Finance Operations & Strategy Manager
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
We are looking for a detail-oriented and proactive Finance Operations & Strategy Manager to support the Finance CFO Office. This role provides exposure to the inner workings of the Finance function in a high-growth environment with responsibilities spanning process improvement reporting technology enablement and departmental coordination. Its an excellent opportunity for a finance professional who wants to understand how a Finance function is run and gain experience in both finance and business operations.
Key Responsibilities
1. Finance Operations Support
Track and report on Finance department delivery KPIs (e.g. close timelines budget adherence project delivery).
Monitoring and maintaining internal controls policies and compliance requirements.
Oversee the day-to-day running of the Finance department / establish the appropriate operating rhythm for CFO office priorities
Manage budgeting and resource allocation within the finance function itself.
2. Process Improvement & Transformation
Contribute to projects aimed at improving Finance efficiency (automation reporting simplification standardisation).
Support project management workflows documentation identify bottlenecks and propose improvements.
3. Cross-Team Coordination
Support coordination across Finance Teams driving collaboration and connectivity to delivery on finance priorities
Drive good discipline and drive delivery of CFO priorities
Prepare materials and summaries for Finance Mgmt or CFO reviews.
4. Project & Program Support
Provide data analysis and reporting for large-scale initiatives (e.g. finance transformation IPO readiness cost programmes).
Maintain project trackers and assist with status reporting.
Support vendor management and finance technology evaluations.
5. Colleague & Comms
Define and execute on colleague comms agenda
Workforce planning for the finance team (hiring training org design).
Drive culture talent development and career pathways in Finance.
6. Lead Operating Rhythm & Governance
Support Finance leadership meetings agendas and reporting packs.
Maintain department documentation policies and internal communications.
Assist with ad-hoc tasks and special projects across the Finance COO office.
Qualifications & Experience
Bachelors degree in Finance Accounting Economics Business or related field.
2 years of experience in finance consulting finance strategy or a high-growth environment.
Proficiency in Excel and PowerPoint; exposure to data tools (e.g. SQL Tableau Power BI) a plus.
Familiarity with accounting or finance processes desirable but not required.
Skills & Competencies
Analytical: strong attention to detail able to work with numbers and processes.
Organised: capable of managing multiple tasks and deadlines.
Problem-solving: proactive in identifying issues and suggesting improvements.
Communication: clear and concise in both written and verbal outputs.
Collaborative: team player who enjoys working across functions.
Adaptable: thrives in a dynamic environment with evolving priorities.
What Success Looks Like
Finance leadership has clear visibility on key operational metrics and projects.
Process improvements and reporting enhancements delivered with quality.
Finance systems and projects run smoothly with accurate tracking and support.
Recognised as a reliable and resourceful team member within the CFO/Finance COO office.
About FNZ
FNZ is committed to opening up wealth so that everyone everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry but complexity holds firms back.
We created wealths growth platform to help. We provide a global end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12000 wealth managers with US$1.7 trillion in assets under administration (AUA).
Together with our customers we help over 26 million people from all wealth segments to invest in their future.
Required Experience:
Manager
Key Skills
- Marketing
- Data Visualization
- Tableau
- Customer Segmentation
- Microsoft Powerpoint
- Investment Banking
- Strategic Planning
- Financial Modeling
- Customer relationship management
- Management Consulting
- Google Suite
- Analytics
About Company
We provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution
