57 Education Finance jobs in Hong Kong

Financial Planning

$104000 - $130878 Y Scarab Technology Limited

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Job Description

Job Title: Financial Planning & Analysis Manager

Job Summary

The Financial Planning & Analysis (FP&A) professional will be a key business partner to department leaders, providing the insights and analysis necessary to make informed financial and operational decisions. This role is responsible for budgeting, forecasting, long-range planning, management reporting,  and  variance  analysis.  The   ideal  candidate  will  transform  data   into  actionable intelligence, supporting our company's growth and profitability goals.

职位概述

财务规划与分析(FP&A)专业人员将成为部门负责人的核心业务伙伴,为制定合理的财务及运营决策提供必要的洞见与分析支持。该职位负责预算编制、预测、长期规划、管理报告及差异分析工作。理想候选人需能将数据转化为可执行的有效信息,助力公司实现增长与盈利目标。

Core Responsibilities

1. Planning & Forecasting

  • Collaborate with department heads to lead the annual budgeting process and quarterly forecasting cycles.

  • Develop and maintain detailed financial models to support strategic initiatives, scenario planning, and new business opportunities.

2. Management Reporting & Analysis

  • Create dashboards and data visualizations to clearly communicate complex financial information to stakeholders without a financial background.

  • Timely prepare and distribute monthly, quarterly, and annual management reports, and provide insightful interpretations of variances against budgets, forecasts, and the previous year.

  • Analyze key performance indicators (KPIs), financial trends, and operational metrics to identify potential risks and opportunities.

3. Financial Systems Architecture

  • Design and manage Enterprise Resource Planning (ERP) and financial systems that align with the economic characteristics of the industry, including:

- Revenue tracking (rewards, earnings, covering digital currencies);

- Cost allocation (electricity fees, hosting fees, hardware depreciation expenses, maintenance fees);

- Hashpower sales (spot/contract-based billing models, fiat/digital currency payment methods).

  • Integrate system and exchange data feeds to achieve real-time access to financial data.

  • Implement dynamic cost accounting in response to adjustments for actual operational challenges.

  • Build real-time dashboards for the Chief Financial Officer (CFO) and executive team, presenting key data such as revenue per terahash (Revenue per TH/s), power efficiency, and profit and loss statements by farm (P&L by farm).

核心职责

一、规划与预测

协同各部门负责人,主导年度预算编制流程及季度预测周期工作。

搭建并维护详细的财务模型,为战略举措、情景规划及新业务机遇提供支持。

二、管理报告与分析

制作仪表盘与数据可视化图表,向非财务背景的相关方清晰传达复杂财务信息。

及时编制并分发月度、季度及年度管理报告,并针对预算、预测与上一年度的差异提供具有洞察力的解读。

分析关键绩效指标(KPI)、财务趋势及运营指标,识别潜在风险与机遇。

三、财务系统架构

设计并管理符合行业经济特性的企业资源计划(ERP)及财务系统,具体包括:

收入追踪(奖励、收益,涉及数字货币);

成本分摊(电费、托管费、硬件折旧费、维护费);

算力销售(基于现货 / 合约的计费模式、法币 / 数字货币支付方式)。

系统及交易所数据馈送,实现财务数据实时获取。

针对实际情况难度调整,实施动态成本核算。

为首席财务官(CFO)及高管团队搭建实时仪表盘,呈现算力收入(Revenue per TH/s)、电力效率、利润表(P&L by farm)等关键数据。

Qualifications & Skills Required:

l Bachelor's degree in Finance, Accounting, Economics, or a related field.

l 3+ years of experience in an FP&A, strategic finance, Web3.0 industry or investment banking role.

l Expert proficiency in financial modeling and Excel (pivot tables, lookups, advanced formulas).

l Proven ability to manage multiple priorities in a fast-paced, dynamic environment.

l Experience with ERP systems (e.g., NetSuite, SAP, Oracle) and advanced FP&A software (e.g., Adaptive Insights, Hyperion, Anaplan).

l Professional certification is preferred (e.g., CFA, CMA, or CPA).

