Finance Transformation Analyst - Contract

Alexis Services Limited; Hong Kong; On-site; HKD 480,000 - 720,000; Full time

Job summary

Alexis Services Limited is seeking a Finance Transformation Analyst on a 2-year contract to modernize financial operations through system upgrades, digital transformation, and AI-enabled modelling.

You will drive deployment of standardized financial operating models, manage data collection and reconciliation, automate processes with Power BI, Power Automate, and Python, and provide insights to the executive team.

Qualifications

• Bachelor's degree in Finance, Accounting, Computer Science, or related quantitative field.
• 3–4 years of experience in financial services or insurance sectors.
• Experience as a Business Analyst or PMO for regional finance systems is valued.
• Familiarity with IFRS frameworks.
• Proficiency in data visualization and automation tools (Power BI, Power Automate, Power Apps).
• Experience with Python, SQL, or API integrations is an advantage.
• Proactive use of generative AI tools (Copilot) to streamline work.
• Proficiency in English; Chinese is a plus.

Responsibilities

• Assist in deploying and improving standardized financial operating models and core software systems.
• Support transition to digital-first solutions, integrating automation tools and AI-driven modelling.
• Manage collection, validation, and reconciliation of financial data across business units.
• Analyze complex datasets to provide executives with insights for strategic planning.
• Prepare consolidated financial statements and ensure local market submissions are accurate and timely.
• Identify bottlenecks in workflows and propose automated solutions to increase efficiency.
• Collaborate with stakeholders to design, test, and implement RPA and other digital enhancements.
• Create documentation including technical manuals and process maps for automated workflows.

Skills

Power BI

Power Automate

Power Apps

Python

SQL

API integrations

Generative AI

IFRS knowledge

English fluency

Chinese (asset)

Education

Bachelor's degree in Finance, Accounting, Computer Science, or related quantitative field

Tools

Power BI

Power Automate

Power Apps

Python

SQL

APIs

RPA

Job description

Finance Transformation Analyst - Contract

We are looking for a proactive professional to join our Finance department on a 2-year contract. This role is designed for someone passionate about the intersection of finance and technology. You will play a key part in modernizing our financial operations through system upgrades, digital transformation, and the rollout of new organizational operating frameworks. This is an ideal opportunity for a candidate who wants to gain high-level exposure to global financial reporting and large-scale automation projects.

Key responsibilities

Assist in the deployment and continuous improvement of the group's standardized financial operating models and core software systems.

Support the transition from legacy processes to digital-first solutions, integrating automation tools and exploring AI-driven financial modelling.

Manage the collection, validation, and reconciliation of financial data across various business units.

Analyse complex datasets to provide the executive team with the insights needed for strategic planning.

Help prepare consolidated financial statements, ensuring local market submissions are accurate and submitted on schedule.

Identify bottlenecks in current financial workflows and propose automated solutions to increase department efficiency.

Collaborate with cross-functional stakeholders to design, test, and implement robotic process automation (RPA) and other digital enhancements.

Create comprehensive documentation, including technical user manuals and process maps for all newly automated workflows.

About you

Bachelor's degree in Finance, Accounting, Computer Science, or a related quantitative field.

3–4 years of experience, ideally within the financial services or insurance sectors.

Prior experience as a Business Analyst or within a Project Management Office (PMO) for regional finance systems is highly valued.

Familiarity with modern international accounting standards (such as IFRS frameworks).

Professional accounting credentials (CPA, ACCA, or equivalent) are beneficial but not a requirement.

Proficiency in data visualization and automation tools, specifically Power BI, Power Automate, and Power Apps.

Experience with Python, SQL, or API integrations is a strong advantage.

A proactive approach to using generative AI tools (such as Copilot) and other emerging technologies to streamline work.

Professional fluency in English (written and verbal); ability to communicate in Chinese is an asset.

A self-starter with high attention to detail and the ability to explain technical solutions to non-technical financial colleagues.