Manager, Finance Transformation

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

The Manager, Finance Transformation leads the CFO's transformation agenda for a Life and Non Life insurance business, improving the effectiveness, efficiency and control of Finance through process simplification and redesign, automation, data and analytics, and the responsible use of AI. The role partners with Finance, Actuarial, Risk, Compliance, Operations, Technology and business teams to deliver change that supports HKIFRS 17 reporting, the Insurance Authority's Risk-based Capital regime, local statutory and regulatory reporting, and Group requirements.

Key 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

Key Requirements

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

Experience developing business cases and managing project economics, governance, risks, vendors, and senior stakeholders

Working knowledge of HKFRS 17 and Hong Kong insurer statutory and regulatory reporting, including the Insurance Authority's Risk-based Capital framework

Generali is one of the largest global insurance and asset management providers. Established in 1831, it is present in 50 countries in the world, with a total

premium income of more than € 75.8 billion in 2021. With nearly 75,000 employees serving 67 million customers, the Group has a leading position in Europe and a growing presence in Asia and Latin America. Generali’s ambition is to be the life-time partner to

its customers, offering innovative and personalized solutions thanks to an unmatched distribution network.

At Generali, diversity and inclusion are a critical part of our cultural transformation. We are committed to promoting a culture of inclusion that celebrates people's singularity and diversity

with particular attention to disabilities, culture, and gender. Leveraging diversity to create long-term value: this is Generali. It is our differences that make the difference!

Generali is one of the largest global insurance and asset management providers. Established in 1831, it is present in 50 countries in the world, with a total

premium income of more than € 75.8 billion in 2021. With nearly 75,000 employees serving 67 million customers, the Group has a leading position in Europe and a growing presence in Asia and Latin America. Generali’s ambition is to be the life-time partner to

its customers, offering innovative and personalized solutions thanks to an unmatched distribution network.

At Generali, diversity and inclusion are a critical part of our cultural transformation. We are committed to promoting a culture of inclusion that celebrates people's singularity and diversity

with particular attention to disabilities, culture, and gender. Leveraging diversity to create long-term value: this is Generali. It is our differences that make the difference!

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