Finance Transformation Lead - AI, Data & Reporting

Generali Life (Hong Kong) Limited; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Generali Life (Hong Kong) Limited seeks a Manager of Finance Transformation to lead the CFO's transformation agenda across Life and Non-Life insurance, driving process simplification, automation, data governance and AI-enabled insights. This role partners with Finance, Actuarial, Risk, Compliance, Operations and Technology to deliver HK IFRS 17 reporting and regulatory initiatives.

The role requires steering multi-year roadmaps, business-case development, and governance across statutory

Qualifications

• Bachelor's degree in data science, Engineering, Information Systems, Finance, or Business.
• At least 8 years of relevant experience in finance transformation, finance operations, consulting, programme delivery or related roles, including leadership of cross-functional initiatives.
• Substantial experience in insurance or a closely related regulated financial services environment.
• Strong understanding of insurance or finance processes, financial controls, management reporting, planning and forecasting, and actuarial-finance data flows.
• Proven delivery of process redesign, automation, data or systems change with measurable benefits.
• Practical familiarity with SAP, insurance administration or actuarial systems, Alteryx, Power BI, Power Platform, SQL, cloud data platforms, generative AI or agentic AI.

Responsibilities

• Shape and maintain a multi-year Finance transformation roadmap aligned with the CFO's priorities, business strategy and the Hong Kong regulatory agenda.
• Assess opportunities arising from HKFRS 17, Hong Kong Risk-based Capital, ORSA, statutory reporting and Group requirements; define scope and outcomes; prepare business cases; prioritize investment; manage dependencies.
• Lead end-to-end reviews of Financial closing and reporting, statutory accounts, Risk-based Capital and regulatory returns, planning and forecasting, expenses, reconciliations, management reporting and actuarial-finance data flows.
• Simplify and standardize workflows, eliminate manual and low-value activity, strengthen maker-checker and evidence controls, and deploy fit-for-purpose automation using Alteryx, Power Platform, enterprise systems and other approved tools.
• Improve finance data quality, lineage, accessibility and governance across policy, actuarial, investment and general-ledger data.
• Sponsor dashboards, management insights and predictive use cases for cash flow, profitability, expenses, capital and solvency.
• Govern generative and agentic AI in accordance with company policies and applicable Hong Kong requirements, including validation, privacy, cybersecurity, access control, explainability, record retention and human oversight.
• Act as a trusted adviser to the CFO and Finance leadership team.
• Build stakeholder commitment, define change impacts, oversee communications and training, and embed ownership in business-as-usual teams.
• Lead and develop transformation resources and promote a culture of accountability, innovation and continuous improvement.

Skills

Finance transformation

Leadership

Data analytics

Cross-functional

Regulatory reporting

AI governance

Education

Bachelor's degree in data science

Tools

Alteryx

Power BI

Power Platform

SQL

SAP

Cloud data platforms

Job description

Generali Life (Hong Kong) Limited seeks a Manager of Finance Transformation to lead the CFO's transformation agenda across Life and Non-Life insurance, driving process simplification, automation, data governance and AI-enabled insights. This role partners with Finance, Actuarial, Risk, Compliance, Operations and Technology to deliver HK IFRS 17 reporting and regulatory initiatives.

The role requires steering multi-year roadmaps, business-case development, and governance across statutory