Key Responsibilities
- Financial Management & Controls
- Oversee overall financial operations including accounting, AP/AR, payroll, treasury, and tax
- Lead budgeting and forecasting activities in coordination with business units
- Ensure strong internal controls, financial policies, and accurate financial records
- Manage cash flow, liquidity, and working capital
- Maintain compliance with financial reporting standards and regulatory requirements
- Strategic Planning & Business Support
- Support senior leadership in financial strategy and decision-making
- Provide financial analysis, insights, and scenario planning for key business initiatives
- Evaluate financial impact of business decisions such as pricing, expansion, and investments
- Partner with different teams to align financial and operational strategies
- Support investment and capital allocation decisions
- Financial Reporting
- Oversee preparation of monthly, quarterly, and annual financial reports
- Present financial results and insights to management and stakeholders
- Coordinate with external auditors and ensure timely audit completion
- Prepare required reports for regulatory and government agencies
- Maintain financial dashboards and key performance indicators
- Compliance & Risk Management
- Ensure compliance with regulatory, tax, and industry requirements
- Support enterprise risk management and financial risk monitoring
- Oversee tax compliance and reporting
- Manage reinsurance and related financial reporting (if applicable)
- Coordinate with regulatory bodies and internal compliance teams
- Leadership & Team Development
- Lead and develop the finance team across different functions
- Promote a culture of accountability and continuous improvement
- Support team capability building and career development
- Participate in senior leadership discussions and company strategy
- Finance Transformation
- Lead initiatives to improve and automate finance processes
- Support implementation of ERP and financial systems
- Collaborate with tech and data teams for better financial reporting and analytics
- Drive efficiency, accuracy, and data-driven decision-making in finance operations
Qualifications And Experience
Education
- Bachelor's degree in Accounting, Finance, Economics, or a related field is required.
- Master of Business Administration (MBA) or equivalent postgraduate qualification is strongly preferred.
Professional Certifications
- Certified Public Accountant (CPA) — required.
- Chartered Financial Analyst (CFA) or equivalent certification is an advantage.
- Membership in relevant professional bodies is a plus. Experience
- Minimum of 12–15 years of progressive experience in finance, with at least 5 years in a senior financial
leadership role (CFO, Deputy CFO, VP Finance, or equivalent).
- Experience in the general insurance or broader financial services industry is strongly preferred;
- Demonstrated track record of leading finance functions through periods of growth, transformation, or
organisational change.
- Hands-on experience with the Insurance Commission regulatory framework, including RBC requirements
and statutory reporting.
Technical Skills
- Expert knowledge of Philippine Financial Reporting Standards (PFRS) and International Financial Reporting
Standards (IFRS), including IFRS 17 (insurance contracts).
- Deep understanding of insurance-specific financial metrics including loss ratios, combined ratios, reserve
adequacy.
- Strong command of financial management.
- Proficiency in data visualisation and business intelligence tools (e.g., Power BI, Tableau) is an advantage.
- Advanced user of Microsoft Excel, PowerPoint, and the broader Microsoft Office suite.
