Financial Planning Specialist
1 day ago
Discover New Possibilities at Raffles Family Office.
We are a dynamic and entrepreneurial team, striving to provide a workplace that nurtures diverse yet inclusive corporate culture. Our mission is to create true values and provide better support for our clients through our one-stop comprehensive family office solution.
Headquartered in Hong Kong, we have a global presence with offices in Singapore, Taipei, Shanghai, and Beijing. We offer a wide range of services including independent asset management, advanced wealth solutions, fund services, and risk & resilience services.
We are currently seeking an Assistant Financial Analyst (FP&A), based in Hong Kong. The successful candidate will be responsible for developing and preparing financial models, analyses, and forecasts to support strategic initiatives and decision-making.
Primary Responsibilities- Develop and prepare financial models, analyses, and forecasts to support strategic initiatives and decision-making.
- Generate timely financial and management reports.
- Analyze financial data to identify risks and opportunities, providing actionable insights and recommendations.
- Evaluate business results using various operational performance metrics to identify efficiencies and cost-saving opportunities.
- Collaborate with finance colleagues on analyses, budgeting, and forecasting.
- Bachelor's degree or higher in Accounting, Finance, or a related field.
- At least 4 years of experience in financial planning and analysis within the financial industry, with exposure to financial modeling, analysis tools, and process improvement.
- Proficiency in financial modeling and analytical tools.
- Strong analytical and problem-solving skills with the ability to interpret complex financial data.
- Solid knowledge of accounting principles, financial regulations, and industry best practices.
- Excellent communication skills in Cantonese and English; Mandarin proficiency is a plus.
- Advanced proficiency in Excel (VLOOKUP, Pivot Tables), VBA, SQL, and Power BI.
- CPA or CFA certification preferred, but not required.
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