Financial Analyst

WHR Global Consulting is hiring a Full time Financial Analyst role in Taguig, NCR. Apply now to be part of our team.

Job summary:

• Looking for candidates available to work:
• Monday: Morning
• Tuesday: Morning
• Wednesday: Morning
• Thursday: Morning
• Friday: Morning
• More than 4 years of relevant work experience required for this role
• Expected salary: ₱30,000 per month
• Position Title: Senior Finance Analyst
• Work Location: Alabang, Muntinlupa City
• Work Setup: Onsite
• Work Schedule: Day Shift

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; CPA or CFA preferred.
• 5+ years of experience in financial analysis, preferably within the insurance industry (P&C, life, or health).
• Strong knowledge of nonlife insurance financial statements and key industry metrics.
• Advanced Excel skills and proficiency with financial systems (e.g. SAP, Inforsun).
• Highly organized with attention to detail.
• Ability to multitask, prioritize and deliver results on time under pressure.
• Flexibility to meet continuously changing priorities and challenges.
• Good written and verbal communication skills.
• Ability to work independently and as part of a team

Job Summary/Description

We are seeking a highly analytical and detail-oriented Senior Finance Analyst to join our finance team within the insurance industry. This role will play a key part in financial planning, analysis, and reporting processes. The ideal candidate will have a strong understanding of insurance operations, financial modeling, and regulatory requirements, and will provide actionable insights to support strategic decision-making.

• Develop and maintain complex financial models to support business forecasting, budgeting, and strategic planning.
• Analyze underwriting performance, claims trends, loss ratios, and reserve adequacy to identify business risks and opportunities.
• Prepare monthly, quarterly, and annual financial reports, including variance analysis and commentary for senior leadership.
• Collaborate with actuarial, underwriting, and claims teams to ensure alignment of financial metrics with operational performance
• Monitor key financial and operational KPIs specific to the insurance industry, such as combined ratio, expense ratio, and policy retention rates.
• Assist with regulatory reporting requirements (e.g., IFRS 17) and ensure compliance with applicable standards.
• Participate in the development of annual business plans and rolling forecasts.
• Support ad-hoc financial analysis and business case development for new initiatives or market expansion.
• Analyze the booking of reinsurance premiums, expense, income, and losses.
• Supervise reinsurance accounting.
• Financial Reporting (Reinsurance):
• Preparation of profit and loss analysis.
• Preparation of balance sheet analysis.
• Preparation of cash flow forecast analysis.
• Preparation of assigned financial reports and ensures accuracy and compliance withset KPI.