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Job Description

Job purpose

  • Help manage the annual AIM (Asia Investment Management) planning and budgeting process to ensure the meeting of the overall Company financial goals

  • Prepare timely, accurate and comprehensive analysis of budgets and monthly/quarterly results and forecasts to support management decisions and ensure AIM expenses are on track

  • Act as a liaison with budget supervisors, business units and Corporate on AIM and intercompany expenses

  • Support AIM treasury functions, audits/taxes of AIM and related entities, such requests from the Hong Kong government as surveys on AIM expenses and special projects

  • Act as back up of the AIM payment operations


  • Coordinate with FP&A on Investment Management initiatives and prepare budget guidelines; review budget submissions, support and follow up with budget supervisors; and prepare analysis to ensure budget meets overall financial goals

  • Coordinate with Accounting team, business units and help ensure entries are booked correctly, including accruals and intercompany charges

  • Prepare data for tax calculation and expense transfer to AIM / RO / Corporate

  • Perform monthly analysis of AIM results and expense projection and closely monitor the expense trend

  • Support the quarterly financial review meetings with functional leaders, Head of Entity and Asia President by preparing the required analysis

  • Support such treasury functions as cashflow forecasting and Corporate funding

  • Support audits and/or tax filings of RO and related entities and prepare information for such requests from the Hong Kong government as surveys on RO expenses

  • Assist in regional projects as required

  • Act as backup for RO payment operations which include vendor invoice verification, payment and voucher preparation and payment processing

Specialized knowledge

  • Solid accounting knowledge

  • Strong performance reporting experience

  • Computer skills particularly advanced Excel and PowerPoint skills

  • Knowledge about the operations of Sun accounting system or similar other accounting systems (e.g. Oracle)

  • Good presentation and interpersonal skills (strong stakeholder management skills)

  • Proficiency in spoken and spoken English

  • Capable of multitasking and working in cultural environment


  • Bachelor's degree in finance, accounting, or related field required.

  • Qualified accountant with at least 6 years of relevant experience in Big4 accounting firm or asset management.

  • Preferably working experiences gained in Big Four accounting firms and/or sizable multinational companies