Position title
Financial Forecasting and Planning Lead

As the Lead for Financial Forecasting and Planning, you will be a key trusted advisor to the business and a guardian on finance matters. Reporting to the CFO of Mox, you are expected to create a culture of data-driven analysis to drive business performance. You are not just responsible for the accounting aspects, but strengthening the analytical of Mox, as a part of its ongoing transformation to become a truly digital and data-driven business. The role has high degree of visibility with senior management at Mox, and requires proven leadership and in-depth knowledge of technology, digital data and retail banking processes.


Business Support

  • Drive business decisioning process by providing essential analytical skills, financial modeling, external benchmarking and performing dynamic “what if” scenarios
  • Be the strategic partner to the business, driving a high performing, sustainable business cases with effective Balance Sheet and Capital Management
  • Support the efforts of the business to deliver annual budget performance by engaging and influencing stakeholders with relevant management information
  • Provide advice to the various business streams on how they can optimize the financial performance by setting the right priorities
  • Deliver high-quality management presentation materials to senior management and external investors, on business and financial metrics to support regular Board and Top Team executive reviews

Financial Management

  • Deliver relevant and consistent accounting and management information (MI) together with the right analytical insights to help the management in their decision-making as well as understanding the underlying financials
  • Establish the appropriate KPIs for the senior management team to track the performance and healthiness of the organization effectively
  • Work with Product, Technology, and Customer teams to monitor business performance and help business to understand the trends, variances, and underlying drivers for the same
    Lead Long Term Budgeting, Rolling Forecast, and Strategic business reviews; track performance against bank scorecard and budget
  • Drive ongoing continuous improvements to existing planning processes, to support growing needs of the bank
  • Play key role as part of the bank’s annual regulatory deliverables, namely ICAAP and Recovery Plan. Oversee stress test scenarios modeling and projection framework, complete internal challenge and review process, deliver concise reporting on stress testing results for presentation
  • 10+ years of relevant experience in Forecasting and Planning, Accounting
  • Extensive experience with leading, executing and communicating actionable quantitative and qualitative financial analysis to drive key business decisions
  • Have a broad business view, high degree of curiosity and ability to view the business and solve problems with a CFO / CPO / COO mindset
  • Well versed on the knowledge of retail banking products (Cards and Personal Lending, Deposit, Wealth)
  • Ability to develop creative solutions to problems and work with all stakeholders across different functions
  • Demonstrate understanding of how Fintech operates differently from traditional financial organizations
  • Thrive in a fast paced and rapidly changing startup environment
  • Strong people leader with experience to lead a small team
  • Strong business partner who can influence and effectively challenge C-Suite stakeholders
  • Energy and desire to succeed, follows through on commitments, pushes self and others to deliver exceptional results
  • Strong collaboration, consensus building, problem solving and communication skills is a prerequisite

Mox, a virtual bank backed by Standard Chartered, in partnership with HKT, PCCW and Trip.com.​

​Mox is redefining banking. Making it better, the way it should be. Mox wants to help you grow - your money, your world and your possibilities and Mox wants to make banking an experience that gains your trust and wins your heart. No matter how small you start, or how big your goals are, Mox is the way to grow, together.​

Employment Type
Job Location
Hong Kong, Hong Kong SAR
Date posted
August 8, 2022
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