About the Role

You will play a pivotal role in managing and tracking the agency's overall financial performance, contest and campaign budgets, accruals, and conducting in-depth financial analysis. Your responsibilities will include ensuring financial accuracy, providing insights to support strategic decision-making, and maintaining compliance with industry standards.

Roles and Responsibilities:

• Develop and manage agency-wide budgets & project related expenses.
• Monitor and track budget allocations, ensuring compliance with financial targets.
• Maintain accurate accrual records and financial reporting.
• Generate regular financial reports to provide insights into budget utilization and performance.
• Responsible for calculation, validation and implementation of agent commissions, bonuses and compensation related payables and receivables.
• Conduct detailed financial analysis to identify trends, variances, and areas for improvement.
• Ensure data accuracy and integrity in all analytical outputs.
• Provide actionable recommendations to optimize financial performance.
• Collaborate with the strategy and planning team to provide financial insights and data-driven recommendations that support the development and execution of agency-wide strategies.
• Assist in the preparation of financial forecasts and long-term financial planning to ensure alignment with strategic goals.
• Contribute to the identification of opportunities for process improvement and efficiency in financial operations to enhance strategic decision-making.
• Support on ad hoc projects and reports related to Agency Strategy and Planning.
• Ensure compliance with regulatory and industry standards.
• Identify and mitigate financial risks proactively.

Minimum Job Requirements:

• Bachelor’s degree in finance, accounting, or a related field.
• LCCI Level II or ACCA or equivalent is highly desirable.
• Minimum 4 years of working experience in Strategy or Management field is required.
• Experience in financial analysis and control roles within the insurance or financial services industry.
• Strong understanding of insurance industry financial practices and regulations preferred.
• Solid experience as a data cruncher with proficient skills in Excel, PowerPoint and Microsoft Office
• Excellent analytical and problem-solving skills.
• Strong attention to detail and accuracy.
• Effective communication and presentation abilities.
• Ability to work independently and as part of a team.
• Proficiency in other data analysis and visualization tools such as Power BI & Tableau.