Financial Officer

Planning & Budget Control
Prepare annual planning material (templates, guidance, etc.)
Coordinate with all departments to prepare financial planning, forecast, projection in short-term and long-term
Consolidate planning/forecasts for total company
Monitor department budget performance (by cost center, by channel, by project, by product, by type of business class)
Review GL and FS of Accounting team compared to budget and notify them to correct data
Review payment documents to make sure they align with the budget
Provide advice/commentary/ challenge departments to improve expense controls
Establish expense control system, tools to support departments improve control
Monitor financial projection performance and update projection
Advise for accrual expenses
Reporting:
Prepare and deliver monthly expense performance reports for departments and total company with review and commentaries
Prepare and deliver summary expense performance reports to Management
Prepare and deliver ad-hoc reports as Management's requirements
Set up new reports with smart & active templates (Excel, PowerPoint)
Time management the deadline of related departments to make sure financial reports deliver on time.
Financial analysis:
Coordinate with the actuarial team for actuarial analysis that supports financial analysis (Expense Loading, Fund Split).
Compensation analysis (compensation performance, usage of budget planning, etc.)
Partner financial analysis (competitor, market, etc.)
Project analysis, build and advise functional expenses, and coordinate with the project owner and actuarial to build the financial projection of the new project.
Others:
Support the Finance Deputy Manager to prepare policy, guidance, and training material.
Take part in finance and company projects.
Policy, process, and system consult
Support system enhancement
New tasks will be assigned by the finance deputy manager as business incurs