Quotation Estimate Financial Analyst in China Shanghai –Free Word Template Download with AI
Professional Financial Analyst Services
Shanghai, China | PRC
Document Reference: QE-2025-SHA-0047
| Client Name: | Horizon Capital Partners (Shanghai) Ltd. |
| Client Address: | 18F, Jin Mao Tower, 88 Zhongshan East Road 2nd, Huangpu District, Shanghai 200002, China |
| Contact Person: | Mr. Wei Zhang, Director of Finance |
| Engagement Reference: | HC-2025-FA-012 |
This Quotation Estimate is issued by Meridian Advisory Group (Shanghai) Co., Ltd. to provide a comprehensive and transparent breakdown of costs associated with the recruitment, onboarding, and ongoing professional services of a senior Financial Analyst for the client's operations in China Shanghai. The engagement is designed to meet the specific regulatory, operational, and strategic requirements of a financial institution operating within the Shanghai financial district, in full compliance with the regulations set forth by the China Securities Regulatory Commission (CSRC) and the People's Bank of China (PBOC).
The Financial Analyst position described in this Quotation Estimate encompasses the following core responsibilities: preparation of quarterly and annual financial reports in accordance with Chinese Accounting Standards (CAS) and International Financial Reporting Standards (IFRS); development of financial models for investment valuation and portfolio performance tracking; monitoring of market trends specific to the Shanghai Stock Exchange (SSE) and the China Foreign Exchange Trade System (CFETS); preparation of board-level presentations and strategic financial forecasts; and coordination with external auditors, tax advisors, and regulatory bodies operating in China Shanghai.
| Item No. | Description of Service | Duration | Unit Cost (CNY) | Quantity | Total (CNY) |
|---|---|---|---|---|---|
| 01 | Recruitment and screening of qualified Financial Analyst candidates in the Shanghai metropolitan area | 4 weeks | 45,000 | 1 | 45,000 |
| 02 | Comprehensive background verification, credential validation, and regulatory compliance check for the Financial Analyst | 2 weeks | 18,000 | 1 | 18,000 |
| 03 | Onboarding, work permit processing, and social insurance registration for the Financial Analyst in Shanghai | 3 weeks | 22,000 | 1 | 22,000 |
| 04 | Monthly retainer for dedicated Financial Analyst services (full-time, 8-hour workday, 5-day week) | 12 months | 68,000 | 12 | 816,000 |
| 05 | Quarterly financial modeling and valuation workshops conducted in Shanghai | 4 sessions | 35,000 | 4 | 140,000 |
| 06 | Annual regulatory compliance audit support and CSRC filing preparation | 1 cycle | 55,000 | 1 | 55,000 |
| 07 | Professional development and CFA/CPA (China) certification sponsorship for the Financial Analyst | 12 months | 30,000 | 1 | 30,000 |
| 08 | Office infrastructure, software licenses (Bloomberg Terminal, Wind Financial Terminal), and workspace allocation in Shanghai | 12 months | 12,500 | 12 | 150,000 |
| TOTAL ESTIMATED COST (CNY) | 1,276,000 | ||||
| Applicable VAT (6% – Professional Services, PRC) | 76,560 | ||||
| GRAND TOTAL (CNY, VAT inclusive) | 1,352,560 | ||||
- This Quotation Estimate is valid for a period of thirty (30) calendar days from the date of issue. Any acceptance beyond this period will require a revised Quotation Estimate reflecting current market rates in China Shanghai.
- All fees quoted in this document are denominated in Chinese Yuan (CNY) and are subject to the prevailing Value Added Tax (VAT) rate of 6% applicable to professional services in the People's Republic of China.
- The Financial Analyst engagement is governed by the Labor Contract Law of the People's Republic of China and the applicable municipal regulations of Shanghai Municipality. All employment terms, including probationary periods, severance, and dispute resolution, shall comply with these statutes.
- Payment shall be made via bank transfer to the designated account of Meridian Advisory Group (Shanghai) Co., Ltd. The initial recruitment and onboarding fees (Items 01–03) are due within fourteen (14) days of contract execution. Monthly retainers (Item 04) are payable in arrears by the fifth (5th) business day of each subsequent month.
- Any change in scope, additional deliverables, or extension of the Financial Analyst engagement beyond the twelve-month term outlined in this Quotation Estimate shall be subject to a supplementary written agreement and a revised cost schedule.
- Confidentiality: All financial data, proprietary models, and client information handled by the Financial Analyst in the course of this engagement in China Shanghai are subject to a strict Non-Disclosure Agreement (NDA) in accordance with the Personal Information Protection Law (PIPL) of the PRC.
- Force Majeure: Neither party shall be liable for delays or failures in performance resulting from events beyond reasonable control, including but not limited to natural disasters, government regulatory changes in China Shanghai, or public health emergencies.
- This Quotation Estimate does not constitute a binding contract until formally countersigned by both parties. It serves solely as a good-faith estimate of costs and service parameters.
By signing below, the client acknowledges receipt of this Quotation Estimate and agrees to the terms, conditions, and cost structure outlined herein for the engagement of a Financial Analyst in China Shanghai. This signature constitutes formal acceptance of the proposed services and authorizes Meridian Advisory Group (Shanghai) Co., Ltd. to commence the recruitment and onboarding process.
For Meridian Advisory Group (Shanghai) Co., Ltd.Name: Li Minghua, Managing Director
Signature: _________________________
Date: _________________________ For Horizon Capital Partners (Shanghai) Ltd.
Name: Wei Zhang, Director of Finance
Signature: _________________________
Date: _________________________ ⬇️ Download as DOCX Edit online as DOCX
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