Job scopes
- Support the monthly financial book close process, ensuring alignment with group financial reporting and local regulatory timelines.
- Assist with Finance Operations activities covering distribution, health, and fixed asset-related processes.
- Monitor daily batch runs from the Distribution Management System (DMS), ensuring timely identification and resolution of exceptions.
- Support the Distribution team with the preparation of monthly schedules and aging reports.
- Work closely with Distribution Support Services (DSS) and Distribution Performance Management (DPM) to ensure accurate booking aligned with production periods and insurance funds.
- Provide support for commission and distribution-related balance sheet substantiation and reconciliations.
- Act as the finance subject matter expert (SME) for product development and Day 2 IT change request activities.
- Collaborate with IT and business stakeholders to ensure finance requirements are embedded in system changes and enhancements.
- Support the management and maintenance of end-user computing (EUC) controls within Finance Operations.
- Ensure adherence to internal control standards and support audit requirements where applicable.
- Provide additional support to finance operations initiatives and process improvement projects as required.
Job requirements
- Degree in Accounting, Finance, or a related discipline.
- Part or full professional qualification in accounting and finance (e.g., ACCA, CPA, CIMA, or equivalent)
- 2-3 years of experience in Finance Operations, within the Life Insurance industry.
- Prior experience in managing insurance commission and distribution cost booking
- Familiarity with general ledger (GL) systems and policy administration systems.
- Exposure to tools such as Alteryx, Power BI, or PowerBuilder, and/or AI-enabled automation will be a plus
- Excellent analytical skills with attention to detail and accuracy.
- Ability to work collaboratively with cross-functional teams and manage multiple priorities in a fast-paced environment.
Cristina Malabuyoc Malijan EA License No. 02C3423 Personnel Registration No. R1111547
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