Financial Planning
6 days ago
Key Responsibilities
- Assist in budget preparation, forecasting, and variance analysis.
- Support the preparation of monthly management reports, including profit and loss statements, reporting deck to submit to group as well as presentation deck for respective service line in the firm.
- Conduct financial analysis to identify trends, risks, and opportunities for cost optimization and efficiency improvement.
- Maintain and update databases to support business planning.
- Collaborate with different departments (audit, tax, advisory, operations) to gather and analyze relevant financial data.
- Help ensure the accuracy and timeliness of financial reporting in accordance with internal policies and accounting standards.
- Participate in the development and implementation of reporting tools or process improvements.
- Assist in ad hoc analysis and projects as required by management.
Requirements
- Bachelor's degree in Accounting, Finance, Economics, or a related field.
- Applicants with relevant qualifications and up to two years of experience are welcome. Entry-level candidates will also be considered
- Strong analytical and numerical skills, with attention to detail.
- Proficient in Microsoft Excel and Power Point and comfortable with data analysis; knowledge of Workday or other visualization tools is an advantage.
- Knowledge of data analytical tool or AI tool experience will be preferred.
- Basic understanding of financial statements and accounting principles.
- Good communication and interpersonal skills to work across departments.
- Self-motivated, eager to learn, and able to work under minimal supervision.
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