(HQ) FP&A Analyst

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 ideal candidate demonstrates strong attention to detail, effective time management, and the ability to prepare data efficiently and accurately, perform analysis, identify key insights, draw sound conclusions, and communicate results in a clear and professional manner.
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 close P&L analysis
• Preparation of regular performance tracking reports
• Support for the annual budgeting process
• Coordinate monthly, quarterly, and long-range forecasting processes
• Provide ad hoc analysis for major customer tender processes, financial modeling, and initiatives that drive operational and financial improvement and support business decision-making

Task-level Responsibilities:  

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

• Extract, consolidate, and streamline raw transaction data from multiple operating and accounting systems to improve preparation efficiency and data accuracy
• Develop a solid understanding of business requirements, internal transaction flows, and the company’s financial data structure
• Prepare and update analytical reports in a timely manner in accordance with standard templates and reporting schedules
• Develop financial models based on business needs and management guidance
• Perform analysis, identify key findings, draw conclusions, and present results in a clear and professional format
  

Education/Technical Skills

• Bachelor’s degree or above in Finance, Accounting, Business Administration, or related fields
• Highly proficient in Microsoft Excel, Microsoft PowerPoint, and AI tools, with the ability to leverage AI to improve efficiency and streamline workflows
• Exposure to financial modeling will be considered an advantage
• Strong command of written and spoken English

Background/ Work Experience/Other Qualifications

• 3-5 years of relevant experience in FP&A, financial reporting, business analysis, or a related field
• Strong analytical, problem-solving, and time management skills, with the ability to understand business needs, identify appropriate data sources, streamline data preparation, and deliver timely and accurate analysis and reporting
• Ability to work effectively under pressure and manage competing deadlines
• Strong team player with effective interpersonal and communication skills
• A fast learner with a proactive, self-motivated mindset
• Exposure to equity research, investment banking, or the logistics industry, including freight forwarding, will be considered an advantage