财务与业务分析师

Role Description JOB TITLE Finance and Business Analyst DEPARTMENT Non-Academic-Finance LOCATION Shanghai LINE MANAGEMENT Finance Manager OBJECTIVES The Fin ance and Business Analyst focus on whole school data analysis and planning, s erve as a digital champion within the institute, actively driving and participating in finance digitalization and process optimization initiatives providing valuable data -driven insights to support senior leadership decision making .

Working closely with the Finance Manager , academic team and non-academic team, the Financial and Business Analyst must possess the skill to work effectively, time-sensitively and professionally at all times. This role offers strong exposure across functions and businesses, providing a total school view and a solid platform for future career growth within FP&A, commercial finance, or transformation roles.

This role is ideal for a high-potential FP&A professional who enjoys combining business partnering with digital innovation and wants to grow within a dynamic regional finance organization. The professional image and conduct of this person is crucial in emulating the ethos of the setting. Autonomous, determined and professional behaviour will be key features of the post-holder’s practice and these will be consistently demonstrated at all times.

The post holder must be able to communicate effectively with team members and external agents.

KEY RESPONSIBILITIES

1. Financial and Business Planning & Analysis (FBP&A)

• Business Performance Review: Conduct comprehensive performance reviews across each school phase, enabling management to gain deep insights into spending patterns, cost structures, and return on investment (ROI) across functions and business units.
• Strategic Support : Participate in annual budget preparation, maintain driver-based forecasts, explain changes in expected year-end performance, document assumptions and risks. Involved in mid-to-long-term financial planning.
• CCA Curriculum Performance Management : Lead the financial performance management of CCA (Co-Curricular Activities) programs, evaluating resource input and output effectiveness.
• Student Enrollment & Retention Analysis: Support financial data analysis related to student enrollment and retention, providing data-driven insights for enrollment strategies.
• Risk and scenario analysis : Assess scenarios such as lower enrolment, salary increases, supplier inflation, cost benefit analysis where relevant.
• Feasibility studies : Support feasibility studies for proposed school initiatives, programmes and capital projects by developing financial model, assessing costs, revenue potential, risks and scenarios, and providing evidence-based recommendations to inform leadership decisions.
• Tuition Fee Pricing Support: Participate in the development and optimization of tuition fee pricing models, offering data-driven pricing recommendations.
• Capital expenditure and lifecycle costs : Evaluate major projects and purchases, including whole-life costs, recurring commitments, replacement cycles and post-investment reviews.
• Operational service : Support proportionate reviews of transport, catering, facilities, outsourced services, trips and other material activities.
• Online Resource Efficiency Review: Assess the input-output efficiency of online resources and propose optimization measures.
• Cost Control & Optimization: Refine cost structures, prioritize cost items, and implement continuous monitoring and tracking mechanisms. Budget and actual spending tracking to identify key variances and input
• Tax Planning: Assist in tax planning to optimize the tax structure while ensuring compliance.
• Data-Driven Decision Making : Leverage big data analytics tools to build financial analysis models and promote a data-driven decision-making culture.
• Staffing and curriculum planning : Parther with HR and academic leaders to model headcount, total employment costs, class sizes, subject provision and recruitment scenarios.
• Cash flow and fee collection : Support cash-flow forecasting and analyse fee collection, overdue balances and payment patterns, distinguish analysis from responsibility for chasing parents.

1. Digitalization & Process Optimization (Digital Champion)

• Automation Project Leadership: Lead the adoption for approved automation projects, collaborating closely with the Group Finance, Operations and IT department to explore and implement new tools and reports, enhancing financial operational efficiency.
• Process Standardization: Review and streamline school operational procedures (e.g., external personnel service fees, training funds, online resource applications), providing professional guidance to drive standardization and normalization.

1. Other relevant tasks

• Asset Management: Lead school asset management and inventory, ensuring alignment between physical assets and financial records.
• Cross-Department / Cross-Group Coordination: Facilitate communication and coordination with group finance, other departments, and campuses to promote information flow and business synergy.
• Team Backup: Serve as a key support resource within the finance department, flexibly covering for colleagues to ensure smooth departmental operations. BASIC QUALIFICATION
• Holder of Bachelor Degree
• Majored in finance/business management and other related majors
• Fluent written and spoken English
• Support Hiba Academy Values EXPERIENCE
• More than 3 years f inancial p lanning & a nalysis or business consultant experience, ideally in a context that includes international staff;
• Experience of Microsoft Dynamics ERP is advantageous
• Proficient in using various office systems and software EXPERTISE
• Experience of multinational company/education setting is preferred
• Cross-cultural working experience is preferred
• Fluency in English and Chinese
• Independent and responsible
• High integrity and honesty
• Accuracy and attention to details
• The ability to prioritise workload and meet deadlines
• Excellent communication skills with a diverse range of people and interpersonal skills
• Technology user skills sufficient to prepare reports in Excel and Word, and aptitude to operate appropriate databases
• Ability to work to tight timelines Preferred Aptitudes
• Demonstrating practice that represents the five core values of Wellington at all times (courage, integrity, kindness, respect and responsibility)
• Excellent communication and interpersonal skills, proven ability to communicate effectively with different types of people and in cross-culture environment
• Strong passion for the education industry
• Proven ability to work with metrics, numbers and trends, and develop recommendations for action based on the analysis.
• Personal Integrity, accountability and credibility
• Strong mindset for continuous improvement to meet or exceed expectations. As an employer of choice, Wellington College Education China is committed to making professional learning and personal development central to its ethos and approach. WCEC fully recognises its responsibilities for safeguarding children. Our safeguarding policy applies to all staff, governors and volunteers working in the Group.