Financial Operations Specialist
20 hours ago
We are seeking a meticulous and detail-oriented Financial Operations Specialist to support the financial operations of our organization. In this role, you will be responsible for maintaining accurate records of investment portfolios and overseeing all related accounting entries.
The ideal candidate will have strong technical expertise in accounting and a proactive approach to ensuring accurate financial operations, compliance, and reporting across a diverse investment portfolio.
Responsibilities:
- Maintain accurate records of investment portfolios and oversee all related accounting entries.
- Prepare and review monthly, quarterly, and annual financial statements for our organization and related entities.
- Ensure timely and accurate consolidation of accounts, including investment vehicles, trusts, and holding companies.
Key Skills and Qualifications:
- Degree in Accounting, Finance, or related field; professional certification (ACCA, CPA, or equivalent) preferred.
- Minimum 3–5 years of relevant experience, ideally in a family office, private wealth, or investment environment.
- Proficiency in accounting software (e.g., Xero, QuickBooks, SAP) and MS Office Suite.
- High attention to detail, integrity, and ability to handle confidential information.
- Good spoken and written English and interpersonal skills; able to work independently and as part of a small team.
Benefits:
- Meaningful work & Growth: We take every opportunity to stretch ourselves and deliver an excellent client experience.
- Employee as our biggest asset: We are genuinely invested in our people's career and welfare.
- Global reach & local impact: Get to work with high-growth startups and dynamic companies from the comfort of your own home.
- Powering global startups: We've created jobs that empower global start-ups to focus on growth.
What You'll Bring:
- A passion for delivering exceptional results and exceeding expectations.
- An ability to work collaboratively and build strong relationships with colleagues and stakeholders.
- A commitment to maintaining the highest standards of professionalism and integrity.
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