163 Impact Investing jobs in Hong Kong

Job Overview

Join to apply for the AVP, Financial Planning & Analysis, Asia role at Sun Life .

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll work with dynamic colleagues — experts in their fields — who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you’ll have new and exciting opportunities to make life brighter for our Clients — who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Reporting to the VP, Strategic Finance, Asia, this role leads Asia Financial Planning and Analysis function. The role-holder is an integral link between the Corporate Office and the Asia Business Units. The role-holder is responsible for the preparation of management reporting packs, preparation of strategic and business plan financial projections for Asia, oversees the Joint Venture financial reporting for India and China, competitor and Sun Life ecosystem analysis, and leads Investor Relations related work for Asia.

• Lead the Asia FP&A team and Business Unit finance to deliver timely and accurate performance reporting to Corporate and Regional Office leadership, including producing the quarterly Asia CFO memo and the quarterly Asia President Board memo
• Maintain a view of the financial trajectory of Asia in coming quarters/years to provide Asia leadership with a baseline trend for the Asia Business Group
• Produce the external financial narrative for Asia, including business highlights as well as supporting quarter end internal/external financial deliverables
• Lead the team and Business Unit finance to deliver an achievable annual Business Plan
• Manage the annual Business Plan financial deliverables to regional management and Corporate management as well as the annual 5-year Strategic Plan financial process
• Responsible for Investor Relations function for Asia BG, including crafting the Asia external narrative and business highlights each quarter, preparing for analyst calls, investor/rating agency meetings and contributing to quarter end external material

• Facilitate the Monthly Business Review process which monitors business performance between the Asia CEO/Leadership and each Business Unit and functional area
• Produce the competitor analysis and Sun Life ecosystem analysis (JV partners, banca partners, etc.)
• Analyze financial results in the context of key business drivers
• Apply a “So what?” and “Now what?” mindset to drive actionable insights beyond reporting

• Lead the India/China joint venture financial reporting team responsible for monitoring financial performance of India/China JVs and preparing/presenting the financials for these JVs through forecasting, quarter end, Business Plan and Strategic Plan processes

• Attract, develop and retain high-performing talent to support the Global Finance vision of becoming ONE world-class Finance function delivering strong financial discipline and positive business impact to our stakeholders
• Proactively drive talent mobility within different functional areas or geographies to groom future leaders
• Develop credible succession plans for own role and key roles within the team

• Ability to lead a multi-disciplinary, high performing team
• Strong business acumen (life insurance and asset management businesses)
• Strong financial acumen
• Good presentation and interpersonal skills, ability to present to Asia CEO/CFO and Business Unit leadership
• Strong influencing and negotiation skills given collaborative nature of working across Business Units and functional areas
• Strong analytical skill and attention to detail

• 15 years working experience in performance reporting/business analysis/planning with at least 8 years in managerial roles
• Professional designation such as CFA, CPA, actuarial designation

Job Category: Finance

Posting End Date: 14/10/2025

Join to apply for the AVP, Financial Planning & Analysis, Asia role at Sun Life .

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll work with dynamic colleagues — experts in their fields — who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you’ll have new and exciting opportunities to make life brighter for our Clients — who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Reporting to the VP, Strategic Finance, Asia, this role leads Asia Financial Planning and Analysis function. The role-holder is an integral link between the Corporate Office and the Asia Business Units. The role-holder is responsible for the preparation of management reporting packs, preparation of strategic and business plan financial projections for Asia, oversees the Joint Venture financial reporting for India and China, competitor and Sun Life ecosystem analysis, and leads Investor Relations related work for Asia.

