85 Cfa jobs in Singapore

Fides is a multi-family office founded in 2024 by former Goldman Sachs Portfolio Manager and Standard Chartered Bank Head of Investment Counselors with more than 45 years of experience. We manage multi-asset class portfolios and customized long-only portfolios for clients. Fides is a registered Capital Markets License holder with MAS.

Job Title: Financial Analyst (Full Time Permanent Position)

As a Financial Analyst with Fides, you will acquire a good working knowledge of investment products, portfolio management and private banking operational matters. Your responsibilities include:

Portfolio Management Operations

1. Prepare consolidated portfolio positions report and market performance update reports on a weekly/ad-hoc basis;
2. Monitor positions against investment constraints and parameters, and flag out areas for rebalancing
3. Prepare and propose rebalancing trades as required and arrange order execution with various Private Banks.
4. Review and check on orders execution details and trading costs.
5. Track and monitor cash position in client portfolio to optimize portfolio returns;
6. Track benchmark funds update and performance;
7. Monitor capital calls for private equity investments and arrange for liquidity funding;
8. Assist in preparation of quarterly client review presentations;

Investment Committee Support

1. Conduct in-depth research on market trends, economic indicators, and various asset classes, assessing potential investment opportunities through detailed financial analysis and due diligence.
2. Prepare comprehensive investment reports, memos, and presentations for management, clients, and the investment committee, summarizing key findings and recommendations.
3. Assist in portfolio management activities, including asset allocation, risk assessment, and monitoring existing investments' performance.
4. Engage with clients regarding investment strategies, portfolio performance, and market insights to ensure transparency and alignment with their goals.
5. Work closely with research, risk management, and operations teams for data gathering and analysis.
6. Provide general client service and team support;
7. Other adhoc tasks assigned.

Qualifications

• Degree Fresh Graduates, or 1-2years of working experience;
• Ability to work in a demanding, fast-paced environment and think clearly under pressure;
• Detail-oriented, careful, and able to deliver accurate work under tight timeline.
• Mature, well-organized, able to work both independently and a desire to work in a team-oriented environment.
• Proficient in Microsoft Office applications especially in Word, Excel & Power point. Strong mathematical background and knowledge of Excel logical functions (AND, OR, XOR, VLOOKUP, if functions) would be highly preferred.
• Knowledge in accounting and/or structured products are an advantage.
• Starting Salary for Full Time: To be discussed
• Working hours: 9am -6pm, Monday to Friday

Interested candidates, you may send your resume to

Thank you.

Responsibilities

• Oversee and analyze the complete set of monthly financial reports to ensure alignment with company objectives and budget expectations. Guarantee timely and accurate monthly closings in accordance with corporate standards.
• Review financial performance against budget by preparing and analyzing variance reports for management insights.
• Authorize accounting entries related to Accounts Payable (AP), General Ledger (GL), and Accounts Receivable (AR), in coordination with Shared Services teams.
• Design and maintain financial models to support strategic decisions concerning budget planning and expenditure.
• Continuously assess financial workflows to identify opportunities for enhancement. Propose and implement improvements to boost efficiency, accuracy, and compliance with best practices.
• Partner with Shared Services teams to ensure the integrity of financial statements and adherence to financial regulations.
• Coordinate with external auditors during year-end audits and assist in the preparation of annual tax filings and related documentation.
• Oversee market-related expenditures by managing the Purchase Request (PR) and Purchase Order (PO) processes and ensuring effective control over capital spending in the markets.
• Monitor updates to local regulatory requirements and ensure accurate application across all financial activities on a regular basis.
• Collaborate with internal departments and external partners to ensure seamless compliance with local tax laws and financial regulations.

Requirements

• Bachelor's degree in Finance, Accounting, or a related field
• Professional certifications such as CPA, CIMA, ACCA, or equivalent are strongly preferred
• Minimum of 3 years of progressive experience in finance roles
• Proficient in financial software such as SAP, Blackline and Adaptive, or similar platforms
• Strong strategic thinking skills to align financial operations with broader organisational goals
• Up-to-date knowledge of financial regulations, industry best practices, and compliance standards affecting credit management and accounts payable

Interested candidates, please click apply or send your CV over to

Cherilyn Lim Min Hui (Ms.)

CEI Reg No:. R

Office Tel nos

Peak Energy is a clean energy platform that develops, finances, builds, and operates utility-scale solar, rooftop generation, onshore wind, and battery storage solutions across Asia-Pacific. As a fast-growing scale-up, we build on the experience of a team drawn from TotalEnergies, Vestas, Cleantech Energy, and other leading players — combining world-class technical expertise with entrepreneurial agility.

