「【愚悅】總經理特助(FP&A)」的相似工作

瑞保網科 LnB 信用市集為台灣最大的金融科技平台 官網 https://www.lnb.com.tw/ 公司創辦人曾任職花旗銀行/中國信託/匯豐銀行/遠東銀行消金高階主管，成立至今10年多，秉持創新金融服務模式，金融科技平台借貸投資媒合，並獲得行政院國家發展基金列為重點產業投資標的，以「互信」「互利」精神，讓投資方、申貸方與平台三方皆得利！ 透過各平台的信用機制與風險管理，讓投資人跟申貸人藉由網路找到彼此，信任並互相幫助。申貸人取得資金解決需求、投資人每月獲得本息回報，使得金錢可以更有效率地被運用。 LnB 信用市集並非收、放款機構，而是一個網路媒合平台媒合申貸人與投資人，讓投資人與申貸人雙方能夠跨越傳統的仲介人銀行，金錢是直接從對口帳戶流通；除了雙方帳戶所在銀行外，金錢並不會在他人手中停留，大大減低潛在的危機。同時我們導入風險保護機制，使得投資的風險變得較能被預測，並對投資人有所保障。 #本職務針對新投資人開發及既有投資人維護 #薪資及獎金架構比照銀行理財專員水平 #每週五下午茶供應

1. 具金融商品操作經驗。 2. 具電腦基本維護經驗。 3. 依主管指示完成交辦事項。 4. 具良好駕駛經驗，品行佳。 5. 上班時間配合住宿。 6. 具證券商經驗。

1. 執行投資可行性分析：長照產業市場及競業分析、投資分析，建立財務模型等。 2. 投資計畫執行評估作業：負責財務報酬評估報告撰寫與英文簡報製作等。 3. 執行投資後管理、預算追蹤、資金狀況追蹤及彙報。 本職位對於公司的發展至關重要，這份工作將提供您更深入了解長照產業的機會，並有機會協助公司制定未來的投資策略。

About the role... ALP has been evolving and pioneering in comprehensive automated logistics solutions in Taiwan and has started its expansion in Southeast Asia in Malaysia, Thailand, etc. In the current dynamic business environment, our decision-making heavily relies on timely and accurate information with insightful analysis. As a Business Analyst, you will independently provide and assist in gathering industry information for the senior management team, including the CEO. In addition to strong numerical and analytical skills, your interpersonal communication skills and critical thinking abilities will be essential for this position. What you will do... 1. Gather and analyze business data to identify trends, opportunities, and areas for improvement. 2. Understand the cross-department requirement, including clients, and to provide the relevant information. 3. Assist in fundraising and investment activities and compile the investors’ requested information. 4. Assist in the preparation of financial projections. 5. Analyze the financial feasibility of new projects/ new businesses and assist in structuring. 6. To assist and improve the company process including the intenral control policy. 7. Ad hoc tasks assigned by the management. Who you are... 1. Good understanding of accounting and finance 2. Self-motivated, proactive, and able to work independently 3. Detail-oriented 4. Logical, analytical with good numerical skills 5. Good interpersonal/ communication skills 6. Adaptive to changes; ability to work within a fast-paced, hyper-growth environment What skills are required... 1. Bachelor's degree in Business Administration, Finance, Accounting, or a related field. 2. Minimum of 5 years of experience in corporate finance. 3. Fluency in Chinese and English is required; proficiency in Japanese or other regional languages is a plus. 4. Proficiency in Microsoft Office software, with strong expertise in Excel preferred. 5. Experience working with international clients or in a cross-cultural business environment is highly desirable.

1. 海外子公司財務會計帳務審核及稽查。 2. 各項財務相關分析及報表，並對管理階層作報告。 3. 會計師查核資料審閱、分析、追踪。 4. 提供並分析其他管理決策所需之管理會計資訊。 5. 協調並進行跨各部門溝通，有效落實制度、辦法與規章。 6. 每年度定期至各子公司實地稽核、審查。 Job Description 1.Overseas subsidiary financial accounting and audit. 2.Conduct various financial analyses and prepare reports for senior management. 3.Review, analyze, and track data for auditing by accountants. 4.Provide and analyze management accounting information required for other managerial decisions. 5.Coordinate and facilitate communication across departments to effectively implement policies, procedures, and regulations. 6.Conduct periodic on-site audits and reviews at each subsidiary every fiscal year.

