Business Intelligence Reporting Analyst

1 week ago


Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Financial Full time
Job DescriptionMain Responsibilities
  • Reporting and Analysis: Develop comprehensive management business reporting packages that include key messages, business highlights, and financial performance.
  • Management Reporting: Conduct in-depth analyses of financial results, focusing on trends and variances such as year-over-year, quarter-over-quarter, actual versus plan.
  • Key Financial Metrics: Generate and analyze critical financial metrics (operating margin, value of new business, return on equity) with supporting analytics.
  • Process Optimization: Streamline and automate reporting processes by implementing innovative digital solutions.
  • Legal Entity Compliance: Responsible for legal entity reporting for various legal entities and also ensuring the completeness, accuracy, and timeliness of all reporting and regulatory requirements.
  • Expense Management: Design and improve the expense analysis on trends and results, drafting commentary which enables readers to quickly understand the financial results and drivers.
  • Stakeholder Engagement: Effectively collaborate with stakeholders in Finance and across the W&P business and build key relationships to understand financial and business drivers and impacts.
  • Expense Optimization: Drive recommendation for changes to improve and meet expense KPI's, drive initiatives on expense reduction.
  • Expense Study: Drive efficient expense studies across all business functions as part of the business planning process to ensure tracking and analysis of expenses.
  • Budget Ownership: Own expense budget process for Strategic and business plan.
  • VRO Initiative Portfolio Management: Own a portfolio of prioritized initiatives that are directly and quantifiably aligned to overall W&P strategic ambitions and targets, in partnership with the W&P leadership team.
Requirements
  • Certified Public Accountant (CPA) designation with 10+ years of experience in performance, business reporting, and financial analysis, including at least 5 years in expense management and financial leadership roles.
  • Extensive experience in expense reporting and financial analysis within the asset management or financial services sectors.
  • Strong ability to interpret and analyze complex financial data.
  • Leverage technology to develop solutions that enhance programs and practices; utilize analytical skills to convert data into actionable insights.
  • Demonstrated ability to work independently and as part of a team, managing multiple concurrent tasks with attention to detail while meeting deadlines.
  • Flexible and self-motivated, thriving in a fast-paced and dynamic business environment with a proactive approach.

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