Delivery Lead Manager

Skill required: Cross support - Finance Strategy

Designation: Delivery Lead Manager

Qualifications: Any Graduation

Years of Experience: 13 to 18 years

What would you do
The FPA Manager is responsible for leading the organization s financial planning, budgeting,
forecasting, management reporting, profitability analysis, and strategic decision support
activities. The role partners with business leaders, actuarial, underwriting, claims, investments,
and finance teams to drive financial performance, improve profitability, and support strategic
business decisions.
The incumbent will provide insights into revenue growth, claims performance, expense
management, capital planning, and overall financial health of the insurance business.

What are we looking for

Adaptable and flexible
Qualifications
Education

Bachelor s Degree in Finance, Accounting, Economics, Commerce, or Business
Administration.

MBA (Finance), CA, CPA, CMA, CFA, or equivalent preferred.
Experience

812 years of experience in FPA, Finance Business Partnering, Commercial Finance, or
Corporate Finance.

Preferred experience in Insurance, Banking, or Financial Services.

Strong experience in budgeting, forecasting, and strategic planning.Technical Skills

Financial Planning Forecasting

Budgeting Cost Management
3

Financial Modeling

Variance Analysis

Business Performance Management

Insurance Financial Metrics

Investment Capital Analysis

Power BI / Tableau

Advanced Excel

SAP, Oracle, Hyperion, Anaplan, or similar planning tools
Leadership Competencies

Strategic Thinking

Business Acumen

Analytical Problem Solving

Stakeholder Management

Financial Storytelling

Communication Presentation Skills

Change Management

Team Leadership
Regulatory Governance Support

Support statutory and regulatory reporting requirements.

Ensure consistency between management and statutory reporting.

Maintain FPA policies, controls, and governance standards.

Support internal and external audit requirements.
Process Improvement Digital Finance

Drive automation of reporting and forecasting processes.

Enhance financial planning models and analytical capabilities.

Utilize Power BI, analytics, and visualization tools for decision support.

Improve forecasting accuracy and reporting efficiency.

Support finance transformation initiatives.

Roles and Responsibilities:

Key Responsibilities
Financial Planning Budgeting

Lead the annual budgeting and long-range planning process.

Coordinate operating plans across business units and functions.

Develop financial models to support business strategies.

Consolidate and review budgets across underwriting, claims, investments, and corporate
functions.

Ensure alignment of plans with organizational objectives.
Forecasting Financial Analysis

Prepare monthly, quarterly, and annual forecasts.

Analyze actual results against budget and forecast.
1

Perform variance analysis and identify key performance drivers.

Assess the financial impact of business initiatives and market changes.

Support scenario planning and stress-testing exercises.
Insurance Business Performance Analysis

Analyze premium revenue trends and portfolio profitability.

Monitor claims ratios, loss ratios, expense ratios, and combined ratios.

Evaluate underwriting performance by product, geography, and channel.

Support profitability analysis for insurance products and customer segments.

Provide insights on claim costs and reserve movements.
Strategic Business Partnering

Partner with business leaders to support decision-making.

Provide financial insights and recommendations to senior management.

Support strategic initiatives, mergers, acquisitions, and new product launches.

Act as the finance advisor to operational and commercial teams.

Drive accountability for financial performance across business units.
Management Reporting

Prepare executive dashboards and board reporting packs.

Develop KPI reporting frameworks and performance scorecards.

Present financial performance and forecasts to leadership teams.

Provide actionable recommendations to improve results.

Monitor achievement of strategic and financial targets.
Capital Investment Planning

Support capital allocation and solvency planning.

Analyze investment portfolio performance in coordination with treasury and investment
teams.

Assist in capital adequacy and regulatory planning.
2

Model financial impacts of investment strategies.

Qualification Any Graduation