Financial Planning & Analysis Assistant Manager (Insurance, 40k-48k + bonus)

LLOYD KARSON International; Hong Kong; On-site; HKD 40,000 - 48,000; Full time

Job summary

Lloyd Karson International is seeking a Financial Planning & Analysis Assistant Manager in Hong Kong to oversee expense planning and reporting within the insurance sector.

You will monitor KPIs, conduct in-depth analyses, and deliver timely reports to guide management decisions. Strong English skills and Cantonese/Mandarin proficiency are valued.

Qualifications

• Bachelor degree in finance or business.
• Minimum of 4 years in reporting, analysis, and planning within the insurance industry.
• Experience in expense management within an FP&A team is strongly preferred.
• Strong problem-solving and communication abilities.
• Capability to collaborate effectively with diverse internal and external stakeholders.
• Proficiency in Power Query, with an advantage in Power BI or other data visualization tools.

Responsibilities

• Monitor monthly and quarterly KPIs and expenses, partnering with business units to evaluate spending needs and enhance cost control.
• Conduct deep-dive analyses to uncover the primary drivers of expense fluctuations and guide strategic decisions.
• Deliver timely and accurate financial management reports focused on expenses, adhering to internal and Group standards.
• Support monthly and quarterly financial closings.
• Prepare reports and dashboards for local and group reporting.
• Maintain data accuracy using local and Group planning tools like SAP BPC.
• Help develop and implement expense budgets and strategic planning processes.
• Partner with the manager to build yearly budgets and three-year strategic plans.
• Coordinate planning discussions across internal departments and the Regional Office.
• Streamline expense reporting workflows, enhance data precision, and minimize manual tasks.

Skills

Fluent English

Stakeholder collaboration

Data analysis

Education

Bachelor's degree in finance or business

Tools

Power BI

Power Query

Job description

Financial Planning & Analysis Assistant Manager (Insurance, 40k-48k + bonus)

FP&A connects finance, business performance, and strategic decisions by explaining performance drivers to guide management.

Key responsibilities

Monitor monthly and quarterly KPIs and general expenses, partnering with business units to evaluate spending needs and enhance cost control.

Conduct deep-dive analyses to uncover the primary drivers of expense fluctuations and guide strategic decisions.

Deliver timely and accurate financial management reports focused on expenses, adhering to internal and Group standards.

Support monthly and quarterly financial closings.

Prepare reports and dashboards for local and group reporting.

Maintain data accuracy using local and Group planning tools like SAP BPC.

Help develop and implement expense budgets and strategic planning processes.

Partner with the manager to build yearly budgets and three-year strategic plans.

Coordinate planning discussions across internal departments and the Regional Office.

Streamline expense reporting workflows, enhance data precision, and minimize manual tasks.

About you

Bachelor degree in finance or business.

Minimum of 4 years of experience in reporting, analysis, and planning within the insurance industry.

Prior experience in expense management within an FP&A team is strongly preferred.

Strong problem-solving and communication abilities.

Capability to collaborate effectively with diverse internal and external stakeholders.

Proficiency in Power Query, with an advantage in Power BI or other data visualization tools.

Fluent in written and spoken English, with a preference for Cantonese and Mandarin proficiency.