Financial Planning Expert

1 day ago


Kuala Lumpur, Kuala Lumpur, Malaysia Allianz Popular SL. Full time
Assistant Manager/Manager, Finance & Accounts (Planning & Controlling)

Assuming a key role in the preparation of financial planning and forecasting processes is crucial for our organization. As a highly skilled Financial Planning Expert, you will support management expense budget, analyze and evaluate financial results and key operations metrics.

Key Responsibilities:

  • Develop and manage the financial planning process including annual planning/budgeting and monthly forecasting;
  • Review reasonableness of the underlying assumptions used for planning projections and business cases;
  • Ensure accuracy of monthly management reports and presentation materials to senior management, regional office, board and board committees;
  • Monitor and analyze financial performance against budgets, highlight significant deviations and recommend corrective actions to improve performance;
  • Understand and analyze the key drivers to validate forecast and to support business functions in establishing data-driven decisions and strategies;
  • Implement appropriate metrics to monitor performance against forecast and plan, ensuring alignment with corporate strategies and targets;
  • Analyze expenses and work with the actuarial team on updating expense methodology, including updates to support IFRS 17 attributable expenses analysis;
  • Support finance initiatives including benchmarking studies, provide support for IT reporting and other initiatives as rolled out by Allianz Group.

Key Requirements:

  • Must possess at least a Degree in Accountancy/Professional Qualifications (ACCA, CPA, etc.) or other equivalent professional qualifications;
  • Candidates should have at least 5 years of relevant experience, preferably with audit or Financial Planning and Analysis (FPA) background;
  • Insurance industry experience will be an added advantage;
  • Strong communication and interpersonal skills to manage internal stakeholders and work efficiently;
  • Meticulous, strong analytical skills and strong commercial acumen;
  • Positive working attitude, self-starter, committed and driven to meet deadlines and targets.

Allianz Malaysia aims to foster a diverse and inclusive workforce. We are proud to be an equal opportunity employer and welcome applications from candidates regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation.



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