Strategic Finance and Business Development Principal

Responsible for developing strategic plans at group, entity, or function level to ensure continued success of growth and profitability

  • Coordinate with all local stakeholders the following:
  • on a weekly basis for the weekly reporting to Group Office on updates on business results, gaps, and projects.
  • on a monthly basis for the Monthly Business Review for reporting to Group Office on updates on business results, gaps, and projects.

Provide analysis and next steps recommendation to ensure achieving target business goals for the year for both of the above. Monitoring of initiatives, achievement and models used will also be done.

Coordinate with all local stakeholders for the annual strategic plan. Should be able to lead discussions with local executives and mancomms on the projects and strategic target, review the reports and projections, provide commentaries and ensure consistency of various projects across the different functions to support the strategic pillars.

Synthesize the different achievements and reports from various projects and review in relation to micro and macro economic conditions to provide a gauge of company performance. Review the targets and models of each function and provide analysis in light of industry conditions.

Performs other responsibilities and duties periodically assigned by supervisor in order to meet operational and/or other requirements”

Timely submissions of Management Reports:

Weekly Submission – every Thursday

MBR – two days prior to MBR meeting

StratPlan – One week prior to GO Submission

  • Education – Graduate of a BS degree with finance, statistic or math background; CPA, MBA, Actuarial exams are a plus
  • Experience – Minimum 5 years with finance background
  • Certifications/licenses – CPA, Actuarial practitioner or equivalent
  • Special skills – Excel, Powerpoint. Advanced knowledge and understanding of basic principles on products (LOB) and product mix,  production drivers, ANP/VoNB, distribution channels and its intricacies. 

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Job Category: Finance
Job Type: Full Time
Job Location: Philippines

Apply for this position

Allowed Type(s): .pdf, .doc, .docx
Scroll to Top