Head of Planning & Controlling

What you do?

The Head of Planning & Controlling will play a key role within the Finance team. The role will assist the Finance Director by, but not limited to:

• Ensuring internal and external reporting is completed on time;
• Provide business insights to trends, risks and opportunities;
• Ensuring the rolling forecast is completed in a timely and accurate way;
• Contributing to the development of strategic options across the Underwriting, Product, Sales and Marketing functions;
• Preparing annual sales, commission and claims budgets for each line of business;
• Preparing monthly and ad-hoc financial reports to be used across the organization; and
• Provide oversight and support to the Planning & Controlling activities of the New Zealand business.

What your key responsibilities include:

Strategy Development

• Contribute to development of strategic options across the Underwriting, Product, Sales and Marketing functions through the provision of quality financial advice and analysis; and
• Assist all functions in completing a financial risk analysis of strategic options to determine the optimal investment portfolio.

Sales, Budgets & Targets

• Preparation of annual sales, commission and claims budgets for each line of business (travel, international health and assistance), including monitoring actual performance, variance analysis compared to key drivers and regular re-forecasting of year end results; and
• Assist in the development of improved reporting systems, analysis of financial and operational issues impacting the Underwriting, Product, Sales and Marketing functions, determine their financial impact and recommend ongoing improvements as required.

Expense, Budget & Targets

• Preparation of annual expense budget by catagory for each cost centre/function, including monitoring actual performance, variance analysis compared to key drivers and regular re-forecasting of year end results; and
• Accurate allocation of expenses to AWP products and clients based on agreed drivers.

Data Collation, Completion and Reporting

• Preparation of monthly and ad-hoc financial reports to be used across the organisation to assist key decisions;
• Accurate commentary on current financial and market performance to be communicated to region and Head office; and
• Recommend and implement improvements to the current client reporting processes, in particular the ability to draw data directly from the system and the reconciliation between financial and technical expectations.

Leadership and Supervision

• To monitor and staff to enable timely, efficient and innovative solutions to the Allianz Global Assistance business; and
• To provide the necessary staffing support (both internally and externally) to enable the production, development and support of operating systems.

Performance Management

• Manage team performance individually and as a group, as required to ensure KPI achievement and maintenance of professional standards within the Industrial Instrument relevant to your team members.

Customer / Client Management

• Ensuring that the expected level of service is always delivered to Clients and their customers and prospects at all times;
• Developing and maintaining effective business relationships with key stakeholders across the business;
• Develop and maintain effective relationships that may reasonably provide future business opportunities;
• Ensure customer complaints and comments are resolved promptly; and
• Manage the learning outcomes resulting from customer feedback into the team.

Reporting

• Ensure agreed deadlines are adhered to at all times for reporting and implementations;
• Assist in the preparation of product presentations, proposals and reports; and
• Timely delivery of required reports to Clients.

The experience you'd bring to this role:

Experience & Qualifications

• Financial qualifications (CPA, CA, CIMA).
• Strong Excel, Cognos and SAP skills favoured.
• Highly commercial and insurance experience strongly preferred.

Increased Responsibility

• The drive and ability to take on increased responsibilities over a period of time.

Problem Solving & Decision Making Skills

• Able to make decisions swiftly and put decisions into practical use.
• Ability to interrogate a problem and develop processes that engage and educate staff.

Professional

• Proven high level of professionalism, maturity and candour in daily work ethic.
• Demonstrated ability to work under pressure including the ability to achieve outcomes, prioritise work, meet deadlines, motivate staff, and retain personal motivation and tolerance.
• Approach, affable and confident.

"Diversity and inclusion are strongly supported at Allianz Partners Australia. People of all nationalities, gender identities and cultural backgrounds, including Aboriginal and Torres Strait Islander Peoples are strongly encouraged to apply."

42789 | Finance & Accounting | Management | Non-Executive | Allianz Partners | Full-Time | Permanent

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