Financial Modelling Specialist

WHR Global Consulting

$525-613[Monthly]
On-site - Muntinlupa5-10 Yrs ExpBachelorFull-time
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Job Description

Description

  • Position Title: Senior Finance Analyst
  • Work Location: Alabang, Muntinlupa City
  • Work Setup: Onsite
  • Work Schedule: Day Shift


We are seeking a highly analytical and detail-oriented Senior Finance Analyst to join our finance team within the insurance industry. This role will play a key part in financial planning, analysis, and reporting processes. The ideal candidate will have a strong understanding of insurance operations, financial modeling, and regulatory requirements, and will provide actionable insights to support strategic decision-making.


Responsibilities/Duties

  • Develop and maintain complex financial models to support business forecasting, budgeting, and strategic planning.
  • Analyze underwriting performance, claims trends, loss ratios, and reserve adequacy to identify business risks and opportunities.
  • Prepare monthly, quarterly, and annual financial reports, including variance analysis and commentary for senior leadership.
  • Collaborate with actuarial, underwriting, and claims teams to ensure alignment of financial metrics with operational performance
  • Monitor key financial and operational KPIs specific to the insurance industry, such as combined ratio, expense ratio, and policy retention rates.
  • Assist with regulatory reporting requirements (e.g., IFRS 17) and ensure compliance with applicable standards.
  • Participate in the development of annual business plans and rolling forecasts.
  • Support ad-hoc financial analysis and business case development for new initiatives or market expansion.
  • Analyze the booking of reinsurance premiums, expense, income, and losses.
  • Supervise reinsurance accounting.
  • Financial Reporting (Reinsurance):
  • Preparation of profit and loss analysis.
  • Preparation of balance sheet analysis.
  • Preparation of cash flow forecast analysis.
  • Preparation of assigned financial reports and ensures accuracy and compliance with
  • set KPI.
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field; CPA or CFA preferred.
  • 5+ years of experience in financial analysis, preferably within the insurance industry (P&C, life, or health).
  • Strong knowledge of nonlife insurance financial statements and key industry metrics.
  • Advanced Excel skills and proficiency with financial systems (e.g. SAP, Inforsun). 
  • Highly organized with attention to detail.
  • Ability to multitask, prioritize and deliver results on time under pressure.
  • Flexibility to meet continuously changing priorities and challenges. 
  • Good written and verbal communication skills.
  • Ability to work independently and as part of a team
Financial LiterateInterpersonal SkillsAttention to DetailsTaxesWritten and Verbal Communication Skillsfinancial modellinginsurance
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Wayne Lipardo

FounderWHR Global Consulting

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Working Location

Alabang. Alabang, Muntinlupa, Metro Manila, Philippines

Posted on 03 September 2025

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