What Jobs are available for Financial Specialist in Hong Kong?

Our client, , Global banking company, is now looking for Financial Specialist to join their technical development teams.

Support financial planning, reporting, cost analysis, and ad hoc finance related projects.

1. Key Responsibilities

2. Assist to perform actual reporting, forecasting, budgeting, and cost tracking for IT BAU and projects.

3. Assist in financial analysis and provide explanation on variances between budget and actual results.
4. Assist in annual budget plan and ensure the defined budgeting system and procedures are being followed.
5. Ensure contracted and actual spending meet the project and BAU budget plan.
6. Ensure timely settlement of various invoices and accrual arrangement to meet the budget plan.
7. Assist to ensure proper management and allocation of IT costs.
8. Provide accurate expense data to BU/SUs to support their budget monitoring and planning.
9. Assist in finance process improvement / change initiatives.

10. Perform ad-hoc duties as assigned.

11. Job Specifications

12. Knowledge, Skill & Attributes

13. Solid understanding of financial processes and tools.

14. Knowledge in accounting and cost management.
15. High degree of proficiency in MS Office.
16. Mature, independent, self-motivated and able to work under pressure.

17. Good interpersonal and communication skills.

18. Academic and Professional Qualification

19. Bachelor degree or diploma holder in Accounting, Finance or related discipline.

20. Training and Relevant Experiences

21. 2 ~ 4  years' experience in financial planning & control

22. Professional Accounting qualification is an advantage.

As a Financial Solutions Specialist, you will serve as a trusted partner to clients — helping them understand, plan, and secure their financial future through customized strategies. Your mission is to deliver insightful, client-centered solutions that address real-life needs such as risk management, wealth building, retirement preparation, and family protection.

This role is ideal for individuals who are passionate about personal finance, value professional growth, and want a meaningful career in the financial services industry.

Key Responsibilities

-Conduct client consultations to identify financial goals, needs, and risks

-Provide tailored solutions across insurance, savings, investment-linked products, and financial planning tools

-Educate clients on financial strategies, risk protection, and long-term wealth management

-Build and maintain strong client relationships through follow-ups and reviews

-Participate in ongoing professional training, workshops, and industry certification programs

-Collaborate with team members to provide holistic financial advisory services

⸻

What We Offer

-Competitive and performance-based compensation with commission and bonuses

-Full training provided — including foundational financial knowledge and advisory skills

-Clear and structured career progression

-Flexible working hours and the ability to build your own client base

-A supportive, professional, and growth-oriented team environment

-Opportunities for personal development in finance, consulting, and communication

⸻

Who We're Looking For

-Strong communication and interpersonal skills

-Self-motivated, responsible, and eager to grow professionally

-Interest in helping others achieve financial wellness

-Open to learning and adapting in a dynamic industry

-Backgrounds in business, education, customer service, or fresh graduates are welcome

Key Responsibilities

1. Accounting and Financial Reporting: Handle daily transactions including accounts payable, accounts receivable, payroll, and expense reimbursements. Prepare financial statements (balance sheet, income statement, cash flow statement) in a timely manner.

2. Audit Support: Collaborate with internal and external auditors by providing necessary documentation and explanations to ensure the accuracy and compliance of financial reports.

3. Fund Management: Manage company accounts and fund flows to maintain healthy cash flow.

4. Account and Asset Management:

- Oversee centralized management and allocation of multi-platform account funds.

- Maintain account security and ensure compliance in fund deposits and withdrawals.

1. Payment and Receipt Operations:

- Execute payments based on approval processes and handle settlements with suppliers and contractors.

- Verify receipts from customers or partners to ensure complete and accurate records.

- Strategically plan related handling fees to ensure smooth payment processes.

1. Transaction Recording and Reconciliation:

- Accurately record fund transactions and related information.

- Reconcile discrepancies between different systems, platforms, and internal financial systems to ensure consistency.

Qualifications

1. Bachelor's degree or higher in Finance, Accounting, Economics, or a related field. Professional certifications such as CPA, CFA, or ACCA are preferred.

2. 0-2 years of relevant work experience (including internships), with familiarity in basic accounting cycles.

