Total 920 finance banking insurance job vacancies in Business Management / Project / Planning category in The Philippines

Role: Business Analyst (Finance) with strong accounting background. This is a permanent position with a top tier MNC in Insurance based in Singapore.

Responsibilities:

• Partner with project managers and finance stakeholders to gather and document project accounting requirements.
• Analyze project lifecycles and identify opportunities for improvement in project budgeting, costing, billing, and revenue recognition.
• Configure and customize Oracle Project Accounting modules (or relevant Oracle ERP modules) to align with business needs.
• Develop and maintain comprehensive user documentation and training materials for project accounting processes.
• Collaborate with IT teams to ensure successful implementation, testing, and ongoing support of project accounting solutions.

Responsibilities:

• Partner with project managers and finance stakeholders to gather and document project accounting requirements.
• Analyze project lifecycles and identify opportunities for improvement in project budgeting, costing, billing, and revenue recognition.
• Configure and customize Oracle Project Accounting modules (or relevant Oracle ERP modules) to align with business needs.
• Develop and maintain comprehensive user documentation and training materials for project accounting processes.
• Collaborate with IT teams to ensure successful implementation, testing, and ongoing support of project accounting solutions.
• GL, AR, AP, AM Accounting Process knowledge and oversight

Qualifications:

• Degree in Finance, Accounting, Business Administration, or a related field.
• Minimum 3-5 years of experience as a Business Analyst with a focus on project accounting.
• In-depth knowledge of project accounting principles, including budgeting, costing, billing, and revenue recognition.
• Proven experience with Oracle Project Accounting modules (or relevant Oracle ERP modules) is a strong plus.
• Excellent analytical and problem-solving skills.
• Strong communication, collaboration, and interpersonal skills.

Benefits:

• Competitive salary and benefits package.
• Opportunity to work on challenging and impactful projects.
• Collaborative and supportive work environment.
• Continuous learning and professional development opportunities.
• If you are a passionate and results-oriented Finance Business Analyst who is eager to contribute to our company's success, we encourage you to apply!

Responsibilities:

Overall Management:

• Responsible for the quality, scope, timeline, effort (co-related to estimation, CR’s, complexity), resources (includes Business, Contractor, Professional Services (Suppliers) resources as well as Operations).
• Develop and execute the overall project plan and analyse project proposals which impacts the schedule and budget variance which in turn contribute to meeting the overall objectives of the Programme.
• Identify and schedule Programme & Project / Work stream deliverables, milestones and required activities and tasks. Understand interdependencies between Technology, Operations and Business needs.

Stakeholder Management: Work hand in hand with Business Project Managers and Technical Delivery Managers to manage stakeholders and relationships - e.g. escalation, expectation, conflict, scope changes, etc. Ensure teams work in a collaborative environment.

Scope Management: Manage all changes to the agreed scope of work. Review and assess all changes and impact to timeline and ensure all changes are approved by Programme Steering Committee (PSC) or appropriate Governance forum(s), including any Design Authority, Product Committee or similar.

Project Governance: Prepare Investment Approval requests and manage approval of Programme(s). Organise and facilitate PSC meetings, chair Project Working Group (PWG) meetings, including attendees from all required countries across the Region.

Risk and Issue Management: Manage the overall Programme risk profile, track risk/issue aging, work-through escalations, change governance and related issues. Implement the risk mitigation / issue resolution plans.

Process Adherence: Partner with relevant stakeholders in ensuring that the system development methodology (SDLC) is followed and the relevant artefacts are delivered on time with quality, in adherence to the development methodology/approach.

Project Reporting: Measure, monitor and report progress to stakeholders at various levels of organisation across the enterprise with the right quality and consistency in content. Implement Project & Programme communication plans and review status reports prepared by Project personnel and modify schedules or plans as required.

Pre-project Planning: planning and managing the process with all key stakeholders to identify requirements for new projects and to manage the process up to the delivery of a project investment proposal to the Investment Committee.

