Finance Analyst

Overview

The Finance Analyst supports the Senior Finance Manager in delivering financial reporting, FP&A, and budgeting activities for the Retirement Solutions business in Hong Kong.

This role provides hands-on support across management reporting, forecasting, financial analysis, and internal controls, ensuring accurate financial data and timely insights to support business decision-making.

Key Accountabilities and main responsibilities

Strategic Focus

• Support the finance team in delivering accurate financial reporting and analysis
• Contribute to financial planning and performance tracking activities
• Assist in enhancing financial processes and reporting efficiency

Operational Management

• Financial Reporting & Control

• Assist in the month-end closing process, including journal entries and reconciliations
• Support preparation of management accounts, P&L, and balance sheet reporting
• Perform balance sheet reconciliation analysis and follow up on outstanding items
• Ensure compliance with internal controls, policies, and financial procedures

• FP&A, Budgeting & Forecasting

• Support preparation of annual budgets and regular forecasts
• Assist in variance analysis against budget and forecast
• Support financial modelling, data analysis, and reporting activities
• Provide support in cashflow monitoring and forecasting

• Financial Analysis & Business Support

• Assist in preparing monthly reporting packs and performance analysis
• Analyse financial data to provide insights on business performance and cost trends
• Support ad-hoc analysis for projects, cost tracking, and business initiatives
• Work closely with business teams to ensure accuracy of financial information

• Finance Operations

• Support accounts payable and receivable processes, including invoice processing and tracking
• Assist in vendor payment coordination and expense monitoring
• Support financial data validation and GL coding
• Provide internal finance system support to all HK employees
• Liaise with procurement team on new vendor onboarding
• Liaise with internal stakeholders and shared service teams where required

People Collaboration

• Work closely with the Senior Finance Manager and broader finance team
• Collaborate with internal stakeholders across operations and business teams

Governance & Risk

• Ensure compliance with internal control frameworks and financial policies
• Support audit processes and documentation requirements
• Maintain high standards of financial data accuracy and integrity

The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.

Experience & Personal Attributes

• 3-5 years of experience in accounting, audit, or finance-related roles
• Preferably CPA / ACCA candidate or qualified
• Exposure to:
• Financial reporting / management accounts
• FP&A / budgeting / forecasting (preferred)
• Strong Excel skills (data analysis, basic modelling)
• Good understanding of accounting principles and financial processes
• Demonstrate a proactive approach to learning and continuous improvement
• Detail-oriented with strong analytical mindset
• Proactive, self-motivated, and eager to learn
• Strong communication and teamwork skills
• Fluency in Cantonese and English is required