【集團】財務規劃與分析副理 FP&A

一、關於這個職位
此職位為核心財務策略夥伴，負責主導財務規劃與分析（FP&A），結合數據工具（如 Power BI）與 AI 應用，在IPO階段協助管理團隊掌握營運績效並支持關鍵決策。您將不僅提供分析報表，更需主動參與業務策略討論，透過數據洞察與財務觀點，推動營運效率與成長。

二、為什麼設立這個職位
隨著業務持續擴展與營運複雜度提升，我們需要一位能夠整合「財務、營運與策略」的關鍵角色，強化預算規劃與預測能力、提升決策的即時性與準確度、建立標準化且高品質的管理報表機制、推動跨部門數據整合與財務流程優化、支持公司中長期策略發展與營運目標

三、如何在這個角色中成功
1. 能將財務數據轉換為具影響力的商業洞察，支持策略決策
2. 主動與業務單位合作，理解營運驅動因子並提出建議
3. 建立清晰且一致的財務分析與報告架構
4. 善用 Power BI 與 AI 工具提升分析效率與品質
5. 具備跨部門溝通、專案管理與影響力

四、您將負責的工作內容
（一）財務規劃與分析 FP&A
1. 管理每月／每季財務分析與報告，包含 Actual / Budget / Forecast 差異分析
2. 負責年度預算與季度預測之編製、整合與追蹤
3. 建立並優化財務規劃與分析流程

（二）營運分析與決策支持
1. 與管理團隊合作，提供業務策略與關鍵決策所需之財務分析
2. 分析營運績效，包含但不限於銷售、毛利、費用與通路，提出具體改善建議
3. 在特殊專案及業務發展活動中提供財務領導，支持策略性管理目標
4. 根據需求提供各類臨時分析報告

（三）預算整合與跨部門協作
1. 與營運團隊、供應鏈、行銷及各後勤單位合作，整合預算與預測，建立供應與缺貨分析機制
2. 指導各部門進行預算與預測相關分析

（四）管理報表與流程優化
1. 定義並優化 Actual / Forecast / Budget 管理報表架構
2. 推動 Power BI 與 AI 工具應用，提升報表與流程效率

五、我們期待您具備的背景與條件
1. 四大會計事務所經驗2年以上
2. 3年以上財務相關工作經驗，同時具備相關財務分析經驗
3. 具備完整預算、預測與財務分析（FP&A）實務經驗
4. 熟悉管理報表與營運分析
5. 具備 Power BI 建模與視覺化實作經驗佳
6. 具備良好簡報能力、邏輯思維與跨部門溝通能力

About the Job
This role serves as a key finance business partner for the Taiwan business, leading Financial Planning & Analysis (FP&A) while leveraging data tools such as Power BI and AI applications.
You will play a critical role in supporting management by providing financial insights, driving business performance, and contributing to strategic decision-making.

Why We Have This Role
As the business continues to grow and operations become more complex, we need a role that bridges finance, operations, and strategy to:

• Strengthen budgeting and forecasting capabilities
• Improve the speed and accuracy of decision-making
• Establish standardized and high-quality management reporting
• Enhance cross-functional data integration and financial processes
• Support long-term strategic objectives

How You’ll Find Success

• Translate financial data into impactful business insights that support strategic decisions
• Partner closely with business teams to understand key drivers and provide recommendations
• Build clear and structured financial reporting frameworks
• Leverage Power BI and AI tools to improve efficiency and quality
• Demonstrate strong cross-functional collaboration and influence

Things You Will Do
(1) Financial Planning & Analysis
-Manage monthly and quarterly financial analysis and reporting, including Actual, Budget, and Forecast variance analysis
-Lead the preparation, consolidation, and tracking of annual budgets and quarterly forecasts
-Build and continuously improve FP&A processes

(2) Business Analysis & Decision Support
-Partner with management to provide financial insights for business strategy and key decision-making
-Analyze business performance, including but not limited to sales, margins, costs, and channels, and recommend actionable improvements
-Provide financial leadership in special projects and business initiatives to support strategic objectives
-Support projects and business development activities with financial analysis and insights
-Prepare ad-hoc analysis as required

(3) Budget Consolidation & Cross-functional Collaboration
-Collaborate with business teams, supply chain, marketing, and support functions to consolidate budgets and forecasts, and establish reporting mechanisms for supply and stock availability
-Guide business units in budgeting and forecasting analysis

(4) Management Reporting & Process Optimization
-Define and optimize management reporting frameworks across Actuals, Forecasts, and Budgets
-Drive the adoption of Power BI and AI tools to enhance reporting quality and process efficiency