Project & Solution Management
- Lead end-to-end finance system projects, including ERP and EPM implementations, upgrades, and integrations.
- Manage the transition from existing EPM / ERP systems to Headquarter strategic China-local finance software, ensuring minimal disruption and full compliance with local regulations.
- Oversee gap analysis between global and local systems, and design solutions to bridge functional and process differences.
Stakeholder Engagement
- Act as the key liaison between Headquarters Finance, Local Finance teams, and IT departments.
- Facilitate cross-functional collaboration to ensure alignment on project goals, timelines, and deliverables.
- Communicate effectively across cultures and organizational levels to manage expectations and drive change.
Change & Transformation Leadership
- Lead change management initiatives to support process reengineering and cultural adaptation during system transitions.
- Develop training and communication plans to ensure smooth adoption of new systems and processes.
- Promote continuous improvement and innovation in finance operations through technology and process optimization.
Governance & Compliance
- Ensure all finance solutions comply with internal controls, audit requirements, and local regulatory standards.
- Monitor project risks and implement mitigation strategies to ensure successful delivery.
- Bachelor’s or Master’s degree in Finance, Accounting, Information Systems, or related field.
- 8+ years of experience in finance systems management, including hands-on ERP/EPM implementation.
- Proven experience with both China-localized finance software and global ERP platforms (e.g., SAP, Oracle, Workday).
- Strong understanding of finance processes, regulatory requirements.
- Demonstrated success in managing cross-border finance transformation projects.
- Excellent communication, stakeholder management, and problem-solving skills.
- Fluency in English and Mandarin is highly preferred.
- Strategic thinker with a hands-on approach.
- Strong leadership and influencing capabilities.
- Ability to thrive in a fast-paced, dynamic environment.
- Passion for driving digital transformation in finance.
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CLSA Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLSA and has not been reviewed or approved by CLSA.
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Pay Growth & Progression — Base pay for junior bankers was increased significantly in 2021 to stay competitive in a hot market. This indicates willingness to adjust compensation when talent risks rise.
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Healthcare Strength — Permanent staff are automatically enrolled in healthcare aligned to local markets, with added travel health and security support via International SOS. This points to solid core medical coverage with global-travel assistance.
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Retirement Support — Permanent staff are automatically enrolled in pension plans aligned to local markets. A group retirement plan is administered regionally, signaling formalized retirement benefits infrastructure.
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What We Do
CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform. Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals. CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players. Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com
