Senior Manager, Financial Planning & Analysis (12 Months Contract)

FIND YOUR BETTER AT Blue Cross

If you believe in better, we'd love to hear from you.

About the Role

Customer Centricity -
. The Senior Manager - FP&A (SM) is a dynamic and strategic leadership role responsible for driving financial planning, budgeting, forecasting, and business performance analysis.
. As a key business partner, the SM collaborates closely with internal stakeholders to enhance cost management, improve operational efficiency, and deliver actionable insights. The role plays a critical part in supporting both tactical execution and long-term strategic decision-making, contributing to sustainable business growth and value creation.

Roles and Responsibilities:

Financial Planning & Analysis

• Lead the annual budgeting process, rolling forecasts, and long-term financial planning

• Deliver in-depth financial analysis and insights to support strategic initiatives and business decisions

• Conduct variance analysis (actual vs budget vs forecast), providing actionable recommendations

• Support investment evaluations, business case development, and scenario analysis

Business Partnering

• Partner with Blue Cross departments and AIAHK departments to monitor performance, identify risks, and drive profitability improvement

• Provide financial guidance to support cost control and operational decision-making

• Monitor relevant outsourcing services with AIAHK and other AIA Group entities including GOE, financial reporting and investment accounting and services

Cash, Liquidity Management and Investment Governance

• Monitor daily cash forecast to meet obligations and funding arrangement

• Review liquidity contingency plan under AIA Standard

• Ensure investment limit and liquidity ratios are complied with relevant requirements

Reporting & Controls

• Deliver timely and accurate management (including risk and compliance) reports to senior leadership and stakeholders

• Develop and maintain financial models, dashboards, and KPI reporting frameworks

• Ensure data integrity and compliance with internal controls and corporate governance standards

Process Improvement

• Drive continuous improvement initiatives, including automation and enhancement of FP&A processes

• Enhance financial reporting efficiency and analytical capabilities

Minimum Job Requirements:

Education & Professional Qualifications

• Bachelor's degree in accounting, Finance, or related discipline
• Fellow member of HKICPA or equivalent professional accounting body

Experience

• Minimum 10 years of accounting/finance experience, including:

- At least 5 years at managerial level

- Minimum 5 years post-qualification experience in the insurance industry

- At least 3 years of audit experience in a professional firm

Competencies

• Strong analytical and financial modelling skills

• Excellent business acumen and strategic mindset

• Proven leadership and team development ability

• Strong communication and stakeholder management skills

• Ability to work independently and effectively under pressure

Others:

• You are required to acquire the relevant license(s) if your job involves regulated activities