任职要求与所需技能

  1. 拥有财务、会计、经济学或相关领域学士学位。

  2. 3 年及以上财务规划与分析(FP&A)、战略财务、Web3行业或投资银行相关工作经验。

  3. 精通财务建模及 Excel 操作(包括数据透视表、查找函数、高级公式)。

  4. 具备在快节奏、动态环境中同时处理多项工作优先级的能力。

  5. 拥有企业资源计划(ERP)系统(如 NetSuite、SAP、Oracle)及高级财务规划与分析软件(如 Adaptive Insights、Hyperion、Anaplan)使用经验。

  6. 持有专业证书者优先(如特许金融分析师 CFA、注册管理会计师 CMA 或注册会计师 CPA)。

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Financial Planning

$900000 - $1200000 Y SmartHire by SEEK

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Job Description

Our client "Zung Fu Company Limited" is seeking a Financial Planning & Analysis Manager (FP&A) to join their team

Are you ready to take your finance career to the next level? Join a leading automotive company as their FP&A Manager, where you'll drive strategic decision-making, partner with senior leadership, and shape the financial future of the business. This role offers excellent growth opportunities, exposure to cross-functional projects, and the chance to make a significant impact in a dynamic industry.

What you'll be doing?
  • Drive financial planning: Partner with department heads to lead annual budgeting and quarterly forecasting, continuously improving processes to support strategic objectives.
  • Analyze performance: Provide deep insights on actual performance vs. budget/forecast, interpreting financial and non-financial data to guide business decisions.
  • Stay market-savvy: Research industry trends and benchmark against competitors to keep the company at the cutting edge of the automotive market.
  • Be a strategic partner: Collaborate with department heads to provide professional support on performance monitoring, financial implications, and cost control opportunities.
  • Lead special projects: Spearhead company-level strategic initiatives and create financial models to assist management in evaluating business opportunities.
  • Communicate with stakeholders: Develop insightful presentations on business performance for external stakeholders, including shareholders and Jardines group functions.
Who are they looking for?
  • Financial expertise: A bachelor's degree in Finance, Accounting, or Business Administration with CPA qualification, bringing a strong foundation in financial principles.
  • Relevant experience: 8-10 years of experience in Big-4 advisory/corporate finance or retail industry FP&A/Corporate Finance. Experience in automotive or consumer retail sectors is highly valued but not mandatory.
  • Analytical prowess: Excellent analytical and quantitative skills, with the ability to think both strategically and laterally to solve complex business problems.
  • Project management skills: Experience in structuring, managing, and coordinating cross-functional projects, demonstrating your ability to lead and collaborate.
  • Technical proficiency: Strong Excel modeling and PowerPoint formatting skills, essential for creating impactful financial reports and presentations.
  • Communication skills: Excellent interpersonal, communication, and presentation skills in both English and Cantonese, crucial for effective collaboration across all levels of the organization.
  • Adaptability: A proactive self-starter who can work under pressure, manage multiple projects, and adapt to changing priorities.

Candidates with less experience are welcome and will be considered for Assistant FP&A Manager or Senior FP&A Analyst positions.

Why you should consider this opportunity?

Our client offers an attractive remuneration package and other benefits, such as:

  • Competitive salary with a performance-based bonus scheme
  • Work-from-home policy for better work-life balance
  • Minimum 15 days of annual leave
  • Cross-functional projects to broaden your understanding of the business
  • Regular interaction and exposure to senior management
  • Promising career prospects within Zung Fu and potential opportunities with Jardines Matheson
  • Comprehensive company fringe benefits
How to apply

Ready to join this role? Click Apply now to submit your resume and share your availability and expected salary with us

We encourage all qualified candidates to apply, regardless of background or experience level. We value diversity and are committed to creating an inclusive work environment.

All information received will be kept strictly confidential and will be used only for employment-related purposes.

