Senior Manager, FP&A (AIA Investment Management)

FIND YOUR 'BETTER' AT AIA

We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we’d love to hear from you.

About the Role

You will be responsible for delivering high-quality financial analysis, budgeting, forecasting, and business planning to support the strategic and financial objectives of AIA Investment Management. The role serves as a trusted finance business partner to investment, front office, and senior leadership team, providing actionable insights, financial modelling, and performance analysis to enable informed decision-making. Supporting the Head of Finance and together with the rest of the FP&A team, the incumbent drives business performance through effective planning, management reporting, process improvements, and the adoption of data analytics, automation, and technology-enabled solutions.

Responsibilities

Finance Business Partnering

• • Serve as the finance business partner to investment and front-office teams, supporting business planning, strategic growth initiatives, and decision-making.
  • Provide commercial insights through AUM, revenue, profitability, scenario analysis, financial modelling, and business case development.
  • Support the preparation of strategic presentations and financial analyses for senior leadership and Group Finance.

Budgeting, Forecasting & Management Reporting

• • Support and coordinate the annual budgeting and forecasting cycles, working closely with department heads and business units to ensure timely and accurate submissions.
  • Manage the Anaplan platform for budgeting, forecasting, and management reporting, providing support to stakeholders as required.
  • Monitor and update forecasts to reflect changes in business conditions, strategic priorities, and performance trends.
  • Prepare monthly management reports, performance review materials, and Group reporting submissions, including analysis of key variances against forecasts and budgets.
  • Develop financial models, dashboards, and data visualisations to enhance business insights, performance monitoring, and decision-making.
  • Analyse revenue, expenses, and key performance indicators to assess business performance and improve forecast accuracy.
  • Perform ad hoc financial analysis to support strategic initiatives and management decisions, including partnering with the front office teams in developing financial models and analyses

Month-End Close

• • Manage month-end activities in Anaplan, ensuring financial data is accurate, complete, and appropriately classified.
  • Partner with accounting teams to investigate and resolve reporting discrepancies.

Continuous Improvement & Strategic Initiatives

• • Drive the modernisation of FP&A through automation, AI-enabled analytics, advanced reporting tools, and process improvements.
  • Participate in finance transformation and firm-wide initiatives in partnership with Group Finance, CIO, COO, and other stakeholders.
  • Support ad hoc projects and continuous improvement initiatives to enhance business analysis and finance capabilities.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related discipline; CPA or equivalent professional qualification preferred.
• At least 8 years of experience in FP&A, finance business partnering, budgeting, forecasting, and management reporting.
• Experience in investment management, financial services, FinTech, Big 4, or similar commercial environments is highly desirable; knowledge of investment management finance is an advantage.
• Strong financial modelling, quantitative analysis, and problem-solving skills, with the ability to generate actionable insights and support strategic decision-making.
• Advanced proficiency in MS Excel, PowerPoint, and Word; experience with Anaplan, Power BI, dashboard development, and financial modelling tools is advantageous.
• Experience in digitalisation, process improvement, automation, and AI initiatives within the Finance function is a plus.
• Strong communication, presentation, stakeholder management, and influencing skills, with the ability to engage effectively with senior management and business partners.
• Proactive, detail-oriented team player with strong ownership, relationship-building skills, and the ability to perform effectively in a fast-paced, dynamic environment.

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.