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Finance
Financial Planning & Analysis Manager (Financial Services)
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Responsibilities
- Lead budgeting, rolling forecasts, and long-range financial planning
- Perform in-depth financial analysis and clearly identify key business drivers, risks, and opportunities
- Build, maintain, and enhance complex financial models, scenario analyses, sensitivity testing, and investment/business case evaluations to support strategic decision-making
- Prepare high-quality management reporting packs, dashboards, and presentations that deliver actionable insights on financial performance, KPIs, trends, and forecasts
- Partner closely with operational departments to collect relevant data, challenge assumptions, and ensure financial plans are aligned with operational strategies and objectives
- Provide clear financial guidance, interpretations, and recommendations to senior management and business partners
- Drive continuous improvement in FP&A processes, systems and reporting tools to increase efficiency, accuracy, and transparency
Requirements
- Bachelor’s degree in Accountancy, Finance, Economics, or a related discipline
- CPA or equivalent professional qualification preferred
- 8+ years of experience in FP&A, controllership, or data analytics within brokerage, proprietary trading, FX/CFD, banking, or cross-border payments; prior exposure to dealing/FX desks is a strong advantage
- Exceptional analytical and problem-solving skills with a demonstrated ability to manage multiple stakeholders effectively
- Excellent verbal and written communication skills in English, Cantonese, and Mandarin
- Highly organized, proactive, and self-motivated; able to thrive both independently and collaboratively in a fast-paced environment
- Proficiency in Microsoft Excel and the Microsoft Office; hands-on experience with Microsoft Dynamics 365, Power BI, Tableau, or similar ERP/BI tools is an advantage
- Immediate availability is an advantage