Requirements:

• Bachelor's Degree in Computer Science.
• Demonstrated 10-18 years' progressive management experience, including large-scale Project Managment.
• Experience working in Financial services sector (or banks).
• Proven effectiveness driving complex multi-stakeholder planning processes, driving cross-team programs to desired results, and managing risk.
• Project / program management leadership including scope, schedule, budget, quality, risk, communications, procurement, human resources, and integration management.
• Proven competency in strategic leadership, executive communication and influence, organizational agility, cross-team collaboration, drive for results, and written and verbal communications.
• Demonstrated leadership abilities; effective in matrix management and team building.
• Strong communication and interpersonal skills. Ability to speak to technical-level staff and summarize communications for business stakeholders and executives.
• Strong organizational skills, the ability to perform under pressure and management of multiple priorities with competing demands for resources.
• Change driver – Significant experience in managing and driving change.
• Highly effective in managing the risk and cost implications of IT contracts or contract negotiations.
• Ability to act as in a consultative manner with both business and IT leaders to align strategy.
• Knowledge in technical program management methodologies.
• Demonstrated experience building, mentoring, and growing technical program management or engineering teams of 100 or more.
• Experience taking ownership and delivering results in a fast-paced, dynamic environment.
• Solid understanding of Agile/Scrum methodologies, Project Management, Software Development Life Cycle, Software Quality Assurance methodologies, and familiarity with project management tools and bug/issue tracking system.

Morgan McKinley is seeking a Business Analyst (Insurance) for a 12 month contract assignment with a possibility to extend or to go perm!

Job Description:

• Subject Matter Expert (SME) for Policy Servicing, provide user requirements and perform User Acceptance Test for new products, system enhancements and system defects
• Support ad hoc projects and coordinate user testing when needed.
• Create and design process flows, journey maps to facilitate understanding of end to end processes within Policy Servicing, including cross functional processes
• Liaise with relevant business, function and technology teams to document requirements
• Review and identify opportunities for process improvements, straight-through processing and drive automation
• Update Standard Operating Procedure and coach/train the processing team
• Assist to manage the Policy Servicing team and ensure smooth operations of the team
• Assist to support audits and control testing on Policy Servicing functions
• Coordinate and support ad hoc activities and projects

Job Requirements:

• Degree in Insurance, Business or equivalent professional qualifications
• 3-5 years of related working experince in Business Analyst role within Insurance industry
• Knowledge and hands on experience working on projects in the Life Insurance / Shield line of business
• Strong analytical and problem solving skills, ability to operate effectively and think innovatively to find solution
• Experienced in efficient time management, task completion, and achieving results promptly, with strong supervisory skills and a proactive team spirit, particularly in insurance or finance, and a keenness to learn and positive work attitude.

Interested candidates may apply through the application system or send it to sg-rscontracting@morganmckinley.com. Shortlisted candidates will be notified.

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Morgan McKinley Pte Ltd
Koh Boon Sien
EA Licence No: 11C5502
EA Registration No. R1110345

· Using storyboarding, task analysis, user research tasks and whatever appropriate to capture and develop user requirements related to Distribution covering distributor (agents, brokers, banca, 3rdparty & FA channels) onboarding, movements & all kinds of distributor’s compensations, incentives and bonuses.

· Support and engage with cross functional/business and multi-channel teams with minimum to no direct line responsibility for those individuals.

· Assisting with the creation and design of process flows, journey maps, etc. that can facilitate the understanding of sales & distributor’s journey.

· Liaising with relevant business teams, technology teams, digital teams, legal, risk and compliance teams, to document requirements, provide design options and recommendations

· Identifying opportunities & drive requirement gathering/delivery for straight through approval processing through data automation and workflow automation

· Collaborate with developers and subject matter experts in ensuring user stories are developed correctly and meet acceptance criteria

· Identify and document scenarios and user acceptance criteria and assist the test manager for the User Acceptance Test plan creation, test cases creation, execution, review & completion.

· Assist the business parties with the change management activities to ensure successful project implementation

Job Requirements

• Good to have hands-on experience working as BA in new implementing/handling of CRs in SAP Callidus solution or any other Distributor’s Management System (DMS) in Life Insurance or any Life Insurance PAS (Policy Admin System) implementation focusing on distribution module
• Required knowledge and experience in defining interface requirements of any Life Insurance PAS implementation.

· Must have strong knowledge and hands-on experience working on Life Ins. Policy Admin, strong understanding of Distributors & Policy lifecycle & various business processes involved.

· Agile methodology and ways of working experience. Hands-on exp. to use Agile tools, ceremonies & methods.