SKILLS & EXPERIENCE • Expert level in financial and management accounting analysis for company, Big 4 Accounting Firms as auditor would be also acceptable. • Minimum 2 years of financial analysis of enterprises, like costing/budgeting/forecasting/P&L....... • Strong passion or interest in data analysis and modeling • Real customer-facing project experience in auditing or management consulting • Strong business modelling skill • Real customer-facing project experience • Good at analytics tool and mindset, basically expert on Excel. better if senior analysis tool, such as BI, multi-dimensional analysis • Have experience of TM1 consulting or data analysis. (if did not have TM1 related experience, must have good data analysis experience OR strong Excel sills, for business modelling) • Good at analytics tool and mindset, such as BI, multi-dimensional analysis • A highly analytical brain and possess strong problem-solving skills • Knowledge of finance and accounting as practiced in large organizations, prefer if have accounting related certification like CPA, CMA, or other certification in Accounting/Finance • Strong passion in technology and system • Outstanding written and verbal communication skills • Relevant academic qualifications (Finance, Management engineering, Mathematics or Computer Science related) RESPONSIBILITY • Deliver Performance Management solutions related to Accounting, FP&A and apply related modeling on our multi-dimensional system (TM1) • Lead task/development planning, forecasting, cost, and timeline of deliverables • Lead requirements and prototyping/design workshops • Document, apply and promote the Best Practices • Training and enablement workshops • Build and foster strong client relationships at the implementation level and above as available, gaining credibility and trust • Participate in Design, Develop, & Implement TM1 Applications (incl. Dimension, Cube, RULE, TI, Input/Report Templates), apply and promote the Best Practices • Evaluate & Optimize the performance of TM1 solution • Resolve first level customer issues in a timely and responsive manner PEOPLE WHO • Are curious and intuitive in their approach • Have a genuine desire to help people become their best • Have a passion for working with customers to solve business problems • Like to collaborate in multicultural environments • Are not afraid to take risks, motivate others and celebrate wins, both big and small * Have less TM1 related experience? No warries! We offer every new employee a systematic TM1 learning training at beginning. [PS: TM1是IBM的多維專業分析軟體，針對於TM1，我們會提供全面的培訓。考慮重點在於您目前財務資料分析建模的技能] 我們是一家全球化的外資諮詢公司，致力於基於TM1為大型跨國集團/公司定製專屬的分析/計劃類軟體。 我們的崗位為數據分析建模型財務諮詢顧問，作為FP&A方向的BI諮詢顧問，協助客戶優化財務/經營方向需求，尋求解決方案。 Cubewise的諮詢顧問不單單只是BI方面的設計開發，更是為客戶提供商業分析、財務優化等需求的解決者。 我們正在尋找財務分析方向 和數據分析方向的 候選人。 we are a global consulting firm called Cubewise. we are looking for the candidates who had data analysis/ business analysis (operation related) background. the position is consultant who will combine business analysis with data modeling, we transfer their business logic to data modeling, helping them get different complex reports or analysis result more effectively. We are using a professional to B analysis tool called TM1 to help big companies manage their business more effective and achieving digital transformation

【工作內容】 • 協助主管處理國際業務相關事務與專案管理 • 英文即時口譯與跨國會議溝通（對接韓國與其他國際窗口） • 製作商業簡報與報告資料，支援業務簡報 • 協助拓展與管理海外客戶、合作夥伴與供應商 • 蒐集市場資訊，追蹤競品動向，提出策略建議 • 配合主管出差，參與國際展會或客戶拜訪行程 【職務需求】 • 具備優異英文口說與書寫能力（可獨立與國際客戶溝通、即時翻譯） • 韓文能力佳者優先（能閱讀文件／溝通尤佳） • 業務與商場應對能力 • 邏輯與文書處理能力（Word、Excel、PowerPoint 熟練） • 跨部門／跨國溝通協調能力 【我們在找這樣的你】 • 具有主動積極的態度與高學習力 • 面對快速變動具備應變與分析判斷力 • 對遊戲產業與無人機開發技術等國際新興業務具高度興趣 • 喜歡與人互動、善於表達與解決問題 【加分條件】 • 有外貿、海外業務、國際展會經驗 • 曾支援主管行政或業務特助相關職務 • 熟悉韓國商務文化、曾與韓國客戶或廠商合作

