Job Profile Summary:
In this role, you will be responsible for forecasting and reporting of financial KPIs which encompass budgeting, cashflow and P&L monitoring and projection, in-charge of department’s risk and governance processes, support head of department in all compensation and intercompany matters.
You must be astute in interpreting financial data and connecting processes within their scope of work, possess curiosity and take initiative to understand the relationship between processes, systems and stakeholders as well as having good understanding of regulations and standards.
Job Description
Forecasting
- Develop forecasting and reporting process of key financial KPIs
- Responsible for accuracy and completeness of KPIs tracking and reporting
- Responsible for submission of business plan and forecasting, including timeline and scope management, submission of results and communication of such results to senior management and Group office
- Lead and drive preparation of Group dialogue and relevant meetings and support informed management decisions to drive company’s vision and targets
Sales reporting
- Develop sales reporting process, including obtaining financial data and preparing dashboard and presentation to senior management
Budget management
- Develop expense budgeting process, including pulling information from various sources (procurement system, financial reporting system, manual tracking) and building monthly summary of actual vs. budget
Governance
- Prepare and maintain all financial-related procedures and policy documents
- Support any group or local regulatory governance reporting
Others
- Support Head of Finance for financial advisers’ compensation matters, onboarding of new initiatives and schemes and ad-hoc investigation and establishing of new processes
- Support Head of Finance on other financial reporting and finance operations matters, including liaising and onboarding third party providers and products
Who we are looking for:
Competencies & Personal Traits
- Strong project management and communication skills
- Take initiative when identifying areas of improvements and proactive in taking actions to make processes more efficient
- Strong analytics skills and possess technical financial knowledge and understanding of accounting standards and reporting requirements
- Meticulous and detailed
- Financial system knowledge is a plus (e.g. FinBI, macros, Alteryx, Anaplan, SUNGL, Oracle, OneStream, Hyperion, Coupa etc.)
Working Experience:
- 6 or more years in finance, preferably financial planning and analysis, financial reporting or financial governance
- Audit experience will be advantageous
Education:
- Degree in Finance, Accounting, Actuarial or Business
- Recognised accounting professional qualification
