Head of Planning & Performance Management

Zurich Life Insurance Malaysia Berhad; Kuala Lumpur; On-site; MYR 240,000 - 360,000; Full time

Benefits offered by this job

Miscellaneous allowance

Monthly Incentive

Free Oversea Convention

Job summary

Zurich Life Insurance Malaysia Berhad is seeking a Head of Planning & Performance Management to lead expense governance, budgeting, forecasting, and financial reporting. You will partner with senior leadership on strategic initiatives, deliver advanced financial models, and provide insights to drive cost optimization and business value.

The role requires 12+ years in financial analysis, strong leadership, and the ability to build relationships with stakeholders.

Qualifications

• Bachelor's Degree in a relevant field with 12+ years of experience in financial analysis and reporting.
• MBA or CPA preferred for senior leadership roles.
• Experience in budgeting, forecasting, and policy implementation within finance.

Responsibilities

• Lead development and enhancement of expense management policies and ensure implementation across the business.
• Oversee financial planning, budgeting, forecasting, accounting and reporting activities.
• Act as finance business partner for strategic initiatives with advanced modelling and decision support.

Skills

Leadership

Financial analysis

Stakeholder communication

Relationship management

People development

Education

Bachelor's Degree

MBA

CPA

Job description

Head of Planning & Performance Management

Job Accountabilities - Key Accountabilities

• Lead the development, evaluation, and continuous enhancement of expense management policies, recommending improvements to senior leadership and ensuring effective implementation across the business.
• Oversee financial planning, budgeting, forecasting, accounting, and expense management activities, providing comprehensive financial reporting and analysis to support business objectives.
• Serve as the primary finance business partner for strategic initiatives, delivering advanced financial modelling, business cases, insights, and decision support to senior stakeholders.
• Ensure accurate, timely, and consistent delivery of financial information, management reports, and executive reporting, supported by actionable commentary and recommendations.
• Analyze expense performance, market trends, and industry benchmarks to identify risks, opportunities, and cost optimization initiatives that drive business value.
• Maintain strong governance and internal control frameworks, ensuring compliance, financial integrity, and effective execution of key financial controls.
• Lead and develop high-performing finance teams, including talent acquisition, workforce planning, coaching, and capability-building to strengthen organizational effectiveness.
• Drive operational excellence by overseeing finance operations, resolving complex issues, and collaborating with stakeholders to standardize, optimize, and enhance finance processes and operating models.
• Champion data quality, automation, and continuous improvement initiatives to improve reporting accuracy, streamline workflows, and increase Straight Through Processing (STP) efficiency.

Job Qualifications

Required:

• Bachelors Degree and 12 or more years of experience in the Financial Analysis area and Reporting area
• Experience managing business models that align with budgets and company disbursements
• Experience with analysis, risk evaluation, forecasting economic trends and enforcing pecuniary policies and guidelines thr oughout the company
• Experience with policy and compliance regulations, ISO standards and federal edicts
• Experience managing fiscal tools, models, reports and reviewing, analyzing budgets and performing financial analysis

Preferred:

• Insurance industry experience
• MBA, CPA
• Experience building and maintaining internal and external business relationships
• Strong verbal and written communication skills

You are the heart & soul of Zurich!

At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives and constantly asking What can go right?

We highly value the experience and know-how of our employees and offer a wide range of opportunities across business areas to encourage you to apply for new opportunities within Zurich when you are ready for your next career step.

Let’s continue to grow together!

• Location(s): KLEC

Zurich is one of the world's leading insurance group, and one of the few to operate on a truly global basis. Founded 140 years ago, today we employ over 60,000 dedicated employees and serve customers in over 170 countries around the world; with strong positions in North America and Europe, and growing positions in the Middle East, Latin America, and Asia-Pacific.

Founded in Switzerland in 1872, the Zurich Insurance Group ("Zurich") is one of the world’s leading insurance groups, and one of the few to operate on a truly global basis.

Zurich is one of the world's leading insurance group, and one of the few to operate on a truly global basis. Founded 140 years ago, today we employ over 60,000 dedicated employees and serve customers in over 170 countries around the world; with strong positions in North America and Europe, and growing positions in the Middle East, Latin America, and Asia-Pacific.

Founded in Switzerland in 1872, the Zurich Insurance Group ("Zurich") is one of the world’s leading insurance groups, and one of the few to operate on a truly global basis.

Perks and benefits

• Miscellaneous allowance
• Monthly Incentive
• Free Oversea Convention