Directing the financial performance and management of the organization's insurance and investment businesses is at the core of this executive role. The Finance Director provides crucial financial insights, ensures robust financial governance, and supports strategic planning by overseeing all financial operations from reporting and FP&A to treasury and regulatory compliance. This position suits an experienced and commercially focused finance leader capable of working closely with top-tier leadership teams.
Responsibilities
Lead the day-to-day finance function and ensure effective financial management
Translate business objectives into financial plans and performance targets
Provide financial analysis and recommendations to the CFO and senior leadership
Establish strong financial discipline across business units
Support strategic planning and business decision-making
Lead annual budgeting, forecasting, and long-term financial planning
Monitor actual performance against budgets and forecasts
Develop financial models, scenario analysis, and management reports
Identify trends, variances, risks, and opportunities
Provide actionable insights to improve profitability and efficiency
Oversee monthly, quarterly, and annual financial reporting
Ensure accurate management accounts and consolidated financial statements
Coordinate statutory reporting and financial disclosures
Ensure reporting is delivered accurately and within required deadlines
Maintain appropriate accounting policies and procedures
Oversee financial reporting and analysis across insurance operations
Monitor premiums, claims, reserves, commissions, expenses, and underwriting performance
Analyze loss ratios, expense ratios, combined ratios, and underwriting margins
Work closely with Actuarial, Underwriting, Claims, and Risk teams
Support financial analysis of insurance products and portfolios
Oversee accounting and financial reporting for investment portfolios
Monitor investment income, realized/unrealized gains and losses, and portfolio performance
Work with the CIO and investment teams on financial analysis and reporting
Support investment valuation, performance measurement, and portfolio reporting
Ensure investment accounting and reporting comply with applicable standards and regulations
Monitor cash flows, liquidity, banking relationships, and funding requirements
Maintain appropriate liquidity for operating and insurance obligations
Support treasury strategies and cash optimization
Millions of jobs, with real people getting hired every day
200,000+
New jobs added daily
7,000,000+
Verified job listings
1,000,000+
Tailored applications submitted
Monitor interest-rate, foreign-exchange, and liquidity exposures
Ensure appropriate treasury controls and reporting
Support the CFO in capital planning and balance-sheet management
Monitor capital adequacy, solvency, liquidity, and leverage metrics
Provide financial analysis for capital-allocation decisions
Support stress testing and financial scenario analysis
Work with Risk and Actuarial teams on capital and solvency assessments
Ensure timely and accurate financial and regulatory submissions
Maintain compliance with applicable accounting, insurance, tax, and financial regulations
Coordinate with regulators, auditors, tax advisers, and external consultants
Maintain strong financial controls and documentation
Maintain effective financial-control frameworks
Identify and mitigate financial reporting and operational finance risks
Strengthen accounting policies, procedures, and approval controls
Support internal and external audit processes
Ensure appropriate segregation of duties and financial governance
Develop financial KPIs and performance dashboards
Monitor business-unit profitability and cost efficiency
Analyze revenue, expenses, investment returns, and operating performance
Partner with business leaders to identify opportunities for improvement
Drive financial accountability across departments
Improve finance systems, processes, reporting, and data quality
Support ERP and financial-system enhancements
Drive automation of reporting and finance processes
Improve management information and real-time financial visibility
Promote data-driven financial decision-making
Lead and develop finance, accounting, FP&A, reporting, and treasury professionals
Establish clear objectives and performance standards
Develop finance talent and succession plans
Promote a culture of accuracy, accountability, integrity, and commercial partnership
Requirements
10–15+ years of progressive finance experience, including significant management responsibility
Previous experience as Finance Director, Financial Controller, Head of Finance, Deputy CFO, Senior Finance Manager, or equivalent
Strong experience in insurance, investment management, asset management, banking, pensions, financial services, or another regulated financial institution
Strong knowledge of financial reporting, FP&A, budgeting, forecasting, treasury, and financial controls
Experience working with senior executives, auditors, regulators, actuarial teams, investment professionals, and external advisers
Proven experience leading and developing finance teams
Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related discipline
Nice to have:
Experience covering both insurance and investment/asset-management operations
Exposure to life insurance, general insurance, reinsurance, pensions, or institutional investment
Experience with investment accounting and portfolio reporting
Knowledge of capital, solvency, ALM, and regulatory finance requirements
Experience managing finance across multiple subsidiaries or jurisdictions
Experience with finance transformation, ERP implementation, or reporting automation
CA, ACCA, CPA, CMA, CFA, or equivalent professional qualification
MBA or Master's degree
Important Details
Key Performance Indicators: Budget and forecast accuracy; Financial reporting accuracy and timeliness; Profitability and expense performance; Cash flow and liquidity; Investment income and portfolio reporting; Insurance underwriting performance; Capital and solvency metrics; Regulatory compliance; Audit outcomes; Financial-control effectiveness; Finance-function efficiency; Management reporting quality
About the Company
This organization's core business revolves around insurance and investment operations.
