# Financial Planning and Analysis Officer

**Company**: FWD Group
**Location**: Hong Kong
**Experience**: mid
**Job type**: full-time
**Category**: Finance
**Industry**: Insurance

**Apply**: https://fwd.wd3.myworkdayjobs.com/en-US/FWDcareersite/job/Hong-Kong---FWD-Tower/Assistant-Manager--Manager--Strategy-and-Corporate-Development--Finance_JR-0028519?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/financial-planning-and-analysis-officer-02b81954-5fe/

## Description

We are seeking a Financial Planning and Analysis Officer to support our management accounting reporting, analyses, business planning, and forecasting.

The successful candidate will handle and process data from multiple sources to support sales analysis and management reporting, design and maintain analysis working templates, and collaborate with cross-functional teams.

Key responsibilities include:

- Supporting managers and supervisors in performing management accounting reporting, analyses, business planning, and forecasting

- Handling and processing data from multiple sources to support sales analysis and management reporting

- Designing, building, and maintaining analysis working templates

- Collaborating with cross-functional teams to ensure data readiness and accuracy

- Supporting the application of AI and advanced analytics tools

- Assisting managers and supervisors in executing day-to-day and ad-hoc tasks

- Contributing to process improvements and data governance

Requirements:

- Bachelor's degree with 5 years of relevant work experience

- Professional qualification (e.g., CFA, CPA, Actuarial)

- Financial Reporting or FP&A experience, preferably in insurance or financial sector

- Experience in BI tools (e.g., PowerBI) and AI tools

- High proficiency in MS Word, Excel, and PowerPoint

- Self-motivated with strong analytical and problem-solving skills

- Excellent communication and interpersonal skills

We offer a competitive package, including a 5-day workweek, 20-22 days of annual leave, and excellent learning and development opportunities.

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## Skills

### Required
- Financial Reporting
- FP&A
- MS Office
- Analytical skills
- Communication skills

### Nice to have
- Big4 experience
- CFA
- CPA
- Actuarial
- PowerBI
- AI tools

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Source: [Apply at fwd.wd3.myworkdayjobs.com](https://fwd.wd3.myworkdayjobs.com/en-US/FWDcareersite/job/Hong-Kong---FWD-Tower/Assistant-Manager--Manager--Strategy-and-Corporate-Development--Finance_JR-0028519?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)