Finance Data & Process Automation Manager, Finance

Posted 3 Days Ago
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Hong Kong
Senior level
Fintech • Payments • Financial Services
The Role
The Finance Data & Process Automation Manager is responsible for developing data models and enhancing finance data automation processes, implementing data analytic solutions, and overseeing RPA initiatives. This role includes managing stakeholders and vendors, ensuring effective project delivery, and providing support for finance system issues.
Summary Generated by Built In

Key Areas of Responsibilities
 
Data automation

  • Assess the current data and work closely with the finance key stakeholders to develop the data model that enable them to generate various financial / analytic reports effectively and efficiently without or with minimal human intervention.
  • Formulate data analytic use case by clearly setting up clear goal (problem statement, as is and to be) and expected business value via the data analytic platform.
  • Work with direct manager to presents the use case to seek for endorsement and obtain budget.
  • Acts as a key focal point to liaise with Head of Data, IT team from design, build and deploy of the solution i.e. the full cycle of the implementation). Also acts as a representative for finance on data governance design and discussion.
  • Power BI advance knowledge

Process Automation

  • Support finance users to review and evaluate efficiency of the existing finance systems efficiency and identify process improvements particularly via the existing RPA system (ie UiPath) and MS Power Platform
  • Provide day-to-day support on user enquiry or finance system issues byie understanding and analyzing the issues and reaching out to the relevant the IT team(s) and Vendor(s) for solution(s).

General

  • Project and stakeholder management to ensure implementation of transformation projects, working closely with vendors and consultants to drive improvement of financial performance.
  • Act as Plead to be for the assigned system implementation projects (both projects sponsored by finance and group-wide projects impacting finance) ie. to provide end-to-end project delivery from user requirements collection, developments, UAT, data migration, go live readiness to post go live support/ maintenance, etc.
  • Bridge between IT and Finance departments
  • Participate in ad hoc assignments

Requirements

  • Bachelor's degree in technical areas
  • At least 8 - 10 years hands-on experience in finance-related systems implementations particularly data platform and analytic and Robotic process automation implementation
  • Strong data modelling and analytic experience, and RPA functional knowledge
  • Able to work independently to drive the implementation with strong vendor management skills
  • Effectively communication to translate from technical terms to business perspective
  • Hands-on experience on data analytic tool and RPA tool is a must – the tools of MS Power Platform (Power Automate, PowerApps and Power BI) Altyerx and Uipath are highly preferable.
  • Good command of written and spoken English and Chinese (including Putonghua preferred)
  • Knowledge on other technical tool such as Visio, SQL and Excel Marco is an advantage.

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Top Skills

Power BI
SQL
The Company
London,
2,160 Employees
On-site Workplace
Year Founded: 1986

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

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