Head of Planning, Finance Planning

3 days ago

Kuala Lumpur, Kuala Lumpur, Malaysia Allianz Popular SL. Full time
Head of Planning, Finance Planning & Controlling

| Finance & Accounting | Professional | Non-Executive | Allianz Malaysia | Full-Time | Permanent

Job Summary:

The Head of Planning will oversee the annual planning and budgeting and forecasting activities. This role is responsible for managing the Company's financial plan and budget and ensuring that all business functions operate within budget and allocation of financial resources are aligned with strategic priorities and organizational goals. The role is also responsible for providing leadership in financial strategy, analysis, and reporting to drive long-term financial stability and sustainable growth.

Key Responsibilities:

  • Lead the preparation of annual and monthly planning dialogue process including coordination of information from relevant parties and reviewing the reasonableness of the underlying assumptions used for projections.
  • Preparation of presentation materials to Senior Management, Board Committees and Regional Office.
  • Preparation of annual management expenses and monthly budget by cost centers.
  • Support CFO in identifying financial trends, business drivers, potential risks and opportunities for improvement.

Budgeting and Forecasting

  • Oversee the preparation and monitoring of budgets ensuring alignment with Company goals and strategic priorities.
  • Collaborate with departmental heads to ensure accurate forecasting and timely adjustments to the financial plan as necessary.
  • Collaborate with departmental heads to define budget assumptions, set targets and review financial needs/resources.
  • Provide robust monitoring and tracking of project expenses including regional investments. Provide proactive solutions to any identified challenges.
  • Perform regular expense analysis and work with actuarial team on updating expense methodology where applicable. Maintain updated activities-based costing studies.

Financial Analysis & Reporting

  • Oversee the preparation of detailed financial reports, analyzing performance against budgets, historical data and forecast projections.
  • Identify variance and work closely with business functions to explain and address discrepancies. Provide actionable insights and recommendations based on financial results.
  • Develop key financial metrics and reports to support decision making by Senior Management.

Process Improvement / Finance Transformation

  • Continuously evaluate and improve financial planning, budgeting and forecasting processes, identifying opportunities for automation and efficiency gains. Implement best practices in planning and budgeting, leverage on technology and financial tools to improve accuracy and reporting.
  • Lead initiatives as rolled out by the Group including the harmonization of chart of accounts, implementation of new accounting systems.

Key Requirements:

  • Must possess at least Bachelor's degree in Finance, Accounting or related field. Professional qualification (e.g. ICAEW, CPA, MIA, CFA) is highly preferred.
  • Minimum 10 years of experience in financial planning, budgeting and analysis with at least 5 years in leadership or managerial role.
  • Proven experience in leading budgeting and forecasting processes preferably in an insurance organization.
  • Strong understanding of financial modeling, expense management and performance analysis.
  • Advanced proficiency in financial software and Microsoft Excel.
  • Strong analytical, problem-solving and decision-making skills.
  • Proficient in translating complex business information into clear and understandable terms.
  • Capable of collaborating effectively with team members and engaging with personnel across all organizational levels.
  • Highly organized, self-driven, detail-oriented, and able to operate independently in a fast-paced environment.
#J-18808-Ljbffr

  • Head of Strategic Planning

    4 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Kenanga Group Full time

    The role of the Head, Corporate Planning at Kenanga Group requires a seasoned professional with expertise in strategic planning, digital transformation, and corporate development. As the Head of Strategic Planning, you will be responsible for driving the Group's corporate exercises and funding initiatives, developing financial models for forecasting and...

  • Head of IT Planning

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Sumitomo Mitsui Banking Corporation – SMBC Group Full time

    Get AI-powered advice on this job and more exclusive features.Job Responsibilities:The incumbent for the position must be proficient in written and spoken Japanese and English languages in order to liaise with SMBC Malaysia and also the Global/Regional colleagues and be in-charge of:Matters regarding overall policies and medium-and long-term strategies for...

  • Financial Planning Lead

    4 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Allianz Full time

    Job OverviewWe are seeking a seasoned financial expert to join our team as the Head of Planning, Finance Planning. The successful candidate will be responsible for overseeing the annual planning and budgeting process, ensuring that all business functions operate within established parameters.The ideal candidate will possess a strong understanding of...

  • Head of Finance Role

    4 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Bank of America Full time

    About the RoleThis Head of Finance position plays a critical role in driving Bank of America's success in Malaysia. As a key member of the leadership team, you will be responsible for all finance-related activities, ensuring accurate financial reporting, regulatory compliance and effective risk management.You will have direct oversight of associates and be...

  • Financial Planning Manager

    4 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Hadid Group of Companies Full time

    Hadid Group of Companies is a leading organization seeking an experienced Finance Manager to oversee financial planning, manage cash flow, and prepare budgets. The ideal candidate will have a strong background in handling full set of accounts, fundraising, and financial analysis.Key Responsibilities:Develop and implement financial plans to support business...

  • Financial Planning Lead

    3 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Allianz Popular SL. Full time

    Senior Finance Executive| Finance & Accounting | Professional | Non-Executive | Allianz Malaysia | Full-Time | PermanentAbout the Role:This role involves overseeing the annual planning and budgeting process, managing financial resources, and ensuring business functions operate within allocated resources.Key Responsibilities:Prepare presentation materials for...