• Lead the Asia FP&A team and Business Unit finance to deliver timely and accurate performance reporting to Corporate and Regional Office leadership, including producing the quarterly Asia CFO memo and the quarterly Asia President Board memo
• Maintain a view of the financial trajectory of Asia in coming quarters/years to provide Asia leadership with a baseline trend for the Asia Business Group
• Produce the external financial narrative for Asia, including business highlights as well as supporting quarter end internal/external financial deliverables
• Lead the team and Business Unit finance to deliver an achievable annual Business Plan
• Manage the annual Business Plan financial deliverables to regional management and Corporate management as well as the annual 5-year Strategic Plan financial process
• Responsible for Investor Relations function for Asia BG, including crafting the Asia external narrative and business highlights each quarter, preparing for analyst calls, investor/rating agency meetings and contributing to quarter end external material

• Facilitate the Monthly Business Review process which monitors business performance between the Asia CEO/Leadership and each Business Unit and functional area
• Produce the competitor analysis and Sun Life ecosystem analysis (JV partners, banca partners, etc.)
• Analyze financial results in the context of key business drivers
• Apply a “So what?” and “Now what?” mindset to drive actionable insights beyond reporting

• Lead the India/China joint venture financial reporting team responsible for monitoring financial performance of India/China JVs and preparing/presenting the financials for these JVs through forecasting, quarter end, Business Plan and Strategic Plan processes

• Attract, develop and retain high-performing talent to support the Global Finance vision of becoming ONE world-class Finance function delivering strong financial discipline and positive business impact to our stakeholders
• Proactively drive talent mobility within different functional areas or geographies to groom future leaders
• Develop credible succession plans for own role and key roles within the team

• Ability to lead a multi-disciplinary, high performing team
• Strong business acumen (life insurance and asset management businesses)
• Strong financial acumen
• Good presentation and interpersonal skills, ability to present to Asia CEO/CFO and Business Unit leadership
• Strong influencing and negotiation skills given collaborative nature of working across Business Units and functional areas
• Strong analytical skill and attention to detail

• 15 years working experience in performance reporting/business analysis/planning with at least 8 years in managerial roles
• Professional designation such as CFA, CPA, actuarial designation

Job Category: Finance

Posting End Date: 14/10/2025

Assistant Financial Planning & Analysis Manager (FP&A)

1 day ago Be among the first 25 applicants

• 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
• Analyze the monthly management report including profit and loss, cash flow and balance sheet; interpret financial and non-financial data and KPIs to provide deep insights on actual performance vs. budget/forecast
• Research the latest trends, updates, and new economy platform players in the automotive market, and propose benchmarking for business evaluation
• Partner with department heads to provide professional support and advice on business performance monitoring, financial implications of activities, investment evaluation, and cost controls opportunities
• Drive company-level strategic initiatives and push for results through collaboration with functional heads
• Prepare scenario planning or other financial modelling to assist management’s decision-making on potential opportunities or investments
• Support management with insightful storytelling regarding business performance for external stakeholders
• Prepare regular and ad-hoc presentation materials for external stakeholders, e.g. shareholders and Jardines group functions

• 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 strategically and laterally
• Confidence and proven ability to interpret financial data and distill key messages to influence management’s decision-making
• Experience in structuring, managing and coordinating cross-functional projects
• Excellent Excel modelling and PowerPoint formatting skills
• Strong research and presentation skills
• A proactive self-starter and problem solver, able to work under pressure and manage multiple projects
• Strong interpersonal, communication and presentation skills in English and Cantonese
• Ability to work well with people at all levels and all functions
• Interest in automotive industry is a plus

• 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 develop with Jardines Matheson
• Competitive package with a good bonus scheme
• Work from home policy
• Great company fringe benefits

Competitive remuneration package including a 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.

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance
• Industries: Retail Motor Vehicles

PRIMARY RESPONSIBILITIES:

• Lead weekly/monthly/quarterly planning and forecasting submissions as well assist in coordinating key planning cycles – Long Range Plan, Operating Plan, and key estimates on volume and seasonality;

• Lead the planned implementation of financial reporting and budgeting system.

• Ability to develop and maintain complex financial models, including NPV, ROI, scenarios analysis.

