(HQ) FP&A Supervisor/Assistant Manager

Position Overview:

1. The person will be assisting the CFO / FP&A manager in both regular and ad hoc assignments, including monthly P&L forecast, post-closing analyses, annual budgeting, simulation analyses for major customer tender process, etc.
2. The role will require the person to conduct analysis, identify key findings, draw conclusions, and present results in a clear and professional format
3. This is a corporate headquarters role based in Taipei and part of the Financial Planning & Analysis (“FP&A”) team
4. Experience in equity research / investment banking / logistics industry is a plus

Key Responsibilities:

General Responsibilities:

Regular and ad hoc assignments include:

• Post month-end closing P&L analysis
• Rolling monthly, quarterly and 3-year forecasts
• Regular performance tracking reports
• Annual budget planning process
• Simulation analysis for major customer annual tender processes
• Ad hoc financial modeling to support operational and financial improvement and assist business decision-making

Task-level Responsibilities:  

To accomplish the assignments, the person will be required to commence the following tasks:

• Conduct analysis, identify findings, draw conclusions and present result in a clear and professional format
• Develop a strong understanding of the company’s internal transaction flows and financial data structure
• Extract and process raw transaction data across multiple operating / accounting systems
• Periodically update analytical reports according to standard templates
• Build and construct financial models according to instructions and business needs

Education/Technical Skills

• Bachelor’s degree or above in Finance, Accounting, Business Administration, or related fields
• Highly proficient in Microsoft Excel and Microsoft PowerPoint
• Additional experience with financial modeling is an advantage
• Strong command of written and spoken English

Background/ Work Experience/Other Qualifications

• 5+ years of relevant experience in financial reporting / planning and analysis
• Experience in equity research / investment banking / logistics (including freight forwarding) industry is a plus
• Strong problem-solving, with the ability to draw meaningful conclusions from data
• Capable of working under pressure and potentially tight timelines
• Strong team player with strong interpersonal and communication skills
• Fast learner with proactive and self-motivated mindset