Financial Planning and Analysis Officer

FPG Insurance

Negotiable
On-site - Makati3-5 Yrs ExpDiplomaFull-time
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Job Description

Description

Over a century of entrepreneurial experience in the Asia Pacific region, aligned with our Swiss & Asian Heritage.


Established in 1958 by the Zuellig Group of Companies, FPG Insurance has built an enviable reputation for developing in-depth customer insights that support the creation of relevant, comprehensive insurance products across Asia, for both business and individuals alike.

FPG Insurance maintain powerful alliances with global institutions, that when coupled with our strong position across the Asia Pacific region, provides intelligently structured solutions for the Asian insurance market.


Backed by the Zuellig Group of Companies and coupled with our experienced and talented professional teams, we are experts in the implementation of bespoke insurance and risk management solutions for our customers.


FPG Insurance is the trusted name in the provision of general insurance solutions in Asia.


About the role:


Will play a crucial role in preparing, analyzing, and reporting financial data, ensuring compliance with regulatory standards, and supporting key decision-making processes. The ideal candidate will possess a "can-do" attitude, excel in a fast-paced environment, and thrive in navigating and optimizing heavily manual processes while maintaining accuracy and efficiency


Key Responsibilities:


  • Prepare and analyze monthly, quarterly, and annual financial reports, ensuring compliance with accounting principles and insurance regulations.
  • Reconcile financial data regularly, resolve discrepancies, and support audits with required documents.
  • Implement process improvements to streamline workflows, enhance reporting efficiency, and reduce errors.
  • Collaborate with departments (e.g., Sales, Underwriting, Operations) to gather data for accurate and timely financial reporting.
  • Improve manual processes to reduce inefficiencies and maintain data integrity.
  • Ensure compliance with internal controls, regulatory requirements, and industry standards, and prepare reports for filings.
  • Prepare Actuarial Data Report, FRF, and RBC.
  • Provide financial analysis and support for ad-hoc projects and respond to management’s data requests.
  • Stay updated on industry trends, regulations, and best practices to drive continuous improvement.


Qualifications:


  • Graduate of BS Accountancy or any other business related course
  • Preferably with 2-4 years exposure on the role
  • Strong analytical skills, with the ability to interpret complex financial data and provide actionable insights
  • Experience with manual reporting processes and the ability to propose and implement automation or process improvements
  • Proficient in Excel (advanced formulas, pivot tables, and data analysis tools). Knowledge of financial reporting software or ERP systems is a plus
  • Strong attention to detail and a commitment to producing accurate, high-quality work
  • Excellent communication skills, both verbal and written, with the ability to work cross-functionally and collaborate with various stakeholders.

Requirements

Please refer to job description.

Financial ModelingData AnalysisBudgetingForecastingRisk AssessmentInvestment AnalysisFinancial ReportingCryptocurrency KnowledgeRegulatory ComplianceStrategic Planning
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Boss

HR ManagerFPG Insurance

Working Location

Makati Avenue Corner; Paseo de Roxas , Makati City, Makati, PH

Posted on 28 May 2025

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