Senior FP&A Partner — AI-Driven Finance & Analytics

DFI Retail Group; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

DFI Retail Group is seeking a finance-focused professional to partner with the yuu Rewards and Digital teams, guiding budgeting, forecasting and long-range planning. You will evaluate investments, monitor spend and drive value realisation while developing KPI dashboards and insights for management.

The role requires 4–6 years in FP&A or related fields, with strong Excel/Power BI skills, ERP experience and a proven ability to communicate complex data clearly to stakeholders.

Qualifications

• Degree in Finance, Accounting, Business or related discipline.
• CPA, CA, ACCA or CIMA qualification preferred.
• 4–6 years of FP&A, Commercial Finance, Finance Business Partnering or Audit.
• Experience in Digital, Loyalty, eCommerce or Technology-enabled businesses is advantageous.
• Experience with ERP systems, finance processes, accounting workflows and reporting structures; exposure to finance transformation or process improvement initiatives is highly desirable.
• Advanced Excel and PowerPoint; Power BI, Tableau or similar analytics tools preferred.
• Experience using AI tools to enhance productivity and business analysis.
• Strong communication, stakeholder management and analytical skills.

Responsibilities

• Act as the primary finance partner for yuu Rewards and Digital teams.
• Support annual budgets, quarterly forecasts and long-range planning.
• Partner with product owners and project managers to evaluate investments, monitor spend and track value realisation.
• Provide financial guidance to stakeholders and challenge assumptions to support better decision-making.
• Prepare monthly and quarterly performance reviews, highlighting key trends, risks and opportunities.
• Deliver variance analysis, scenario modelling and actionable business insights.
• Develop KPI dashboards and performance reporting to improve visibility and accountability.
• Translate financial and operational data into clear business insights and recommendations for management.
• Support month-end close, accruals, reconciliations and financial reporting.
• Manage project financial governance, ensuring accurate tracking of budgets, forecasts and actual spend.
• Collaborate with Shared Services to ensure accurate accounting and reporting for the loyalty business.
• Design, implement and continuously improve finance processes, system workflows and operating procedures to ensure accurate financial recording, accounting treatment and management reporting.
• Partner with Finance, Product, Technology and Operations teams to establish appropriate master data structures, cost allocations, project tracking and reporting hierarchies within systems.
• Ensure new products, campaigns, commercial initiatives and digital investments are set up correctly within finance and operational systems to enable accurate accounting, reporting and performance measurement.
• Identify control gaps, data quality issues and process inefficiencies, and drive remediation and continuous improvement initiatives.
• Leverage AI tools and analytics to automate reporting, streamline forecasting and improve decision-making.
• Identify opportunities to simplify finance processes through automation, workflow redesign and data-driven solutions.
• Champion AI adoption and productivity improvements across planning, reporting, analysis and financial controls.
• Support the development of scalable digital finance capabilities and best practices as the yuu business evolves.

Skills

Stakeholder management

Analytical thinking

Communication skills

Problem solving

Strategic thinking

Presentation skills

Team collaboration

Education

Bachelor's degree in Finance / Business / Accounting

Professional qualification (CPA/CA/ACCA/CIMA)

Tools

Power BI

Tableau

Advanced Excel

PowerPoint

ERP systems

Job description

DFI Retail Group is seeking a finance-focused professional to partner with the yuu Rewards and Digital teams, guiding budgeting, forecasting and long-range planning. You will evaluate investments, monitor spend and drive value realisation while developing KPI dashboards and insights for management.

The role requires 4–6 years in FP&A or related fields, with strong Excel/Power BI skills, ERP experience and a proven ability to communicate complex data clearly to stakeholders.