Finance Business Advisory Associate

Date PostedJune 6, 2026LocationKuala Lumpur, MalaysiaCompanyOptimal Business Advisory Sdn BhdSalaryRM 5000 - 15000TypeFull-Time

Job Summary

Optimal Business Advisory is seeking Junior and Senior Associates to provide financial analysis, management reporting, and business advisory services. The roles involve working directly with founders and management teams to improve financial performance and decision-making. Candidates will support or lead client engagements, focusing on CFO-level advisory and finance transformation projects.

Responsibilities

  • Perform financial analysis and management reporting
  • Support or lead CFO advisory engagements
  • Manage budgeting, cash flow, and performance KPIs
  • Coordinate finance transformation projects

Required Skills

  • Proficiency in Microsoft Excel
  • Financial analysis & Reporting
  • Fluency in English and Mandarin
  • Commercial mindset
  • Independent project management

Job Details

### Role Overview: Junior Finance Advisory Associate You will work closely with Senior CFO Advisors, supporting client engagements and gaining exposure to real-world business and financial advisory work beyond routine accounting. **Key Responsibilities** - Assist Senior Advisors in CFO Advisory and business advisory engagements - Prepare financial analysis, management reports, and presentations - Support budgeting, cash flow analysis, and performance tracking - Coordinate project execution and client follow-ups **Requirements** - Bachelor’s Degree in Accounting, Finance, or related professional qualification - 1–3 years of experience in accounting, audit, taxation, or advisory roles - Strong analytical skills and proficiency in Microsoft Excel - Willingness to learn and grow into a CFO role - Must possess own transport and able to travel to client locations when required ### Role Overview: Senior CFO Advisor You will independently manage CFO Advisory engagements and work directly with business owners and senior management to improve financial performance and decision-making. **Key Responsibilities** - Lead and manage CFO Advisory and financial transformation projects - Advise clients on cash flow management, budgeting, and financial controls - Design and implement finance processes, reporting frameworks, and KPIs - Guide client finance teams and support management-level decisions **Requirements** - Bachelor’s Degree in Accounting, Finance, or related qualification - 3+ years of experience in finance, accounting, audit, or advisory roles - Ability to handle client engagements independently - Strong commercial mindset and clear communication with non-finance stakeholders - Must possess own transport and able to travel to client locations when required ### General Requirements - Hybrid working arrangement - Work from home, only report to the office or client office for meetings when required - Must be able to communicate fluently in English and Mandarin