Financial Planning Lead
3 days ago
| Finance & Accounting | Professional | Non-Executive | Allianz Malaysia | Full-Time | Permanent
About 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 Senior Management and Board Committees.
- 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.
Budgeting and Forecasting
- Oversee budget preparation and monitoring, ensuring alignment with Company goals and priorities.
- Collaborate with departmental heads to ensure accurate forecasting and timely adjustments to the financial plan as necessary.
Financial Analysis & Reporting
- Prepare detailed financial reports, analyzing performance against budgets, historical data, and forecast projections.
- Identify variances and work closely with business functions to explain and address discrepancies.
Requirements:
- Must possess a Bachelor's degree in Finance, Accounting, or related field. Professional qualifications (e.g., ICAEW, CPA, MIA, CFA) are highly preferred.
- Minimum 10 years of experience in financial planning, budgeting, and analysis, with at least 5 years in leadership or managerial roles.
- Proven experience in leading budgeting and forecasting processes preferably in an insurance organization.
- Strong understanding of financial modeling, expense management, and performance analysis.
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