Regional Performance Management Sr. Analyst

Role Purpose

The Regional Performance Management Analyst is a high-impact Business Partner responsible for delivering performance management analysis across Lines of Business and geographies , providing business partnering support and meeting key stakeholder needs.

The role integrates Line-of-Business, Country , and specialist insights to deliver accurate Strategic Plan, Annual Plan, Forecast and Month-End Close outputs, while providing timely and actionable analysis that supports the business decision-making process.

This role operates in an evolving environment where routine data gathering, reconciliations, recurring commentary, and standard report generation are increasingly automated, standardized, or agent-enabled.

The Regional Performance Management Analyst needs to be able to effectively work in such a changing environment, with less focus on data procurement and consolidation and an increased focus on working in a digitally enabled performance management environment , delivering meaningful analysis, enriched with insight .

The Regional Performance Management Analyst is expected to interpret key business drivers, evaluate scenarios, surface risks and opportunities, and guide decision-making.

Success in the role depends on combining strong finance judgment with digital fluency, adaptability to evolving tools and processes, and a continuous improvement mindset.

Key Responsibilities

Critical Tasks

The Regional Performance Management Analyst will support all FP&A cycles, including Strategic Plan, Annual Plan, Forecast and Month-End Close, as well as projects and ad hoc requests.

Responsibilities include:

- Lead a Performance Management cycle (Forecast or Month-End Close) end to end, including coordination of activities, variance analysis, and management reporting.

Challenge assumptions, validate financial results, investigate anomalies, and ensure commentary explains key drivers versus Prior Year, Plan, and Forecast.
- Partner with Controllership, FP&A and Division Finance Officers (DFOs) to resolve issues quickly and improve transparency around outcomes.
- Effective Business Partnering: Support DFOs and country teams during Forecast, Annual Plan, and Strategic Plan cycles by translating business drivers, trends, insights, risks & opportunities into financial impacts.
- Support a Month-End Close process that is increasingly standardized and automated, reducing manual rework and cycle time.
- Demonstrate a structured, logical and organized thought process in the execution of the work.
- Operate PRF (Premium Roll Forward) as a performance management discipline and incorporate it into all Forecast reviews.

Digital & Agent-Enabled Working
- Demonstrate agility with digitally enabled tools .
- Work effectively with emerging agent-enabled capabilities for data extraction, commentary drafting, variance triage, and workflow support, while applying sound finance review and judgment.
- Leverage reporting, planning, and analytics technologies to automate recurring work and improve insight generation.
- Determine where human intervention adds the most value versus where tasks should be standardized, automated and/or delivered in a self-service environment.
- Promote disciplined use of data, controls, and model governance in a digital environment.
- Act as an AI Champion within the team, driving adoption and sharing best practices.
- Process Improvement

Identify actionable improvement opportunities in Fiscal Close, Forecasting, and Management review cycles.
- Drive continuous improvement initiatives to increase capacity for analysis and business partnering.
- Support adoption of new ways of working.

Ecosystem & Stakeholder Interactions

The Regional Performance Management Analyst partners closely with Business and Finance Leadership, Controllership, HR, IT/Ops and Transformation Teams. Effective collaboration, communication, and credibility are essential, particularly when challenging assumptions, aligning competing perspectives, and driving adoption of new processes and tools.

- Requirements

Education

- Bachelor’s degree in Finance, Economics, Business or similar, is a pre-requisite.

Data Science and/or Data & Analytics would be an advantage.

- Experience

Typically, 5–7+ years of experience in FP&A, Finance Business Partnering, Corporate Finance, or related analytical and financial roles preferably in Insurance.
- Experience supporting Close, Forecast, Annual Plan, and Management Reporting processes in a complex corporate environment.
- Demonstrated ability to convert financial data into clear business insight and actionable business recommendations.
- Experience with Planning, Reporting, and visualization tools; exposure to automation, advanced analytics, or digital finance transformation is strongly preferred.
- Proven agility and change management experience.
- Fluent in English and Spanish (Portuguese a plus).
- Effective written and oral communication skills, with the ability to tailor messages for different audiences.
- Sound business judgment and the ability to work effectively in fast-changing environments with competing priorities.
- Curiosity and adaptability in adopting digital, data-driven, and agent-enabled ways of working.
- Collaborative mindset with the confidence to ask questions, challenge assumptions, and influence outcomes.
- Highly motivated, team-oriented, and able to manage multiple priorities with urgency and within tight deadlines.
- Strong attention to detail, control awareness, and commitment to data quality.
- Strong financial modeling, variance analysis, and planning skills.
- Advanced Excel skills and familiarity with planning and reporting tools.
- For internal candidates, knowledge of TM1 and PeopleSoft is preferred.

Capabilities