Head of Planning & Performance Mgt

Zurich; Kuala Lumpur; On-site; MYR 250,000 - 500,000; Full time

Job summary

Zurich in Kuala Lumpur seeks a Head of Planning & Performance Management to lead enterprise-wide expense management and finance policy. You will supervise a team of financial analysts and partner with senior leaders to drive cost optimization and strategic planning.

Responsibilities include overseeing budgeting, forecasting, accounting, and reporting, delivering insightful commentary, and ensuring strong governance. MBA/CPA preferred; 12+ years exp in financial analysis is required.

Qualifications

• Bachelor's Degree and 12+ 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 throughout the company.
• Experience with policy and compliance regulations, ISO standards and federal edicts.
• Experience managing fiscal tools, models, reports and reviewing budgets and performing financial analysis.

Responsibilities

• 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.

Skills

Financial Analysis

Budgeting

Forecasting

Financial Modelling

Executive Reporting

Stakeholder Management

Education

Bachelor's Degree

MBA

CPA

Job description

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Head of Planning & Performance Management

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Job Summary

Leads the management of all expenses across multiple business/strategic support units for the organization. Leads and directs a staff of financial analysts in monitoring and analyzing expenses enterprise wide. Formulates and manages corporate financial policy and plans for the organization.

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.