Total 5 Others/Any financial consultant job vacancies in Business Management / Project / Planning category in Hong Kong

The Financial Planning and Analysis Expert will play a pivotal role in driving the financial strategy and operational execution. The ideal candidate will be responsible for leading the Financial Planning & Analysis (FP&A) function, overseeing budgeting, forecasting, cash flow analysis, and delivering insightful monthly management reports.

Key Responsibilities:

- Act as a trusted financial advisor to senior leadership, providing data-driven insights to support strategic decisions.

- Manage the monthly management reporting process, including variance analysis against budget, forecasts, and prior periods, and provide actionable insights on performance.

- Lead the budgeting and forecasting processes, ensuring accuracy, efficiency, and alignment with business objectives.

- Perform detailed cash flow forecasting and analysis to ensure the company maintains sufficient liquidity and financial flexibility.

- Lead ad-hoc financial projects, analysis, and scenario planning, supporting business initiatives such as fundraising, M&A, new product launches, and market expansion.

- Develop and maintain financial models to support decision-making across the business, including revenue forecasting, cost analysis, and ROI assessments.

- Collaborate with cross-functional teams (operations, legal, product, etc.) to align financial planning with broader business objectives.

- Stay updated on industry trends, financial regulations, and blockchain/crypto market developments, assessing their impact on the company’s financial strategies.

- Prepare presentations for the executive team and board of directors, summarizing financial performance, key insights, and recommendations.

- Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or relevant certification (e.g., CFA, CPA) is a plus.

- Minimum of 10 years of progressive financial experience, with a significant portion in FP&A roles, preferably within the financial services or cryptocurrency sectors.

- Strong proficiency in English and Mandarin with excellent verbal and written communication skills.

- Proven experience in budgeting, financial modeling, cash flow forecasting, and management reporting.

- Solid understanding of financial statements, corporate finance principles, and performance metrics.

- Advanced Excel and financial modeling skills, with experience using financial planning tools preferred.

- Experience working in a fast-paced, high-growth, and dynamic environment, with an ability to manage multiple priorities and deadlines.

- Demonstrated strong organizational and interpersonal skills.

- Familiarity with blockchain technology and cryptocurrency markets is highly desirable but not mandatory.

About OSL

Backed by Asia’s leading public fintech and digital asset company, OSL Group (863.HK), formerly known as BC Technology Group, OSL is the world’s first SFC-licensed and insured digital asset platform. Founded in 2018, OSL has an established history in the sector and is recognised by many as the leader in providing comprehensive regulated and licensed digital asset solutions. 

OSL offers custody, omnibus, tokenisation and wealth management services, which deliver institutional clients in addition to professional and retail investors access to the best-in-class digital asset platform, along with a fully regulated liquidity pool. OSL’s secured and insured hot and cold wallet infrastructure also ensures the safekeeping of digital assets with timely transaction settlements.

As the digital asset industry continues to evolve, so does OSL. OSL’s simple and tailored approach compliantly navigates international clients through the evolving digital assets environment.

Role purpose

Our Business Intelligence teams work as trusted advisors to leading Fortune 500 companies, financial institutions, private market investors and law firms across the region. We help our clients understand and manage a variety of business risks, identifying and evaluating growth drivers, enabling them to succeed in complex environments. Your work as a member of the team will include managing multinational pre-transaction due diligence, partner assessment and compliance due diligence, assisting with client development in GCNA, and identifying sources of reputational and integrity risk.

Senior Consultants are responsible for producing clear, analytical and exceptionally well-written reports that effectively communicate findings to clients. They achieve this by combining information obtained through OSINT research with information obtained from interviews and their own analysis. They also need to conduct effective quality control and review of junior people’s work to make sure the deliverable meets our quality standards, and add in local context and broader geopolitical and regulatory risk assessment (or know when to draw upon support from other teams).

Role tasks and responsibilities

Project work

• Act as Project Leader for due diligence projects, managing multiple projects at any one time, having close involvement in the development of report findings, analysis and structure and managing all aspects of project administration
• Produce high-quality reports, including incorporating human intelligence into reports, conveying complex information in a confident, persuasive and accessible manner, conducting research and interviews, as well as producing analysis that goes beyond stage 1 analysis to stage 2 (“so what?”) and helps clients to resolve uncertainty and make decisions
• Robust review of junior people’s work to ensure the highest quality standard
• Support client managers by preparing and presenting to clients in a larger investigation as part of the project team
• Work proactively with subcontractors to generate insightful intelligence, demonstrating strong briefing and debriefing skills

Marketing, business development and other activities

• Draft and price proposals for due diligence under the guidance of a more experienced colleague, demonstrating that consideration is given to understanding the context and purpose of the client’s request and the ability to draft an appropriately tailored scope and methodology
• Contribute to marketing and profile-raising events and seek opportunities to develop projects and business generally, in conjunction with more senior colleagues
• Identify new subcontractors by researching sectors/jurisdictions and take responsibility for vetting and testing new subcontractors, with support as appropriate from more senior colleagues
• Bring up suggestions for innovation and automation to drive efficiency
• Produce thought leadership to support marketing and the sales process

Essential

• Excellent command of mandarin Chinese and English languages
• At least seven years’ relevant experience in consulting / financial services / journalism / research-driven roles
• Substantial knowledge of Word, Excel, and PowerPoint
• Proficient in conducting independent OSINT and public record research
• Excellent ability to analyse and interpret research findings
• General knowledge and deep understanding of political and business trends in China
• Proven ability to multi-task and handle stressful situations
• Ability to work well with others in a team
• Strong work ethic

Preferred

• Strong ability to process complex legal documents and navigate listed company disclosures
• Experience of or exposure to ESG due diligence
• Certified Fraud Examiner (CFE)
• Specific knowledge of the financial sector, including the ability to read and analyse financial data
• Experience of data analytics or data visualisation

Qualifications and specialist skills

• At least a bachelor’s degree in a relevant discipline (international relations, politics, economics, business, finance, journalism/communications, social sciences)

Control Risks is committed to a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status.

