PHI - Lead - Financial Planning & Analysis

2 weeks ago

Bengaluru, India Prudential plc Full time

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

You will lead the Financial Planning & Analysis team, overseeing budgeting, forecasting, and financial performance analysis. You will support strategy with project management, reporting, capital efficiency, and cost optimization. Additionally, you will manage budgetary control and conduct financial and simulation modelling promptly.

Your typical week will include the following:

Financial Planning and Forecasting: Develop and maintain financial models to forecast future financial performance. Manage the budgeting process, ensuring alignment with strategic goals and operational plans. Financial Analysis: Conduct variance analysis to identify trends, risks, and opportunities. Provide financial analysis to support strategic initiatives and decision-making. Reporting and Dashboards: Prepare and present financial reports, including monthly, quarterly, and annual reports. Develop and maintain dashboards to monitor key performance indicators (KPIs). Business Partnering: Collaborate with department heads and senior management to understand their financial needs and provide relevant insights. Assist business units in making informed financial decisions. Process Improvement: Identify and implement process improvements to enhance the efficiency of the FP&A function. Stay updated on industry best practices and emerging trends in financial planning and analysis. Strategic Support: Provide financial analysis and insights to support strategic planning and decision-making. Conduct scenario analysis and sensitivity testing to evaluate the financial impact of various business decisions. Team Leadership: Lead and develop the FP&A team, fostering a collaborative environment. Ensure team members are trained and equipped to handle their responsibilities.

You could be the right candidate if you  

Master’s degree in finance, Accounting, Economics, Business Administration, or a related field Professional finance qualification (e.g., CFA, ACA, ACCA, CIMA) preferred Minimum of 10-15 years of Insurance company’s experience in financial planning and analysis, corporate finance, or a related role. Experience in Health or General Insurance company will be preferred. In-depth knowledge of health insurance business, regulations & compliances Extensive experience engaging with IRDAI Have startup experience or setting up a team from scratch (Preferred but not mandatory)  Have strong analytical and problem-solving skills, with keen attention to detail. Are proficient in financial modeling and forecasting Have advanced knowledge of financial software (e.g., SAP, Oracle) and Microsoft Office Suite, particularly Excel. Have excellent leadership and communication skills.

This could be the gig for you if you…  

Are passionate about the field of Accounting & Finance and have a knack for attention to detail Like to work in a startup culture Like to work in a culture where everyone can see what others are doing. Take help from others when stuck and encourage others when there are setbacks. Take full responsibility for your team’s contribution output while thinking wing-to-wing across the organization. Have built best-in-class processes from scratch

Location: Mumbai

Title: Lead – Financial Planning & Analysis

Reporting to: Head - Finance, India Health

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