Overview:

1. Owns tracking and reporting of financial and operational impact of the transformation

2. Provides a single source of truth for SDU dashboards and value capture

Role Requirements:

A. Minimum 2 years of experience in the insurance industry, preferably in one of the following areas:

o Strategy function (preferable in business channel)

o Project management

o Coaching or leadership development

B. Strong understanding of agency operations and strategic initiatives.

Candidate Profile:

1. Strong financial analysis background with ability to translate operational metrics into financial impact

2. Advanced Excel/BI capability; comfortable with financial modeling and variance analysis

3. Excellent communication skills to coach initiative teams on metrics, baselines, and financial rigor

4. Detail-oriented and reliable under tight reporting deadlines

Main Responsibilities:

A. Monitor and update initiative dashboards:

1. Maintain accurate data on initiative progress, KPIs, and financial impact

2. Refresh dashboards in line with SDU cadence and council needs

3, Prepare dashboard reports to be used during weekly cadence

B. Financial impact validation & coaching:

1. Coach transformation team on defining the right metrics and setting robust baselines

2. Advise IOs and ensure impact flows through to P&L and bottom line

3. Validate financial calculations and ensure value capture numbers are correct and defensible

C. Value capture tracking:

1. Coordinate with finance and IOs to review value capture plans at each stage

2. Highlight variances and recommend corrective actions

Key Interactions:

1. Works closely with SDU Lead, Delivery Coach, and IOs for data collection, validation and reporting

2. Collaborate with Finance team to reconcile SDU impact with company financials

3. Provides insights to SDU Lead, Delivery Coach, and IOs for reporting and debottlenecking discussions

Financial Planning Analyst

Financial Planning & Analysis (FP&A) Analyst