Planning & Performance Management Executive

ZURICH INSURANCE COMPANY LTD (Singapore Branch); Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Zurich Insurance Company Ltd (Singapore Branch) invites a Finance Professional to join the Planning & Performance Management (PPM) function in Singapore. You will engage in planning, forecasting and performance analysis, translating financial data into clear business discussions for senior stakeholders.

The role offers exposure to insurance business lines, cross-functional decision-making and opportunities to grow into broader finance or business roles over time.

Qualifications

• 2–4 years of experience in finance or a related function, preferably in the insurance sector.
• Bachelor’s degree or equivalent in accounting, finance, business, or a related field.
• Organized and detail-oriented, with proven ability to manage multiple priorities and work independently as well as in a team.
• Experience with Microsoft Office, with strong Excel skills required; data analytics knowledge is an advantage.
• Knowledge of dashboard tools like Power BI/Tableau.
• Excellent communication and collaboration skills.
• A keen interest in finance, planning and business performance, with a passion for continuous learning.
• A desire to grow professionally, take on new challenges and build a broader career in finance or business.

Responsibilities

• Collaborate with internal stakeholders such as Line of Business Heads in Underwriting, Cost Centre Owners, Actuaries and other business stakeholders to support the annual planning, forecasting and performance review cycles for the Singapore business unit.
• Analyse financial trends and business drivers to support meaningful planning discussions and decision-making.
• Support the PPM team in developing clear analysis and performance insights that help the business understand results, identify risks and opportunities, and make informed strategic decisions.
• Identify opportunities to improve business processes and add value to the organization.
• Support initiatives and projects that contribute to improving the overall efficiency and quality of planning, forecasting and performance management processes.
• Provide timely and accurate management information for regular planning, forecasting and performance review exercises.

Skills

Finance experience

Excel proficiency

Data analytics

Education

Bachelor's degree

Tools

Microsoft Office

Excel

Power BI/Tableau

Job description

Job Summary

As a member of the Finance team in Zurich Singapore, you will be part of the Planning & Performance Management (PPM) function, which plays a central role in business planning, performance analysis and management decision-making. The role provides an opportunity to gain an in-depth understanding of commercial insurance business lines, key performance drivers and the financial dynamics of the Singapore business.

PPM is at the core of breaking down the business performance, setting priorities and making strategic decisions. In this role, you will support planning, forecasting and analysis activities, provide insights on business performance, and work closely with internal stakeholders to help translate financial information into clear and useful business discussions.

This role is well suited for someone who is curious, analytical and keen to grow. It provides a strong foundation for broader finance and business roles over time, offering exposure to senior stakeholders, business planning cycles and cross-functional decision-making.

Your Role

Financial Planning and Analysis:
Collaborate with internal stakeholders such as Line of Business Heads in Underwriting, Cost Centre Owners, Actuaries and other business stakeholders to support the annual planning, forecasting and performance review cycles for the Singapore business unit. Analyse financial trends and business drivers to support meaningful planning discussions and decision-making.

Business Performance Insights: Support the PPM team in developing clear analysis and performance insights that help the business understand results, identify risks and opportunities, and make informed strategic decisions.

Business Process Optimization and Project Management: Identify opportunities to improve business processes and add value to the organization. Support initiatives and projects that contribute to improving the overall efficiency and quality of planning, forecasting and performance management processes.

Management Reporting: Support the preparation of timely and accurate management information for regular planning, forecasting and performance review exercises, with a focus on clarity, insight and usefulness for business stakeholders.

Communication: Act as a business partner to key internal stakeholders and respond to queries relating to financial information, trends and performance drivers. Work closely with other Finance teams such as Reserving Actuaries, Finance Operations, and Financial Accounting & Reporting to support high-quality analysis and business discussions.

Job Qualifications

• 2–4 years of experience in finance or a related function, preferably in the insurance sector.
• Bachelor’s degree or equivalent in accounting, finance, business, or a related field.
• Organized and detail-oriented, with proven ability to manage multiple priorities and work independently as well as in a team.
• Experience with Microsoft Office, with strong Excel skills required; data analytics knowledge is an advantage.
• Knowledge of dashboard tools like Power BI/Tableau.
• Excellent communication and collaboration skills.
• A keen interest in finance, planning and business performance, with a passion for continuous learning.
• A desire to grow professionally, take on new challenges and build a broader career in finance or business.