Financial Planning and Analysis Specialist
1 week ago
POSITION OVERVIEW
We are seeking a detail-oriented and analytical Financial Planning & Analysis (FP&A) Specialist to drive financial forecasting, budgeting, and investment strategies. The ideal candidate will optimize cash flow, analyze financial performance, and support strategic decision-making. This role requires a strong understanding of financial modeling, risk management, and capital allocation to ensure long term profitability and stability.
As we work toward our ambitious goal of managing a billion-dollar in assets, we're looking for someone who shares the same growth mindset—ambitious, responsible, and ready to grow with us. We want team members who are not just looking for a job, but for a long-term journey.
BENEFIT PACKAGE
- KPI-based commission
- Paid Time Off (PTO)
- Holiday pay
- Unexpected assistance funds
- Vehicle ownership program (SPV level & above)
- VitalCare Medical Assistance
- Staff Credit Line
- After-life funds
- Supportive, international, and collaborative work culture
- Opportunities for professional development and career growth
WORKING HOURS:
VIETNAM TIME (Zoom meetings required during working hours)
- This is a full-time position requiring 40 hours per week, as follows:
- Morning shift: 8 AM - 12 PM
- Evening shift: 8 PM - 12 AM
- Total of 8 hours a day, 40 hours a week
- Zoom meetings required during working hours.
RESPONSIBILITIES
Cash Flow & Liquidity Management
- Monitor and manage company cash flow to ensure liquidity for operations and investments.
- Move cash between different accounts to optimize financial efficiency and maximize returns.
- Ensure proper allocation of funds to meet business needs and strategic initiatives.
- Financial Planning & Forecasting
- Develop financial models for short- and long-term planning.
- Forecast revenue, expenses, and cash flow to guide business strategy.
- Conduct scenario planning and risk analysis.
Investment & Growth Strategy
- Assess market trends, investment opportunities, and expansion initiatives.
- Optimize working capital for sustainable growth.
Tax & Insurance Planning
- Guide tax-efficient investment strategies and deductions.
- Recommend suitable insurance policies for life, health, disability, and long-term care.
- Assist in minimizing tax liabilities while maximizing returns.
REQUIREMENTS
- Proficient in Vietnamese (fluent) and English (intermediate) with a solid understanding of finance terminology and effective communication skills
- Bachelor's degree in Finance, Economics, or a related field
- CFA, FPAC or FMVA certification is preferred.
- 3-7 years of experience in financial planning or corporate finance
- Strong background in investment analysis and strategic finance
- Expertise in cash flow management and financial forecasting
- Advanced Excel and financial modeling proficiency
- Knowledge of banking operations and investment strategies
- Experience with financial software (e.g., QuickBooks or similar)
- Strong analytical and problem-solving skills
- Excellent communication and stakeholder management abilities
- Experience or background in real estate/property management will be preferred
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