负责领导公司整体财务预测、分析工作，领导和协调全周期的业务规划和分析，推动财务计划与业务战略协同一致，提供高质量的报告，包括管理和业务报告给内部管理层、股东和外部各方，如监管机构。
The Head of FP&A is a strategic leadership role responsible for leading the company's overall financial forecasting and analysis, leading and coordinating business planning and analysis, driving alignment between financial planning and business strategy, providing high-quality reports, including management and business reports to internal management, shareholders, and external parties such as regulator.
一）财务规划与预算管理 | Financial Planning & Budgeting
1. 主导公司全年度预算编制、季度预测及3-5年长期战略规划全流程；
Lead full process of the company's annual budget, quarterly forecast and 3-5 year long-term strategic planning;
2. 负责月度/季度滚动预测编制，根据业务发展趋势、市场环境及运营变动调整数据；
Responsible for monthly/quarterly projection to reflect latest business trends, market conditions, and operational changes.
3. 协同各部门负责人及高管团队，确保预算、预测数据与公司整体经营目标保持一致；
Coordinate with department heads and executive leadership to ensure budgets/forecasts align with business objectives.
4.带领团队负责财务报告和分析，与销售渠道、财务、精算等部门等协调销售计划、成本估算等。带领团队向董事会、股东、内部和外部业务合作伙伴和监管机构提交高质量的报告。包括但不限于月度财务预测与分析、向股东提交的月度和季度管理报告、监管报告、季度董事会报告等。
Lead the team to take responsibility for financial reports and analysis and coordinate with distribution channels, finance and actuarial as well as other departments on sales plan, budgeting, etc. Lead the team to deliver high quality reports to BoD, shareholders, internal and external business partners and regulators. These reports include, but not limited to monthly financial projection and analysis, monthly and quarterly management reports to shareholders, regulatory reports, quarterly board meeting reports, etc.
（二）财务分析与业绩汇报 | Financial Analysis & Performance Reporting.
1. 挖掘核心业务趋势、潜在风险与发展机遇，清晰解读数据差异并提出可落地的优化建议；
Identify key trends, risks, and opportunities; provide clear explanations of variances and actionable recommendations.
2. 搭建并优化关键绩效指标（KPI）及业绩衡量体系，追踪公司经营状况与盈利水平；
Build and optimize KPIs and performance metrics to track business health and profitability.
3． 领导团队与其他部门合作进行年度财务计划和流程改进。提供季度和月度的实际/预测的业务表
现报告。
Lead the team to collaborate with other departments on the annual business plan and process improvements. Provide quarterly and monthly actual/projection
（一）财务规划与预算管理 | Financial Planning & Budgeting
1. 主导公司全年度预算编制、季度预测及3-5年长期战略规划全流程；
Lead full process of the company's annual budget, quarterly forecast and 3-5 year long-term strategic planning;
2. 负责月度/季度滚动预测编制，根据业务发展趋势、市场环境及运营变动调整数据；
Responsible for monthly/quarterly projection to reflect latest business trends, market conditions, and operational changes.
3. 协同各部门负责人及高管团队，确保预算、预测数据与公司整体经营目标保持一致；
Coordinate with department heads and executive leadership to ensure budgets/forecasts align with business objectives.
4.带领团队负责财务报告和分析，与销售渠道、财务、精算等部门等协调销售计划、成本估算等。带领团队向董事会、股东、内部和外部业务合作伙伴和监管机构提交高质量的报告。包括但不限于月度财务预测与分析、向股东提交的月度和季度管理报告、监管报告、季度董事会报告等。
Lead the team to take responsibility for financial reports and analysis and coordinate with distribution channels, finance and actuarial as well as other departments on sales plan, budgeting, etc. Lead the team to deliver high quality reports to BoD, shareholders, internal and external business partners and regulators. These reports include, but not limited to monthly financial projection and analysis, monthly and quarterly management reports to shareholders, regulatory reports, quarterly board meeting reports, etc.
（二）财务分析与业绩汇报 | Financial Analysis & Performance Reporting.
1. 挖掘核心业务趋势、潜在风险与发展机遇，清晰解读数据差异并提出可落地的优化建议；
Identify key trends, risks, and opportunities; provide clear explanations of variances and actionable recommendations.
2. 搭建并优化关键绩效指标（KPI）及业绩衡量体系，追踪公司经营状况与盈利水平；
Build and optimize KPIs and performance metrics to track business health and profitability.
3． 领导团队与其他部门合作进行年度财务计划和流程改进。提供季度和月度的实际/预测的业务表
现报告。
Lead the team to collaborate with other departments on the annual business plan and process improvements. Provide quarterly and monthly actual/projection business performance reports.
（三）业务协同与决策支持 | Business Partnership & Decision Support
1.根据公司战略的指导为分公司及销售渠道和其他后援部门提供相关的财务KPI；
Based on company strategy, provide financial related KPIs for branches, distribution channels and other back-office functions.
2. 与财务会计、税务、资金团队协同，保障财务数据真实性与财务工作口径一致性；
Collaborate with accounting, tax, and treasury to ensure data integrity and financial alignment.
（四）团队管理与流程优化 | Team Leadership & Process Improvement
1. 带领、指导并培养FP&A团队，负责团队人员招聘、培训及绩效考核工作；
Lead, mentor, and develop the FP&A team; recruit, train, and performance-manage analysts.
2. 持续优化FP&A工作流程、工具，推动财务工作自动化升级；
Drive continuous improvement of FP&A processes, tools, and automation.
3.制定财务规划框架，通过流程改进和自动化的实施，不断提高财务规划的效率和质量。
Develop financial planning framework and continuously enhance the efficiency and quality of financial planning through process improvement and implementation of automatic systems.
（五）领导安排的其他事务。 Other tasks assigned by line manager.