3. Knowledge of payment settlements, account management, and fund flow management.

4. Experience in financial compliance and understanding of relevant regulatory requirements.

5. Familiarity with daily corporate treasury operations, expense reimbursement, cash, and bank management processes.

6. Strong data analysis and systematic thinking skills, with experience in financial automation and monitoring systems.

7. Fluency in both English and Chinese, with excellent cross-departmental communication and project management abilities.

This role will serve as a key business partner to department heads, providing critical financial insights and analysis to support the formulation of sound financial and operational decisions. Responsible for budgeting, forecasting, long-range planning, management reporting, and variance analysis, the role requires translating data into actionable decision references to support the company in achieving its growth and profitability goals.

1. Planning & Forecasting

• Collaborate with department heads to advance the annual budgeting process and quarterly forecasting work, and participate in cross-departmental coordination and communication.
• Develop and maintain basic financial models to provide data support for strategic initiatives, scenario planning, and new business opportunities.

2. Management Reporting & Analysis

• Create dashboards and data visualizations to clearly convey core financial information to stakeholders without a financial background.
• Prepare and promptly distribute monthly, quarterly, and annual management reports, and clearly explain variances between budget, forecast, and prior-year data.
• Analyze key performance indicators (KPIs), financial trends, and operational metrics to assist in identifying potential risks and opportunities.

3. Financial System Support for Business

• Assist in designing or maintaining Enterprise Resource Planning (ERP) and financial systems tailored to economics, covering: Revenue tracking; Cost allocation; Hashpower sales.
• Support the integration of wallet systems and exchange data feeds to facilitate real-time synchronization of financial data. Assist in implementing dynamic cost accounting and participate in the optimization of relevant processes.
• Support the development of real-time dashboards for the Chief Financial Officer (CFO) and executive team, and organize data such as hashpower revenue, power efficiency, and profit and loss statements.

4. Tax Compliance

• Assist in formulating tax planning strategies to help reduce the company's tax burden while ensuring compliance with applicable laws and regulations.
• Identify tax-saving opportunities and propose preliminary recommendations, such as the application of tax-optimized transaction structures, tax credits, and preferential policies.
• Assist in preparing and filing local tax returns (including but not limited to corporate income tax returns) to ensure accuracy and timely submission.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of 3-4 years of experience in the accounting field, with relevant experience in general ledger accounting, financial reporting, or financial planning & analysis (FP&A).
• Basic analytical and problem-solving skills, with the ability to interpret financial data and provide basic reference insights.
• Basic understanding of the Web 3.0 industry or willingness to learn proactively, along with an open work attitude.
• Proficiency in financial modeling and Excel operations (pivot tables, lookup functions, common formulas).
• Ability to handle multiple tasks in a fast-paced environment and possess basic priority management skills.
• Priority will be given to candidates with experience in using ERP systems (e.g., NetSuite, SAP, Oracle) or FP&A software (e.g., Adaptive Insights, Hyperion, Anaplan).
• Priority will be given to candidates holding professional qualifications such as Chartered Financial Analyst (CFA), Certified Management Accountant (CMA), or Certified Public Accountant (CPA).

该岗位将作为部门负责人的重要业务伙伴,提供关键财务洞见与分析,辅助制定合理的财务及运营决策。该岗位负责预算编制、预测、长期规划、管理报告及差异分析工作,需能将数据转化为可落地的决策参考,支持公司达成增长及盈利目标。

一、规划与预测

配合部门负责人推进年度预算编制流程及季度预测工作,参与跨部门协同沟通。搭建并维护基础财务模型,为战略举措、情景规划及新业务机会提供数据支持。

二、管理报告与分析

• 制作仪表盘及数据可视化内容,向非财务背景相关方清晰传递核心财务信息。
• 编制并及时分发月度、季度及年度管理报告,对预算、预测与上年数据的差异进行清晰说明。
• 分析关键绩效指标(KPI)、财务趋势及运营指标,协助识别潜在风险与机遇。

三、财务系统支持

• 协助设计或维护符合经济特性的企业资源计划(ERP)及财务系统,涉及:
• 收入追踪;成本分摊;算力销售。配合完成钱包系统及交易所数据馈送的整合,助力财务数据实时同步。协助实施动态成本核算,参与相关流程优化。
• 支持为首席财务官(CFO)及高管团队搭建实时仪表盘,整理算力收入、电力效率、利润表等数据。

