At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

Sound like you? Then read on.

About the Role

This position is responsible for overseeing and guiding the agency’s strategic, financial, and operational planning — ensuring the agency network operates efficiently, profitably, and in alignment with overall business goals. The role involves budgeting, financial analysis, forecasting, data-driven insights, governance, and supporting strategic decision-making for agency operations.

Roles and Responsibilities:

• Develop and manage agency-wide budgets and project related expenses.  
• Monitor and track budget allocations; ensure compliance with financial targets.  
• Maintain accurate accrual records and handle financial reporting.  
• Calculate, validate, and implement agent commissions, bonuses, and compensation payables/receivables.
• Conduct detailed financial analysis to identify trends, opportunities, and areas for improvement.  
• Ensure data accuracy and integrity for all analytical outputs.  
• Generate regular reports to provide insights into budget utilization, performance, and financial health.  
• Collaborate with strategy/planning teams to support development and execution of agency-wide strategies.  
• Assist in preparation of financial forecasts and long-term financial planning aligned with strategic goals.  
• Contribute to identifying opportunities for process improvements and operational efficiency.  
• Support ad-hoc projects, campaigns, and reports related to agency strategy & planning, including collaboration with Agency Distribution teams.
• Prepare the monthly business review & quarterly businesses review report for senior management review.
• Develop and maintain data-driven reports and dashboards (e.g. using tools like Power BI) to track key performance indicators (KPIs).  
• Prepare executive-level reports and presentations for management, summarizing insights, findings, recommendations.  
• Lead strategy or planning related projects, ensuring timely and budget-compliant delivery.  
• Work with cross-functional teams (e.g. agency distribution, finance, compliance, operations) to gather data, align strategies, and coordinate execution.  
• • Communicate insights, recommendations, and strategy updates effectively to stakeholders and management.
   

Minimum Job Requirements:

• Bachelor’s degree in finance, accounting, business administration, economics, or a related field.
• LCCI Level II or ACCA or equivalent is highly desirable.
• Minimum 5 years of working experience in strategic planning or management.
• Experience in financial analysis and control roles within the insurance or financial services industry.
• Strong understanding of insurance industry financial practices and regulations preferred
• Solid experience as a data cruncher with proficient skills in Excel, PowerPoint and Microsoft Office
• Excellent analytical and problem-solving skills.
• Strong attention to detail and accuracy.
• Excellent communication and presentation skills, ability to work independently and collaboratively in teams.
• Attention to detail, high accuracy, and strong data governance mindset.
• Proficiency in other data analysis and visualization tools such as Power BI & Tableau.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.