SmartReward #SmartHire
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Assistant Financial Planning

$60000 - $120000 Y 中國移動

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Job Description

Department: Finance Division / Financial Planning and Analysis

Job Responsibilites:

  • Perform rolling forecasts, annual budgeting, and regular management reporting; highlight key findings to management
  • Provide ongoing financial analysis of business performance and advise management on emerging trends and critical issues
  • Conduct ad hoc analyses and review KPIs to support strategic decision-making
  • Evaluate the current budgeting system and related processes; identify and recommend areas for improvement
  • Deliver ad hoc financial and business trend analyses to support management decisions; identify issues and collaborate with relevant business and functional teams
  • Assist in the preparation of management presentation materials
  • Collaborate with the team to resolve financial reporting issues and ensure accuracy
  • Handle other ad hoc tasks as assigned

Job requirement:

  • Degree in Accounting, Finance or related discipline
  • CPA or other professional qualifications in Accountancy
  • Minimum of 7 years of combined experience in Accounting and Financial Planning
  • Prior experience in the telecommunications industry is a strong advantage
  • Exceptional analytical skills with a keen eye for detail and data accuracy
  • Proven ability to build strong business partnerships and communicate effectively across teams
  • Proficient written and verbal communication skills in both English and Chinese (Cantonese and Mandarin)
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Assistant Financial Planning

Tsuen Wan, New Territories $1200000 - $2400000 Y Zung Fu Company Limited

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Job Description

Responsibilities:

Budgeting and forecasting

  • Partner with department heads to drive the annual budgeting and quarterly forecasting exercise for all business units
  • Continuously improve the budgeting/forecasting process to support the delivery of the company's strategic objectives

Business Performance Review

  • Analyse the monthly management report including profit and loss account, cash flow reports and balance sheet etc., interpret the financial and non-financial data and KPIs to provide deep insights on actual performance vs. budget/forecast
  • Research on the latest trends, updates, and new economy platform players in the automotive market, and propose appropriate benchmarking for business evaluation

Financial partner to the business units

  • Partner with department heads to provide professional support and advice in terms of business performance monitoring, financial implications of various business activities, investment evaluation, and cost controls opportunities etc.

Special projects

  • Drive company level strategic initiatives and push for results through working with various functional heads
  • Prepare scenario planning or other financial modelling to assist management's decision-making on potential business opportunities or investments

Other supports

  • Support management with insightful storytelling regarding business performance to be used for all external key stakeholders
  • Prepare required regular and ad-hoc presentation materials to external key stakeholders, e.g. shareholder and other Jardines group functions

Requirements:

  • Bachelor degree in Finance/Accounting/BBA with CPA qualification
  • Minimum 5 years of working experience in Big-4 advisory/corporate finance; or in a retail industry's FP&A/Corporate Finance team. Experience in the automotive or other consumer retail sectors is highly preferred
  • Excellent analytical and quantitative skills and ability to think both strategically and laterally
  • Confidence and proven ability to interpret financial data and distil key message behind to influence management's decision-making
  • Experienced in structuring, managing and coordinating cross-functional projects
  • Excellent in Excel modelling and PowerPoint formatting skills
  • Strong research and presentation skills
  • A proactive self-starter and problem solver, and able to work under pressure and manage multiple projects at a time
  • Strong interpersonal, communication and presentation skills in both English and Cantonese
  • Ability to work well with people at all levels and all functions
  • Interested in automotive industry is a plus

What's On Offer:

  • Cross-functional projects to offer a broad understanding of the business
  • Senior management interaction and exposure on a regular basis
  • Promising career prospect with potential opportunity to further develop a career with the company's shareholder - Jardines Matheson
  • Competitive package with good bonus scheme
  • Work from home policy
  • Great company fringe benefits

Competitive remuneration package including 5-day work week will be offered to the right candidates. Interested parties please click the below "Apply Now" button.

Personal data provided by job applicants will be used strictly in accordance with the employer's personal data policies.

All information received will be kept in strict confidence and only for employment-related purposes.

Zung Fu is an equal opportunity employer. We are committed to creating a diverse and inclusive environment and do not discriminate on the grounds of gender, race, disability, family status, sexual orientation or any other legally protected factors.

Zung Fu is also dedicated to treat each other fairly, impartially and with respect at all times.

Please let us know if you need a special accommodation or disability support service arrangement during the recruitment process at any time.

