Position Overview:
- 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.
- 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.
- This is a corporate headquarters role based in Taipei and part of the Financial Planning & Analysis (“FP&A”) team
- 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
Skills Required
- Bachelor's degree or above in Finance, Accounting, Business Administration, or related fields
- 3-5 years relevant experience in FP&A, financial reporting, business analysis, or related field
- Highly proficient in Microsoft Excel
- Highly proficient in Microsoft PowerPoint
- Proficiency with AI tools and ability to leverage AI to improve efficiency and streamline workflows
- Exposure to financial modeling
- Strong command of written and spoken English
- Strong analytical, problem-solving, and time management skills
- Ability to work effectively under pressure and manage competing deadlines
- Strong team player with effective interpersonal and communication skills
- Exposure to equity research, investment banking, or the logistics industry (freight forwarding)
What We Do
Established in 1972, Morrison Express is a privately-held company operated by a professional management team. We have successfully transformed from a Taiwan-based freight forwarder focusing on Taiwan-US route to a global player with over 2000 employees operating over 90 owned offices in America, Asia, Europe, and South America, plus more than 100 agents in 5 continents, and are still expanding rapidly in terms of revenue and corporate size. We serve an expanding list of multinational businesses, managing their air, ocean and ground freight forwarding and logistics needs on a global basis. Via our regional logistics centers — strategically located in key gateway cities across different regions — we provide highly customized, cost-effective freight consolidation, warehousing, distribution and delivery solutions that caters to our client’s most challenging business needs. We continue to invest and operate one of industry’s most sophisticated information systems, designed for today’s increasingly complex supply chain logistics. Our flexible IT solutions provide clients with the capability to integrate our shipping, warehousing and door-to-door delivery solutions with their own information systems, enabling the clients to have end-to-end supply chain visibility. Our success as a global service provider is and will continue to be driven by our team of highly dedicated and hard working individuals. Their commitment and passion to their jobs are the backbone on which we have built our organization, and this will continue to be a source of passion with which we serve our clients.
