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Team Leader - Financial Planning & Analysis Asia

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Client Overview:

Client Overview:
Discover amazing career opportunities with a company that is all about helping people achieve their dreams and aspirations!

Our client is a leading insurance and wealth and asset management group with global headquarters in Canada, operating regionally in Asia and the United States that 35,000 employees across the globe. Its global shared service centre in Quezon City and Lapu – Lapu City provides administrative, finance, investments, analytics, professional services, support, contact centre and information technology services to companies around the world and puts the customers at the forefront.

The company aims to attract, develop and retain a diverse workforce and to foster an inclusive work environment that embraces the strength of cultures and individuals.

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Job Description and Qualification:

Reporting directly to the compnay Manager for FP&A and responsible for 5 full-time employees. The position is accountable for providing accurate, timely, and relevant monthly, quarterly and annual financial data production, reporting, analysis, planning and forecasting to different stakeholders of the Global Wealth and Asset Management & General Account (GWAM & GA) Finance Financial Planning & Analysis – Asia team.

Job Description
Role and Responsibilities:
  •     Manage the teams’ day to day operations promoting efficiency and team effectiveness.  Allocate and delegate tasks to team members and manage the task monitoring system used for regular business review reporting
  •     Drive the team in achieving its organizational goals and objectives
  •     Act as the project manager who will oversee the planning, implementation and tracking of any short-term or streamlining and automation projects
  •     Cover quality review for management reporting, planning and analysis before sending out to Business Units
  •     Provide key decision support to the key business stakeholders through availability of relevant financial information, providing detailed analysis and recommending appropriate action plan on financial matters
  •     Actively involved with consolidating, analyzing, and synthesizing large amount of financial and non-financial information from various stakeholders
  •     Prepares high-quality monthly and quarterly reports, dashboards and presentations in a timely and organized fashion catered to the needs of the different stakeholders of Global WAM & GA Finance - Financial Planning and Analysis Group
  •     Prepares Monthly/Quarterly Management Decks, WAM MIS Report, Quarterly Forecasts from different countries within Asia, Sales Commentaries, Value of Flows and others
  •     Prepares and maintains templates of report packages, highlight key issues, and actively look for resolution
  •     Improves and re-engineers reporting processes and deliverables to create consistency and efficiency during month-end and quarter-end cycles
  •     Supports the annual consolidated planning process, including investigation of trends, model projections, sensitivities, metrics and preparation of presentation decks
  •     Initiates improvements by exploring, identifying, and implementing reporting, analysis, and process solutions
  •     Works closely with the Hong Kong business unit, Global Stakeholders and teammates to ensure a smooth reporting and planning process, assisting in ad hoc requests as needed
  •     Participates in team cross-training to establish back-up and improvement of processes handled
  •     Trains new resources within the team and in conducting quality checks on the team’s work in certain circumstances
  •     University graduate in Accounting/Finance, professional accounting designation (CPA) is preferred
  •     5+ years of progressive responsibility within accounting/finance
  •     At least 2 years of people management and with strong leadership experience
  •     Experience with Migrating tasks from onshore location to Manila is a plus
  •     Experience working with senior management teams (stakeholder management requiring persuasion / influencing skills
  •     Strong Excel and PowerPoint skills
  •     Strong technical accounting, financial and management reporting, analysis, and forecasting skills with a solid understanding of the business environment
  •     Good communication and presentation skills; ability to succinctly engage with business partners and team members
  •     Power BI knowledge is a plus
  •     Strong technical accounting skills with a solid understanding of the business environment and financial reporting structure to provide value-added analysis
  •     Knowledge of IFRS tools (SmartView-Essbase, Lawson)
  •     Strong attention to detail
  •     Proven ability to thrive in a fast paced, high-performing and collaborative team environment while managing multiple, constantly changing priorities and ad-hoc requests
  •     Proactive approach to continuous improvements and a positive “can-do” attitude
  •     Ability to identify and investigate complex issues and recommend actionable solutions