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Financial Planning Associate

$200000 Y Eternity Wealth Consultancy Company Limited

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Job Description

Intership Program

  • Take Part in Professional Financial Services Training

o   Wealth Management & Portfolio Advice

o   Investment & Risk Management Planning

o   Business Development

  • Participate in Comprehensive Training Sessions

o   Leadership & Entrepreneurship Coaching

o   Marketing Strategy Development

o   Communication & Interpersonal Skills

  • Engage in Financial and Insurance Industry

o   Acquire Up-to-Date Financial Knowledge and News

o   Receive Networking Opportunities

o   Explore Multiple Channels and Connections

  • Completed the Internship Program, you will get:

o   Opportunity to Win an Internship Scholarship

  • Chance of Getting a Job Offer, Clearer Career Path, More Comprehensive Training

We offer

  • Comprehensive training programs
  • Attractive commission + bonus
  • Excellent medical and life insurance
  • Agent Bonus Plan and low-interest mortgage loans

Requirements

  • University degree, or with other professional designations
  • Experienced in financial industry will be an advantage
  • Annual income at $200k or above in the immediate past year
  • License requirements : IA (IIQE P1 & P3), SFC (1,7,8)
  • Attention to details, with superior organizational skills and ability to prioritize tasks
  • Goal oriented & self-motivated
  • Good interpersonal and communication skills
  • Ability to work in a fast-paced, evolving environment
  • Candidates without relevant experience are welcomed

Interested parties please contact Ms Wai at or apply application.

Personal data collected will be used for recruitment purposes only. Remarks: The recruitment offer is subject to the terms & conditions as stipulated in the agreement to be signed.

Manulife (International) Limited (Incorporated in Bermuda with limited liability)

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Manager, Financial Planning

$1200000 - $2400000 Y DHL

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Job Description

YOU TACKLE FOR QUALITY AND GREAT SERVICE. THIS WILL IMPROVE THE LIFE OF OUR CUSTOMERS.

Would you like to become part of the world's most international company?

A company that pioneered cross-border express delivery in 1969 and is now active in more than 220 countries and territories worldwide. Do you want to be part of a company that connects people worldwide? And the more people we connect, the better life will be on our planet.

Do you want to make a difference? Then come to our "Insanely Customer Centric" Team and become a Certified International Specialist

YOUR TASKS

Reporting to Senior Director, Financial Planning & Analysis, Asia Pacific excluding China, the job holder will manage finance reporting, planning and analysis for countries in the region. This position will also assist on leading the Finance Focus of Digitalization.

Responsibilities:

  • Keep close contact with finance team from different countries and Finance Shared Service Centre on financial and management reporting matters
  • As the regional contact of global finance reporting system, monitor and manage the system related reporting issues and provide guidance to the reporting entities
  • Ensure timely and accurate completion of monthly actual, forecast and budget by different countries in compliance with IFRS and internal reporting guidelines
  • Understand ESG reporting requirements for ensuring reporting quality
  • Develop financial model on forecasting, budgeting and 3-year plan in accordance with management requirements and global guidelines
  • Ensure finance policies and procedures are effectively implemented; review, define and propose finance reporting process improvements
  • Consolidate data collection and prepare financial analysis upon management or Global Controlling request
  • Engaged in Finance Focus of #FinanceGoingDigital, study / explore any digitalization initiatives that focusing on finance process efficiency enhancement.

Requirements:

  • Degree holder in Accounting, Finance or related disciplines
  • Around 4-5 years' experience in finance controlling, regional exposure is a definite advantage
  • Excellent analytical and problem-solving skills with strong business acumen
  • Good communication skills with good command of spoken and written English and Chinese
  • Strong data analytical mindset and skillset
  • Knowledge of SAP and Express TM1 are definitely an asset
  • Proficient in MS Excel and PowerPoint, knowledge of Power BI and other computer literacy like AI, VBA, SQL is an advantage

OUR OFFER:

  • Strong career support in an international environment
  • Great culture and colleagues
  • Multifarious benefit program

Do you see a personal challenge in these versatile and responsible tasks? Then apply now

We look forward to receiving your application

Personal Information Collection Statement Pertaining to Recruitment

DHL Express (Hong Kong) Limited ("DHL") is committed to protecting and respecting your privacy in accordance with the Personal Data (Privacy) Ordinance of Hong Kong (the "Ordinance") and DHL's Personal Data Protection Policy (the "Policy") at

By proceeding to respond to this recruitment advertisement you consent that we may use retain, process, transfer or otherwise handle the personal data that we collect from you for recruitment purposes (including any or other purposes directly related thereto) in accordance with the Policy.