The ideal candidate(s) must cope with the content of the job including business valuation, industrial research, equity research, and project management. Our services practice comprises teams of dedicated and highly experienced professionals. It draws from their wide range of collective technical skills and expertise. Intimate market and industry knowledge to help strategic and financial investors to maximize returns and minimize the associated risks on either sides of various transactions, whether acquiring or selling a business, entering an alliance or raising capital. Please provide your resume in English and Chinese version to [email protected] directly. 您好 非常有機會可以認識各位 和各位展開合作 以下介紹相關工作內容需求 僅供參考 若有符合各位認知 我們會安排後續面試 不管是線上視訊或面試 摘要如下: 1. 評價工作包括企業評價，其包括股權評價分析/無形資產評價/購買價格分析/可轉債評估/設備價值評估/ESG模組分析等，其需要有市場法/DCF法/財務報表/EXCEL/PPT等基礎知識; 2. 產業研究工作包括產業分析/產業資訊收集整理與分析/相關證券價值研究分析，偏向基本面分析，而非交易策略，其需要對於產業研究的熱情與抗壓性; 3. 計量模組與數據分析:具有Python程式能力&財金理論或計量統計等基礎能力,具有獨立思考與團隊合作能力者 4. 因為工作內容不易由學校理論學習而得，所以非常歡迎有程式技術能力/具學習動機/閱讀英文研究報告或書籍之能力/願意花時間投入的夥伴; 5. 其他問題，歡迎討論 李達晶 Kelvin Lee 燊樺資產鑑定股份有限公司 台北市內湖區星雲街161巷7號1樓 1F., No. 7, Ln. 161, Xingyun St., Neihu Dist., Taipei City 114022 , Taiwan, R.O.C. TEL : +886-2-66236818 Mobile: +886-930-548-197 E-mail: [email protected]

賦能感（https://www.empowerfeel.com.tw/）是股感媒體旗下專注於賦能型策略投資的創投公司，以新經濟生態系思維為核心，尋找並連結具潛力的企業夥伴。 我們挹注股感集團三大資源：軟體、數據與用戶，展開多元賦能模式，從「賦能導向」的數據策略出發，提供夥伴全方位支持，整合資源、佈局市場，加速驅動生態系動能，幫助實現持續成長與價值最大化。 我們深信，投資不僅是資本的投入，更是雙方對商業與市場未來的深度共創。 【你的角色】 1. 投資案開發與評估：尋找具潛力的投資機會，執行投資分析、盡職調查與交易架構規劃 2. 策略賦能與資源整合：協助投資標的運用生態圈資源，加速市場拓展與產品成長 3. 投後管理與營運追蹤：監督投資企業發展，提供成長策略及財務優化建議 4. 財務與稅務專案支持：熟悉公司財務及稅務相關事務，能協助投資與營運決策判斷 5. 專案與內部支持：支援部門內部營運、資料整理、電子檔案管理等事務，並運用 AI 工具優化工作流程與分析效率 【我們希望你具備】 1. 對投資、新創與市場策略有高度興趣，具備學習與分析能力 2. 具備數據思維與財務分析能力，能從數據中找出機會點 3. 熟悉公司財務、稅務相關事務與基本法規概念 4. 熟練運用 AI 工具提升資料整理、研究分析與決策效率 5. 邏輯清晰，擅長表達與溝通，能深入理解並提出觀點 6. 樂於與團隊、創業夥伴合作，主動解決問題

We are currently looking for an analyst to work within the Group Family Office on investments. Reporting to Chairman in charge of the family office directly. [Responsibilities] ● Monitor and source potential investment opportunities within the existing portfolio, including start-ups, venture capital, and private equity ● Engage with private wealth banks, including GS, MS, etc. ● Assess potential investment ideas mainly in public markets, including mutual funds, bonds, structure products, and potentially public equity ● Selectively deploy capital in the private market

