Lead Specialist, Financial Planning and Analysis (FP&A) – AIA Investment Management - Cyberjaya

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

Sound like you? Then read on.

About the Role

This role is crucial for the monthly reporting, annual budgeting, and quarterly forecasting processes, ensuring the company's financial health and strategic alignment.

Financial Reporting and Analysis:

• Prepare and present comprehensive financial reports to management and stakeholders, ensuring the provision of timely and insightful financial analysis.
• Conduct regular financial analysis, including budgeting, forecasting, and variance analysis, to support strategic business decisions.
• Develop and maintain robust financial reporting frameworks that enhance the accuracy and reliability of financial data.
• Utilize advanced financial modelling techniques to predict future financial trends and identify potential risks and opportunities.
• Perform in-depth analysis of financial performance, identifying key drivers and trends that impact the business.
• Ensure compliance with internal and external reporting standards, including regulatory requirements.

Business Planning:

• Collaborate with the Head of FP&A and FP&A Senior Manager on the development of business plans, financial models, and detailed financial analysis.
• Provide strategic recommendations based on financial data to support long-term business planning and growth initiatives.
• Assist in the preparation of strategic presentations for senior leadership and board meetings.

Management Reporting:

• Prepare monthly management reports on financial performance, including detailed commentary and analysis of material variances.
• Develop dashboards and visualizations to present financial data in a clear and actionable manner.
• Ensure the accuracy and timeliness of management reporting, facilitating informed decision-making.

Budgeting and Forecasting:

• Work closely with various departments to support the budgeting and forecasting process, ensuring financial plans align with the company’s strategic objectives.
• Lead the annual budgeting process, coordinating inputs from all business units and ensuring alignment with overall corporate strategy.
• Monitor and update forecasts regularly, reflecting changes in business conditions and strategic priorities.

Month-End Closing Activities:

• Manage month-end closing activities, including the preparation and posting of accruals and reclassifications.
• Ensure all month-end financial data is accurate and complete, adhering to internal controls and accounting standards.
• Collaborate with accounting teams to resolve any discrepancies and ensure timely closure of financial periods.
• Prepare and review journal entries, account reconciliations, and financial statements to ensure accuracy and compliance with accounting standards.
• Analyze month-end results and provide detailed explanations for variances between actuals and forecasts/budgets.

Process Improvement:

• Participate in process improvement projects, including the implementation of new financial systems and tools.
• Identify areas for improvement in existing financial processes and recommend solutions to enhance efficiency and effectiveness.
• Lead initiatives to streamline financial reporting and analysis processes, reducing manual effort and increasing accuracy.

Ad-hoc Projects:

• Engage in ad-hoc projects and tasks as assigned, providing financial expertise and support as needed.
• Collaborate with cross-functional teams on special projects, contributing financial insights and analysis.
• Support the Head of Finance and FP&A Senior Manager in various strategic initiatives, ensuring alignment with overall business goals.

Job Requirements :

• Bachelor's degree in Finance, Accounting, Investment Management, or related field.
• Minimum 5 years of experience in finance and business industry, with a strong background in financial planning and analysis.
• Experience in investment management, Big 4 accounting, or management consulting is highly desirable.
• Strong knowledge of accounting standards and principles, as well as experience in the preparation of management, financial, and regulatory reports and analysis.
• Experience with Power BI for data visualization and reporting is a plus.
• Excellent interpersonal and communication skills, with the ability to interact effectively with personnel at various levels within the organization.
• Proactive in identifying areas for improvement and implementing efficient processes.
• Effective utilization of resources (systems, people, etc.) to manage daily operations and achieve strategic objectives.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.