Financial Planning & Analysis

Job Description Financial Planning & Analysis (FP&A) Location: TQM Insurance Broker Co., Ltd. Job Summary The Financial Planning & Analysis (FP&A) is responsible for financial planning, budgeting, forecasting, and business performance analysis. This role partners closely with business leaders to provide financial insights, support strategic decision-making, and drive business performance through accurate reporting and data-driven analysis. Key Responsibilities Lead the annual budgeting process, quarterly forecasts, and long-term financial planning. Prepare monthly management reports, financial dashboards, and executive presentations. Analyze financial performance by comparing actual results with budget and forecast, identifying key variances and business drivers. Monitor business performance, revenue, expenses, profitability, and key financial KPIs across business units. Develop financial models and business cases to support new initiatives, products, and investment decisions. Partner with Business Units, Sales, Marketing, Operations, and other stakeholders to provide financial guidance and improve business performance. Evaluate business opportunities, cost optimization initiatives, and operational efficiency improvements. Support pricing, profitability analysis, and ROI evaluation for business projects and marketing campaigns. Coordinate with Accounting to ensure the accuracy and consistency of financial information. Improve reporting processes through automation, dashboard development, and data visualization. Ensure timely and accurate submission of financial reports to management. Qualifications Bachelor's degree or higher in Finance, Accounting, Economics, Business Administration, or a related field. At least 5 years of experience in Financial Planning & Analysis, Corporate Finance, Business Finance, or Financial Analysis. Experience in the insurance, financial services, banking, or related industries is preferred. Strong knowledge of budgeting, forecasting, financial modeling, and management reporting. Excellent analytical, problem-solving, and business partnering skills. Advanced Microsoft Excel skills; experience with Power BI, Tableau, Looker, or other BI tools is an advantage. Experience using ERP systems such as SAP, Oracle, Microsoft Dynamics, or similar. Good understanding of financial statements and business performance management. Strong communication and presentation skills. Key Competencies Financial Planning & Forecasting Financial Modeling Business Performance Analysis Budget Management Variance Analysis Business Partnering Strategic Thinking Data Analytics & Visualization Presentation & Communication Stakeholder Management Key Performance Indicators (KPIs) Budget and forecast accuracy. Timeliness and quality of management reporting. Business performance insights and actionable recommendations. Financial analysis supporting strategic decisions. Cost optimization and profitability improvement initiatives. Stakeholder satisfaction with financial support and reporting. Why Join TQM Be part of Thailand's leading insurance brokerage and financial services group. Work closely with senior management and cross-functional business leaders. Opportunity to influence strategic business decisions through financial insights and analytics. Exposure to large-scale business operations, digital transformation, and data-driven management.