FP&A Manager

A Leading Life Insurance Company is seeking a commercially minded FP&A Manager to steer strategic financial planning and performance analytics.

The FP&A Manager must combine advanced financial modeling depth with comprehensive experience in life insurance budgeting, forecasting, and executive reporting.

Key Responsibilities

• Lead the enterprise annual budgeting process and consolidate functional departmental plans into integrated financial projections.
• Prepare monthly, quarterly, and rolling financial forecasts, monitoring key operating assumptions and commercial impacts.
• Deliver comprehensive monthly MIS reports, management dashboards, and board presentations covering revenue, opex, and margins.
• Conduct granular variance analyses comparing actual results against budgets and forecasts to recommend corrective actions.
• Evaluate operational and business performance across distribution channels, products, claims ratios, and persistency trends.
• Track operating expense allocations, unit cost metrics, and headcount budgets to identify cost optimization initiatives.
• Build multi-year strategic financial projection models, scenario testing frameworks, and new product business cases.
• Conduct competitor benchmarking and industry intelligence analyses across market share, product mix, and productivity metrics.

Requirements and Qualifications

• Chartered Accountant (CA), CFA, CMA, or MBA in Finance from a premier institution.
• 10-12 Years of relevant experience in FP&A, business finance, or commercial finance within Life Insurance or BFSI.
• Advanced financial modeling proficiency in MS Excel alongside hands-on dashboard automation experience in Power BI.
• Deep functional understanding of life insurance accounting principles, financial statements, and business performance drivers.
• Superb stakeholder management, communication fluency, and presentation skills to deliver strategic insights to executive leadership.