Senior manager, Financial Planning & Analysis

* Play a key role in annual budgeting, quarterly forecasting, and long-term financial planning to directly impact business strategy and performance. * Work collaboratively with multiple business units including Distribution, Product, Operations, Actuarial, Finance, and Investment teams to deliver actionable insights and support decision-making.

What you'll do:

As Senior Manager Financial Planning and Analysis based in Bangkok, you will be at the heart of the organisation’s finance function. Your day-to-day responsibilities will involve leading critical budgeting cycles that set the direction for business success. You will work closely with diverse teams across the company—Distribution, Product Development, Operations, Actuarial Services—to gather insights that inform accurate forecasts. By preparing monthly management reports for senior leaders and conducting deep-dive variance analyses on financial results versus targets or previous periods, you will help shape actionable strategies for improvement. Your expertise in building sophisticated financial models will enable evaluation of new projects or investments. You’ll also monitor expense management efforts to ensure cost optimisation throughout all departments. Supporting executive management with impactful presentations and strategic reports will be central to your role. Collaboration with Accounting and Actuarial teams ensures alignment between planning assumptions and actual results while upholding regulatory compliance. Continuous process improvement is encouraged; you’ll have scope to automate reporting workflows for greater efficiency. As a leader within FP&A you’ll nurture talent within your team—coaching them towards enhanced analytical capability—while contributing positively to a culture of knowledge sharing.

• Lead the annual budgeting process by coordinating inputs from various business units and ensuring alignment with organisational goals.
• Drive quarterly forecasting activities to provide accurate projections that inform strategic decisions across the company.
• Develop comprehensive long-term financial plans that support both current operations and future growth initiatives.
• Prepare detailed monthly management reports analysing financial performance and key business indicators for senior management review.
• Perform thorough variance analysis comparing actual results against budget, forecast, and prior periods to identify trends and recommend improvement actions.
• Partner closely with Distribution, Product, Operations, Actuarial, Finance, and Investment teams to facilitate effective financial planning and business decision-making.
• Build robust financial models and conduct scenario analyses to evaluate new business initiatives, strategic projects, and investment opportunities.
• Monitor expense management efforts by tracking cost optimisation initiatives and profitability across all business functions.
• Support executive management with high-quality financial presentations, board papers, and strategic reports that clearly communicate complex information.
• Collaborate with Accounting and Actuarial teams to ensure consistency between planning assumptions and reported financial results while maintaining compliance with internal governance standards.
• Drive continuous improvement in FP&A processes by implementing automation solutions for financial reporting and enhancing management information systems.
• Lead, coach, and develop the FP&A team to strengthen analytical capabilities and operational effectiveness.

What you bring:

The ideal candidate for Senior Manager Financial Planning and Analysis brings extensive experience from the insurance or broader financial services sector. Your academic background in finance-related disciplines underpins your technical expertise in budgeting cycles forecasting methods management reporting practices—and you have honed these skills over at least eight years in relevant roles. You possess deep understanding of insurance industry metrics such as Premiums NBV EV VONB Expense Ratios Profitability Analysis which allows you to interpret complex data sets accurately. Familiarity with IFRS 17 standards further strengthens your profile especially when collaborating on actuarial matters. Advanced proficiency in Excel PowerPoint alongside exposure to enterprise planning/reporting platforms like SAP Oracle Hyperion Anaplan Power BI means you can streamline processes efficiently. Your interpersonal abilities shine through when presenting findings influencing senior stakeholders or partnering across departments; clear communication is second nature whether written or spoken English. Leadership comes naturally—you have successfully managed developed teams fostering growth leadership through coaching mentoring knowledge sharing. Your collaborative approach supports communal goals while nurturing analytical talent within FP&A.

• Bachelor's or Master's degree in Finance, Accounting, Economics, Business Administration or related field is required for this position.
• Minimum 8–12 years of experience in Financial Planning & Analysis or Corporate/Business/Strategic Finance ideally within life insurance or financial services industry is essential.
• Strong knowledge of budgeting processes including annual cycles as well as quarterly forecasting methodologies is necessary.
• Expertise in management reporting techniques coupled with advanced skills in financial modelling are vital for success.
• Proven ability to analyse business performance using key metrics such as Premiums, New Business Value (NBV), Embedded Value (EV), VONB Expense Ratio Profitability Analysis is highly preferred.
• Understanding of insurance-specific financial statements along with familiarity with IFRS 17 concepts would be advantageous.
• Advanced proficiency in Microsoft Excel PowerPoint plus experience using SAP Oracle Hyperion Anaplan Power BI or similar tools enhances your candidacy.
• Excellent communication presentation skills enabling you to influence senior stakeholders effectively are important attributes.
• Demonstrated leadership experience managing developing high-performing teams within finance functions is required.
• Good command of both written spoken English ensures clear collaboration across international teams.

What sets this company apart:

This organisation stands out as one of Bangkok’s most trusted life assurance providers renowned for its commitment to employee wellbeing professional development inclusivity flexibility. Employees benefit from flexible working arrangements that accommodate personal needs alongside generous pension contributions supporting long-term security. Training opportunities abound—whether through formal courses workshops or peer-led sessions—ensuring continual learning advancement within finance analytics insurance domains. The culture emphasises supportive leadership where every voice matters; teamwork interdependence underpin daily operations creating an environment where knowledge sharing empathy loyalty thrive. With access to cutting-edge technology resources plus encouragement for process innovation staff enjoy autonomy balanced by communal responsibility mutual respect. The company’s dedication extends beyond its workforce into community engagement sustainability initiatives reflecting values-driven purpose shared by all employees.

What's next:

If you are ready to make a meaningful impact on the future of a leading life assurance provider’s finance function apply now!

Apply today by clicking on the link provided.

Due to the high volume of applications, our team will only be in touch if your application is shortlisted.

Robert Walters Recruitment (Thailand) Limited
Recruitment License No.: น. 1188 / 2551