STRATEGY AND PLANNING, CONSULTANT/PRINCIPAL

To play a key role in contributing towards company’s growth, particularly in the areas of monitoring of key strategic KPIs, progress of strategic initiatives, and special cross-functional strategic projects.

Job Description

• Be responsible for the preparation and consolidation of financial results, business commentaries and materials for regular reporting to various management committees (e.g. regular business updates for EXCO, monthly/quarterly business review sessions with Group Office).
• Prepare communication materials on the business performance highlights for the company that will be used for various purposes, such as company results announcement, staff or agency events.
• Work closely with various divisions, and provide support in business performance analysis that enable meaningful discussion and formulation of strategic initiatives by EXCO.
• Monitor the progress of key strategic initiatives as part of the regular updates provided to EXCO.
• Perform in-depth competitor analysis, industry benchmarking and research for timely periodic communication to EXCO and Group.
• Keep abreast of key market trends, risks and opportunities.
• Provide support for the maintenance and enhancement of key management dashboards developed using Business Intelligence tools.
• Provide support for the strategic planning process by collaborating with various departments to ensure quality and timeliness of their submissions.

Minimum Job Requirements:

• Degree in Finance or Actuarial or other related professional qualification
• Minimum 4 to 6 years of financial management / strategic planning experience and a proven successful track record, ideally in a high growth business environment
• Possess an in-depth understanding of the financial field, demonstrated experience in budget and profitability management
• Strong understanding of insurance business management, ideally in the management of non-financial functions such as product development, operations or distribution
• Able to work independently and in a team, as well as being proactive and constantly striving for excellence
• Able to communicate and influence effectively with individuals and teams at all levels of the organization and with external stakeholders
• Proficient in Microsoft Excel and PowerPoint
• Experience with Business Intelligence tools (e.g. Tableau) to draw insights is essential