Assistant Manager, Financial Planning & Analysis

Reporting
- Lead and coordinate with related departments to prepare and submit monthly/quarterly/annually/ad-hoc Group Report and other reporting requirements to Regional Office/Global Office.
- Prepare Fund Splitting Report, operational status of Universal Life Fund in accordance with VAS and regulations applicable to life insurance companies in Vietnam.
- Prepare compensation report of all distribution channels: agency and all partnership distribution channel.
- Tracking and control to ensuring compensation expense align with approval budget and actuarial pricing.
- Support month-end closing process and co-operate with accounting team to ensure all expense booking in accordance with nature of chart of accounts and in-line with Budgeting/Forecasting.
- Lead and coordinate with related departments to develop and timely submit various types of professional and effective management reports. Proactively, provide meaningful analysis and comments to support for decision making of BOD.
- Optimize and enhance Sun System (accounting system) for integration to TM1 system (Planning & Forecasting system) to adapt automation where possible to improve productivity.
Planning & Budgeting and Forecasting
- Lead and coordinate with related departments to prepare and submit Annual Budget Package, Company Strategic Plan Package as agreed deliverables set by Regional Office/Global Office.
- Regularly forecast of general operating expenses (GOE) by nature of expense line as timeline and required process. Consolidate financial data to finalized forecasting Monthly Operating Statement (MOS) report by monthly/quarterly/annually.
- Be one of the contact points of TM1 system (Planning & Forecasting system) and implement upload financial data to TM1 system.
- Prepare monthly key performance indicators (sales, premium collected, agency metrics, partnership distribution metrics, profit, financial ratio...) with detailed analysis and comments.
- Market intelligent reports and market share analysis.
- Ensure sufficient monthly expense tracking and monitoring spending activities via accurate actual expense & timely accrued expense booked on Sun System vs. approved budget/forecast. Do variance analysis vs budget/forecast and differences will have to be justified.
- Prepare presentation package and add valued comments to all required slide decks for Senior Management Team meeting.
- Support line manager for ad-hoc analysis to facilitate various review/study on efficiency and effectiveness of spending activities with recommendations.