仕事概要
職種 | 専門職(コンサルタント、金融、不動産、専門サービス)/コンサルタント |
---|---|
業種 | 金融/ 保険(生命保険、損害保険) |
雇用形態 | 未分類 |
ポジションレベル | その他 |
募集人数 | 1名 |
希望入社時期 | - |
必須語学力 |
日本語 (流暢に話せるレベル) 英語 (日常会話レベル) |
活かせる語学 | - |
勤務時間 | その他 |
福利厚生・休暇 | |
ビザ取得支援 | - |
外国人従業員 | - |
仕事詳細
Company Overview
多様なお客さまのニーズにお応えできる4つの販売チャネルを通じて、生命保険・サービスをご提供しています。
Job Description
- Develop and maintain expense budgeting processes, ensuring alignment with overall financial objectives and strategic plans.
- Monitor and analyze expense trends, identifying areas for potential cost savings and efficiency improvements.
- Prepare and present regular expense/efficiency reports to senior management (ppt), providing insights and recommendations for decision-making.
- Conduct the monthly and quarterly expense closing processes, ensuring accuracy and compliance with JGAAP and IFRS standards.
- Collaborate with other departments to gather relevant data for expense forecasting and provide inputs for financial planning.
- Organize and prepare materials for Efficiency Committees as secretariat
- Calculate unit costs for life insurance pricing, working closely with actuarial and underwriting teams to ensure accurate and competitive pricing strategies.
- Manage and organize financial information and data to ensure accessibility, accuracy, and security.
- Continuously assess and improve information management processes to enhance efficiency and effectiveness within the team.
- Improve and upgrade report generation processes leveraging SAP/BO/Anaplan to ensure streamlined and standardized reporting practices.
Requirements
- Bachelor’s degree or higher in Finance, Accounting, or related field. Master’s degree or professional certification (e.g., CMA, CPA) is a plus.
- Proven experience in expense analysis, budgeting, and forecasting, preferably in a managerial or team lead capacity. Experience in the insurance industry is a plus.
- Strong analytical and problem-solving skills, with a keen attention to detail.
- Excellent communication and presentation abilities, with the capability to convey complex financial information to non-financial stakeholders.
- Proficiency in financial management software and advanced Microsoft Excel skills.
We are looking for a proactive and collaborative individual who can drive continuous improvement in expense management processes and contribute to the overall financial success of the company. If you are passionate about financial analysis and possess the required qualifications and experience, we would love to hear from you.
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