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Finance Planning & Tax Associate Lead

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QBE Insurance

3d ago

  • Job
    Full-time
    Junior & Mid Level
  • Accounting & Tax
    Business, Operations & Strategy
  • Manila
  • Quick Apply

AI generated summary

  • You need relevant work experience, call center skills in insurance/banking, policy admin knowledge, BPO exposure with shift work, a tertiary degree, and accounting certifications.
  • You will prepare financial reports, manage budgeting, ensure compliance, provide financial advice, maintain accurate records, and foster relationships with stakeholders and auditors.

Requirements

  • Some relevant work experience.
  • Call centre experience in insurance and/or banking industry with billing responsibilities.
  • Increasing level of responsibility in call centre environment.
  • Policy administration experience.
  • Experience in BPO industry with shifting schedules.
  • Tertiary Degree or equivalent combination of education and work experience.
  • Certifications as an accountant.

Responsibilities

  • Responsible for the review and preparation of financial, statutory or regulatory reports.
  • Perform budgeting and forecasting activities.
  • Collaborate with Business Unit Senior Leaders in the forecasting and annual budget process.
  • Ensure consistency and effective suite of reports provided to business enabling management to monitor business profitability.
  • Comply with all legal and regulatory requirements to ensure obligations are met.
  • Manage the preparation and maintenance of accurate accounting records following internal procedures and statutory requirements to ensure compliance with legal, regulatory, codes of conduct and best practice guidelines.
  • Provide high-level advice, guidance and information on financial matters to support decision-making and improve understanding of financial management.
  • Manage the production of accurate financial returns required by internal and external bodies and regulators to meet reporting deadlines.
  • Maintain strong relationships with stakeholders, including internal and external auditors, to ensure service delivery meets customer expectations.
  • Develop relationships in line with the business plan to support the achievement of business objectives.

FAQs

What is the role of the Finance Planning & Tax Associate Lead?

The role involves overseeing the processing, analysis, and reporting of financial transactions, budgeting processes, financial planning, analysis, and management accounting activities, ensuring compliance with IFRS standards, and managing billing and collections processes.

What are the main responsibilities of this position?

The main responsibilities include preparing financial reports, performing budgeting and forecasting, collaborating with senior leaders, ensuring compliance with regulatory requirements, maintaining accurate accounting records, providing financial advice, and managing relationships with stakeholders and auditors.

What type of work experience is preferred for this role?

Preferred work experience includes call center experience in the insurance or banking industry with billing responsibilities, increasing levels of responsibility in a call center, policy administration experience, and experience in the BPO industry with shifting schedules.

What qualifications are necessary for this position?

A tertiary degree or an equivalent combination of education and work experience is necessary for this position. Preferred qualifications include certifications as an accountant.

What skills are required for the Finance Planning & Tax Associate Lead role?

Required skills include analytical thinking, business management, communication, cost management, critical thinking, financial data reporting, financial forecasting, financial management, financial regulation, high accuracy, intentional collaboration, managing performance, process improvements, reporting and analysis, and stakeholder management.

How can I apply for this job?

To submit your application, click "Apply" and follow the step-by-step process provided on the job listing.

Does QBE offer equal employment opportunity?

Yes, QBE is an equal opportunity employer and complies with equal employment opportunity legislation in each jurisdiction it operates.

Will there be any accommodations for individuals with disabilities?

Yes, reasonable accommodations may be made to enable individuals with disabilities to perform the essential job responsibilities satisfactorily.

Is prior experience in call centers mandatory for this role?

While prior experience in call centers is preferred, it is not mandatory. Some relevant work experience is sufficient.

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QBE Insurance

Finance
Industry
10,001+
Employees
1886
Founded Year

Mission & Purpose

QBE is an international insurer and reinsurer listed on the Australian Securities Exchange and headquartered in Sydney. We employ around 13,000 people in 27 countries. Leveraging our deep expertise and insights, QBE offers commercial, personal and specialty products and risk management solutions to help people and businesses manage risks, build strength and embrace change to their advantage.