All personal data of unsuccessful applicants will be retained for future recruitment purposes for a period of not more than two (2) years, after which such data will be destroyed.

You have the right at any time to make a data access or correction request concerning your personal data held by us. In addition, you may request us to delete your personal data that is no longer required for the relevant purposes which you have given consent. Should you wish to exercise such rights or have any question in relation to your personal data or the Policy, please contact our Human Resources Division in writing

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Financial Planning Analyst

$60000 - $80000 Y Mercor

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Job Description

Company Introduction
Mercor
connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include
Benchmark
,
General Catalyst
,
Peter Thiel
,
Adam D'Angelo
,
Larry Summers
, and
Jack Dorsey
.

Role Overview

  • Position: Finance Professional – Independent Contractor, Remote
  • Commitment: Part-time, ~20 hours/week
  • Duration: 1–2 months
  • Join a collaboration with a top AI research lab. Contribute to developing AI systems for financial workflows.

Responsibilities

  • Evaluate financial outputs produced by AI systems for quality and accuracy
  • Calibrate AI decision-making processes in forecasting models and scenario analysis
  • Simulate and audit budgeting workflows and variance analyses
  • Provide domain-specific feedback on AI-generated financial plans
  • Collaborate asynchronously with product and AI teams to improve system performance

Requirements / Qualifications
Must-Have Qualifications

  • 2+ years of experience in finance, ideally in FP&A or related roles
  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • Strong proficiency in financial analysis and modeling techniques
  • Solid understanding of corporate financial planning processes
  • Excellent analytical and critical thinking skills

Preferred Qualifications

  • Advanced degrees (e.g., MBA) or relevant certifications (e.g., CMA, CPA)

Engagement Details

  • Start Date: Immediate
  • Compensation: $80–$100 USD/hr, with bonus incentives
  • Contract Type: Independent contractor
  • Schedule: Fully remote and asynchronous
  • Payment: Daily via Stripe Connect

Application Process

  • Upload resume and application form
  • AI interview: 15-minute session on professional background
  • Work trial: Paid, 3-hour task-based assessment

Apply through Mercor to shape frontier AI research.

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Financial Planning Intern

$40000 - $60000 Y Prudential Hong Kong Limited

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Job Description

Worried about AI taking over graduate jobs?

Since 2022, AI models like DeepSeek and ChatGPT has not only become our super assistanta, but also workplace competitors.

Do you believe that up to 50% of entry-level office jobs could vanish in the next 5 years?

Nowadays, it is no secret that many employers prefer using AI than hiring Gen Z workers for routine / entry level task across different professional fields such as accounting, finance and banking etc.

Yet Financial planning / Insurance / Investment advisory is one profession that thrives on human trust, empathy, and real connections.

No matter how capable and powerful AI becomes, human financial advisors will always have advantages in engaging with customers.

About Financial & Business Elite Internship Programme

Join this unique Internship Programme and discover a career that not only grows with technology but also stands strong against the AI era. Learn consulting business development, client service, financial planning, and leadership — skills that NO MACHINE can replace.

Apply today and explore a finance career future-proofed against AI disruption.

Internship Period: Oct Jan 2026

Who are we looking for

  1. Final year University students
  2. Good team player with excellent interpersonal and communication skills
  3. Strong interest in finance, economics, marketing, business

Company Background

Prudential HK is a member of Prudential PLC (2378.HK) and has been serving the people of Hong Kong since 1964. Through Prudential Hong Kong Limited and Prudential General Insurance Hong Kong Limited, we provide a range of financial planning services and products including individual life insurance, investment-linked insurance, retirement solutions, health and medical protection, general insurance, and employee benefits to protect over 1.3 million customers in Hong Kong.

At Prudential, we have a mission to be the most trusted partner and protector for today's generations and the generations to come, by providing simple and accessible financial and health solutions.

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Financial Planning Manager

$900000 - $1200000 Y Centaline Financial Services Limited

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Company Background

Centaline Group was originally established in 1978 as Centaline Property Agency Limited. Over the years, it has evolved into a widely recognized brand, offering a diverse range of professional services.

In addition to property agency services, the Group's business scope now extends to wealth management, investment advisory, surveying, property valuation, tenancy management, mortgage referral, investment immigration services, and more.

