Associate, Finance (Financial Planning & Analysis)

KGI 凱基; Hong Kong; On-site; HKD 335,000 - 502,000; Full time

Job summary

KGI 凱基 in Hong Kong is seeking a qualified professional to support management reporting, budgeting, and financial analysis within the management reporting team.

You will prepare timely reports, conduct performance analysis, and assist with forecasting, while coordinating with cross-functional teams. Fluency in English, Cantonese and Mandarin, along with Excel proficiency, are essential for success in this role.

Qualifications

• University graduate in Accounting and Finance.
• 2–3 years of financial analysis or management reporting experience.
• Proficiency in MS Office including Excel.
• Fluent in English, Cantonese and Mandarin.

Responsibilities

• Prepare timely and accurate management information including daily/weekly/monthly reporting.
• Support management accounting reporting, analysis, planning, budgeting and forecasting.
• Assist to prepare annual financial budget, routine forecast and comparative analysis.
• Conduct performance analysis and other routine reports.
• Handle ad hoc enquiries and requests from management.

Skills

MS Office (Excel)

Team player

Work under pressure

Education

Accounting and Finance degree

Job description

KGI* has been a leading financial institution in Asia since 1997. Our scope of business encompasses Wealth Management, Global Markets, Asset Management and Global Sales & Prime Services. We are committed to offering a comprehensive range of financial products and services to corporate, institutional, and individual clients throughout Asia. Backed by KGI Financial Group, we have a robust footprint in Asia, covering Taiwan, Hong Kong, Singapore, Indonesia, and Thailand^.

Responsibilities

• Report to Team Head of Management Reporting Team
• Assist to prepare timely and accurate management information including daily/weekly/monthly management reporting
• Support the team in performing management accounting reporting, analysis, planning, budgeting and forecasting
• Assist to prepare annual financial budget, routine forecast and comparative analysis
• Conduct performance analysis and other routine reports
• Perform ad hoc enquiries and requests as assigned by the management

Requirements

• University graduate in Accounting and Finance
• Minimum 2-3 years of financial analysis or management reporting experiences
• A good team player who is proactive and with a strong sense of responsibility
• Work independently and under pressure
• Proficiency in MS Office including Excel
• Proficiency in English, Cantonese and Mandarin

For more details about career opportunities in KGI, please visit our website https://www.kgi.com.hk/en/others/careers

Information provided will be treated in strict confidence and will only be used for recruitment related purposes. All personal data of unsuccessful applicants will be destroyed within six months after the completion of recruitment process.

(Personal data collected will be used for recruitment purpose only.)

*KGI refers to KGI Asia Limited and its affiliates

^an investee enterprise of KGI Securities, not a subsidiary