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Financial Planning & Analysis Lead iptiQ APAC

Place of work
Mlynské nivy 12, Bratislava
Contract type
Wage (gross)
From 2 600 EUR/monthThe minimum gross monthly base salary for this role is 2600 EUR full time. Our final offer to you will be set up fairly, considering the skills and experience that you bring to the Swiss Re Group. You can look forward to extra rewards and benefits including an attractive performance-based bonus.

Information about the position

Job description, responsibilities and duties

Swiss Re Group is global leader in the insurance industry with more than 155 years of history.

We work in a friendly and professional environment of trust and teamwork, where you Own the Way You Work: in agreement with your line manager, you can choose a more flexible arrangement or partially work from home – a key asset of Swiss Re's long before and now during the current situation.

Join a growing and dynamic results-oriented team within our established firm. iptiQ is a start-up unit, established to provide innovative solutions via business-to-business-to-consumer models. Our team delivers the coordination, infrastructure and competences across the APAC region that are key to driving forward this new business; working closely with our partners and clients.

Are you a finance professional in insurance? Do you thrive at visualising data? Are you passionate about joining an international team building up a new business?

As the Financial Planning & Analysis Lead iptiQ APAC, you will drive several financial functions including finalising US GAAP and our proprietary Economic Value Management (EVM) results, planning, cost analysis, projections and special projects.

You will:

• Prepare and consolidate financial plans and forecasts for APAC
• Facilitate the planning process by cooperating with teams from entities under APAC. Prepare all materials for the 3-year business Plan, 10-year ambition and calculate the Key Performance Indicators
• Review submissions from the operating entities (OEs) and Group functions. Oversee related systems and processes for projections and facilitate improvements over time, particularly with respect to accuracy and efficiency
• Ensure EVM reporting is compiled properly and finalise related materials; oversee controls, prepare reporting materials and provide training for entity submissions
• Build business cases for growth and evaluate transactions
• Analyse the performance of our start-up in China and APAC including preparing cost reports, analysing cost targets, collaborating with our Divisional Cost Controller and estimating cost allocations
• Analyse results vs. targets and support the CEO iptiQ APAC in steering APAC towards its financial ambitions
• Ensure accurate and forward-looking reporting of our legal entities in China
• Propose ideas for improvements
• Visualise data in Microsoft Power BI or other applications and automate our processes
• Analyse the financials of potential M&A opportunities
• Ensure good governance, coordinate the execution of new financial platforms and improve our finance processes
• Seek the advice of central finance units
• Deputise the regional CFO
• Ad hoc tasks required.

About the Team

You will report to and work directly with me, the CFO iptiQ APAC. I am based in Hong Kong along with one more colleague. Our virtual and global team has two other members in Bratislava, another member in Sydney and related units in Shanghai.

We love accurate numbers, foster openness and balance the needs of multiple clients! Compliance with the spirit and letter of accounting rules is a must. We cultivate an inclusive environment and deal with various requests from clients under time pressure. We are looking for your insurance finance knowledge and insights!

Information about the selection process

We are an equal opportunity employer, and we value diversity at our company. Our aim is to live visible and invisible diversity – diversity of age, race, ethnicity, nationality, gender, gender identity, sexual orientation, religious beliefs, physical abilities, personalities and experiences – at all levels and in all functions and regions. We also collaborate in a flexible working environment, providing you with a compelling degree of autonomy to decide how, when and where to carry out your tasks.

We provide feedback to all candidates via email. If you have not heard back from us, please check your spam folder.

Requirements for the employee

Candidates with education suit the position

University education (Master's degree)

Language skills

English - Upper intermediate (B2)

Personality requirements and skills

You have:

• Experience of 5-10 years in insurance finance, preferably in financial planning and analysis
• Qualified membership of an internationally recognised Accounting / Actuarial body (preferred)
• University degree in Accounting, Finance, Actuarial or Computer Science
• Detailed knowledge of US GAAP and Swiss Re EVM
• Experience in applying accounting, regulatory and compliance standards. Knowledge of primary insurance industry products and an understanding of actuarial, accounting, information systems and investments
• Passionate about accurate numbers
• Comfortable communicating with others and to consider alternative points of view with an open mind
• Well organised and able to coordinate inputs and processes across a sophisticated organisation on your own
• Good spoken and written English
• Excellent command in Microsoft Excel and Power BI; Python is a plus
• Patience and willingness to go above and beyond.


Brief description of the company

As the world's leading and most diversified global reinsurer, we offer as our core business financial services products that enable risk taking essential to enterprise and progress. Our company was founded in Zurich, Switzerland in 1863, and operates in more than 25 countries and provides its expertise and services to clients throughout the world. We combine financial strengths with experience, knowledge and creative thought to explore new opportunities in the interests of our clients, staff and shareholders.

Number of employees

1700 and more employees

Company address

Swiss Re Management AG
Mlynske nivy 12
821 08 Bratislava
Learn more about working in Swiss Re Slovakia.


Kontaktná osoba: Magdalena Lendvorska

ID: 4156391  Dátum zverejnenia: 7.10.2021  Základná zložka mzdy (brutto): 2 600 EUR/month