If you require any reasonable adjustments to be made in order to participate fully in the interview process, please let us know and we will be happy to accommodate your needs.

FIND YOUR 'BETTER' AT AIA

We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we’d love to hear from you.

About the Role

Roles and Responsibilities:

• Lead the ongoing regular development of business forecasts and analytical models to advise business decisions
• Highly critical to state of business and anticipative of business problems and priorities
• Explore the data and conduct in-depth analyses including agency and customer behaviours, segmentation analyses etc, to identify gaps and opportunities for improvement and growth
• Take part in annual strategic planning process from initial planning, data exploration, strategy formulation to engagement with stakeholders to ensure the alignment with Company and Departmental directions
• Work closely and manage stakeholders inside and outside of the department including Finance, Proposition, Group Office, etc
• Hands-on experience in machine learning-based solutions would be a plus

Minimum Job Requirements:

• University degree preferably in Business, Statistics, Data Science or other quantitative fields
• At least 8 years of relevant experience in Data Analytics or Business Intelligence preferably in financial services sector
• Proven hands-on experience with Python, PySpark, SQL and Excel-based modelling
• Strong presentation, communication and interpersonal skills
• Highly self-motivated and independent with ability to work under pressure

Others:

• You are required to obtain the relevant license(s) if your job involves regulated activities

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

So if you believe in inspiring a better future, read on.

About the Role

Roles and Responsibilities:

• Strategy Development: Plan and implement social media platform strategies that aligned with the company's goals and objectives.
• Social Media Content Creation and Management: Create platform native, engaging and relevant content for social media platforms, including text, images, videos, and other media formats. Manage content calendars and gatekeep posting schedules.
• Integrated Marketing Advertising: Plan and execute integrated advertising campaigns including social media campaigns. Monitor campaign performance, optimize ads, and track key metrics.
• Community Management: Engage with the online community, respond to comments and messages, and address customer inquiries or concerns in a timely and professional manner.
• Collaboration and Coordination: Work closely with cross-functional teams, such as Marketing, Corporate Communications, Strategic Alliances, Corporate Solutions, to align social media efforts with broader marketing strategies. Collaborate with influencers, partners, and agencies as needed.
• Stay Updated on Trends: Keep abreast of the latest social media trends, platform updates, and industry best practices with the strategic media partners. Identify opportunities for innovation and growth in the social media space.

Minimum Job Requirements:

• Minimum of 6 years of experience in social media management, preferably from financial institutions with a focus on strategy development and execution.
• Ability to develop and execute social media strategies aligned with business goals. Strong understanding of target audience, brand positioning, and messaging.
• Excellent written and verbal communication skills in Chinese and English. Ability to collaborate effectively with internal teams, external partners, and influencers.
• Capacity to navigate a fast-paced and dynamic social media landscape. Flexibility to adapt strategies and tactics based on changing trends and platform algorithms.
• Understanding of Brand Guidelines, and reputation management in the social media sphere.
• Strong leadership skills to supervise and guide the social media agency.
• Proficiency in major social media platforms (such as Facebook, Instagram, LinkedIn, YouTube, WeChat and XHS) and their respective advertising tools. Familiarity with emerging platforms and trends is a plus.
• Proficiency in creating engaging and visually appealing content for social media platforms.
• Ability to analyse social media metrics, identify trends, and derive actionable insights. Familiarity with social media analytics tools (e.g., Facebook Insights, Google Analytics) is beneficial.
• You are required to obtain the relevant license(s) if your job involves regulated activities

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

• Produce monthly management reports and participate in month-end management review process

• Perform analytics for profitability review, and provide explanations for variance against budget

• Act as a business partner with Business Units’ stakeholders to provide functional support for business growing

• Evaluate potential opportunity of new investments and prepare the payback analysis before presenting to the management

• In-charge of CAPEX request preparation and submission to HQ in a timely manner

• Participate in annual budgeting process

• Drive continuous improvement of current management reporting workflow

• Assist in the deployment of new business tools and provide daily support for Finance workstream after deployment

• Prepare ad-hoc analysis as per business needs

• Any other duties assigned

• Bachelor’s degree or above in Accounting, Finance, Economics or a related field

• Minimum 4 years of relevant working experience

• Strong verbal and written communication skills in both English and Chinese

• Good analytical & conceptual skills, and high level of commercial acumen

• Self-driven, detail and results-orientated with an ability to work well under pressure

• Strong sense of responsibility and trustworthy;

• Reliable and able to work individually as well as part of a team

• Good inter-personal skills

• Proficient knowledge of Microsoft Software Packages (e.g. Excel, PowerPoint, Word)