Manager – Financial Planning & Performance Management
Bupa Arabia
Jeddah , Saudi Arabia
منذ 4 يوم
source : Bupa

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
  • 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
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