Hong Kong Exchanges and Clearing Limited (HKEX)
FP&A Transformation & Insights Lead
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Assistant Vice President – FP&A & Reporting Automation
Shift Pattern: Standard 40-hour week (UK)
Schedduled Weekly Hours: 40
Corporate Grade: D – Assistant Vice President
Location: UK – London
Worker Type: Permanent
About the Role
This Associate Virus Position (CFAO Office, UK Division) sits within the FP&A function, combining core financial planning, analysis, and business partnering responsibilities with a strong focus on improving reporting, automation, and data visualisation.
The role holder will:
- Drive enhancements in how financial information is produced, analysed and communicated.
- Leverage Power BI and Power Automate to improve efficiencies, reduce manual processes, and deliver insightful, decision-ready outputs to senior stakeholders.
- Support hands-on FP&A expertise, process design and implementation of practical improvements in reporting and analytical processes.
Responsibilities
FP&A & Reporting
- Lead key elements of the monthly management accounts and reporting cycle, ensuring accuracy, timeliness, and high-quality insight.
- Produce and enhance management reporting packs, including variance analysis and commentary for senior stakeholders.
- Support Group ExCom and Board reporting, delivering clear and concise financial narratives.
- Play a leading role in budgeting and rolling forecast processes, including scenario and run-rate analysis.
- Provide proactive financial analysis to identify risks, opportunities, and key business drivers.
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Business Partnering
- Act as a trusted finance partner to stakeholders (e.g., Commercial, Operations, HR, Technology).
- Provide decision support and challenge (target: Director/VP level).
- Translate complex financial data into clear, commercially meaningful insights.
- Build strong cross-functional relationships to improve financial performance understanding.
Process Improvement, Automation & Capability Building (~40%)
- Drive FP&A process automation and optimisation, reducing manual effort and improving efficiency.
- Design and build Power BI dashboards for enhanced reporting and self-service analytics.
- Implement automated reporting solutions via Power BI, Power Automate, and Excel.
- Support month-end reporting efficiency, reducing cycle times and manual interventions.
- Collaborate with Technology/Data teams on data quality, accessibility, and reporting infrastructure.
- Coach team members on new tools and data literacy.
- Promote a culture of continuous improvement and innovation.
- Develop and share best practice approaches to reporting and analysis.
Requirements
Qualifications & Experience
- Qualified Accountant (ACA, ACCA, CIMA or equivalent)
- Minimum of 2 years Professional Qualification Experience (PQE), with FP&A or commercial finance experience.
Technical Knowledge & Benchmark Experience
Required:
- Advanced Excel (financial modelling, complex formulas, data manipulation, VBA)
- Strong PowerPoint skills (board-level presentation proficiency)
- Power BI (dashboard development, data modeling with DAX, report automation)
- Experience with ERP systems (e.g., Oracle, SAP, Workday)
- Experience with financial planning tools (e.g., Hyperion)
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Desirable:
- Experience with Power Automate or equivalent workflow tools
- SQL or Python exposure for data extraction and automation
- Hands-on experience with large datasets and multiple data sources
Working Experience
- Proven FP&A, commercial finance, or management reporting track record.
- Process improvement and automation initiatives delivered.
- Experience replacing or enhancing manual reporting.
- Strong working relationship with senior stakeholders (Director/VP level).
Skills & Core Competencies
- Strong financial analysis and modelling capability
- Ability to translate data into clear, actionable business insight
- Process improvement & efficiency delivery expertise
- Data visualisation and reporting proficiency
- Excellent stakeholder management and influencing skills
- Problem-solving mindset with meticulous attention to detail
- Multi-priority management in high-pressure environments
Personal Traits
- Curious & innovative, with a passion for finance-technology integration
- Change-driven enthusiast, eager to improve finance operations
- Strong team player with effective relationship-building
- Resilient under pressure, with high ownership and accountability mindsets
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