Finance Operations Analyst - Retail Brokerage & Reporting

CLSA; Hong Kong; On-site; HKD 420,000 - 620,000; Full time

Job summary

CLSA in Hong Kong is seeking a Finance Analyst to support daily accounting and book closing for the group’s retail brokerage and wealth management businesses, including expense analysis and intercompany revenue.

You will assist with FRR reporting, year-end financial statements and tax filings, audits, reconciliations, and banking transactions, while driving process improvements and automation to boost finance operations.

Qualifications

• University graduate with 2–3 years of finance and accounting experience in financial services.
• Experience in retail broking & margin financing; futures & derivatives knowledge or Big 4 experience is an advantage.
• Proficient in MS Excel; SAP experience is a plus; PowerPoint skills beneficial.
• Strong team-player with good interpersonal and communication skills.
• Good written and oral communication; ability to convey financial info to non-finance teams.
• Ability to work under pressure and meet tight deadlines.

Responsibilities

• Manage daily financial accounting and book closing for group entities in the retail brokerage and wealth management business.
• Assist in daily and monthly FRR reporting of licensed corporations.
• Assist in preparation of financial statements and year-end tax filing.
• Assist in year-end audit and regulatory assignments.
• Prepare reconciliation reports between external and internal parties.
• Act as key contact point for banking transactions.
• Provide support for special projects and drive improvements to finance operations.
• Assist in automation of manual processes.

Skills

Team player

Interpersonal skills

Communication skills

Pressure handling

Education

Bachelor's degree in Finance or related field

Tools

MS Excel

MS PowerPoint

SAP

Job description

CLSA in Hong Kong is seeking a Finance Analyst to support daily accounting and book closing for the group’s retail brokerage and wealth management businesses, including expense analysis and intercompany revenue.

You will assist with FRR reporting, year-end financial statements and tax filings, audits, reconciliations, and banking transactions, while driving process improvements and automation to boost finance operations.