Corporate Planning Manager

Panin Dai-ichi Life; Jakarta Pusat; On-site; IDR 600,000,000 - 900,000,000; Full time

Job summary

Panin Dai-ichi Life is seeking a Corporate Planning Manager to lead end-to-end annual corporate and strategic planning, coordinate regulatory reporting, and support SMT/BOD governance. The role requires strong analytical capabilities, cross-functional coordination, and proficiency in managing complex planning processes.

Responsibilities include facilitating strategic discussions, ensuring regulator-ready documentation, and driving continuous improvements in planning and governance practices.

Qualifications

• Annual corporate planning and strategic-planning process coordination and delivery.
• Ad-hoc strategic analysis using advanced Excel and PowerPoint tools.

Responsibilities

• Plan, manage, and coordinate the end-to-end annual corporate planning process, including preparation, workshops, consolidation, and BOD alignment.
• Develop and recommend strategic-planning approaches and frameworks, including scenario planning and prioritization of growth initiatives.
• Conduct internal and external analyses to support strategic discussions (markets, regulation, competition, performance).
• Facilitate strategic-planning discussions translating direction into clear priorities, KPIs, milestones, and resource needs.
• Review departmental plans to identify unsupported assumptions and risks.
• Coordinate regulatory planning submissions (OJK) and ensure regulator-ready narratives and on-time delivery.
• Maintain document governance with working papers, version control, and archival processes.
• Prepare formal regulatory documents in Bahasa Indonesia and executive materials in Bahasa Indonesia or English.
• Coordinate and monitor company performance against the Business Plan and KPIs, with root-cause analysis and corrective actions.
• Prepare minutes of meetings and maintain action trackers for SMT and BOD governance.
• Continuously improve planning and governance processes across the organization.

Job description

Job Title : Corporate Planning Manager :

Department : Business Plan & Business Issue Management

Key Success Indicators :

• Annual corporate planning and strategic-planning process: Successfully coordinate and deliver the annual corporate planning process according to the approved planning calendar, including planning preparation, management workshops, consolidation, challenge sessions, BOD alignment, and final approval. Appropriate strategic-thinking frameworks, external insights, scenarios, and analytical approaches being proactively proposed for management discussion while Planning-session outputs, decisions, priorities, and follow-up actions are well documented.
• OJK Business Plan and regulatory reporting: Produce complete, accurate, coherent, and regulator-ready Annual Business Plan documents, Business Plan Realization Reports, Sustainable Financing Plan and Report, and other assigned regulatory planning documents. These regulatory reports are to be submitted on time as per the regulatory requirements and as agreed by the BOD.
• Business-performance monitoring and management insight: Provide timely, accurate, and decision-oriented monitoring of corporate performance against the approved Business Plan, Corporate KPIs, and short/medium/long-term objectives as agreed by the BOD. Reports contain not only performance data, but also root-cause analysis, business implications, corrective-action options, and recommendations. Data used in management reporting is reconciled with the relevant source owners, with material discrepancies resolved or clearly disclosed. Overdue corrective actions and unresolved performance issues are followed up and escalated to the appropriate management forum.
• SMT and BOD meeting governance: Effectively organize and support monthly SMT meetings, monthly BOD meetings, and other assigned strategic-management meetings as forums for decision-making, escalation, and resolution of corporate issues. Meeting materials are reviewed for completeness and distributed according to the agreed meeting timeline while MoM’s are issued within two to three working days. 100% of material decisions, directions, action items, accountable owners, and target dates are accurately recorded. Action-item trackers are updated after each meeting, with overdue or unresolved matters followed up and escalated by the next relevant meeting.
• Ad-hoc strategic and business analysis: Deliver high-quality ad-hoc business analysis that supports management decisions on strategic, financial, operational, distribution, project, and organizational issues. Analytical work clearly defines the business question, data sources, assumptions, findings, implications, options, and recommended actions. Advanced Excel and appropriate analytical tools are used accurately to analyse trends, scenarios, sensitivities, performance gaps, and underlying causes. PowerPoint presentations communicate the analysis through a concise and logical management storyline. Analytical conclusions are supported by traceable and reasonably validated data.
• Continuous improvement of planning and governance processes: Proactively improve the effectiveness and efficiency of the corporate planning, regulatory reporting, business-performance monitoring, and management-meeting processes.

