Financial Planner

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Angajator: Lugera & Makler
  • Asigurari - Intermedieri financiare
  • Tip job: full-time
    Nivel job: 1 - 5 ani experienta
  • Actualizat la: 04.06.2024
    Remote work: On-site
    Scurta descriere a companiei

    ...enthusiastic and outstanding! ... helpful and present! ...young and smart!... ah, almost forgot:
    also good-looking!...

    This is in a nutshell the Lugera team in Romania.

    A bunch of dedicated, happy people ready to face in a natural, positive and friendly fashion all your challenges... a bunch of people at the service of people, unconditionally!

    We started with hope in our souls and a smile on our faces when many others were there, way ahead of us.
    We managed to make our voice heard out loud and the warmth of our hearts touched each and every recruitment we accomplished... why? ...because we are caring people, driven by the power of
    “WE CAN DO IT!”

    And you know what? We continue this way! And Lugera Republic is whatever republic should be: smiles on every face, glamour on every "street", laughter and success in every "building"!

    Everyone who applies for a Lugera job is officially a citizen of our republic!


    Experience in a similar role, in the insurance industry (Controller or Financial Planning);
    Bachelor's Degree in Accounting, Financiar or similar;
    Fluent in English with strong knowledge of Microsoft Office Suite (i.e., Excel, Word, PowerPoint);
    Excellent functional skills and understanding of the overall accounting and closing processes;
    Strong problem-solving and team working attitude;
    Proactivity and ability to reduce complexity and to find pragmatic solutions.


    Analyzing financial information and monitoring and planning the progress with Anaplan Planning Application's help (application for planning and controlling financial data from customers worldwide that provides figures and movements for all the components of IFRS17 Technical provisions, i.e. Present Value of Future Cash Flows (PVFC), Risk Adjustment (RA), Contractual Service Margin (CSM)/Loss component (LC) and related accounts (BS and P&L, by means of account determination rules));
    Being responsible for scheduling daily tasks in line with the Agile methodology framework and for meeting the targets by respecting the assigned budget;
    Cooperating with colleagues (Product Owners, Application Business Support, Application Leads, IT Support, and Head Office Business Functions) in order to plan and monitor all the activities;
    Initiating necessary follow-up action or adjustment within the scope of work;
    Providing support in assessing interdependencies and associated impacts within existing configurations;
    Addressing requirements related to automatic checks, aiming to ensure the complete accuracy of centralized calculations;
    Preparing the documentation required for each new request or change request;
    Offering support in ensuring the timely execution of closing processes and procedures;
    Preparing, explaining, and clarifying instructions applicable to the next reported closing.

    PR 024123

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