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

Financial Modelling Specialist

Location: Alabang

Qualifications:

• 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.

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.

Functions (Duties and Responsibilities):

• 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.