Financial Planning and Analysis Manager

EMPOWERING PEOPLE TO MAKE A DIFFERENCE

At Howden, we employ talented individuals and empower them to make a real difference to the company, whilst building successful and fulfilling careers.

The entrepreneurial atmosphere is one of the biggest reason people love to work for us. We are a leading independent, global insurance brokers but have a noticeably flat hierarchy. It doesn't matter how junior or senior, anyone with a good idea will be heard. This means our employees can shape their own career paths and determine their own success.

This atmosphere attracts the brightest talent in the market. If that includes you, get in touch.

Job role: Financial Planning & Analysis Manager

Reports to: Chief Financial Officer, Howden Philippines

A LEADING GLOBAL INDEPENDENT BROKER

Howden is a specialist commercial insurance broker. Its regional footprint covers Singapore (regional headquarters), Malaysia, Hong Kong, Indonesia, Thailand, and Philippines. It is part of the London-headquartered Howden Broking Group, a leading independent, global broker with offices in over 55 countries worldwide.

JOB OVERVIEW:

As a Financial Planning Analyst, you will be responsible for driving financial insights that support strategic decisions and operational efficiency. You will analyze financial data, develop forecasts and budgets, and collaborate with cross-functional teams to ensure accurate financial planning and reporting. This role is ideal for someone with strong analytical skills, a deep understanding of insurance operations, and a proactive approach to problem-solving.

YOUR ROLE AND RESPONSIBILITIES:

• Develop and maintain financial models for budgeting, forecasting, and strategic planning specific to insurance brokerage operations.

• Analyze monthly financial performance, including revenue from commissions, policy renewals, and client acquisition costs.

• Prepare and present financial reports to the CFO, highlighting key trends and actionable insights.

• Collaborate with sales, account management and claims departments to align financial planning with operational goals.

• Monitor KPIs such as policy retention rates, cost per acquisition, and profitability.

• Conduct variance analysis and provide recommendations to improve financial outcomes.

• Ensure compliance with Philippine Financial Reporting Standards and insurance industry standards.

• Support internal audits and assist in preparing documentation for regulatory reviews.

• Performs other ad-hoc duties as may be assigned.

• As an employee of HIRBPI, you are required to:

1. prevent the risk of unauthorized access, modification, or destruction of data assets
2. ensure its confidentiality, integrity, and availability
3. promote a culture of responsible and secure use of information resources among all individuals who access or use the information resources
4. promote a shared sense of responsibility to protect HIRBPI valuable information assets (systems, networks, and data) from all security threats and risks, by (a) participating in Information Security trainings, (b) implementing and practicing processes, procedures and controls, and (c) reporting any incidents or anomalies, aligned with the Information Security policies and practices of HIRBPI

OUR IDEAL CANDIDATE WILL BE:

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• CPA or CFA certification is preferred
• Minimum of 3 years of experience in financial planning and analysis, preferably in the insurance or financial services sector
• Familiarity with insurance brokerage operations, including commission structures and policy lifecycle
• Good knowledge of Philippine insurance regulations (e.g., IC Circulars, AMLA compliance)
• Experience in cost-benefit analysis
• Strong proficiency in Microsoft Excel and/or Power BI
• Excellent communication and presentation skills.
• Ability to work independently and manage multiple priorities in a fast-paced environment.

YOUR BENEFITS AND SALARY:

• Commensurate with qualification and experience
• Working in a collaborative and dynamic environment with development opportunities

DATA PROTECTION NOTICE FOR JOB APPLICANTS

This Data Protection Notice (Notice) sets out the basis upon which Howden Insurance Brokers (S.) Pte. Limited (we, us or our) may collect, use, disclose or otherwise process personal data of job applicants in accordance with the Personal Data Protection Act (PDPA). This Policy applies to personal data in our possession or under our control, including personal data in the possession of organizations which we have engaged to collect, use, disclose or process personal data for our purposes.

For more information, please refer to the link below.

• https://www.howdengroup.com/sg-en/Howden_SG_PDPA_Notice_for_Job_Application