· Ability to build strong relationships with stakeholders based on a good understanding of their objectives and the services they require to meet those objectives

· Ability to think innovatively to find creative solutions, with a proactive approach to problem solving

· Strong analytical skills and the ability to operate effectively with ambiguous and incomplete data

· Experience in developing business case, business requirements, and impact assessments

· Awareness of the testing process and experience of performing testing

· Experience of process improvement and LEAN thinking methodologies

· Bachelor's degree in related field or commensurate with practical experience

• Global leading insurance brokering firm
• Market leader in with focus in insurance solution for HNW

About Our Client

Client is a global market leader with a focus on integrated life insurance solutions for HNW/UHNW clients with their wealth planning needs in mind.

Job Description

• Be responsible for the development of new business and client acquisition through the network of Referral Partners such as Global Private Banks, Securities Firms, Asset Management and Family Offices by building and fostering relationships with respective private bankers and wealth planners
• Build and foster rapport with wealth planners, team leaders and market heads in order to drive referral opportunities with HNW clients
• Work closely with the private bankers, wealth planners and client advisors to understand the HNW clients' profiles, needs and expectations in order to provide appropriate advice/ recommendations on life insurance solutions. Core to this responsibility is consultative consulting adopting a client centric and issues led approach.
• Ensure compliance with regulatory requirements and operational procedures/processes
• Achieve sales targets set by the Company through building a strong sales pipeline and activities

The Successful Applicant

• Bachelor degree in Sales/ Business Development or similar field
• 5 years with direct experience in the private banking, Securities, Asset Management or Insurance industry as a Relationship Manager/ Insurance specialist in the High Net Worth segment.
• Performance driven, results focused and proven sales track records in promoting Universal Life and/ or other life insurance products
• Be technically proficient in the HNW product and services in this segment and with ability to work collaboratively across the globe
• Presentation skills, communicator with client facing experience and existing ultra HNW client relationships
• A team player that possess good interpersonal skills with excellent communication and negotiation proficiency.

What's on Offer

Client take pride in their diverse and inclusive workforce with "people first" culture. They make sure that they employees are continually learning and growing, providing them with outstanding career development, and financial rewards.

Contact

Yandy Low (Lic No: R2199817 / EA no:18S9099)

Quote job ref

JN-042024-6411662

Phone number

+65 6533 2777

Michael Page International Pte Ltd | Registration No. 199804751N

Position Overview: We are seeking a talented and experienced Business Analyst specializing in Health Insurance to join our dynamic team. The ideal candidate will have 3-4 years of hands-on experience in the health insurance industry, with a strong understanding of industry regulations, trends, and best practices.

Responsibilities:

• Conduct thorough analysis of business processes, systems, and data related to health insurance operations.
• Collaborate with stakeholders to gather requirements, identify business needs, and define project scope.
• Develop detailed documentation, including business requirements, functional specifications, and user stories.
• Analyze and interpret complex data sets to extract actionable insights and drive informed decision-making.
• Evaluate existing processes and systems to identify areas for improvement and optimization.
• Facilitate communication between technical and non-technical teams to ensure alignment and successful project delivery.
• Stay updated on industry developments, regulatory changes, and emerging technologies relevant to health insurance.

Responsibilities:

• Lead technical discussions and decisions related to the digital infrastructure project.
• Develop and maintain project plans, schedules, and budgets.
• Create comprehensive PowerPoint presentations and PMO governance for various senior stakeholders.
• Collaborate with infrastructure and application teams to ensure project success.
• Manage project scope, risks, and resources effectively.
• Provide hands-on technical expertise when needed.
• Ensure timely delivery of project milestones.
• Communicate project status, updates, and risks to stakeholders.
• Meet the Project governance and Assurance including all projects artefacts in confluence.
• Manage budget, resource and escalated with solutions.

Requirements:

• Bachelor's degree in a relevant technical field (e.g., Computer Science, Engineering).
• Proven experience of 10 years in technical project management, preferably in infrastructure and digital projects.
• Expertise in crafting professional and comprehensive PowerPoint presentations.
• Strong understanding of infrastructure technologies and best practices.
• Excellent communication skills to collaborate with diverse teams.
• Ability to work independently and as part of a team.
• Proficiency in meeting tight deadlines and managing priorities.
• Experience with project management tools (e.g., JIRA, Microsoft Project and confluence).
• Certifications such as PMP (Project Management Professional) or ITIL (Information Technology Infrastructure Library) are a plus.
• Scrum master and manage squad experience.

Additional Skills:

• Knowledge of cloud technologies (e.g., AWS, Azure, GCP, RAC, OCP).
• Familiarity with DevOps practices and tools.
• Experience with Agile methodologies.
• Ability to adapt to changing project requirements and environments.