North Asia FP&A & Data Analytics Analyst

Schroders; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Benefits offered by this job

Flexible working arrangements

Job summary

Schroders in Hong Kong seeks a Financial Analyst to lead FP&A activities, including budgeting, forecasting and performance analysis for North Asia (excl. Japan). You will build models, track variances, and provide insights to front-office and stakeholders across markets.

You will develop a strong understanding of market business models, products, and client channels, while leveraging AI tools to automate routine analysis and enhance reports. Strong Excel, Power BI and data skills are essential.

Qualifications

• Degree in Accounting, Finance, Business, Data Analytics or related discipline.
• Professional accounting qualification, CFA or relevant finance qualification is preferred but not mandatory.
• 4-6 years’ experience in FP&A, business finance, financial analysis and management reporting preferably within financial services industry.
• Strong data analytics capability, with the ability to handle large data sets, build analytical models and translate data into clear business insights.
• Advanced Excel skills are essential; experience with Power BI, Power Query, SQL, Python or similar analytics tools is highly desirable.
• Practical experience using AI tools to improve productivity, automate analysis or enhance financial reporting is a strong advantage.
• Good commercial mindset, curiosity to understand business drivers and ability to communicate financial insights to non-finance stakeholders.
• Strong attention to detail, ownership, problem-solving skills and ability to manage competing priorities under tight timelines.
• Excellent written and verbal communication skills in English.

Responsibilities

• Participate in the annual budget and forecasting processes, with a particular focus on Private Assets budgeting, planning assumptions and financial modelling.
• Track actual performance against budget and forecast, analyse key variances and provide timely insights to front-office and business stakeholders.
• Prepare business analysis for North Asia markets, including revenue, expense, profitability, product and segment-level performance.
• Develop a strong understanding of each market’s business model, products, client channels and commercial drivers to support meaningful financial analysis.
• Perform detailed expense analysis, including cost trend review, run-rate analysis, accrual assessment and budget utilisation tracking.
• Highlight cost risks, savings opportunities and unusual movements to the Finance leadership team and relevant business owners.
• Support expense governance by improving transparency over cost ownership, allocation methodology and management actions.
• Act as a key coordination point with Group FP&A on budgeting, forecasting, performance reporting and ad hoc analytical requests.
• Support North Asia markets excluding Japan with business analysis, financial analysis and management reporting requirements.
• Work closely with local finance teams and business stakeholders to ensure consistent reporting, clear explanations and timely follow-up on financial matters.
• Use data analytics tools to improve the quality, speed and depth of financial analysis and management reporting.
• Leverage AI tools to enhance analytical capability, automate routine analysis, identify insights and improve presentation of financial information.
• Build dashboards, templates and repeatable analysis frameworks to support better decision-making across the Finance function.
• Partner with Finance, front-office, operations and Group stakeholders on cross-functional analysis, planning and reporting initiatives.
• Support finance transformation, automation and process improvement initiatives across North Asia.
• Prepare clear, concise and insight-led materials for senior stakeholders, including variance explanations, business updates and management presentations.
• Perform other ad hoc finance, reporting and analytical duties as assigned.
• Support month-end reporting and selected entity closing activities, ensuring timely, accurate and well-controlled financial information.
• Prepare and review management reporting outputs, including variance analysis, commentary and supporting schedules.
• Ensure reporting is aligned with Group accounting policies, local requirements and internal control standards.
• Identify opportunities to streamline reporting processes and improve data quality, consistency and transparency.

Skills

Advanced Excel

Power BI

SQL

Python

Data analytics

AI tools

English communication

Financial analysis

Education

Degree in Accounting, Finance, Business, Data Analytics

CFA or finance qualification (preferred)

Tools

Power Query

Power BI

SQL

Python

Job description

Schroders in Hong Kong seeks a Financial Analyst to lead FP&A activities, including budgeting, forecasting and performance analysis for North Asia (excl. Japan). You will build models, track variances, and provide insights to front-office and stakeholders across markets.

You will develop a strong understanding of market business models, products, and client channels, while leveraging AI tools to automate routine analysis and enhance reports. Strong Excel, Power BI and data skills are essential.