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SCALE YOUR REPORTING CAPACITY WITH AN OFFSHORE FINANCIAL ANALYST

Move modelling, variance analysis and reporting packs off your senior finance staff. Our analysts in the Philippines build the numbers, so your team spends its time interpreting them and advising the business. 

Scale Your Broking Capacity with an

Offshore Broking Assistant

FinServ Banner - Tax Accountant
Free your onshore brokers from routine administration, protect profit margins, and deliver faster client service with dedicated offshore professionals in the Philippines.
300+
Businesses Helped
1k+
Skilled Professionals
20 days
Avg time to hire
97%
Staff Retention
THE BUSINESS CHALLENGE

Solving broking capacity

bottlenecks

Insurance and mortgage brokers face constant pressure to grow portfolios while maintaining strict compliance and service standards. However, senior onshore brokers often spend up to 40% of their working hours on administrative back-office tasks rather than advising clients and closing new business.

Common bottlenecks include:

rising-costs

Margins under pressure?

High onshore labor costs making administrative hiring unsustainable

team-burnout

Core team stretched thin?

Onshore broker burnout caused by repetitive data entry and document processing

high-turnover

Delayed customer service?

Delayed renewal processing and quote generation due to capacity limits

hiring-bottlenecks

Hiring hurdles?

Difficulty finding and retaining qualified talent locally

THE BUSINESS CHALLENGE

SOLVING financial reporting Bottlenecks 

Finance teams face constant pressure to deliver faster, sharper reporting while the business keeps asking bigger questions. But senior finance staff spend much of the month pulling data, rebuilding models and formatting packs rather than analysing performance and advising the executive.

Common bottlenecks include:

rising-costs

Margins under pressure?

High onshore labor costs making analyst hiring unsustainable 

team-burnout

Core team stretched thin?

Finance staff burnout caused by month-end rebuild and rework

high-turnover

Delayed customer service?

Reporting packs landing too late to change a decision

hiring-bottlenecks

Hiring hurdles?

Difficulty finding and retaining strong modelling talent locally

THE HAMMERJACK SOLUTION

SUPPORT BUILT AROUND

YOUR BROKERS

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We help you build a dedicated offshore support model. By pairing your onshore brokers with a specialized offshore Broking Assistant in the Philippines, you remove administrative friction, lower operating overhead, and create real operational leverage.

What could your business achieve with the right team behind it?

THE HAMMERJACK SOLUTION

Support built around your FINANCE TEAM 

 We help you build a dedicated offshore support model. By pairing your onshore finance team with a specialised offshore Financial Analyst in the Philippines, you remove reporting friction, lower operating overhead, and create real operational leverage. 

What could your business achieve with the right team behind it?

FInancial Analyst

role overview &

key responsibilities

A dedicated offshore Broking Assistant handles the end-to-end administration of the policy lifecycle, client communications support, and system updates, allowing your local team to focus on high-value client advisory. 

Policy Administration & Processing
  • Preparing insurance quotes, policy schedules, and renewal documentation
  • Entering and updating client records in broking management systems
  • Processing policy variations, endorsements, and cancellations
  • Issuing certificates of currency and tax invoices

Underwriter & Insurer Coordination
  • Following up with underwriters on pending quote requests and terms
  • Gathering required underwriting information and risk submission files
  • Comparing insurer quotes against client requirements using standard templates

Claims Support & Tracking
  • Logging initial claim notifications and organizing supporting documentation
  • Following up with claims assessors and insurers on claim statuses
  • Updating clients on claim progress under the direction of the lead broker

Client Onboarding & Communication
  • Assisting with client onboarding documentation and compliance checks
  • Sending automated renewal reminders and follow-up notices
  • Managing email inquiries and organizing client files in your CRM

Role Overview &

Key Responsibilities

A dedicated offshore Financial Analyst does the build work behind management reporting. They pull and clean the data, run the models, explain the variances and produce the packs, with the commentary that goes to the board and the decisions that follow staying onshore.

Financial Analysis & Data Work
  • Analysing corporate financial data across revenue, cost and margin lines
  • Consolidating figures from accounting, billing and operational systems
  • Reconciling data sources and resolving inconsistencies before analysis
  • Producing profitability analysis by product, segment, region or client

Forecasting & Financial Modelling
  • Building and maintaining revenue forecasting models to your methodology
  • Running scenario and sensitivity analysis on volume, pricing and cost drivers
  • Updating rolling forecasts as actuals land each period
  • Modelling cash flow and working capital under different trading assumptions

Budgeting & Variance Analysis
  • Conducting budget versus actual variance analysis at cost centre level
  • Investigating material variances and drafting the explanation behind each one
  • Supporting the annual budget build and reforecast cycles
  • Tracking cost centre performance against plan through the year

Management Reporting & Dashboards
  • Preparing management performance dashboards and refreshing them each cycle
  • Building monthly and quarterly reporting packs to your existing format
  • Generating strategic financial reports for executive and management review
  • Producing KPI reporting and trend analysis for operational leaders

Skills and Qualifications

When you partner with hammerjack, we source candidates tailored to your specific software stack and broking workflows.

  • Education: Bachelor’s degree in Business, Finance, Commerce, or a related discipline
  • Industry Context: Direct experience supporting broking or financial services workflows
  • System Knowledge: Familiarity with broking platforms (such as Ebix Evolution, Steadfast SVU, WinBEAT, Salesforce, or Xero)
  • Communication: High proficiency in written and spoken English for professional correspondence
  • Core Competencies: Exceptional attention to detail, strong data accuracy, and adherence to compliance protocols

Skills and Qualifications

When you partner with hammerjack, we source candidates tailored to your specific reporting cycle, software stack and finance workflows.

  • Education: Bachelor's degree in Finance, Accounting, Economics, Commerce, or a related discipline
  • Industry Context: Direct experience in financial analysis, FP&A or management reporting
  • Technical Knowledge: Advanced Excel modelling, comfortable building forecasts, variance analysis and consolidated reporting from raw data
  • System Knowledge: Familiarity with finance and reporting platforms (such as Excel, Power BI, Tableau, NetSuite, Xero, or Workday Adaptive Planning)
  • Communication: High proficiency in written and spoken English, able to explain a number and the reason behind it
  • Core Competencies: Analytical judgement, exceptional attention to detail, and discipline around reporting deadlines
HOW IT WORKS

Offshore that works. Real leverage.

icon_start_with_you
Understanding what you are solving for

We start with where your team is stretched, then build a plan around your budget, timeline, and the roles that would give you the most room.

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Finding the right talent

Our in-house recruiters source degree-qualified, experienced professionals, screened and tested for skill and long-term cultural fit with your brokers.

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Full support for you and your staff

A dedicated Customer Success Manager and People & Culture partner look after the relationship on both sides, so your team stays engaged and aligned.

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Get real offshore value

We handle the employment, HR, IT, and compliance infrastructure. You keep control of the work, and get back capacity to grow.

FAQ

Will offshore admin staff follow our processes?
Yes. Staff are trained on your systems and workflows.
Can roles align to our operating hours?
Yes. Working hours can be structured to suit your needs.
Is offshore admin suitable for long-term roles?
 Yes. Teams are built for stability and continuity.

Don't just take our word for it

Real results, real partners. Discover how businesses like yours solved challenges and grew with us.

Tell us the roles you need filled

We'll handle the rest.