Financial Planning and Analysis Manager

Tasks

• Analyze financial data and create budget forecasts to support strategic decisionmaking

• Develop and maintain financial models and tools to evaluate business performance and identify areas of improvement

• Monitor and analyze key financial metrics such as revenue expenses and profitability and provide recommendations for optimization

• Prepare financial reports and presentations for management and stakeholders highlighting key insights and recommendations

• Collaborate with crossfunctional teams to gather and analyze financial information and provide support in financial planning and analysis activities

Requirements

• Bachelors degree in finance accounting or a related field

• Proven experience in financial planning and analysis preferably in the insurance or wealth management industry

• Strong understanding of financial principles and concepts including budgeting forecasting and variance analysis

• Proficiency in financial modeling and analysis tools such as Excel or financial planning software

• Excellent analytical and problemsolving skills with the ability to interpret complex financial data and provide actionable insights