Management Reporting & Planning, Principal (Senior Manager)

AIA Hong Kong and Macau; Hong Kong; On-site; HKD 800,000 - 1,200,000; Full time

Job summary

A prominent financial services provider in Hong Kong is seeking a Senior Principal for Management Reporting and Analytics. The role involves leading delivery of high-quality management reports, driving strategic financial planning, and enhancing analytical capabilities. The ideal candidate should have over 10 years of experience in financial management, preferably within life insurance or financial services, along with strong leadership and communication skills. This position plays a critical role in supporting business decision-making and will also oversee junior finance staff.

Qualifications

• 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.

Responsibilities

• Lead and support annual strategic planning, budgeting, and regular forecasting.
• Provide insights and financial advice to business functions.
• Ensure internal reporting aligns with Group Office requirements.

Skills

Financial acumen

Problem-solving

Analytical skills

Leadership

Communication

Education

University degree

Member of a professional accounting body

Job description

Overview

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 senior team member, the Management Reporting & Analytics, Senior 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.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.