Brief Job Description :

Annual Corporate Planning and Strategic Planning

• Plan, manage, and coordinate the end-to-end annual corporate planning process, including preparation, planning workshops, departmental submissions, consolidation, challenge sessions, management alignment, BOD approval, documentation, and communication.
• Develop and recommend appropriate strategic-planning approaches and frameworks, including environmental analysis, scenario planning, strategic choices, growth priorities, capability assessment, and initiative prioritization.
• Conduct relevant internal and external analysis to support strategic discussions, including market developments, regulatory changes, competitive conditions, financial performance, customer trends, distribution performance, and organizational capabilities.
• Facilitate strategic-planning discussions that translate management direction into clear priorities, initiatives, KPIs, milestones, accountabilities, resource requirements, and financial implications.
• Review and challenge departmental plans to identify unsupported assumptions, inconsistencies, execution risks, cross-functional dependencies, and misalignment with corporate objectives.

OJK Business Plan and Regulatory Reporting

• Manage and coordinate the preparation of the Annual Business Plan, semi-annual Business Plan Realization Reports, Sustainable Financing Plan and Report, and other assigned regulatory planning documents in accordance with applicable OJK requirements and internal timelines.
• Translate business strategies, management presentations, financial projections, departmental submissions, initiatives, and management decisions into complete, coherent, and regulator-ready narratives.
• Ensure consistency among regulatory narratives, financial data, strategic initiatives, KPIs, implementation progress, business results, and explanations of material variances.
• Coordinate and consolidate inputs from Finance, Actuarial, Risk, Compliance, Distribution, Operations, Information Technology, Human Resources, and other relevant functions.
• Review submissions for completeness, accuracy, consistency, and compliance; follow up on missing or late inputs; resolve drafting and consolidation issues; and escalate unresolved matters to the appropriate management level.
• Maintain proper document governance, including supporting data, working papers, version control, review comments, approval records, and final-document archiving.
• Prepare formal regulatory documents in professional Bahasa Indonesia and executive-management materials in Bahasa Indonesia or English, as required.

Business-Performance Monitoring and Management Insight

• Coordinate periodic monitoring of Company performance against the approved Business Plan, Corporate KPIs, strategic priorities, and short-, medium-, and long-term objectives agreed by the BOD.
• Consolidate and reconcile financial and non-financial performance information, identify material performance gaps, risks, delays, and dependencies, and provide root-cause analysis, business implications, corrective-action options, and recommendations.
• Coordinate the Department KPI-setting and monitoring process, including the issuance of guidance and timelines, alignment with Corporate KPIs, management approval, consolidation of results, and escalation of material performance issues.

SMT and BOD Meeting Governance

• Plan, organize, and support monthly SMT meetings, monthly BOD meetings, and other assigned strategic-management meetings as governance forums for decision-making, issue resolution, performance review, and strategic alignment.
• Maintain an enterprise-wide view of Company performance, strategic priorities, major initiatives, projects, risks, regulatory matters, and operational issues, and propose matters requiring management discussion, decision, intervention, or escalation.
• Review submitted meeting materials for completeness, analytical quality, factual consistency, clarity of recommendations, and readiness for management discussion, and follow up with departments where submissions are insufficient.
• Prepare executive summaries and accurate Minutes of Meeting that capture material discussions, decisions, directions, action items, accountable owners, target dates, and escalation requirements; maintain action trackers and follow up on overdue or unresolved matters.

Ad-hoc Strategic and Business Analysis

• Structure ambiguous management questions and business issues into clear analytical problems, hypotheses, data requirements, assumptions, and decision options.
• Conduct ad-hoc strategic and business analysis by integrating financial and non-financial data, analysing trends, scenarios, sensitivities, performance gaps, risks, and underlying causes, and developing practical, evidence-based recommendations.
• Prepare executive-level presentations that clearly communicate the business issue, supporting evidence, key findings, implications, available alternatives, recommended actions, and expected outcomes.

Continuous Improvement of Planning and Governance Processes

• Proactively review and improve the effectiveness and efficiency of corporate planning, regulatory reporting, business-performance monitoring, management-meeting governance, document control, and action-tracking processes.
• Maintain and continuously improve planning calendars, templates, guidance materials, working papers, trackers, management records, and process documentation to promote consistency, efficiency, traceability, and business continuity.
• Build productive working relationships with Department Heads, Chiefs, Directors, and relevant subject-matter experts to support cross-functional collaboration, while maintaining an enterprise-wide perspective and protecting the confidentiality of sensitive strategic, financial, regulatory, and management information.

Technical Competency Requirement :

Certification :

Education :

Education :