Lily Chen

- Drive monthly financial performance analysis, including budget and forecast variance analysis, translating financial results into actionable insights and recommendations for business stakeholders.

- Partner closely with Finance Business Partners and Business Leadership Teams throughout the budgeting and forecasting cycles, covering key financial drivers including GWP, expenses, commissions and FTE.

- Own the development and ongoing enhancement of financial models

- Partner with FAO and Actuarial teams to integrate financial and operational insights, supporting timely and informed decision-making across the business.

- Drive continuous improvement across financial reporting processes through standardisation, automation, and collaboration with project teams, improving efficiency and the quality of management information.

- Provide oversight and quality assurance of offshore deliverables, managing priorities, reviewing outputs, and ensuring work is completed accurately and within agreed timelines.

- Lead the team of 5 for month-end close, including GL, balance sheet, and P&L reporting.

- Analyse business performance and present P&L insights and variance analysis to the GM and CEO.

- Monitor cash flow and financial risks, providing analysis to support business decisions.

- Manage international payments and USD healthy cash flow.

- Drive process improvements through standardisation and cross-functional collaboration.

- Train and support new team members, ensuring quality and consistency across finance processes.

- Close month-end, including reconciliations, journals, accruals, prepayments

- P&L and balance sheet reporting

- Manage payroll, BAS, PAYG, FBT including calculations, reconciliations, compliance and processing

- Data migration between systems

- Month End: bank reconciliation, expense accrual

- Monthly internal Stock transfer report

- Monthly price adequacy report

- Manage 200 suppliers payment

- Assisting FA on tax lodgement

• Runn daily fund transactions
• Bookkeep daily fund transactions in MCH system
• Reconcile fund
• Work crossfunctionally with the market team in Singapore for fund transaction disputes
• Team administration and ad hoc support