Senior Analyst, Financial Planning & Analysis

Full Time
Junior (less than 3 years)

Technical Skills

  • Accountancy
  • Forecasting
  • Management Reporting
  • Microsoft Excel
  • Microsoft Powerpoint

Job Description

Senior Analyst, Financial Planning & Analysis

Location: Hong Kong

The jobholder is responsible for preparing quarterly forecasting and annual strategic planning and various monthly and quarterly performance and management reporting documents, for the General Insurance (GI) business unit.


  • Prepare the quarterly forecasts and annual strategic planning exercises
  • Liaise and challenge business unit on their inputs for the forecasts and strategic planning projection
  • Maintain accurate projection model
  • Perform finance and business analyses, prepare regional and group reporting schedules and reports including monthly performance reports and quarterly result clearance documents for the GI business unit
  • Deliver presentation of monthly financial results and facilitate Q&A with regional office and senior management
  • Involve in other ad hoc assignments and rotate to other finance roles when required

Professional Qualifications

  • Certified Public Accountant (HKICPA)