Financial Planning and Analysis Manager

2 days ago

Mumbai, India Evoke HR Solutions Pvt. Ltd. Full time

Job Description: Budget Control & Planning Manager (Life Insurance Domain)

Position Overview

We are looking for an experienced Budget Control & Planning Manager to join our Finance team in the Life Insurance sector . The role will be responsible for leading financial planning, budgeting, reporting, and analysis activities, while ensuring compliance with insurance regulations and alignment with business objectives. The ideal candidate should possess strong financial acumen, in-depth knowledge of the life insurance industry, and the ability to provide strategic insights to senior leadership.

Key Responsibilities

  • Budgeting & Forecasting
  • Drive the preparation, consolidation, and monitoring of budgets and forecasts specific to the life insurance business (premium income, claims ratio, policy persistency, distribution expenses, etc.).
  • Track financial performance against targets, identify variances, and recommend corrective actions.
  • Financial Analysis & Reporting
  • Conduct P&L variance analysis and business performance reviews across different insurance products and distribution channels.
  • Prepare MIS, dashboards, and management presentations tailored to regulatory and business requirements.
  • Benchmark performance against industry peers to support strategic planning and competitive positioning.
  • Regulatory & Compliance Focus
  • Ensure financial planning and reporting processes are aligned with IRDAI (Insurance Regulatory and Development Authority of India) guidelines.
  • Support solvency ratio monitoring, actuarial reporting, and statutory financial submissions.
  • Process Improvement & Business Partnering
  • Identify opportunities to improve accuracy, timeliness, and efficiency in financial reporting and planning processes.
  • Partner with actuarial, claims, underwriting, and distribution teams to align budgets with business realities.
  • Provide data-driven insights to senior management for decision-making.

Qualifications & Skills

  • Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA/CA preferred).
  • 5–8 years of experience in Financial Planning & Analysis / Budget Control within the Life Insurance / BFSI domain .
  • Strong knowledge of insurance financial metrics (premium, claims ratio, persistency, solvency, commissions, etc.).
  • Proficiency in MS Office (advanced Excel modeling and PowerPoint presentations).
  • Excellent analytical, problem-solving, and presentation skills.
  • Strong communication skills with the ability to influence stakeholders across functions.

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