With over 300 MW of operating assets and 1 GW of projects in development across Japan, Korea, Australia, Taiwan, the Philippines, Thailand, Singapore and Indonesia. We are greenfield developers at heart, but we also partner flexibly with industrials, developers, and investors to accelerate delivery and scale impact.

Backed by Stonepeak, we combine the customer focus of a developer, the technical expertise of an EPC and the financial strength of a heavyweight institution — enabling clients to meet decarbonisation targets on time, on budget, and without risk of delivery failure.

Our clients can expect clean energy solutions delivered on time, on budget, and at scale — with no surprises. Let's partner together to support your sustainability journey.

Financial Analyst

Job Description:

Peak Energy is seeking a talented and motivated Financial Analyst to join our Finance team. As a Financial Analyst, you will play a crucial role in supporting our Power Sales & Marketing team on project financing and M&A activities related to Distributed Generation (C&I) solar projects. This position is ideal for a candidate with a focused background in finance, a passion for renewable energy, and the ability to thrive in a fast-paced environment.

Responsibilities:

Financial Modeling:

• Develop and maintain comprehensive financial models for Distributed Generation solar projects.
• Analyze financial data and provide insights to support decision-making processes.

Due Diligence:

• Conduct thorough due diligence for project financing, ensuring accurate assessment of financial risks and opportunities.
• Collaborate with cross-functional teams to gather relevant information and perform financial analysis.

M&A Activity:

• Support M&A activities related to Distributed Generation solar projects.
• Evaluate potential investment opportunities, perform financial analysis, and assist in deal structuring.

Data Analysis and Reporting:

• Prepare and present financial reports to management, highlighting key performance indicators and financial trends.
• Support strategic decision-making by providing timely and accurate financial information.

Qualifications:

• Bachelor's degree in Finance or a related field is required.
• MBA in Finance is highly desirable.
• Experience in conducting due diligence for renewable project financing is mandatory.
• Experience in creating and utilizing financial models for M&A activity, particularly in the Distributed Generation solar sector is mandatory.
• Strong analytical skills and attention to detail.

Skills:

• Proficient in financial modelling and analysis.
• Excellent communication and presentation skills.
• Ability to work collaboratively in a team environment.
• Strong time management and organizational skills.

ARE YOU SEEKING FOR GROWTH YET YOU WANT A FULFILLING CAREER?

Be ready to embark on a journey which offers you an exciting opportunity

HERE'S A SHORT INTRO OF WHO WE ARE

Since 2005, finexis has been more than just a financial services provider – we are lifelong confidantes, guiding clients through every stage of their financial journey. As the largest and fastest growing independently-owned financial advisory firm in Singapore, we are proud to have over 900 consultants and staff, $1 billion in assets under advisory, and strategic partnerships, that establish us as a market leader in personalised financial services.

We deliver tailored financial solutions in wealth management, investment planning, and risk management, all driven by our mission to impact lives beyond finance.

WHAT TO EXPECT

This role participates in reporting and data analytics, performance management, business partnering and decision-making support.

WHAT YOU'LL DO

• Support business performance management cycles which include planning & budgeting, target setting, performance review, providing management information and analytics (scheduled and ad-hoc), etc.;
• Responsible for streamlining and controlling business and financial data processes to ensure the accuracy and reliability of reports and analysis;
• Serve as subject matter expert in designing, building, and maintaining business intelligence tools and dashboards;
• Conduct comprehensive market studies to generate actionable business intelligence and strategic insights;
• Support initiatives to develop financial models, prepare business cases, and support the implementation of strategic initiatives;
• Create and maintain reusable scripts and macros to streamline data extraction, aggregation, and validation processes across multiple data sources; and
  Undertake special projects and assignments as and when required.

WHO YOU ARE

• Degree in Accountancy, Finance, or related disciplines
• 3 years' working experience from Big 4, financial services, or e-Commerce sectors with financial analyst exposure. Hands-on experience with Tableau is highly desirable.
• Strong analytical and problem-solving skills, with the ability to exercise sound judgment and intuitive thinking.
• In-depth understanding of data structures and data management.
• Meticulous, problem solver with a can-do attitude and a desire to excel
• Team player with excellent verbal and written communication skills
• Ability to work in a fluid, dynamically changing, and results-oriented environment

• 2–3 years of experience in a finance role within a technology-driven environment, financial institution, or consulting firm would be a plus.