四、税务合规

• 协助制定税务规划策略,在符合相关法律法规的前提下,助力降低公司税务负担。
• 发掘节税机会并提出初步建议,如税务优化的交易结构、税收抵免与优惠政策的应用等。
• 协助编制并申报地方税纳税申报表(包括但不限于企业所得税申报表),确保数据准确、按时提交。

• 拥有金融学、会计学、经济学或相关专业学士学位。
• 至少 3-4 年会计领域工作经验,具备总账会计、财务报告或财务规划与分析相关经验。
• 具备基础分析与问题解决能力,能够解读财务数据并提供基础参考洞见。
• 对 Web 3.0 行业有初步了解或愿意主动学习,具备开放的工作态度。
• 熟练掌握财务建模及 Excel 操作(数据透视表、查找函数、常用公式)。
• 能够在快节奏环境中处理多项任务,具备基础的优先级管理能力。
• 有 ERP 系统(如 NetSuite、SAP、Oracle)或 FP&A 软件(如 Adaptive Insights、Hyperion、Anaplan)使用经验者优先。
• 持有特许金融分析师(CFA)、注册管理会计师(CMA)或注册会计师(CPA)等专业资格证书者优先。

Key Responsibilities

1. Maintain a comprehensive understanding of digital assets, cryptocurrency markets, and related investment products

2. Familiar with financial derivatives in traditional industries and have a basic understanding of the basic transaction types in the foreign exchange market.

3. 1-2 years of Crypto industry experience, understanding of fiat currency business application scenarios, and familiarity with the capital chain of fiat currency business

4. Reconcile payment process through payment gateway to bank and channels, Ensure any discrepancies between system reports and actual payments are resolved in a timely manner and match with internal system database.

5. Responds for all kind of payment and bank reconciliation, tracking on all kinds of expense and do the cost analysis and reports prepared

6. Handle ad hoc tasks and projects related to finance operations as assigned by the Finance Supervisor.

Qualifications & Requirements

1. Education: Bachelor's degree or higher in Finance, Accounting, or a related field.

2. Experience: At least 5 years of relevant finance or accounting experience. Prior experience in the cryptocurrency or digital asset industry is highly preferred.

3. Skills & Competencies:

-Strong understanding of blockchain technology and cryptocurrency ecosystems.

-Excellent problem-solving abilities and adaptability in a fast-evolving industry.

-Strong teamwork and communication skills.

1. Language Skills: Strong command of both written and spoken English and Mandarin/or Cantonese

Job Summary:

As the Product Head/ Chief Product Officer, you will lead the product strategy and execution for our financial services offerings. You will be responsible for the full lifecycle of our financial products (retail investment products, including ETFs, mutual funds, and managed portfolios etc.), understanding your clients' financial goals and leveraging our firm's comprehensive suite of financial products—including stocks, bonds, mutual funds, and alternative investments—to create and implement tailored wealth management strategies.

Key Responsibilities:

• Strategic Leadership: Develop and implement the product vision, strategy, and roadmap aligned with the company's goals.
• Market Research: Conduct thorough market analysis to identify trends, customer needs, and competitive landscape.
• Product Development: Lead cross-functional teams to design, develop, and launch new financial products and enhancements to existing products.
• Stakeholder Management: Collaborate with internal stakeholders (marketing, sales, compliance, IT) to ensure successful product delivery and alignment.
• Performance Metrics: Define key performance indicators (KPIs) and monitor product performance, making data-driven decisions for improvements.
• Regulatory Compliance: Ensure that all products comply with relevant regulatory requirements and industry standards.
• Customer Engagement: Gather customer feedback and insights to continuously improve product offerings and enhance customer satisfaction.
• Team Leadership: Mentor and develop a high-performing product management team.

Qualifications:

• Education: Bachelor's degree in finance, Business Administration, or a related field; MBA preferred.
• Experience: 7+ years of experience in product management within the financial services industry, with at least 3 years in a leadership role.

• Skills:

• Strong understanding of financial products and services.

• Excellent analytical and problem-solving skills.
• Proven ability to lead cross-functional teams and manage projects effectively.
• Exceptional communication and interpersonal skills.

