Senior Officer, Insurance (Business Finance Operations)

Responsibilities

• Responsible for data analytics and regular management reporting for B2B and B2C insurance businesses
• Conduct business-finance operational accounting and daily reconciliation, ensuring accurate premium collection, commission matching, ledger settlement and monitor aged debt and premium settlement to control operational risks
• Assist in centralized insurance procurement execution and handle procurement statistics
• Assist to identify system enhancement needs for BMS finance / reporting modules and assist in user testing (UAT)

Requirements

• Higher Diploma or University Degree holder in Business Administration or related disciplines
• 2-3 years of relevant working experience in business intelligence, data analytics, financial reconciliation, or operational accounting
• Professional qualifications in Accounting (CPA/ACCA) or Insurance (IIQE/ANZIIF/ACII) are highly preferred
• High attention to detail and strong numerical mindset
• Highly proficient in Advanced Excel (Power Query, Pivot Tables, advanced financial formulas, data modeling) is preferred
• Proficient in written English and Chinese, and spoken English, Cantonese and Mandarin