• Fresh Grads may apply if there's relevant internship experience.

• Strong Excel skills; experience with financial modelling and data analysis.

• Strong analytical mindset with the ability to interpret complex data sets.

• Excellent communication skills, both written and verbal, with the ability to engage stakeholders across technical and non-technical teams.
• High attention to detail and a disciplined approach to data management.
• Proven ability to handle confidential information with discretion.
• Experience in process improvement and automation within finance operations.
• Familiarity with PMO support in technology or banking projects is a plus.
• Proactive, collaborative, and eager to learn in a fast-paced environment.

Ability to work independently and manage multiple priorities

( Job Description )

• Restructuring of shareholding/capital structure of operating companies located in Asia.
• Comprehensive management of operating companies located in the Asia region.
• Treasury related responsibilities including cash flow management and cash flow forecast, optimization of surplus funds including intercompany group loans and participation in the group's global cash pool platform.
• Support and facilitate communication between Otsuka Singapore and operating companies in the Asia region regarding ongoing projects, challenges, and deliverables.
• Work with headquarters Finance Department and other departments to create Otsuka Singapore consolidated management reports for presentations to key management at Otsuka Singapore and parent company in Japan.
• Monitor and report project performance, ensuring quality standards are met.
  Support internal audit and accounting review of subsidiaries/affiliates.

( Job Requirements )

• English and Japanese verbal and writing skills at business level is necessary to carry out function of aligning with Singapore, affiliates, and Japanese counterparts and stakeholders. e.g) Japanese: JLPT N1 (or Fluent in Japanese)
• Technical knowledge of general, international, and industry-specific accounting and effective technical and managerial support for the group.
• Strong communication skill to align headquarters management plans and policies to Otsuka Singapore affiliates management.
• Experience in transfer pricing including setting up intercompany transfer pricing policies, day to day operation regarding intercompany transfer pricing activities.
• Solid understanding of accounting and finance control concepts.
• Experience in long range financial planning and budgeting.
• Ability to collaborate with other teams in the organization.
• Highly motivated productive individual and team player with ability to lead and manage various work streams.
• In depth experience utilizing software tools(Excel, Power BI, Power Qyery, PowerPoint ) to effectively present graphs, reports and dashboards.
• Excellent analytical and problem-solving skills with the ability to translate complex situation into workable solutions to present to Management of all levels.
• Strong verbal and written communication skills as well as demonstrated success in making presentations to Management and the ability to persuade to point of view.
• Ability to interface with others across all level of the organization.

We are seeking an analytical and business-minded Financial Analyst to serve as a key partner to commercial and operational teams. This role bridges financial strategy and business execution, driving profitability, efficiency, and data-driven decision-making across the organisation.

As part of the Finance team, you will provide forward-looking analysis, build financial models, and translate performance metrics into actionable insights. You'll collaborate closely with sales, marketing, and operations teams to shape business strategies, monitor performance, and support sustainable growth.

Financial Analysis & Insights

• Deliver in-depth financial analysis on sales performance, pricing trends, and market dynamics.
• Identify key performance drivers and provide recommendations to enhance profitability and efficiency.
• Build and maintain dynamic financial models to support strategic initiatives.

Business Partnering & Decision Support

• Collaborate with cross-functional teams to align financial goals with commercial strategies.
• Provide clear, actionable insights to guide business decisions, pricing strategies, and cost optimisation initiatives.
• Support commercial and strategic projects through scenario modelling, risk assessment, and investment appraisals.

Budgeting, Forecasting & Performance Management

• Lead annual budgeting and rolling forecast processes to ensure alignment with business objectives.
• Conduct variance analysis and present insights to management for course correction.
• Define and monitor key performance indicators (KPIs) to measure commercial performance and identify improvement opportunities.

Strategic & Commercial Projects

• Support business expansion and M&A activities through financial due diligence, valuation analysis, and integration planning.
• Collaborate with regional teams to share and implement best practices in commercial finance management.
• Drive continuous optimisation of cost structures and resource allocation.

Governance & Compliance

• Ensure adherence to internal control policies, financial procedures, and external regulatory standards.
• Partner with internal and external auditors during reviews to uphold strong financial governance.

Process Improvement & Automation

• Champion the use of digital tools and automation to improve financial reporting and analytics.
• Identify opportunities to streamline workflows and enhance efficiency in financial operations.

