Job Description Summary
The Head of FP&A leads Aegon International's performance management, business planning and forward-looking financial analysis activities. Aegon International currently comprises of a mix of joint venture and wholly owned companies across Brazil, Spain & Portugal and China, as well as our multi-jurisdictional HNW business Transamerica Life Bermuda.

The role is responsible for helping management understand whether the business is on the right trajectory, where risks and opportunities are emerging, and what actions should be taken to improve value creation, cash generation, capital efficiency and long-term resilience.

The role leads the monthly and quarterly business review process, strategic planning, budgeting, forecasting, scenario analysis and performance narrative for Aegon International. It acts as a senior finance business partner to the International CEO, CFO, Executive Committee and business unit finance leaders, ensuring discussions focus on business drivers, strategic choices, trade-offs and management actions rather than solely on reported results.
Working closely with the International FR&O and Actuarial teams, the role relies on a robust and controlled reporting foundation but is primarily accountable for performance insight, challenge, forward-looking analysis and management decision support.

Job Description
Key Result Indicators:

Management discussions focus on business drivers, emerging risks, opportunities, strategic choices and actions, rather than primarily on historical variances.
Aegon International has a clear and consistent performance narrative linking actual results, forecasts, strategic plans, capital, cash generation and business outlook.
Business unit plans and forecasts are constructively challenged and improved through robust financial and strategic analysis.
Emerging risks, performance issues and opportunities are identified early and escalated with clear recommendations and implications.
Finance capacity increasingly shifts from report production toward insight generation, business partnering and decision support.
Senior leaders receive clear, actionable recommendations on performance improvement, capital allocation, investment priorities and strategic trade-offs.
Group management, International ExCo and other key stakeholders view International Finance as a trusted advisor supporting better decisions and sustainable value creation.

Core Responsibilities:

Business Performance Management & Insight

Lead the monthly, quarterly and annual performance management processes in Aegon International.
Ensure management discussions focus on business trajectory, key value drivers, emerging risks, opportunities and management actions.
Translate financial and operational results into clear business insight, explaining what happened, why it happened, what it means and what management should do next.
Develop forward-looking assessments of earning capacity, cash generation, capital efficiency, solvency position, expense development and strategic execution.
Identify and communicate early warning indicators to avoid surprises and support proactive management intervention.

Strategic Planning, Forecasting & Scenario Analysis

Lead the strategic planning, budgeting and forecasting processes across Aegon International.
Ensure plans and forecasts are realistic, ambitious, internally consistent and aligned with strategic priorities.
Challenge assumptions, performance expectations and business cases across business units.
Perform scenario analysis, sensitivity analysis and stress testing to support decision-making and strategic planning.
Ensure management understands the implications of key risks, opportunities and alternative strategic choices.

Business Steering & Value Creation

Act as a trusted finance advisor to the International CFO, CEO and Executive Committee.
Partner with business unit leadership teams to identify opportunities to improve growth, profitability, capital efficiency, cash generation and shareholder value.
Evaluate strategic initiatives, investments, business restructuring opportunities, acquisitions and performance improvement actions.
Provide independent finance challenge on business performance, resource allocation decisions and strategic priorities.
Support management in balancing growth, profitability, risk, capital consumption and resilience.

Performance Narrative & Stakeholder Communication

Own the overall Aegon International performance narrative for International and Group Executive Committee reviews, strategic planning discussions, budgeting, remuneration processes and investor-related communications.
Convert complex accounting, actuarial, capital and business information into concise, business-intuitive messages.
Ensure consistency of messaging across management reporting, forecasts, strategic plans and external stakeholder communications.
Support preparation of presentations, Q&A materials, annual reporting commentary, remuneration assessments and other senior management communications.

Finance Analytics, Technology & Process Improvement

Drive continuous improvement in management information, dashboards, KPIs and analytical capabilities.
Reduce low-value reporting activity through automation, simplification and standardisation.
Promote the use of AI, advanced analytics and data visualisation tools to enhance insight generation and decision support.
Improve the effectiveness of management reporting by increasing focus on business decisions, risks and actions.

