Assistant Manager/Senior Analyst, Financial Planning & Analysis

Sun Life Financial

  • Hung Hom, Hong Kong
  • Permanent
  • Full-time
  • 2 months ago
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:
  • The role is responsible for performing financial planning and analysis on the Hong Kong Pension (MPF/ORSO) financial drivers, driving strategic initiatives, and providing business insights to help our pension leaders to achieve our strategic objectives.
Responsibilities
  • Perform analysis to understand the drivers of our financials (i.e. Sales & Gross VNBs, Earnings and Expense, etc.) and derive sharp business insights on the W&P performance.
  • Deep dive on the monthly & quarterly business results through understanding the connections between actual results and plan projections and analyzing industry market players. Help leaders to understand the forward trends impacting the W&P business.
  • Perform analysis for Operating Plan and Strategic Plan processes to provide business advice to influence the Company's strategy.
  • Collaborate across different business functions (including Distribution Channels, Actuarial, Marketing, pension Operations, HR and IT, etc), build & drive strategic initiatives and leverage such insights to drive our W&P business forward.
Preferred Skills
  • Strong analytical skill sets
  • Good communication and negotiation skills
  • Strong problem-solving skills as required to help on complex and technical issues or initiatives
Qualifications
  • Degree in Accounting & Finance or any related disciplines
  • qualified CPA equivalent is a competitive advantage
  • At least 4-5 years of working experience within insurance or financial industry (e.g. bank/fund house/consultancy firm),
  • Experience in Tableau is an added advantage
Job Category: FinancePosting End Date: 30/12/2024

Sun Life Financial