Job Summary:
The Financial Planner & Analyst (FP&A) will support financial planning, budgeting, forecasting, and business analysis activities across the organization. The role is responsible for delivering accurate financial insights, monitoring performance against budgets, and partnering with business teams to drive informed decision-making, cost control, and operational efficiency.
Key Responsibilities:
Financial Planning & Budgeting
- Participate in the preparation and execution of the annual budget, rolling forecasts, and long-term business plans.
- Support development of financial models and budget frameworks aligned with business objectives.
Performance Monitoring & Analysis
- Monitor budget execution and perform regular variance analysis (actual vs. budget/forecast).
- Prepare business performance reports and provide actionable insights and recommendations to management.
Business Partnering
- Collaborate closely with business units and operational teams to understand business drivers and financial impacts.
- Provide financial and commercial analysis support to enhance decision-making and drive business performance.
Cost & Profitability Analysis
- Analyze revenue, cost structures, expenses, and project profitability.
- Support initiatives focused on cost optimization, efficiency improvement, and margin enhancement.
Process Improvement & Tools
- Develop and continuously improve budgeting processes, financial models, and reporting tools.
- Enhance data accuracy, automation, and reporting efficiency through system and process improvements.
Reporting & Ad-hoc Analysis
- Support preparation of financial statements, management reports, and dashboards.
- Conduct ad-hoc financial analysis and special projects as required by management.
Qualifications & Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or related field (Master's is an advantage).
- 12 years of experience in FP&A, budgeting, or business/financial analysis.
- Strong understanding of budgeting, forecasting, and variance analysis processes.
- Advanced proficiency in Microsoft Excel; knowledge of Power BI, SQL, or financial systems is preferred.
- Strong analytical, problem-solving, and data interpretation skills.
- Ability to work in a fast-paced environment and manage multiple priorities.
- Excellent communication and stakeholder management skills.
- Proficiency in English and Chinese (written and verbal) is required.
Preferred Qualifications:
- Experience in project-based budgeting, multi-entity or business line budgeting.
- Industry experience in equipment leasing, construction, manufacturing, or engineering sectors.
- Background in FP&A, management accounting, or relevant certifications/training (e.g., CMA, ACCA, CFA part/qualified).
