Head of FP&A and Transformation (Insurance)

My Client, a reputable insurer, is looking for a Head of Financial Planning & Analysis (FP&A) and Transformation. This role will play a critical role in shaping the financial strategy and driving transformative initiatives across the organization. This leadership position requires a strategic thinker with strong analytical skills and a proven track record in financial management within the insurance sector.

FortisHill Consulting Limited - Hong Kong - Full time

Salary: Salary Negotiable

 

Key Responsibilities:

  • Financial Planning & Analysis:

    • Lead the FP&A function, overseeing budgeting, forecasting, and financial modeling to ensure alignment with corporate strategies.
    • Analyze financial performance, providing insights and recommendations to enhance profitability and operational efficiency.
    • Develop and implement robust financial reporting frameworks to support decision-making processes.
  • Transformation Strategy:

    • Drive transformational initiatives that enhance financial processes, improve data analytics, and optimize resource allocation.
    • Collaborate with cross-functional teams to identify opportunities for innovation and process improvement.
    • Monitor industry trends and best practices to ensure the organization remains competitive and agile.
  • Leadership & Development:

    • Build and mentor a high-performing FP&A and transformation team, fostering a culture of collaboration and continuous learning.
    • Establish strong partnerships with senior leadership and key stakeholders to align financial strategies with business objectives.
    • Present financial insights and strategic recommendations to the executive team and board of directors.

 

Qualifications:

  • Bachelor's degree in Finance, Accounting, or a related field; MBA or relevant professional qualification (e.g., CFA, CPA) preferred.
  • Minimum of 10 years of experience in financial planning and analysis, with at least 5 years in a leadership role within the insurance industry.
  • Proven track record in driving financial transformation projects and process improvements.
  • Strong analytical skills with the ability to interpret complex financial data and develop actionable insights.
  • Excellent communication and interpersonal skills, with the ability to influence senior stakeholders.
  • Proficiency in financial software and advanced Excel skills; familiarity with data visualization tools is a plus.
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