Head of Financial Planning & Analysis, International Finance

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Head of Financial Planning & Analysis, International Finance

senior · Insurance

• 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.

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.
   

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

• 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.

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