Senior Associate Consultant, Financial Planning, Data, and Analysis

If you have a particular interest on how the pre-IPO journeys of listed companies evolve prior to their listing, we seek experienced FP&A team members to support the strategies and development of our clients through report generation and data interpretation, financial analysis, and mastery of data management to ensure accurate data for critical decision making.

We are seeking talents who are:

• Positive in their thinking
• Able to manage oneself, team members and clients under high pressure environment in a professional manner
• Value the importance of being collaborative
• Thrive and crave on problem solving
• Invested in producing quality work

Your Role

As a Senior Associate Consultant, Financial Planning, Data, and Analysis, you will use your professional knowledge and experience with accounting and finance fundamentals, leading assignments, coordination with clients, and service delivery to optimize operational efficiency and client experience.

• Reports to our senior executives leading the professional consulting services provided to the portfolio of IPO assignments that we advise
• Critical skill sets include strong fundamentals developed from your prior training either in corporate finance / reporting accountants / external audit (of corporates)
• The core features of this role would involve quantitative analysis and reporting, financial modeling and analysis, provide investment decision support and conduct business reviews providing performance insights, analyze and maintain the profitability level of business units / division / branch, cash management and treasury related functions
• Your ability to work well with other professional and client team members in ensuring timely deliverables is crucial to job success

Key Responsibilities

• Perform data analysis on output arising from periodic reporting cycles and management reporting data points
• Support budget management and reporting processes
• Monitor KPI performance of businesses and perform ad-hoc analysis
• Analyze, control and communicate sales, projects, and margin
• Maintain data accuracy, alignment and meaningfulness for commercial financial decision making and KPI reporting
• Gather and consolidate operational sales data
• Support analysis of costs and potential benefits of sales and marketing campaigns
• Manage the reporting of weekly / monthly sales data, collaborate with commercial team to deliver sales forecast
• Participate in budgeting process, providing financial data insights and observations
• Support ad hoc projects within the business with the aim of constant improvement of efficiency of the reporting processes
• Gain trust and respect with internal team members through sound analysis, allowing the organization to make well-informed commercial decisions

Qualifications Required

• Bachelor's Degree in Accounting, Finance, or Business Economics or equivalent
• Relevant professional qualification such as MIA, ACCA, CPA Australia, ICAEW, etc. (both fully qualified and semi qualified welcomed to apply)
• Minimum 1 to 2 years' finance experience, ideally within an FP&A team
• Understanding of financial analysis and controlling techniques
• Analytical skills
• Strong attention to detail and willingness to learn
• Superior Excel skills
• Ability to build and maintain collaborative relationships
• Good communication and coordination skills
• Flexible approach to work and evolving organizational priorities
• Prior experience with modern accounting technology such as QBO / Xero / NetSuite / SAGE300 / PowerBI / Tableau / StoreHub relevant to this role is an added advantage
• Experience of working in professional assignments, in a professional Firm setting is an added advantage

Advantageous if you also possess one or few of the following:

• Self-driven and possess inclination towards use of technology for professional services
• Open to learning new technical knowledge
• Strong oral and written communication skills, including presentation skills
• Possess competent working knowledge with softwares and advanced MS Word, MS Excel
• Possess complete / fully qualified accounting qualification

Additional Notes:

Being a position based with our consulting team, you would be working with our internal senior executives, while serving our portfolio of pre / post IPO clients. You shall be assigned to work from both our physical office (based out of KLCC / Pavilion KL area) and the clients' office as the situation requires.