Finance & Operations Executive
Job Summary
The Finance & Operations Executive manages the firm's financial health, daily business operations, and human resource functions. This role is responsible for ensuring efficient organizational processes, compliance administration, and providing backend support to Financial Advisors. The position aims to support sustainable growth by maintaining financial accuracy and optimizing internal workflows.
Responsibilities
- Manage accounting functions, financial reporting, and cash flow.
- Oversee daily business operations, SOPs, and vendor relations.
- Handle full-cycle HR recruitment, payroll, and employee records.
- Strengthen internal controls and organizational governance.
- Provide backend administrative support to Financial Advisors.
Required Skills
- Degree in Finance, Accounting, or Business.
- 1-2 years experience in finance or operations.
- Financial analysis and reporting skills.
- Proficiency in Microsoft Office.
- Strong communication and multitasking abilities.
Job Details
Role Overview: The Finance & Operations Executive will work together with the team in 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: Assist in 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: Assists in 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: Assists in 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 1-2 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. 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.