Projects & Strategic Initiatives

Support mergers, acquisitions, strategic projects, capital optimisation initiatives and new business ventures.
Provide robust financial analysis, challenge and decision support across major strategic initiatives.
Lead or participate in ad hoc projects that improve business performance, financial management or strategic execution.

Job Requirements:

Education

Advanced University Degree in Finance, Accounting, Economics, Actuarial Science or related discipline.
Professional accounting/finance/actuarial qualification such as CPA, ACCA, ACA, FIA/FSA, CFA or equivalent.

Experience

Minimum 15 years' experience within insurance, financial services or another complex international financial environment.
Significant experience in FP&A, business performance management, strategic planning, forecasting, business partnering or business controlling.
Strong understanding of insurance financial drivers, including earnings, capital, solvency, cash generation, value creation and expense management.
Working knowledge of US GAAP, IFRS 17 and insurance capital frameworks.
Proven experience supporting senior management decision-making through financial analysis and business insight.
Experience working within both a business unit as well as a regional, multinational or group finance environment is highly desirable.
Demonstrated ability to influence executive stakeholders and challenge constructively.

Knowledge

Strong understanding of insurance economics, financial performance drivers, capital management and value creation.
Good understanding of accounting, actuarial and capital frameworks relevant to insurance businesses.
Strong commercial awareness and strategic understanding.

Technical Skills

Financial planning, forecasting and budgeting.
Scenario analysis, sensitivity analysis and business modelling.
Management information and performance management frameworks.
Business controlling and business partnering.
Executive-level communication and financial storytelling.
Data analytics, visualisation and modern finance technologies.
Effective application of AI and emerging technologies within finance.

Leadership & Behavioural Competencies

Curiosity: Demonstrates continuous learning and seeks to understand the fundamental drivers of business performance. Able to decipher and connect the dots across multiple frameworks even when they are in conflict.
Commercial Judgement: Applies financial, strategic and commercial thinking to support balanced decision-making.
Constructive Challenge: Challenges assumptions, plans and decisions in a thoughtful, evidence-based and solution-oriented manner.
Forward-Looking Mindset: Anticipates risks and opportunities, proactively identifying actions before issues become problems.
Leadership: Builds alignment, drives accountability and influences outcomes across organisational boundaries.
Enterprise Mindset: Focuses on long-term value creation for Aegon International rather than local optimisation.
Collaboration: Builds trusted relationships across geographies, cultures and functions.
Communication: Converts complex financial concepts into clear, compelling and decision-useful messages.
Analysis & Problem Solving: Identifies underlying performance drivers, evaluates alternatives and develops practical recommendations.
Planning & Execution: Drives delivery of strategic priorities while maintaining focus on outcomes and impact.

Reporting Relationships & Key Connections:

Reporting Relationships

Reports to: Aegon International CFO
Direct Reports: 2 Finance Managers (Hong Kong)

Key Stakeholders

International Executive Committee
International Management Team
Business Unit CEOs & CFOs
Finance Leadership Teams
Group Finance & Strategy
Investor Relations & Corporate Centre

Statements in this role profile are intended to reflect, in general, the duties and responsibilities of the position, but are not to be interpreted as totally inclusive.

Personal data collected will be used for recruitment purposes only

Personal data of unsuccessful applicants will be retained up to two years only

Equal Opportunity Employer

Aegon Asia provides equal employment opportunities for employees and applicants throughout the employment life cycle, including recruitment and selection, promotions, transfers, training and development, compensation and benefits, performance management, disciplinary procedures, Company-sponsored social and recreational programs and termination. No one will be discriminated against because of race, color, religion, sex, age, national origin, sexual orientation, gender identity, pregnancy, family circumstances, physical or mental disability, marital status, participation in the uniformed armed services or any other status protected by law.

Relationship Management Trainee job in Macao (1)

Sign up to Job Alerts!

FSO Assurance - Audit - Banking & Capital Market - Senior/Staff Accountant - Macau

Boost your career