Head of Finance Planning & Analysis

Job description

Head of Finance Planning & Analysis Union Assurance is a leading corporate and one of the fastest growing entities in the Life Insurance industry backed by the strength and stability of John Keells Holdings PLC, Sri Lanka's largest conglomerate. The Job Role: The individual will be responsible for providing financial analysis, forecasting, business performance monitoring, and management reporting to support strategic decision-making and drive organizational performance. Principle Accountabilities: Provide financial modeling, forecasting, and data analysis to support strategic initiatives and business decision-making. Prepare budgets and conduct comprehensive financial planning to ensure alignment with organizational objectives and business strategies. Collaborate closely with the Head of Finance and other finance function heads to deliver financial insights and analysis that support key business decisions. Compile, analyze, and validate financial data to prepare management and Board reports, while providing leadership in management reporting to promote innovation, collaboration, and data-driven decision-making. Evaluate and interpret financial information to prepare Product Profit & Loss (P&L) and Channel Profit & Loss (P&L) reports using SAP. Develop and analyze financial information to produce a wide range of reports, including CSMT reports, business unit reports, and Annual Reports, demonstrating strong report-writing capabilities. Prepare variance analyses comparing actual performance against budgets, identify key drivers of variances, and recommend appropriate corrective actions. Perform ad hoc financial analyses and prepare reports to address emerging business requirements and support decision-making. Support the annual budgeting, forecasting, and financial planning processes. Monitor and track financial performance against established KPIs and targets, highlighting areas requiring attention. Analyze financial trends, benchmark performance against industry standards, and provide recommendations to improve financial and operational performance. Qualifications and Experience Bachelor’s Degree in Accounting, Finance, Mathematics, Economics, Business Administration, or a related discipline. A postgraduate qualification (MBA in Finance, Master's in Finance, Accounting, Economics, or a related field) will be an added advantage. Minimum 5 to 8 years of experience in Financial Planning & Analysis (FP&A), Management Reporting, Corporate Finance, or a similar finance role. Prior experience in Insurance, banking, financial services, or a related industry is preferred. Strong expertise in financial planning, budgeting, forecasting, financial modeling, business performance management, and variance analysis. Proven ability to analyze and interpret financial data, develop insightful reports, and provide recommendations to support strategic business decisions. Advanced proficiency in SAP or other ERP systems, Microsoft Excel, and financial reporting tools, coupled with strong analytical and report-writing skills. Highly analytical mindset with excellent attention to detail and the ability to identify trends, generate insights, and link financial performance to business outcomes Strong leadership, stakeholder management, and team collaboration capabilities. The candidate selected for the above position will be entitled to an attractive remuneration package. Applicants who are interested are encouraged to apply on or before 10th September 2026.