Chief Strategy & Finance Officer — Insurance & Investments

Job Summary

The Chief Strategy & Finance Officer combines executive responsibility for corporate strategy, financial management, business planning, capital allocation, and performance management. In an insurance and investment group, the role connects long-term strategy with financial execution, investment priorities, risk management, and sustainable growth.

Key Responsibilities

Develop and execute the Group's corporate and financial strategy.

Lead annual budgets, long-range plans, forecasts, and financial performance management.

Oversee FP&A, management reporting, financial modeling, and strategic analysis.

Lead capital allocation, liquidity, funding, and financial resource planning.

Evaluate strategic investments, acquisitions, partnerships, and new business opportunities.

Establish Group-wide financial and strategic KPIs.

Monitor profitability, growth, cost efficiency, capital efficiency, and business-unit performance.

Conduct scenario analysis, sensitivity analysis, and strategic stress testing.

Partner with Investment, Treasury, Risk, Actuarial, and Finance leadership on capital and investment decisions.

Develop Board and Executive Committee presentations covering strategy, financial performance, and major strategic initiatives.

Lead strategic planning cycles and business transformation programs.

Assess market trends, competitive dynamics, regulatory developments, and opportunities affecting the Group.

Support M&A, corporate development, restructuring, and strategic transactions.

Ensure strong financial governance, controls, and accountability.

Lead and develop strategy, corporate planning, FP&A, and finance teams as applicable.

Ideal Candidate Profile

15+ years of progressive experience across corporate strategy, finance, FP&A, corporate development, investment banking, or financial services.

Proven senior leadership experience combining strategic planning and financial management.

Experience within insurance, investment management, asset management, banking, or broader financial services strongly preferred.

Strong background in:

Corporate Strategy

FP&A

Financial Modeling

Corporate Planning

Capital Allocation

M&A / Corporate Development

Performance Management

Investment Analysis

Experience working directly with CEO, CFO, Board, Investment Committee, and senior executives.

Strong understanding of financial statements, capital markets, investment principles, and risk management.

CFA, CA, ACCA, CPA, CIMA, MBA Finance/Strategy, or equivalent preferred.