ConnectedGroup is partnering in an exciting phase of one our private wealth management clients in seeking an Accounting & Finance Associate. This is a key role supporting management reporting, regulatory work, and client administration for the business. The position offers strong exposure to senior stakeholders, auditors, and cross‑functional teams.
Key responsibilities:
Management & Financial Reporting
- Support delivery of monthly management reports for group entities
- Maintain the general ledger, prepare journal entries, and handle account reconciliations
- Assist with financial statements (balance sheet, P&L, cash flow)
- Perform bank reconciliations and investigate discrepancies
- Process invoices, expenses, and ensure proper documentation and record keeping
- Maintain data integrity between accounting systems and operations
- Participate in ad‑hoc finance and accounting projects
Client Administration
- Review management accounts and reconciliations for client entities
- Liaise with auditors, tax advisors, and external service providers
- Handle audit and tax‑related queries
- Work with company secretaries to maintain proper statutory record
- Analyse monthly and annual variances to ensure accuracy in reporting
Requirements:
- Tertiary education with Accounting Qualification (CA / CPA equivalent)
- At least 4 years relevant experience in Financial Reporting and understanding of HK regulatory standards (FRR) within financial instituion
- Experience working in SFC licensed 1, 4 and 9 environment highly desirable
- Proficiency in MS Office package particularly Excel. Programming language (VBA, Python) a plus
- Good communication skills in Englis a must
Interested parties, send your updated resume to Rhoda.Rivera@connectedgroup.com quoting ref. AAIX-151084.
Only shortlisted companies will be notified.
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