Assistant Manager/Senior Analyst, Financial Planning

Found in: Talent HK C2 - 7 days ago


Hong Kong, Hong Kong SAR China Sun Life Full time

Job Description

: The role is responsible for performing financial planning and analysis on the Hong Kong Pension (MPF/ORSO) financial drivers, driving strategic initiatives, and providing business insights to help our pension leaders to achieve our strategic objectives.

Responsibilities

Perform analysis to understand the drivers of our financials (i.e. Sales & Gross VNBs, Earnings and Expense, etc.) and derive sharp business insights on the W&P performance. Deep dive on the monthly & quarterly business results through understanding the connections between actual results and plan projections and analyzing industry market players. Help leaders to understand the forward trends impacting the W&P business. Perform analysis for Operating Plan and Strategic Plan processes to provide business advice to influence the Company's strategy. Collaborate across different business functions (including Distribution Channels, Actuarial, Marketing, pension Operations, HR and IT, etc), build & drive strategic initiatives and leverage such insights to drive our W&P business forward.
 

Preferred Skills

Strong analytical skill sets Good communication and negotiation skills Strong problem-solving skills as required to help on complex and technical issues or initiatives
 

Qualifications

Degree in Accounting & Finance or any related disciplines qualified CPA equivalent is a competitive advantage At least 4-5 years of working experience within insurance or financial industry (e.g. bank/fund house/consultancy firm), Experience in Tableau is an added advantage

Job Category:

Finance

Posting End Date:

30/12/2024

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