Oversee financial planning, reporting, compliance, budgeting, and risk management. Ensure financial accuracy, support collections, manage expenses, track revenues, enhance transparency, and drive strategic decision-making through financial insights aligned with Transnep's objectives.
Key Responsibilities:
Prepare and review corporate and sales budgets; align with targets
Track and reconcile income streams, bank, premium, and receivables
Manage receivables, payables, disbursements, and partner incentives
Generate financial reports; analyze profitability, revenue, and costs
Support forecasting, variance analysis, scenario modeling, board papers
Ensure regulatory compliance; support audits; maintain data integrity
Maintain financial documentation: contracts, receivables, agreements
Develop internal controls; prevent revenue leakage; ensure tax compliance
Enforce financial policies; monitor expenditures; drive cost-efficiency
Coordinate with underwriting and CRM on financial reporting accuracy
Provide financial insights on strategy, pricing, compensation
Ensure ERP accuracy for premiums, commissions, and brokerage income
Monitor financial and operational KPIs
Track investment and non-operating income through negotiations with banks to generate investment income and to ensure goal alignment
Gather market intelligence; advise on investment opportunities
Stay updated on financial regulations; ensure reporting compliance
Qualifications:
Degree in Finance, Accounting, or Economics
CPA (K) or ACCA certification
ERP systems knowledge (e.g., SAP, Birthmark)
Experience:
5+ years in finance/accounting; 2+ in insurance or brokerage
Financial modeling, insurance accounting, or risk management (advantageous)
