Assistant Manager/ Manager, Strategy and Corporate Development, Finance

FWD Insurance; Hong Kong; On-site; HKD 700,000 - 1,000,000; Full time

Benefits offered by this job

20-22 days annual leave

Learning & development opportunities

Competitive package

Job summary

FWD Insurance seeks a seasoned FP&A professional to support management accounting reporting, planning and forecasting. The role involves handling data from multiple sources to enable comprehensive sales analysis and management reporting across cross-functional teams.

The ideal candidate has 5 years of FP&A or financial reporting experience in insurance, with strong Power BI & MS Office skills, and a CFA/CPA/Actuarial qualification is a plus.

Qualifications

• Bachelor’s degree in finance or accounting is required.
• Professional qualification such as CFA/CPA/Actuarial is preferred.
• 5 years of relevant FP&A or financial reporting experience, preferably in insurance/financial sector.
• Experience with BI tools (Power BI) and MS Office suite.
• Strong communication, analytical and stakeholder management skills.

Responsibilities

• Support managers/supervisors in management accounting reporting, analyses, planning and forecasting.
• Process data from multiple sources to support sales analysis and management reporting.
• Design, build and maintain analysis templates for management decisions.
• Collaborate with Actuarial, Products, IT, Operations and Channels to ensure data readiness and accuracy for FP&A.
• Assist in applying AI / advanced analytics to enhance forecasting and reporting.

Skills

BI analytics

Power BI

Excel

Communication

Stakeholder mgmt

Problem solving

Initiative

Education

Bachelor's degree in Finance/Accounting

CFA/CPA/Actuarial

Tools

PowerBI

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

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

For more information about FWD Hong Kong, please visit www.fwd.com.hk/

The Job

• To support the Managers / Supervisors in performing management accounting reporting, analyses, business planning and forecasting.
• Handle and process data from multiple sources to support wide range of sales analysis and management reporting.
• Design, build and maintain analysis working templates that meet management’s analytical and decision-support needs.
• Collaborate closely with cross-functional teams (including Actuarial, Products, IT, Operation and Channels) to ensure data readiness and accuracy for all FP&A purposes.
• Support the application of AI / advanced analytics tools to enhance analysis, forecasting and reporting efficiency.
• Assist managers / supervisors in executing day-to-day and ad-hoc tasks, including business planning, forecasting, variance analysis and other ad-hoc requests.
• Contribute to process improvements, data governance and overall enhancement of the FP&A function.

The Person

• Bachelor's degree holder with 5 years of relevant work experience. Candidates with Big4 experience are preferred.
• Attained a professional qualification (e.g. CFA and/or CPA and/or Actuarial)
• Financial Reporting or FP&A experience, preferably in insurance company / financial sector
• Experience in BI tools (e.g. PowerBI) and using AI tools preferred
• High proficiency in MS Word, Excel and Power point
• Self-motivated with a strong sense of initiative and ownership
• Able to works well under high pressure and fast-paced environment
• Detail minded, strong analytical and problem-solving skills
• Excellent communication, interpersonal, and stakeholder management skills

We offer 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.

We are an equal opportunity employer. We do not discriminate on the basis of race, gender, disability or family status in employment process.

Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment.