Management Reporting & Planning, Principal (Senior Manager)

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

Job summary

AIA Hong Kong and Macau is seeking a Management Reporting & Planning, Principal to provide strategic analytics support to senior executives. You will focus on Distribution Channel Insights, FP&A, and Financial Planning & Analysis, translating complex data into actionable recommendations to drive sustainable growth.

You will lead a small team of 2 to 3 finance professionals, foster accountability, and partner with Finance, Actuarial, and Distribution to strengthen decision making.

Qualifications

• Degree in Actuarial Science, Mathematics, Data sciences, or related discipline.
• Actuarial qualification (Fellow level) preferred but not mandatory for candidates with strong FP&A, or business analytics experience.
• 8 to 10 years' experience in actuarial, financial planning & analysis, business analytics, strategy within the insurance or financial services industry.
• Experience with actuarial valuation and financial modelling.

Responsibilities

• Develop and maintain channel performance analytics covering sales, productivity, business mix, customer behaviour, and profitability metrics to assess distribution effectiveness and identify key business drivers.
• Provide independent financial analysis and recommendations to support strategic business decisions.
• Lead a high-performing team of 2 to 3 finance professionals and foster accountability, continuous improvement and collaboration.
• Lead or support strategic initiatives, business transformation programmes, special projects, and ad hoc analyses as assigned by the Director, Financial Management & Planning.

Skills

Analytical thinking

Stakeholder management

Business partnering

Leadership

Strategic thinking

Education

Actuarial Science degree

Mathematics degree

Data science degree

Tools

Actuarial software

Financial modelling

Business analytics

Predictive analytics

Management intelligence

Job description

• Leading Insurance Company
• Good Exposure
• Competitive Pay

Build a healthier and more sustainable future for everyone.

At AIA, your skills, perspective and ideas can contribute to our Purpose of helping millions of people live Healthier, Longer, Better Lives. Across our diverse markets, you will take on meaningful challenges, collaborate with talented colleagues and help turn ideas into positive outcomes for our customers and communities.

Join us to shape what comes next, grow through new experiences and extend your impact across Asia.

About the Role

The Management Reporting & Planning, Principal is a strategic analytics professional responsible for supporting the Director, Financial Management & Planning in delivering forward-looking business and financial insights to the Head of Finance, CFO, CEO, and Executive Committee.

This role plays a critical part, supporting the Director of Financial Management & Planning in enabling informed business decisions, driving financial performance, and strengthening financial discipline across the organisation.

Working across the three core pillars of Financial Management & Planning, namely Distribution Channel Insights, Expense Management, and Financial Planning & Analysis, the incumbent will leverage analytics, financial modelling, and business intelligence to identify opportunities, assess risks, and provide actionable recommendations.

Partnering closely with senior stakeholders across Finance, Actuarial, Distribution, and other business functions, the role will translate complex financial and operational data into meaningful insights that support sustainable growth and enhanced business performance.

This role contributes to the delivery of customer outcomes that are reliable, thoughtful, and create meaningful impact for customers and society. The role holder is expected to embed a customer first mindset in all decisions and actions by developing a clear understanding of customer needs, taking end to end ownership to resolve issues, and working collaboratively across teams to continuously enhance the customer journey both directly and indirectly.

Roles and Responsibilities:

Distribution Channel Financial Insights

• Develop and maintain channel performance analytics covering sales, productivity, business mix, customer behaviour, and profitability metrics to assess distribution effectiveness and identify key business drivers.
• Identify emerging trends, opportunities, and risks across distribution channels through analysis of performance, customer behaviour, and market developments.
• Provide actionable insights and recommendations to enhance growth, improve business quality, optimise profitability, and support long-term value creation.
• Develop predictive analytics and business driver models to assess future business outcomes, identify early warning indicators, and support management decision-making.

Financial Planning & Analysis (FP&A)

• Act as a trusted advisor to senior management, providing independent financial analysis and recommendations to support strategic business decisions.
• Perform scenario analysis, profitability assessments, and business case evaluations to support strategic initiatives, investment decisions, and business transformation programmes.
• Lead the development of management intelligence and data analytics capabilities, integrating financial and non-financial data to strengthen decision support and performance management.
• Drive finance innovation through the adoption of analytics, visualisation, automation, and AI-enabled tools to enhance insight generation, decision quality, and organisational effectiveness.

People Leadership & Management

• Lead, develop, and inspire a high-performing team of 2 to 3 finance professionals.
• Foster a culture of accountability, continuous improvement, innovation, and collaboration.
• Coach and mentor team members, with a strong focus on technical, analytical, and business partnering capabilities.
• Drive alignment with organisational goals while strengthening collaboration across Finance, Actuarial, Distribution, and other business functions.
• Champion the use of analytics and technology to enhance team effectiveness and deliver greater business value.

Ad Hoc Tasks Assigned

• Lead or support strategic initiatives, business transformation programmes, special projects, and ad hoc analyses as assigned by the Director, Financial Management & Planning.
• Provide financial and commercial evaluation of new business opportunities, regulatory initiatives, and management requests as required.

Minimum Job Requirements:

Education

• Degree in Actuarial Science, Mathematics, Data sciences, or related discipline

Professional Qualification

• Actuarial qualification (Fellow level) preferred but not mandatory for candidates with strong FP&A, or business analytics experience.

Experience

• 8 to 10 years' experience in actuarial, financial planning & analysis, business analytics, strategy within the insurance or financial services industry.

Industry

• Insurance or financial services preferred

Technical Capability

• Strong experience in actuarial valuation, financial modelling, business analytics, predictive analytics, or management intelligence within insurance or financial services.

Leadership

• Proven ability to operate effectively in complex, fast-paced environments

Competencies

• Strong analytical capability with ability to translate data into business insights and actions
• Excellent stakeholder management and influencing skills across senior leadership levels
• Proficiency in financial systems, data analytics, and reporting tools

The ideal candidate is a strategic, analytical, and commercially minded professional with a background in actuarial, financial, or business analytics disciplines. The successful candidate combines strong technical expertise with business acumen and the ability to influence decision-making through rigorous analysis, helping drive sustainable business performance and long-term growth. The incumbent is required to obtain relevant license if the job involves in regulated activities.

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