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)