[Chubb Life] Assistant Manager, Financial Planning & Analysis
CÔNG TY TNHH BHNT CHUBB LIFE VIỆT NAM
Địa điểm làm việc: Hồ Chí Minh, Thừa Thiên Huế
Hết hạn: 30/10/2024
- Chi tiết công việc
- Giới thiệu công ty
Thu nhập: Thỏa thuận
Loại hình: Toàn thời gian
Chức vụ: Nhân viên
Kinh nghiệm: 5 năm
Mô tả công việc
Position Objective:
The position objective of the role of Assistant Manager Financial Planning & Analysis is to provide support in financial analysis and planning activities within an organization. This involves assisting in the development of budgets, forecasts, and financial models, as well as analyzing financial data to provide insights and recommendations to improve the financial performance of the company.
The Assistant Manager Financial Planning & Analysis is responsible for monitoring and reporting on key financial metrics, identifying areas of risk and opportunity, and supporting decision-making processes through accurate and timely financial analysis. The objective is to help drive strategic planning and ensure the financial health and stability of the company.
Responsibilities:
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.
The position objective of the role of Assistant Manager Financial Planning & Analysis is to provide support in financial analysis and planning activities within an organization. This involves assisting in the development of budgets, forecasts, and financial models, as well as analyzing financial data to provide insights and recommendations to improve the financial performance of the company.
The Assistant Manager Financial Planning & Analysis is responsible for monitoring and reporting on key financial metrics, identifying areas of risk and opportunity, and supporting decision-making processes through accurate and timely financial analysis. The objective is to help drive strategic planning and ensure the financial health and stability of the company.
Responsibilities:
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.
Yêu cầu
Requirements:
- Bachelor's degree in finance/accounting. Certificate in ACCA/CMA/CPA is a plus.
- At least 5 years of working experiences in FP&A/Management accounting in insurance companies.
- Have a good financial analysis knowledge.
- Good in spoken and written English.
- Good understanding of VAS, IFRS/US-GAAP reporting.
- Good communication, time management, team working and proactivity.
- Willing to new-learning and improving, automation process.
- Bachelor's degree in finance/accounting. Certificate in ACCA/CMA/CPA is a plus.
- At least 5 years of working experiences in FP&A/Management accounting in insurance companies.
- Have a good financial analysis knowledge.
- Good in spoken and written English.
- Good understanding of VAS, IFRS/US-GAAP reporting.
- Good communication, time management, team working and proactivity.
- Willing to new-learning and improving, automation process.
Quyền lợi
Chăm sóc sức khoẻ
Insurance
Thư viện
Training program
Cơ hội du lịch
Annual company trips
Insurance
Thư viện
Training program
Cơ hội du lịch
Annual company trips
Thông tin khác
NGÀY ĐĂNG
30/09/2024
CẤP BẬC
Nhân viên
NGÀNH NGHỀ
Kế Toán/Kiểm Toán > Kế Toán Tài Chính
KỸ NĂNG
Reporting, Planning, Corporate Budgeting, Forecasting
LĨNH VỰC
Bảo hiểm
NGÔN NGỮ TRÌNH BÀY HỒ SƠ
Bất kỳ
SỐ NĂM KINH NGHIỆM TỐI THIỂU
Không yêu cầu
QUỐC TỊCH
Không hiển thị
Xem thêm
30/09/2024
CẤP BẬC
Nhân viên
NGÀNH NGHỀ
Kế Toán/Kiểm Toán > Kế Toán Tài Chính
KỸ NĂNG
Reporting, Planning, Corporate Budgeting, Forecasting
LĨNH VỰC
Bảo hiểm
NGÔN NGỮ TRÌNH BÀY HỒ SƠ
Bất kỳ
SỐ NĂM KINH NGHIỆM TỐI THIỂU
Không yêu cầu
QUỐC TỊCH
Không hiển thị
Xem thêm
Thông tin chung
- Thu nhập: Thỏa thuận
Cách thức ứng tuyển
Ứng viên nộp hồ sơ trực tuyến bằng cách bấm nút Ứng tuyển bên dưới:
Hạn nộp: 30/10/2024
Giới thiệu công ty
Chubb là tập đoàn bảo hiểm hàng đầu thế giới. Hoạt động tại 54 quốc gia và các vùng lãnh thổ trên toàn cầu, Tập đoàn Chubb cung cấp các dịch vụ bảo hiểm tài sản doanh nghiệp và cá nhân, bảo hiểm tai nạn cá nhân và bảo hiểm y tế bổ sung, tái bảo hiểm và bảo hiểm nhân thọ cho các đối tượng khách hàng đa dạng. Là một tập đoàn chuyên cung cấp dịch vụ bảo hiểm, chúng tôi đánh giá và quản lý rủi ro với sự am hiểu và tính kỷ luật. Chúng tôi thực hiện hoạt động bồi thường bảo hiểm một cách công bằng và ...
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