Financial Planning & Analysis, Principal

AIA Shared Services; Hong Kong; On-site; HKD 1,000,000 - 1,400,000; Full time

Job summary

AIA Shared Services in Hong Kong seeks a Finance leader to head Financial Planning & Analysis. You will drive timely management reporting, forecasting, and strategic planning to support decision-making at local and Group levels.

The ideal candidate brings 10+ years in financial management within life insurance or financial services, with strong analytical, leadership, and communication skills to mentor a high-performance team.

Qualifications

• University graduate and member of a recognized professional accounting body.
• Minimum 10 years of relevant experience in financial management, preferably in life insurance or financial services.
• Strong problem-solving and analytical skills.
• Proven leadership, supervisory, and communication skills.
• Effective coaching and people management abilities.
• Ability to work independently with strong self-initiation.

Responsibilities

• Lead annual strategic planning, budgeting, and regular forecasting.
• Act as a business partner to establish financial targets aligned with company strategy.
• Provide insights and financial advice to business functions in preparing plans and budgets.
• Drive continuous enhancement of business planning processes.
• Forecasting, management reporting & analysis: lead and improve forecasting cycles.
• Monitor and analyse key financial KPIs; propose new indicators.
• Ensure internal reporting aligns with Group Office requirements.
• Shape executive-level reporting communication.
• Lead or support special projects, financial reviews, and business case evaluations.

Skills

Strategic Planning

Forecasting

Management Reporting

Financial Analysis

Stakeholder Management

Leadership

Education

University degree & professional accounting body

Tools

Excel

Power BI

ERP systems

Job description

FIND YOUR 'BETTER' AT AIA We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us. We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives. If you believe in better, we’d love to hear from you.

About the Role

As a key team member, the Financial Planning & Analysis, Principal will lead the delivery of timely and high-quality management reports for local Management and Group Office. This role is a critical contributor to strategic financial planning, forecasting, and performance analysis to support business decision-making. The position also drives initiatives to enhance management reporting and analytical capabilities, providing actionable insights to the business. The ideal candidate will bring a strong mix of financial acumen and transformation experience within the life insurance or broader financial services industry.

Roles and Responsibilities:

• Strategic Planning & Budgeting: Lead and support annual strategic planning, budgeting, and regular forecasting
• Act as a business partner to establish financial targets aligned with company strategy
• Provide insights and financial advice to business functions in preparing plans and budgets, ensuring relevance for senior management review and approval
• Drive continuous enhancement of business planning processes
• Forecasting, Management Reporting & Analysis: Lead and improve regular forecasting cycles to ensure timely and accurate financial projections
• Challenge channel forecasts and budgets from a Financial Management perspective
• Monitor and analyse key financial KPIs; propose new leading indicators to identify trends and variances proactively
• Ensure internal reporting aligns with Group Office requirements
• Shape effective communication for executive-level reporting
• Analytical Capabilities & Continuous Improvement: Act as a constructive challenger, leading initiatives to enhance analytical capabilities and mindset within the team
• Advocate technology adoption for greater efficiency and improved decision-making impact
• Leadership & Team Development: Supervise, mentor, and develop junior finance staff, fostering a high-performance culture
• Conduct performance reviews and develop high-potential talent
• Allocate resources effectively to deliver on multiple priorities
• Ensure compliance with internal controls and Group requirements
• Ad Hoc Projects & Business Support: Lead or support special projects, financial reviews, and business case evaluations as assigned by senior leadership
• Serve as a key liaison between the team and local / Group functions, promoting best practices

Minimum Job Requirements:

• University graduate and member of a recognized professional accounting body
• Minimum 10 years of relevant experience in financial management, preferably in life insurance or financial services
• Strong problem-solving and analytical skills
• Proven leadership, supervisory, and communication skills
• Effective coaching and people management abilities
• Ability to work independently with strong self-initiation

Others:

You are required to obtain relevant license if your job involves in regulated activities

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

At AIA, you will contribute in your own way, help shape outcomes that matter and collaborate with colleagues across disciplines, teams, markets and levels. We will support you to broaden your perspective, strengthen your capabilities and grow your impact. Together, we challenge assumptions, learn from one another and find better ways forward.