Responsible for analyzing and managing the company’s equity portfolio, primarily focused on Taiwan equities, and also international equity and fixed-income opportunities to improve diversification and long-term returns. 主要負責公司股權投資組合的研究與管理，投資標的以台股為主, 並研究海外股票與債券投資機會，以提升資產配置與報酬穩定性。 1. Conduct research and valuation of listed equities股票研究 2. Provide investment recommendations and portfolio rebalancing suggestions估值分析與投資建議 3. Monitor performance and prepare regular investment reports定期追蹤績效並撰寫投資報告 4. Explore new opportunities in domestic and overseas markets探索國內外市場的新投資機會

1. 負責公司與投資人的公共關係，公司投資事務和法律事務管理。 2. 蒐集、彙整、研究同業及其他產業資訊 ,提供分析與評估計畫。 3. 安排投資人會議，協助公司高層安排會議相關事務。 4. 維護券商、投資法人、行業分析師的關係。 5. 維護媒體關係，適時宣傳公司最新消息，包括安排交流活動、公司訪談、發佈新聞稿等，維持優良企業形象。 6. 撰寫與發佈中英文新聞稿。 7. 負責ESG專案：公益活動洽談規劃、企業社會責任活動規劃執行。 8. 其他主管交辦事項

Taiwan AI Labs is a dynamic startup environment offering exceptional career development opportunities. We invite talented professionals to join us in shaping the future of artificial intelligence (AI) experiences. We are seeking results-driven, highly organized individuals with strong leadership skills to plan, execute, and manage various engineering projects. At Taiwan AI Labs, our mission is clear: to define the future of AI experiences. 【Responsibilities】 1.分析財務報表與營運指標，評估整體財務績效，並提供高階管理階層決策所需的財務建議。 2.負責財務規劃與預算管理，編製並控管事業單位年度預算，定期追蹤執行成效，進行差異分析（Variance Analysis），確保財務目標達成。 3.檢視與優化既有財務作業流程，提出內部控制強化與制度改善建議，提升營運效率與風險控管。 4.與各部門密切合作，提供整合性財務觀點及策略性建議，以支援業務推展與營運決策。 5.協助推動財務制度、報表與流程的數位轉型，導入自動化工具, 如 ERP 系統 (具相關導入或優化經驗者尤佳)。 【Essential Qualifications】 1.財務、會計、經濟、商管等相關科系畢業。 2.具 5 年以上 財務分析相關工作經驗。 3.熟悉財務報表分析、預算編製、資金流量預測與成本結構評估。 4.熟練使用 Excel 進行財務建模與敏感度分析。 5.熟悉 ERP 或其他財務系統操作者佳。 6.具備良好的邏輯思維與風險判斷能力，能獨立提出具體解決方案。 7.具備良好的書面與口頭溝通能力，能獨立簡報並與跨部門合作。 8.工作態度主動積極，具強執行力與責任感。 9.誠信正直，堅守職業道德與保密原則。

本職位需要有財務背景或人力資源背景佳。 財務經理 自然楓生醫一家提供化妝品產業法規與產品效能、安全驗證的企業，致力於解決國內外品牌在法規、產品效能、產品安全性及品質把關的顧問型諮詢公司尖，服務對象主要包括醫療機構、化妝品品牌、工廠、進口商及自創品牌之通路商等。自然楓生醫一直以來追求為消費者把關、為品牌方監督，提供最佳解決方案。 【職務核心職責與能力】 1. 財務報表分析與簡報製作：熟練三大報表（損益表、資產負債表、現金流量表），能多角度分析。 2. 投資人文件製作能力：具備撰寫募資簡報（Pitch Deck）、商業計劃書的經驗。 3. 成本控制與預算管理：能拆解部門成本，進行預算規劃與差異分析。 4. 會計與稅務知識：熟悉台灣會計準則、稅務申報與生技產業相關補助規範。 5. 專案管理能力：能規劃並推動跨部門行政或財務專案，確保按期完成。 6. 法規與合約審視能力：具備基本法律概念，能初步審視銀行契約與投資協議。 7. 危機處理與風險意識：能針對現金流不足、突發開銷、政策變動提出應變方案。 . 行政流程與執行落實 • 建立並優化行政作業流程（採購、核銷、合同管理）。 • 負責跨部門財務協作（業務、實驗室及臨床）。 • 協助制定與落實內控制度，降低財務與法規風險。 • 定期審視行政軟硬體成本與人力配置效率，提出改善方案。 • 監督會計帳務與稅務申報，確保符合法規（TFDA、生技產業補助等）。本職位現階段需具備高度多面向的實務操作能力，能親自兼顧財務、法規及資金規劃等核心工作；同時，我們期待您具備從零開始打造並領導專業財務團隊的經驗或潛力，協助公司持續成長與擴張。我們誠摯邀請具備深厚財務專業、對生技結合培訓業務充滿熱情的專業人士加入，若您符合條件並希望在最具潛力的產業舞台發揮所長，歡迎立即加入我們，共創突破性的未來！

