VP – Head of Strategic Planning & Forecasting (Insurance Distribution Channels)

Key responsibilities

• Strategic Decision Making & Financial Planning: Reporting to the Head of Planning & Analysis, you will lead a team of analysts to develop forecasts, conduct variance analysis, and provide actionable insights to support key business initiatives. Collaborate with cross-functional teams to align financial objectives with overall business goals, driving sustainable growth.
• Distribution Oversight: Oversee compensation for distributors (including agency, IFA, Bancassurance) and assess campaign efficiency to ensure plan achievement.
• Sales & Revenue Planning: Lead the creation and execution of comprehensive sales and revenue plans, including annual channel budgets, long-term forecasts, and strategic plans. Work closely with senior management to ensure these plans align with the company’s objectives.
• Data-Driven Insights: Analyze large data sets to identify trends, patterns, and optimization opportunities, translating findings into actionable insights and recommendations for stakeholders.
• Operational Efficiency: Identify inefficiencies in business processes and develop streamlined solutions to enhance operational efficiency.
• Stakeholder Engagement: Build strong relationships with key stakeholders, including department heads, executives, and bank partners, to understand their needs and deliver value-added solutions.
• Team Leadership: Manage and mentor a team, providing guidance and support to ensure successful project and initiative execution.