Head of Financial Management — Insurance & Investments

thehivecareers.co
  • San Juan
    19 days ago

    Job Description

    Head of Financial Management — Insurance & Investments


    About the Role

    The Head of Financial Management will lead the company's financial strategy, planning, reporting, investment oversight, risk management, and regulatory compliance across its insurance and investment operations. The role will provide financial leadership to support sustainable growth, profitability, capital efficiency, and sound investment decisions.

    Key Responsibilities

    Lead financial strategy, annual budgeting, forecasting, and long-term financial planning.

    Oversee financial performance across insurance operations, investment portfolios, and corporate functions.

    Monitor premiums, claims, commissions, operating expenses, profitability, and underwriting performance.

    Develop and monitor investment strategies, asset allocation, portfolio performance, and investment returns.

    Manage cash flow, liquidity, capital adequacy, reserves, and solvency requirements.

    Prepare financial reports, management accounts, investment reports, and Board-level financial presentations.

    Establish strong financial controls, risk-management frameworks, and governance processes.

    Ensure compliance with applicable insurance, investment, taxation, accounting, and financial regulations.

    Work closely with senior management, investment teams, auditors, actuaries, regulators, banks, and external advisors.

    Evaluate new investment opportunities, business initiatives, acquisitions, and strategic projects from a financial perspective.

    Identify financial and investment risks and implement appropriate mitigation strategies.

    Lead and develop the Finance, Accounts, Treasury, and related financial management teams.

    Required Qualifications & Experience

    Bachelor's/Master's degree in Finance, Accounting, Economics, Business, or a related discipline.

    Professional qualification such as CA, ACCA, CPA, CMA, CFA, or equivalent preferred.

    8–12+ years of progressive experience in finance, insurance, investment management, banking, or financial services.

    Proven experience in financial planning & analysis, investment management, financial reporting, risk management, and regulatory compliance.

    Strong understanding of insurance financial statements, reserves, claims, underwriting economics, and investment portfolios.

    Experience working with senior executives, Boards, regulators, auditors, and financial institutions.

    Strong financial modelling, analytical, leadership, negotiation, and decision-making capabilities.

    Numbers & Facts

    LocationSan Juan

    Skills

    • Accountingunmatched
    • Accounting Standards and Regulationsunmatched
    • Acquisition Strategyunmatched
    • Actuarial Skillsunmatched
    • Bank Managementunmatched
    • Budgetingunmatched
    • Cash Flowunmatched
    • Cash Managementunmatched
    • Commission Spendunmatched
    • Economicsunmatched
    • Financeunmatched
    • Financial Analysisunmatched
    • Financial Auditunmatched
    • Financial Controlunmatched
    • Financial Managementunmatched
    • Financial Modelingunmatched
    • Financial Planningunmatched
    • Financial Planning and Analysis (FP&A)unmatched
    • Financial Regulationsunmatched
    • Financial Reportingunmatched
    • Financial Riskunmatched
    • Financial Risk Managementunmatched
    • Financial Servicesunmatched
    • Financial Statementsunmatched
    • Financial Strategyunmatched
    • Forecastingunmatched
    • Insuranceunmatched
    • Investment Managementunmatched
    • Investment Reportingunmatched
    • Investment Strategyunmatched
    • Leadershipunmatched
    • Liquidityunmatched
    • Maintain Complianceunmatched
    • Mergers and Acquisitionsunmatched
    • Negotiation Skillsunmatched
    • Operational Expenditure (OPEX)unmatched
    • Profit & Lossunmatched
    • Regulatory Complianceunmatched
    • Risk Managementunmatched
    • Risk Management Framework (RMF)unmatched
    • Sales Qualificationunmatched
    • Strategic Planningunmatched
    • Tax Accountingunmatched
    • Treasuryunmatched
    • Underwritingunmatched

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