1. 建立及維護集團現金流預測模型（含租金、開發、投資三類業務） 2. 建立及維護債務到期分析儀表板（貸款到期表、DSCR、LTV） 3. 建立及維護壓力測試模型（利率上升、租金下跌、開發案延遲） 4. 協助資金主管建立所需財務相關管理報表，以供主管決策判斷 5. 其他主管交辦事項 6. 具一般企業財務分析經驗3年以上者，優先安排面談

1. 投資評估：搜尋合適投資標的、評估投資標的價值、執行投前盡職調查、投資架構規劃、投資相關文件審閱修訂及投資條件之設計及談判。 2. 投後管理：管理轉投資公司並規畫提升營運績效。 3. 投資公司管理與監督：追蹤轉投資事業經營狀況、投資後運營管理，轉投資公司股東會、董事會重要議案評估與建議。 4. 投資相關行政作業。 5. 主管交辦專案事項。

1.要有合併報表的概念 (協助審查確認) 2.彙整聯繫海外子公司財務資料 3.其他例行帳務、申報作業 4.等熟悉工作之後，每年3月、9月出差子公司協助查帳(約1週) *上班時間：8:30-17:30* ●工作內容主管都會帶著做，不用擔心沒有做過 ●希望有至少兩年的會計經驗 ●訂單穩定，疫情到現在都沒有放過無薪假 ●免費供應午餐 ●福利制度健全，年薪14.5-15個月

• Company Introduction Coupang is reimagining the shopping experience with the goal of wowing each customer from the instant they open the Coupang app to the moment an order is delivered to their door. We are looking for talents to help us lead Coupang’s expansion in Taiwan. This is an exceptional opportunity to become a part of Coupang’s growth in Taiwan and create a world where our customers wonder, “How did I ever live without Coupang?” • Position: Principal, Financial planning and Analysis - Logistic Taiwan Finance team is a finance business partner for Coupang Taiwan. We own financial results by working with stakeholders to define & track business input/output metrics and improve them by performing root-cause analysis. We are hiring a Principal Financial Planning & Analysis (FP&A) focusing on our Logistics operations • What you will do - Identify key input/output metrics impacting Retail P&L - Track the metrics and analyze their trends & results to provide business/financial visibilities to stakeholders - Provide constant feedback to stakeholders, raise a flag, and recommend corrective measures to deliver WOW results - Perform root cause analysis by retrieving the right data and diving deep

【About this role】 • Deliver timely and accurate client reports, presentations, and customized analyses. • Consolidate and analyze data across equities, funds, and ETFs using advanced tools (Excel VBA, SQL, Bloomberg, Python). • Partner with cross-functional teams (investment, operations, compliance, etc.) to ensure seamless client servicing. • Contribute to global and regional projects, driving improvements and innovation. • Enhance reporting processes with automation and efficiency initiatives. 【What we’re looking for】 • Degree in Finance, Business, or related field. 3–5 years’ experience in asset management, financial services, or professional services. • Strong analytical and problem-solving skills, with attention to detail. • Excellent communicator – able to explain technical insights to diverse audiences. • Proficiency in Microsoft Office (Excel VBA, PowerPoint, Word); SQL, Python, or data visualization tools are a strong plus. • Knowledge of fund accounting and portfolio performance measurement (GIPS standards) is an advantage. 【Others Details】 • Working Hours：Mon-Fri, 9:00am-6:00pm. • Location：Taipei City. • A collaborative, flexible work culture. • Career growth with comprehensive training and certifications. • Wellbeing and mental health support. • Opportunities to innovate and contribute to global projects. • Competitive benefits, retirement & savings programs. ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: [email protected] ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

1.投資案件評估分析與建議 2.投資交易執行與投後管理 3.產業與市場分析 4.其他主管交辦事項 ：策略性專案、經營分析等