Corporate Finance Analyst

Epic Group; Hong Kong; On-site; HKD 420,000 - 660,000; Full time

Job summary

Epic Group is seeking a Corporate Finance Analyst to manage corporate finance, treasury and strategic initiatives. The role spans financial assessment, financing, and project execution, requiring strong leadership and commercial judgement across country boundaries.

You will own multiple workstreams, coordinate with banks and advisers, and translate analysis into clear recommendations for senior management and the Board within tight timelines.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, Business Administration or related discipline.
• CPA / HKICPA / ACCA or CFA qualification required; candidates at final stage may be considered with strong relevant experience.
• At least 5 years in corporate finance, treasury, advisory, or related areas.
• Hands-on deal execution, financial modelling, financing, due diligence and senior-management materials.

Responsibilities

• Manage corporate finance and financing initiatives including debt financing, refinancing and capital structure.
• Lead project workstreams, coordinate due diligence, financial models and information requests.
• Manage relationships with banks, legal advisers and external partners; drive negotiations and align objectives.
• Support treasury activities including liquidity planning, banking facilities and funding requirements.
• Prepare and review financial models, valuations, returns analyses and sensitivity assessments for senior management and the Board.
• Support business strategy reviews and market assessments with finance input.
• Coordinate cross-country workstreams with finance, legal, tax and operations.
• Provide forecasting and management reporting support related to financing and strategic projects.
• Monitor financing obligations and treasury matters, track key commitments and deliverables.
• Improve processes, controls and templates; guide junior team members.

Skills

Financial modelling

Deal execution

Stakeholder management

Cross-border coordination

English proficiency

Excel

PowerPoint

Commercial judgement

Education

Bachelor's degree in Accounting/Finance

CPA/HKICPA/ACCA or CFA

Tools

ERP systems

BI tools

Job description

The Corporate Finance Analyst will manage corporate finance, treasury and strategic initiatives, with responsibilities spanning financial assessment, financing and project execution. The role requires strong project leadership, commercial judgement and the ability to manage multiple internal and external stakeholders across countries, while delivering clear analysis and management materials under tight timelines.

Key Responsibilities

Job description: Role Purpose

The Corporate Finance Analyst will manage corporate finance, treasury and strategic initiatives, with responsibilities spanning financial assessment, financing and project execution. The role requires strong project leadership, commercial judgement and the ability to manage multiple internal and external stakeholders across countries, while delivering clear analysis and management materials under tight timelines.

• Manage corporate finance and financing initiatives, including evaluation of funding options, debt financing and refinancing, capital structure, investment opportunities and strategic transactions; lead assigned workstreams from financial assessment and due diligence through documentation, approval and implementation.
• Own project and transaction workstreams, timetables and deliverables; coordinate due diligence, financial models, information requests, internal approvals and documentation, proactively identifying issues and driving them to resolution.
• Manage relationships with banks, financial institutions, legal advisers, consultants and other external partners; lead discussions, manage information flow, coordinate commercial negotiations and ensure alignment on project objectives and deadlines.
• Support treasury and capital management activities, including group liquidity and cash flow planning, banking facilities, funding requirements, financing costs, covenant monitoring, guarantees, foreign exchange exposure and ongoing bank relationship management.
• Prepare and critically review financial models, valuations, returns analyses, financing scenarios and sensitivity assessments; evaluate strategic fit, financial risks and capital allocation trade-offs to support long-term business priorities, and translate findings into clear recommendations and decision-oriented materials for senior management, the Board and external financial stakeholders.
• Support business strategy reviews and growth initiatives through market research, assessment of business opportunities and financial analysis, working with management and business teams to develop recommendations and track agreed actions.
• Coordinate multiple workstreams with finance, legal, tax, operations and business teams across different countries; align senior stakeholders on priorities, manage dependencies and resolve issues to keep projects on schedule.
• Provide selected forecasting, performance analysis and management reporting support where relevant to financing, strategic projects and management decision-making; the role does not own the Group budgeting process.
• Monitor financing obligations and key treasury matters, support management of lender and banking requirements, and maintain clear tracking of key commitments and deliverables.
• Improve corporate finance and treasury processes, controls, templates and reporting; provide guidance to junior team members and coordinate contributors across projects.

Profile description:

Qualifications & Experience

• Bachelor’s degree in Accounting, Finance, Economics, Business Administration or a related discipline.
• CPA / HKICPA / ACCA or CFA qualification required; candidates at the final stage may be considered with strong relevant experience.
• At least 5 years of relevant experience in corporate finance, treasury, transaction advisory, investment banking, commercial banking, Big Four accounting / advisory or a combination of these areas.
• Strong hands‑on experience in deal execution, financial modelling, financing, due diligence and preparation of senior‑management or Board materials; able to independently structure and drive workstreams.
• Demonstrated experience working directly with external advisers and financial institutions and managing international, cross‑functional and senior stakeholders through complex assignments.
• Exposure to treasury, debt facilities, loan documentation, covenant monitoring, cash flow or liquidity management is preferred.

Skills & Competencies

• Strong analytical, financial modelling and problem‑solving skills, with attention to detail. Able to apply commercial judgement and a strategic perspective to support business decisions.
• Proven project and stakeholder management capability, with the confidence to lead complex projects and transaction workstreams, coordinate external parties and drive matters to completion.
• Excellent multitasking and organisational skills, with the ability to manage concurrent projects, prioritise competing demands and adapt to changing priorities while maintaining accuracy and delivering under tight timelines and pressure.
• Clear, concise and persuasive written and verbal communication skills in English; Chinese or another relevant language is an advantage.
• Advanced proficiency in Microsoft Excel and PowerPoint; experience with treasury, ERP or BI tools is an advantage.
• High integrity, ownership, resilience and discretion, with a practical and collaborative working style.