Finance & Operations Manager
Job Summary
The Finance & Operations Manager oversees the company's financial health, daily business operations, and human resource functions. This role is responsible for ensuring efficient workflows, regulatory compliance, and providing strategic financial insights to support organizational growth. The position acts as a key support pillar for financial advisors and leadership to maintain sustainable business success.
Responsibilities
- Manage accounting, finance, and cash flow functions.
- Oversee daily business operations and workflow optimization.
- Handle full-cycle recruitment, HR, and employee benefits.
- Strengthen internal controls and regulatory compliance.
- Provide strategic financial support to company leadership.
Required Skills
- 3-5 years experience in finance or operations.
- Strong financial analysis and accounting knowledge.
- Leadership and stakeholder management skills.
- Proficiency in Microsoft Office.
- Problem-solving and multitasking capabilities.
Job Details
Role Overview
The Finance & Operations Manager is responsible for managing the company's financial health, operational processes, compliance administration, and business support activities. This role ensures efficient day-to-day operations while providing strategic financial insights to support business growth, profitability, and regulatory requirements.
Key Responsibilities
Finance Management
- Oversee all accounting and finance functions, including accounts payable, accounts receivable, payroll, budgeting, and cash flow management.
- Prepare monthly management accounts and financial reports.
- Coordinate with external accounts & audits, tax filings, and statutory reporting requirements.
- Monitor revenue, expenses, profitability, and key financial metrics.
Operations Management
- Oversee day-to-day business and office operations
- Develop and improve operational workflows, SOPs, and internal processes
- Manage vendor relationships, procurement, and office facilities
- Support implementation of systems, tools, and automation initiatives
- Providing backend support to Financial Advisors
Human Resource Management
- Manage end-to-end recruitment and onboarding processes
- Maintain employee records, HR documentation, and personnel databases
- Administer payroll coordination, leave management, and employee benefits
- Support performance management and employee development initiatives
- Coordinate employee engagement and culture-building activities
- Ensure compliance with labor laws, workplace regulations, and HR policies
Internal Controls & Governance
- Strengthen internal control processes to mitigate operational and financial risks
- Ensure proper segregation of duties and approval workflows
- Maintain company policies, SOPs, and compliance register
Strategic & Organisational Support
- Support leadership with workforce planning and organisational development
- Monitor HR and operational KPIs
- Assist in change management and organisational improvement initiatives
Requirements
Education & Experience
- Bachelor's Degree in Finance, Accounting, Business Administration, or related field.
- Minimum 3–5 years of experience in finance, accounting, operations, or business management.
- Professional qualifications such as ACCA, CPA, CA, CFA, or equivalent are advantageous.
- Experience within financial services, wealth management, insurance, banking, or financial advisory environments is preferred.
- Proven experience managing budgets, financial reporting, and operational functions.
Skills & Competencies
- Strong organizational and multitasking skills
- Strong financial analysis and accounting knowledge
- Excellent interpersonal and communication skills
- Strong leadership and stakeholder management skills.
- Ability to manage confidential and sensitive information
- Strong problem-solving and conflict-resolution abilities
- Proficiency in Microsoft Office
- Ability to work independently and manage multiple priorities