Centaline Financial Group is recognized as one of Hong Kong's leading one-stop financial service platforms. Collaborating closely with top-tier product providers in the industry and leveraging strong synergies within the Centaline Group's subsidiaries, we are well-positioned to offer a comprehensive suite of financial products and services tailored to a variety of customer needs.

As a proud member of the Centaline Financial Group, Centaline Financial Services Limited is currently inviting high-caliber professionals to join our team.

We offer

  • Well-structured and comprehensive training;
  • Incentive trip sponsored for top performers;
  • Weekly In-house market update from research team.

Job Responsibilities

  • Participate in training programs and workshops to develop your knowledge and skills in the industry.;
  • Assist in providing high-quality financial planning and wealth management services to our clients;
  • Develop and maintain long term relationships through professional or personal networks;
  • Map and provide relevant and suitable financial products and services to meet clients' needs;
  • Ensure compliance requirements are strictly observed and followed.

We are looking for

  • Degree holder in all discipline;
  • Proactive, mature, self-motivated and willing to learn;
  • Highly sensitive to clients' needs, able to provide quality services in exploring and consolidating long term relationships;
  • Experience in banking and financial industry will be an advantage;
  • Passed the IIQE Paper 1, 2, 3, 4, 5 will be an advantage.

If you're looking for an opportunity to be part of us, simply APPLY NOW for an interview with your resume or CV to us.

(Data collected will be kept strictly confidential and used for recruitment purpose only)

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Financial Planning& Analyst

$600000 - $1200000 Y Stratasys

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Job Description

Financial Analyst

Location: Hong Kong

Job Highlights

  • Regional experience with analysis, budget forecast
  • Be team-oriented and problem solver
  • Fluent in English, Cantonese and Mandarin

Are you excited about cutting-edge technology and eager to help businesses transform through 3D printing? Stratasys, a global leader in 3D printing solutions, is seeking a driven Sales Representative in Japan. This is your chance to be at the forefront of innovation while directly contributing to our growth in the region.

Summary

The person in this position will be critical to the delivery of meaningful financial reporting and analysis to internal and external recipients at varying levels. This person will be part of a team that lead multiple annual budget and forecast cycles, responsible for consolidating and interpreting inputs and for improving process for efficiency, accuracy and value added. This role requires an individual who possesses a high level of energy and is willing to take on a challenge and requires both detail-oriented and ability to see the bigger picture. This person will report to Financial Planning & Analysis Manager, APJ.

What You Will Do:

· Perform consolidation, ensure accuracy and reasonableness, and provide analysis on APJ results for quarterly business review and budget meeting

· Monitor Opex and Capex closely and review regularly with country Finance for cost saving opportunities and quarterly forecast

· Annual budget preparation, review country submission, systems upload and consolidation

· Prepare management reports for regional and country management, and various user departments

· Prepare quarterly revenue checklists for group reporting

· As a business partner to facilitate to assigned regional user department, country, business units

· Implementing a new planning tool

· Involved in building up and refine analysis template to facilitate region / management decision making

· To be pilot user of BI projects and develop workflows to automate the existing manual processes

· Provide as needed support for Accounting team such as journal entry preparation, guidance on classification of entries

· Able to present reports to relevant Stakeholders

· Ad-Hoc tasks / projects as required by management / other department

What We Need:

· At least 3 years relevant working experience in FP&A or 3 years business analysis in MNC

· Prior regional experience with analysis, budget and forecast

· Bachelor's degree, preferably accountancy or business related

· Technical aptitude, proficient in handling large volume of data, with the ability to solve problems utilizing technology

· Be team-oriented, able to fulfill and adapt to requests of internal and external customers

· Excellent communication and interpersonal abilities, with influencing ability

· Able to work under high-pressure, fast paced and dynamic environment

· Open minded, proactive, detail-minded and analytical thinking

· Comfort dealing with ambiguity and the ability to work independently

· Fluent in English, Cantonese and Mandarin

· Excellent computer skills in MS Excel and PowerPoint

· Knowledge with Qlik, Alteryx and IBM planning tools are an advantage, and experience on Oracle ERP

Excited to bring 3D printing to life in Japan? Apply now and start your journey with Stratasys

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  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
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