Finance Transformation and MIS Senior Specialist

apartmentPhilippine Future Providers placeSanta Ana scheduleFull-time calendar_month 

About FWD Group

FWD Group is a pan-Asian life and health insurance business that serves approximately 30 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and digitally enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience.

Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance.

For more information, please visit www.fwd.com

About FWD Life Philippines

FWD Life Insurance Corporation (FWD Life Philippines) launched its commercial operations in September 2014. As of end-2022, FWD Life Philippines ranks 3rd and 6th in terms of Paid-up Capital(1) and New Business Annual Premium Equivalent(2), respectively.

For more information, please visit fwd.com.ph.

1 www.insurance.gov.ph > Statistics > Life > 2022 > Based on Paid-Up Capital

2 www.insurance.gov.ph > Statistics > Life > 2022 > Based on New Business Annual Premium Equivalent

Maintenance and delivery of Daily reports (Sales Reports Power BI, Agency/Banca Production, Contests, Meridien).
Making sure of MIS/Management reports quality, timeliness, and accuracy (KPI, Contests, DOU Allowances, Payouts).
Be able to troubleshoot and fix issues on the reports and dashboards.
Be a driver of synergy between other teams such as Compensation, Agency and Banca.
Provide analysis and ad hoc report for management decision on key financial and distribution reports.

Inquiry SLA response time 24 hours and resolution TAT of 3 working days.

Generate recurring reports as required by the business
Maintenance of new and existing reports to improve consistency and turn-around times.
making sure the accuracy of Production, Contest and KPI outputs.
Provide timely responses to ad hoc queries, data requests and analysis reports.

Participate in other key projects and initiatives within the team

Experience:

Minimum 3+ years’ experience in finance/accounting/management reporting/analysis
Minimum 1+ years of hands-on experience with VBA for Excel
Minimum 1+ years of hands-on experience with SQL scripting and SQL server tools
Proficient in MS word, excel, power point 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)

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.

apartmentFoodpandaplaceSanta Ana
balances are reconciled with counterparties on a monthly basis.  •  Coordinating with finance and business operation teams on financial data and reports and recording transactions, ensuring completeness & timeliness of entries booking.  •  Ensure accuracy...
electric_boltImmediate start

Finance manager

placeMabalacat, 24 km from Santa Ana
Job Description Posted on 2 June 2025 Position - Finance Controller I JOB DESCRIPTION  •  Keep the board aware of the financial position and financial development for the corporation  •  Manage account records, international and foreign standing...
thumb_up_altRecommended

Finance Rptg Sr. Analyst

apartmentCitigroupplaceSanta Ana
Shape your Career with Citi Citibank serves as a trusted advisor to our retail, mortgage, small business and wealth management clients at every stage of their financial journey. Through Citi's Access Account, Basic Banking, Citi Priority, Citigold...