Job Overview

FP&A Manager - Insurance (Open to Relocation)

Location: Hong Kong Salary: $50,000 - 70,000 HKD per month Basic Salary
Type: Contact: Matthew Lam
Posted: 3 months ago

My client is a top global composite insurer looking for Financial Planning & Analysis (FP&A) professionals for their finance team. This is a great role which will be involved in assisting strategic decisions while also performing regular FP&A tasks. Candidates should be fluent in English and Chinese. They should also have good excel skills and good communication and presentation skills. The title for this position is either Assistant Manager/Manager.

Key Responsibilities

Assist Head of FP&A to develop and implement business budget and the strategic plan process:

  • Work with department managers and actuaries to prepare the 3 years strategic plan and the yearly budget
  • Assist in the plan preparation discussions with internal departments, Regional Office and Head Office Planning departments
  • Conduct research necessary to prepare forecasts using multiple scenarios; reviews trends and regulatory changes impacting business
  • Conduct market benchmark to provide comparisons

Support the Managers in the control and execution of budget and strategic plan:

  • Prepare actual vs budget performance  report and analyze the variances 
  • Complete Group required templates for the review and analyze business performance, including a review of actual and budgeted data
  • Assist in developing policies & processes on budget monitoring and control
  • Support Managers to prepare special management reports for senior management with robust commentary and financial analysis

Ensuring efficient and timely on-going budget review & supporting the Managers & Head of Planning to serve the needs of business heads:

  • Prepare actual vs budget reports on a monthly/quarterly/annual basis  in collaboration with the Business Units, Accounting, and Actuarial departments, identifying any areas of concern and remedial actions
  • Organize budget meetings with all departments.
  • Assist preparation of group reports to  the Regional Office and Head Office departments
  • Review operational and financial reports,  make recommendation for improvements; works with departments to compile data necessary to analyze and determine operational and financial efficiency; 
  • Conducts cost-benefit analyses as required to assist in making management decisions regarding benefits of current and proposed program proposals, capital budgets, etc.; creates financial models
  • Reviews performance indicators of business activity, prepares comparisons with benchmarks;
  • Assists with the compilation of routine and ad hoc reports as needed

Qualification and Experience Requirement

Education: Degree holder in accounting and finance with accounting qualification

Experience: 5+ years of hands on experience in management / financial reporting and planning experience in insurance companies


  • Proficiency in PC skills (i.e. MS Excel, Word, Powerpoint); experience in Life400, SUN Accounting System, Cognos & Tm1.
  • Able to multi task regularly and meet tight deadlines. A natural team player and self-motivated with good attention to detail and accuracy.
  • Fluent in English
If you are interested in this role, please apply below or contact me for more information.