Job Description

Purpose of Position:

The Senior Manager, Bermuda Finance will play a key leadership role in overseeing and optimizing the entity’s financial operations, reporting, and governance. This role requires strong knowledge of finance and insurance processes and will ensure accuracy, efficiency, and compliance of financial reporting, operational execution, and oversight. The role will also be responsible for strengthening process design, managing different stakeholders across local, global, and corporate teams, and supporting the transition to a more scalable and controlled operating model as business volume grows.

Duties & Responsibilities:

• Lead financial operations, including budgeting, forecasting, and financial reporting, ensuring alignment with business objectives and regulatory requirements.

• Prepare and present financial reports and analysis, including LDTI and BMA returns, to senior management, providing clear insights to support decision-making.

• Oversee accounts payable, accounts receivable, reconciliations, and related accounting activities, while partnering with stakeholders to support effective financial operations.

• Manage cash flow and working capital to support the financial strength of the business.

• Oversee selected financial systems, including eBao and related reporting processes, ensuring effective implementation, usage, and ongoing performance.

• Define and document end-to-end process flows across policy issuance, commission calculation, premium collection, benefit payout, reinsurance, and related accounting activities.

• Establish clear ownership and accountability for key finance processes, including commission calculation, policy benefit payout, LDTI workflows, and reinsurance processes.

• Strengthen governance and review processes, including segregation of duties, sign-off responsibilities, and escalation protocols.

• Identify and drive process improvements to reduce manual work, improve efficiency, and support scalability as business volume increases.

• Partner with HK Finance, FP&A, operations, and system teams to resolve process dependencies, address reporting issues, and support future product launches.

• Ensure financial practices comply with legal, regulatory, and internal requirements, while proactively managing operational risk.

Education, Skill Set and Experience

• Bachelor’s degree in Accounting, Finance, or a related discipline required. HKICPA qualification, or equivalent professional accounting designation, required.

• Minimum 10+ years of relevant experience, with demonstrated progression into senior finance or controllership roles.

• Strong knowledge of finance and insurance processes, financial reporting, and governance.

• Proven ability to manage and influence stakeholders across local, global, and corporate teams.

• Experience supporting process improvement, operating model enhancement, and scalable finance transformation.

• Strong communication, leadership, and problem-solving skills.

• Language requirements: English required; Cantonese and Mandarin preferred.