الوصف الوظيفي
Role Purpose:
Work with the Sr. Manager – Financial Planning & Performance Management & Director of Financial Planning, Collection Services, & Solutions in conducting the necessary financial analysis and forecasts that allow for more informed decision making by executive management and the Board of Directors.
Accountabilities:
Annual Operating Plan and 3 Year Plan
Work with the Sr. Manager and other team members in preparing the Annual Operating Plan (“AOP”), 3 Year Plan (3YP), and intra-year forecasts on a detailed revenue and cost centre level with coordination between all department managers
Assist in conducting scenario analysis on AOP and 3YP
Complete Bupa Group Templates for AOP, 3YP, and intra-year forecasts to ensure that all group requirements for the planning cycle are completed on a timely basis
Collect monthly company performance data, compare it to AOP, and analyse sources of variance
Design financial models needed for all planning/forecasting related activities such as BDP, commissions, volume rate analysis and any other ad hoc required models
Assist in designing spreadsheet templates for use by BA’s businesses and other internal stakeholders, and updating and enhancing these templates on a regular basis
Assist in preparing 12-months rolling forecast for solvency, income statement, balance sheet and cash flow on a monthly basis
Assist in generating management reports on a periodic and on an as needed basis
Balance Sheet Management
Prepare monthly analysis on regulatory and IFRS solvency, risk and opportunities to budget and balance to achieve schedule
Measure the impact of premium payment terms on bad debt expense and solvency
Opex Management
Analyze monthly reporting of Opex vs budget and identify key variances, issues, and trends
Competitor Analysis and Benchmarking
Obtain quarterly and annual insurance market and competitor data and analyze growth, profitability, market share, and financial strength
Prepare quarterly & annual competitive analysis report and enhance the report on regular basis
Special Assignments
Assist in conduct capital budgeting and feasibility study exercises for new products and ventures
Assist in preparing investment cases and business plans for new products and ventures
Assist in all due diligence assignments
Work on ad hoc assignments as they arise
Managerial
Supervise, train, and mentor financial planning & performance management team members
المهارات
Years of Experience
2-5 years of relevant work experience
Skills Required (Technical/Managerial)
Financial Planning, Forecasting, Budgeting, Scenario Analysis, Sensitivty Analysis, Financial Statements Analysis, Competitive Analysis, Accounting, Investmnet knowledge, Perfromance Management, variance analysis & Insights
Other Requirements (If Any)
BS in Finance, Accounting, Economics, or any other business discipline
Masters Degree is a plus
Professional certificatio such as CMA or CFA designation is a plus
تفاصيل الوظيفة
منطقة الوظيفة جدة, المملكة العربية السعودية
قطاع الشركة التأمين
طبيعة عمل الشركة صاحب عمل (القطاع الخاص)
الدور الوظيفي المحاسبة والتدقيق
نوع التوظيف --
الراتب الشهري غير محدد
عدد الوظائف الشاغرة غير محدد
المرشح المفضل
المستوى المهني متوسط الخبرة
عدد سنوات الخبرة الحد الأدنى: 2 الحد الأقصى: 5
https://www.bayt.com/ar/saudi-arabia/jobs/manager-financial-planning-performance-management-4136571/
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