Position Overview

Reporting to Head of FP&A and Business Strategy & Analytics, Global Sourcing, this candidate will work closely with region to prepare, consolidate, and independently review for the delivery of budget and forecasts. This role requires a balance of strategic leadership and hands-on execution in managing financial processes, identifying business opportunities, and optimizing costs within the region.

Job Responsibilities

• To be the Region's key finance partner who strategizes business structure, simulates commercial outcomes, identifies critical success factors and development blockers.
• Lead the budgeting, forecasting, and long-term planning processes, ensuring alignment with strategic business objectives.
• Partner with regional leadership team to monitor financial performance, identify risks and opportunities, and drive cost optimization initiatives.
• Lead the submission process for financial information, coordinating month-end closing activities and ensuring alignment with actual results.
• Prepare monthly management reports with in-depth analysis of key financial KPIs, highlighting key financial trends and business drivers.
• Develop financial models to evaluate business scenarios, investment opportunities and cost saving initiatives.

Qualification & Requirements

• Bachelor's degree in Accounting/Finance or any business-related discipline
• MBA is a plus
• Professional qualification, such as Qualified Accountant is a strong plus
• Minimum 5-8 years of combined Accounting & Financial Planning experience in Multinational Corporations
• Excellent organizational skills including ability to multi-task, prioritize and meet tight deadlines
• Self-motivated and strong team player
• Proactive, flexible and can-do attitude
• Effective communication skills and excellence interpersonal skills
• Fluent spoken and written English is a must
• Advanced MS Excel, Word, and PowerPoint skills
• Good knowledge of the Hyperion system and BI tools will be a plus

Are you a highly analytical and detail-oriented finance professional looking for an exciting opportunity to showcase your FP&A expertise? Join our client's dynamic finance team and play a crucial role in driving business success through financial planning, analysis, and insightful reporting. This position offers a chance to work with a multinational corporation, leveraging your advanced Excel and PowerPoint skills to make a significant impact.

• Financial Planning: Develop and maintain sophisticated financial models, forecasts, and budgets to support key business objectives.
• Insightful Reporting: Prepare comprehensive financial reports and management presentations, providing valuable variance analysis for senior leadership.
• Business Collaboration: Partner with various business units to understand performance drivers and deliver actionable insights that drive decision-making.
• Data Analysis: Utilize advanced Excel functions to analyze large datasets, synthesizing information into clear, well-structured presentations.
• Compelling Presentations: Create impactful and insightful PowerPoint presentations for both internal and external stakeholders.
• Process Enhancement: Identify and implement opportunities to improve financial processes and controls, contributing to overall operational efficiency.
• Strategic Support: Assist with special projects and executive requests, delivering high-quality, timely analysis to support strategic initiatives.

• Financial Expertise: A Bachelor's degree in Finance, Accounting, Economics, or a related field, with 3+ years of experience in FP&A roles, preferably within a multinational corporation.
• Excel Wizardry: Advanced Excel skills, including financial modeling, complex formulas, data analysis, and automation capabilities.
• Presentation Skills: Strong PowerPoint proficiency with an eye for design and clarity in messaging.
• Accounting Knowledge: Solid understanding of accounting principles and financial statements to ensure accurate analysis and reporting.
• Problem-Solving Abilities: Strong critical thinking and organizational skills to tackle complex financial challenges.
• Communication Skills: Excellent verbal and written communication abilities to effectively convey financial insights to various stakeholders.
• Big 4 Experience: While not required, experience with a Big 4 accounting firm is considered a plus.

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

• Competitive compensation to reward your skills and expertise
• Comprehensive medical scheme for your health and wellbeing
• MPF scheme to support your long-term financial goals
• Public holidays to ensure a healthy work-life balance
• Discretionary bonus opportunities to recognize your contributions
• Dynamic and collaborative team environment for professional growth
• Career development opportunities to advance your skills and expertise

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. Your unique perspective could be exactly what our client is looking for

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

Refer A Candidate and Earn $2,000)

The Jobsdb SmartReward Program is applicable to this job opening. Applicants who successfully secure this job or refer a successful candidate, will receive the SmartReward as advertised. *By applying to or referring a candidate to this job, you agree to the Jobsdb SmartReward Program - Terms & Conditions

Job Title: Financial Planning & Analysis Manager

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。

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。

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)。