Management reporting transformation associate managerFWD

About FWD Life Insurance Corporation
FWD Life Insurance Corporation (FWD Insurance) is part of pan-Asian FWD Group. FWD Insurance launched its commercial operations in September 2014. As of end-2019, FWD Insurance ranks 1st in Customer Experience in the Philippines(1). FWD Insurance maintains its strong financial position as top 3 and 8 in terms of Paid-up Capital(2) and New Business Annual Premium Equivalent(3), respectively.
FWD Group spans Hong Kong & Macau, Thailand, Indonesia, the Philippines, Singapore, Vietnam, Japan, and Malaysia, offering life and medical insurance, general insurance, employee benefits, Shariah, and Family Takaful products across a number of its markets. Established in Asia in 2013, FWD is the insurance business of investment group, Pacific Century Group. In the Philippines, FWD has 17 business hubs located in key cities nationwide, with its headquarters in Bonifacio Global City in Taguig.
FWD is focused on creating fresh customer experiences, with easy-to-understand products, supported by digital technology. Through this customer-led approach, FWD aims to become a leading pan-Asian insurer that changes the way people feel about insurance.
For more information, please visit fwd.com.ph.
1 Based on a commissioned Customer Experience Index 2019, conducted by Forrester Consulting
2 www.insurance.gov.ph > Statistics > Life > 2019 > Based on Paid-Up Capital
3 www.insurance.gov.ph > Statistics > Life > 2019 > Based on New Business Annual Premium Equivalent
Job Purpose:
Maintenance of FMT technical tools, Finance Sandbox, FMS Workflow, Bank Recon, Financial BI, VBA automation tools
Reduce team overtime through process transformation and automation
Build up the MIS/Management reporting tools quality, timeliness and creation of new reports
Automation of new report requirements (both BAU and Ad Hoc) from our distribution channels and partners
Be a driver of synergy between other teams such as Actuarial, Planning, MIS/Recruitment, Data science
Provide insights and analysis for management decision on key financial and distribution reports
Key Responsibilities:
Automation of new and existing reports to improve consistency and turn-around times
Maintenance of FMT Technical Tools for continued updates and user support
Generate required recurring reports as required by the business
Provide timely responses to adhoc queries and data requests
Improve TAT in data sharing across FMT through (Finance Sandbox) SQL Server /
(Data Lake) AWS
Participate in other key projects and initiatives within the team
Requirements:
Bachelor's degree in any field
Minimum 5+ years of hands-on experience with VBA for Excel
Minimum 3+ years of hands-on experience with SQL scripting and SQL server tools
Minimum 2+ years' experience in finance/accounting/management reporting/analysis
Proficient in MS word, excel, powerpoint and other tools used in reporting
Experience in working collaboratively on projects with various department / functions
Familiarity with BI tools (such as Microsoft Power BI / Tableau)
Willing to work in BGC, Taguig
Technical Competencies/Skills:
Communication: Excellent oral and written communication skills
Problem Solving: Investigate major challenges to improve process effectiveness.
Innovation: Find new ways to achieve better results within job
Programming: Data manipulation with SQL and VBA, Understanding of relational and dimensional data modeling
Planning, organizing and execution skills: ability to manage resources like financial, human, technological, etc. using applicable business intelligence tools
Project Management: managing multiple moderate projects and/or leading multi-disciplinary teams
Intrapersonal and interpersonal skills: Ability to work remotely and with minimal supervision, Results and Customer oriented, Team player
Privacy Notice
Your privacy is a priority for FWD. The Company keeps your personal information with us in confidence. To know more about how we process your information, kindly refer to our FWD Recruitment Privacy Notice.
FWD has partnered with Talocity Instasolutions Private Limited ("Talocity") to manage the initial filtering of candidate's profiles through video interviews, social profile mapping, and video analytics using artificial intelligence engine that is offered within the Talocity platform. The platform evaluates the candidate on the five well-known dimensions as per OCEAN Personality Model that influence occupational success and help understand workplace behavior. For more information, please refer to Talocity Privacy Policy.
When you apply, FWD will share your name, phone number and email address to Talocity to contact you and conduct the initial screening and profiling process. Shortlisted candidates will then be contacted by FWD for the face-to-face interview.