• Analyze Budget/Forecast variances to Actual and review with management team

• Provide management with insights into drivers of financial forecast, risks, and opportunities;

• Audit and review of financial models to ensure they are both accurate and updated to reflect changing business needs

• Additional responsibilities include ensuring that the various reporting systems and source data are accurate and reconciled

•assist in the development and implementation of tools, systems, and processes to support the successful completion of timely and accurate forecasts. An understanding of accounting theory and practice (e.g. basic revenue recognition rules, company capitalization policies and proper expense timing) is required.

• Assist with various management presentations.

REQUIREMENTS:

• 8-10 years of financial analysis experience in a high growth fast pace environment with demonstrated career advancement

• Analytical background working directly in an FP&A environment modeling bookings, revenue, costs and expenses preferably for consumer mobile/consumer internet business, consulting or advisory background will also be considered

• Ability to build finance-focused dashboards in Power BI, leveraging Python and SQL for data preparation and analysis. Experience working with structured economic datasets or proprietary databases

•Executive Communication & Visual Storytelling: Strong ability to design and build impactful PowerPoint presentations that convey complex information through clear, compelling visual narratives. Skilled in tailoring messages for senior management audiences, with a focus on clarity, strategic insight, and executive-level relevance

• Resume must reflect ability for critical thinking demonstrated by examples of specific projects and related outcomes

Main Responsibilities -

• Exam financial applications, prepare points to approve the cases from divisions, compile strategies and measures to cost management for the Bank and divisions, monitor the progress
• Conduct the fixed asset analysis and management
• Prepare reports for senior management, Head Office and Board of Directors
• Develop, maintain and review the cost to benefit of new business initiatives / products / marketing campaigns / sales incentive schemes
• Enhance the process and workflow
• Participate in ad-hoc assignments

Requirements -

• University degree in Accounting, Finance, Business or related disciplines, preferably with a recognized professional accounting qualification
• Minimum of 3 - 5 years' experience in cost management /financial planning and budgeting / management reporting, preferably with exposure to banking industry
• Proficiency in spoken and written Chinese and English, fluency in Putonghua an advantage
• Self-motivated and able to work under pressure
• Good communication, interpersonal and analytical skills
• Proficiency in application software including Excel, PowerPoint and Word

1 day ago Be among the first 25 applicants

• 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
• Analyze the monthly management report including profit and loss, cash flow and balance sheet; interpret financial and non-financial data and KPIs to provide deep insights on actual performance vs. budget/forecast
• Research the latest trends, updates, and new economy platform players in the automotive market, and propose benchmarking for business evaluation
• Partner with department heads to provide professional support and advice on business performance monitoring, financial implications of activities, investment evaluation, and cost controls opportunities
• Drive company-level strategic initiatives and push for results through collaboration with functional heads
• Prepare scenario planning or other financial modelling to assist management’s decision-making on potential opportunities or investments
• Support management with insightful storytelling regarding business performance for external stakeholders
• Prepare regular and ad-hoc presentation materials for external stakeholders, e.g. shareholders and Jardines group functions

• 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 strategically and laterally
• Confidence and proven ability to interpret financial data and distill key messages to influence management’s decision-making
• Experience in structuring, managing and coordinating cross-functional projects
• Excellent Excel modelling and PowerPoint formatting skills
• Strong research and presentation skills
• A proactive self-starter and problem solver, able to work under pressure and manage multiple projects
• Strong interpersonal, communication and presentation skills in English and Cantonese
• Ability to work well with people at all levels and all functions
• Interest in automotive industry is a plus

• 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 develop with Jardines Matheson
• Competitive package with a good bonus scheme
• Work from home policy
• Great company fringe benefits

Competitive remuneration package including a 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.

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance
• Industries: Retail Motor Vehicles

As a crucial member in the Financial Control Department, the Financial Planning and Analysis (FP&A) Head is the finance business partner who supports our business units in fact-based decision making, and financial insights.

The role will oversee management reporting, planning, forecasting, risk & opportunities, KPI development and tracking, variance analysis etc. for our media and telecommunications operations, and corporate functions.

The Financial Planning and Analysis Head will lead a small team and report to the Chief Financial Officer.

