Lead of Business Planning and Budgeting

4 weeks ago


กรงเทพมหานคร, Thailand FWD Insurance Full time

About FWD Group

FWD Group is a pan-Asian life insurance business with more than 11 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. FWD reached its 10-year anniversary in 2023. The company is focused on making the insurance journey simpler, faster and smoother, with innovative propositions and easy-to-understand products, supported by digital technology. Through this customer-led approach, FWD is committed to changing the way people feel about insurance. Visit

Job Purpose:
Ensure that the development of the Business Plan and Budget across all distributions are aligned with the overall Company’s strategic direction. This position takes a pivotal role in creating both a consolidated and each distribution's views of sales targets, key drivers, sales forecast, budget to support and recommend management decisions and actions for both short, medium and longer terms.

Key Responsibilities:
Business Planning- Manage the team to develop the annual business plan for each distribution channel in partnering with channel heads and create the consolidated view for Chief Distribution Officer to ensure the alignment of strategy to achieve the Company’s aspirations.- Supervise the team in conducting business review by monitoring and analyzing the business performance including key business metrics and identifying success, challenges, and potential opportunities to provide recommendation management decisions.- Facilitate Distribution Channel heads in performing the monthly and full year business forecast for management and Group Office discussions.- Consolidate and coordinate with relevant parties to provide management dashboard to support ExCom and OpsCom regular and adhoc business reviews.

Budgeting- Facilitate all Distribution Channel heads in setting up the annual budget to achieve the execution plan to serve the business plan.- Manage the team to monitor budget across distribution channels, provide support in resolving budget and expense issues, and report CDO and CDSO on overall budget and expense summary.

Baseline Qualifications:
- Bachelor’s degree in Business Administration or related fields, Master's degree is a plus- More than 10 years of work experience in Business Planning, Strategic Planning or related fields- At least 5 years of distribution/sales channel experiences- Having experience in insurance industry is a plus- Proven experience in strategy related fields- Good command in English both verbal and written- Proactive, Open, Caring, Committed, Innovative



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