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Financial Planning & Analysis Associate Lead

  • Job
    Full-time
    Junior & Mid Level
  • Accounting & Tax
    Banking & Finance
  • Manila

AI generated summary

  • You should have relevant work experience, call centre experience in insurance/banking, policy admin, BPO exposure, and a tertiary degree or equivalent. Accounting certificates are preferred.
  • You will manage quarterly reviews, report on financial performance, enhance management reporting, support budgeting, oversee CAPEX/OPEX reporting, and lead a team while ensuring compliance.

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.
  • Certificates as an accountant.

Responsibilities

  • Support the global process of quarterly business reviews and challenge results to drive strategic decision-making.
  • Ensure timely delivery of key reports and commentary to facilitate key business decisions.
  • Develop and enhance management reports and processes to improve information presented to stakeholders.
  • Establish and maintain effective relationships with senior stakeholders and collaborate to identify opportunities.
  • Work with the manager to develop standardised management reports for performance monitoring.
  • Comply with legal and regulatory requirements to meet obligations.
  • Drive monthly CAPEX/OPEX reporting and align with global timelines.
  • Support senior management in budget preparation, analysis, and cost monitoring for projects.
  • Own and drive financial management activities for the group, including depreciation and accrual results.
  • Lead a team, influence indirectly, and participate in departmental meetings to share knowledge and best practices.

FAQs

What is the primary purpose of the Financial Planning & Analysis Associate Lead role?

The primary purpose of this role is to support the management reporting team by analyzing data, producing reports, and providing key insights to aid effective decision-making within the business.

What are the key responsibilities of this position?

Key responsibilities include supporting quarterly business reviews, ensuring timely delivery of reports, enhancing management reports, establishing relationships with senior stakeholders, supporting budget preparation, and driving financial management activities for the group.

What type of work experience is preferred for this position?

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

What qualifications are necessary for this role?

Necessary qualifications include a tertiary degree or equivalent combination of education and work experience, along with certifications as an accountant.

Are there any specific skills required for the Financial Planning & Analysis Associate Lead position?

Yes, required skills include adaptability, collaboration tools, commercial acumen, critical thinking, financial data reporting, financial forecasting, stakeholder management, and risk management, among others.

Is prior management experience required for this role?

Some relevant work experience is necessary, and the candidate should be capable of leading a team and influencing indirectly, but specific management experience is not explicitly required.

What is the employee type for this job?

The job is for a full-time employee position.

How can I apply for this position?

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

Does QBE provide equal employment opportunity?

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

Are reasonable accommodations available for individuals with disabilities?

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

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.