Responsibilities:

• Develop and manage comprehensive financial plans, budgets, and forecasts for media and telecommunications operations, incorporating revenue streams from subscriptions, advertising, and network services.
• Lead variance analysis, KPI tracking, and scenario modeling to identify opportunities and risks in areas such as Telco B2C & B2B, content production, network investments, and regulatory compliance.
• Actively involved in liaising with business units and senior management in monthly forecasting, annual budget and risks & opportunities.
• Provide strategic financial insights to senior management on business solutions within the media and telecommunications ecosystem.
• Oversee the preparation of monthly, quarterly, and annual financial reports, ensuring accuracy and timely delivery to stakeholders.
• Support business on special projects and strategic initiatives with financial modeling, business cases, and presentation decks.
• Collaborate with cross-functional teams, including operations, sales, marketing and legal & regulatory, to align financial strategies with business objectives.
• Support implementation of NetSuite and Data Warehouse for reporting. Drive process improvements and implement advanced financial tools to enhance efficiency and facilitate data-driven decision-making.

Requirement:

• Bachelor's degree in Finance, Accounting, Business Administration, or a related business field.
• Chartered Accountant qualification (e.g., CPA, ACCA, or equivalent) is essential.)
• Minimum of 8-10 years of professional experience in FP&A, with at least 3 years in a managerial role, preferably within the telecommunications, media, or technology sectors.
• Proven track record in leading small teams and delivering high-impact financial analysis in a dynamic environment.
• Strong proficiency in financial modeling, Excel, and ERP systems e.g. Oracle is a plus.
• Detail-oriented, strong analytical skills, sensitive to numbers and be able to read behind the numbers.
• Excellent problem-solving, and communication skills, with the ability to present complex financial data to non-finance stakeholders.
• Ability to multi-task within a high-pressure environment while meeting strict deadlines.
• Ability to influence change and drive results in a collaborative manner.
• Fluency in both written and spoken English and Chinese.

We offer competitive remuneration packages and career development opportunities. Please visit our website  for company details and other vacancies information.

Your application may be forwarded to any affiliate companies and successful applicant may be seconded to work at any office as assigned. The information received will be used for consideration of employment only and all personal data supplied will be destroyed within 3 months. We are an equal opportunity employer.

Founded in 1988, the KGI Group is a multi-faceted, pan-Asian financial services group that thrives on providing the highest standards of service to its clients. The KGI Group prides itself on utilizing unsurpassable integrity and professionalism, prudence in its judgments and reliance on the security of a well-resourced institution to provide this service to its clients.

Being one of Hong Kong's largest equity brokers by market share and one of the ten largest futures brokers, KGI Hong Kong operates a full-service brokerage firm for retail and institutional clients, aiming to provide customers with one-stop financial service.

Responsibilities

• Report to Team Head of Management Reporting Team
• Assist to prepare timely and accurate management information including daily/weekly/monthly management reporting
• Support the team in performing management accounting reporting, analysis, planning, budgeting and forecasting
• Assist to prepare annual financial budget, routine forecast and comparative analysis
• Conduct performance analysis and other routine reports
• Perform ad hoc enquiries and requests as assigned by the management

Requirements

• University graduate in Accounting and Finance
• Minimum 2-3 years of financial analysis or management reporting experiences
• A good team player who is proactive and with a strong sense of responsibility
• Work independently and under pressure
• Proficiency in MS Office including Excel
• Proficiency in English, Cantonese and Mandarin

We offer a competitive remuneration package and long-term career development to the right candidates. Interested applicants, please send your full resume and expected salary quoting reference to the HR Department, 41/F, Central Plaza, 18 Harbour Road, Wanchai, Hong Kong or by clicking "Quick Apply".

For more details about career opportunities in KGI, please visit our website 

Information provided will be treated in strict confidence and will only be used for recruitment related purposes. All personal data of unsuccessful applicants will be destroyed within six months after the completion of recruitment process.

(Personal data collected will be used for recruitment purpose only.)