• Degree in Accounting, Finance, or a related discipline; professional qualification (CPA/ACCA/CA) preferred.
• Minimum of 6–8 years of experience in commercial or business finance roles, ideally within the FMCG, consumer sectors.
• Strong analytical mindset with proven experience in financial modelling, forecasting, and performance tracking.
• Skilled communicator who can translate data into strategic recommendations for non-finance stakeholders.
• Proactive, detail-oriented, and capable of thriving in a fast-paced, cross-functional environment.

Please contact Brendan Low or email your CV directly in Word format to

Please note that due to the high number of applications, only shortlisted candidates will be contacted.

EA License: 16S8131

Recruiter License: R

Key Responsibilities

1. Financial Reporting & Analysis

• Prepare monthly, quarterly, and annual Profit & Loss (P&L) statements, balance sheets, and financial performance reports.

• Conduct variance analysis and provide actionable insights to management.

• Develop sales, product, and profitability dashboards for commercial teams.

• Support budgeting, forecasting, and financial planning processes.

2. Commercial Business Partnering

• Provide KPIs and performance tracking reports to the sales and commercial teams.

• Analyze product, customer, and regional sales trends to identify growth

opportunities.

• Collaborate with sales and management to monitor and achieve business targets.

• Offer financial guidance to optimize pricing, promotions, and sales strategies.

3. Accounting & Compliance

• Maintain accurate general ledger entries and accounting records.

• Manage accounts payable and receivable functions.

• Ensure compliance with Singapore Financial Reporting Standards (SFRS), IRAS,

ACRA, and internal policies.

• Support statutory audits and liaise with external auditors.

4. Banking & Reconciliation

• Perform bank reconciliations and resolve discrepancies promptly.

• Monitor cash flow and manage banking transactions.

• Implement internal controls to safeguard company finances.

5. Systems & Process Improvement

• Manage day-to-day accounting processes in Xero.

• Leverage SAP/ERP experience to streamline reporting, integration, and efficiency.

• Assist with digital transformation initiatives, automation, and process

improvements.

6. Ad Hoc Projects & Support

• Prepare ad hoc financial and commercial analyses as requested by management.

• Support decision-making through insights on business performance, costs, and

margins.

Requirements

• Diploma or Degree in Accounting, Finance, Business, or related field.

• Minimum 2–3 years of relevant finance/accounting experience, ideally with

exposure to commercial reporting.

• Proficiency in Xero Accounting System (mandatory).

• Experience with SAP or other ERP systems (preferred).

• Strong understanding of P&L reporting, reconciliations, and financial controls.

• Advanced Excel and data analysis skills (pivot tables, lookups, dashboards).

• Ability to translate financial data into actionable insights for commercial teams.

• Excellent communication, collaboration, and organizational skills.

• Detail-oriented, proactive, and able to work independently.

⸻

Key Competencies

• Analytical thinking and problem-solving

• Commercial awareness and business acumen

• Accuracy and attention to detail

• Ability to meet deadlines and manage multiple priorities

• Strong interpersonal skills to liaise across teams

Finance Business support for Enterprise Business providing comprehensive, timely and effective financial analysis, insights and recommendations.

Prepare the monthly/quarterly forecasting and annual budget exercise by reviewing financial assumptions and highlight risk/issues.

Provide variance analysis for actual vs budget and forecast, providing key findings to the business.

Ensure timely and accurate closing of finance and accounting activities and providing in-depth analysis of the financial performance.

Involved in annual sales target allocation exercise, translating budget into sales target.

Involved in the cost syndication exercise in ensuring appropriate cost allocation to the product and provide analysis on product profitability.

Support in reviewing of Business Case, bid and tender submission and providing financial recommendations.

Develop financial models and scenario analysis, to assess financial feasibility of initiatives before presenting to the business leaders.

Support all finance related queries from the business units and provide advice on accounting implications relating to the product in accordance with financial reporting standards.

Any other ad hoc projects as assigned.

Qualifications

Degree in Accountancy or equivalent with minimum 4 years relevant working experience and at least 1 year of Financial Planning and Analysis experience preferred.

Meticulous and good analytical skills.

Good communication with strong teamwork and interpersonal skills.

Able to handle ambiguity independently and deliver within strict deadlines in a fast-paced environment.

Has tenacity and strong problem-solving skills.

Experience in ERP systems such as SAP, Anaplan etc, MS Excel.

To APPLY NOW, click on Skye