  • Head of Financial Planning

    7 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia PeopleLAKE Group Full time

    Job RequirementsWe are seeking a highly skilled Chief Financial Officer to join our team at PeopleLAKE Group, a prominent Malaysian steel manufacturer.The successful candidate will have a strong background in finance, excellent communication and interpersonal skills, and a proven track record of driving financial success.About the JobAs a key member of our...

  • Head, Corporate Planning

    4 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Kenanga Group Full time

    Responsible for planning, directing, coordinating, and supervising the Group Corporate Planning team's activities to deliver the initiatives in the Group's annual corporate plan. This role shall further be responsible for the Group's digital track initiatives, development of digital strategies for monetization, and other digital initiatives that will be...

  • Head of Finance

    4 hours ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Aisling Group Full time

    Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Aisling GroupRecruitment Professional | Executive Search | Corporate HiringsJob Summary:The Head of Financial Planning is responsible for overseeing financial operations, strategic planning, budgeting, and compliance. This role ensures accurate financial...

  • Head of Financial Planning and Analysis

    7 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia QASHIER SDN. BHD. Full time

    Company Overview:Qashier SDN. BHD. is a venture-backed startup that provides smart point-of-sale (POS) solutions that help merchants digitize their businesses.We are transforming the way retail operations and payments are done, and we're looking for a talented Country Finance Manager to join our team.This is an exciting opportunity for someone who wants to...

  • Distribution Planning Specialist

    5 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Prudential plc Full time

    The Agency Development Manager will be responsible for assisting the Head of Agency Strategy & Digital Business in planning, formulating, implementing, and monitoring long and short-term strategies of the Agency Distribution. This includes driving the development and management of Top Tier agents (i.e. MDRT) and MDRT Builder.Responsibilities:Drive the...

  • Head IT Finance

    3 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full time

    Head IT Finance & Regulatory Reporting SystemMaybank Federal Territory of Kuala Lumpur, MalaysiaGet AI-powered advice on this job and more exclusive features.Direct message the job poster from MaybankTalent Resourcing, Group Technology at MaybankPartnering with Maybank Group's Finance and Regulatory Reporting (incl. GL & MIS) to ensure successful execution...

  • Head of Corporate Finance

    3 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Celcom & Digi Full time

    About CelcomDigiCelcomDigi is a leading telecommunications company that aims to provide innovative solutions to its customers. We are committed to delivering exceptional customer service and building strong relationships with our stakeholders.Our TeamWe are a dynamic and diverse team of professionals who share a common goal of excellence. Our team members...

  • Head of Financial Operations

    5 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Bank of America Full time

    About the RoleWe are seeking an experienced finance professional to lead our finance operations in Malaysia. As the Head of Finance, you will be responsible for driving financial excellence, ensuring regulatory compliance, and fostering strong relationships with internal and external stakeholders.Key Skills and Qualifications:Strong team management,...

  • Senior Corporate Planning

    3 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia SK Magic Full time

    Join to apply for the Senior Corporate Planning role at SK magic MalaysiaBe among the first 25 applicantsJob ResponsibilitiesPerform market analysis, research on markets & competitors deeply to spot trends, opportunities, and threats.Responsible for company strategic planning, team up with various stakeholders, heads of departments & senior leaders to...

  • Financial Planning Specialist

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia WILMAR PLANTATIONS SDN. BHD. Full time

    About the OpportunityWe are looking for a highly motivated and experienced Financial Planning Specialist to join our team at WILMAR PLANTATIONS SDN. BHD. The successful candidate will have a strong background in accounting, finance, and business acumen, with experience in financial planning and analysis, budgeting, and forecasting.Key ResponsibilitiesDevelop...

  • Senior Planning Analyst

    3 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Liberty General Insurance Berhad Full time

    About the RoleThis is a senior position within our finance team, requiring a high level of expertise in planning and analysis. The successful candidate will have a strong background in finance, with experience in analyzing KPIs and developing financial models.Key ResponsibilitiesAnalyze financial data to identify trends and areas for improvementDevelop and...

  • Head of Corporate Finance

    7 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Talent Recruit Full time

    Talent Recruit represents a prominent company in Malaysia's exhibition and event management sector, which is undertaking an Initial Public Offering (IPO) in Malaysia. To steer their financial strategy and operations, the company seeks an experienced CFO.This role will involve direct reporting to the CEO.Main Responsibilities:Develop and execute the company's...

  • Corporate Planning Lead

    5 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia KTM Berhad Full time

    Corporate Planning LeadKTM Berhad is seeking a highly experienced Corporate Planning Lead to join its Corporate Planning Department. This role is responsible for leading the development and implementation of the company's long-term and short-term corporate plans.Main responsibilities include:Leading cross-functional teams in developing business strategies...

  • Financial Planning Manager

    7 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Genting Malaysia Full time

    In this dynamic role as Financial Planning Manager, you will play a critical part in shaping Genting Malaysia's financial strategy and operations. With a rich history spanning over five decades, the company is undergoing significant expansion and transformation.Key Responsibilities:Develop and implement comprehensive financial plans, including budgeting and...