forecasting through template preparation, submission tracking, consolidation, quality review and commentary.
• Support expense reporting and analysis by market, segment and expense nature, including tracking of expense overrun and cost-efficiency actions.

Skills

Analytical skills

English communication

Education

Degree in finance or accounting or related field

Tools

Excel

Job description

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves over 40 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 Hong Kong Stock Exchange under the stock code 1828. For more information, please visit www.fwd.com

PURPOSE

Reporting to a Director or AVP in Group FP&A, the Analyst supports the delivery of high-quality management reporting, business planning, forecasting, expense analysis and performance insight across the Group. The role holder consolidates and validates financial information from Business Units and Group functions, prepares analysis and presentation materials, and helps improve reporting processes and tools. The role provides broad exposure to Group performance, senior management reporting and the key value drivers of a multi-market life insurance business.

KEY ACCOUNTABILITIES

Management reporting and analysis

• Support daily, monthly and quarterly Group reporting, including new business, financial performance, expenses and key value metrics.
• Consolidate Business Unit submissions and perform data validation, reconciliations and variance checks to maintain accurate and consistent reporting.
• Analyse actual performance against plan, forecast and prior year, identifying key drivers, trends, risks and opportunities.
• Prepare clear charts, tables and commentary for CFO, GEC, Board and other senior management materials.

Business planning and forecasting

• Support annual business planning and quarterly forecasting through template preparation, submission tracking, consolidation, quality review and commentary.

Expense and performance management

• Support expense reporting and analysis by market, segment and expense nature, including tracking of expense overrun and cost-efficiency actions.

QUALIFICATIONS / EXPERIENCE

• Degree in finance, accounting, actuarial science, economics, business or a related field.
• Typically 1-3 years' relevant experience in FP&A, financial analysis, management reporting, audit or actuarial work; life insurance or financial services experience is an advantage.
• Strong numerical and analytical skills, with advanced Excel capability and attention to detail.
• Basic understanding of financial statements and performance metrics; knowledge of IFRS 17, EV, APE, VNB or NB CSM is an advantage.
• Strong written and verbal English, with the ability to present analysis clearly and concisely.