Manager, Finance & Operations needed at The People Practice

Our client, a global investment management firm, is looking to hire a Manager, Finance & Operations who will oversee the financial health and operational processes of the organization, ensuring smooth day-to-day management of financial reporting, planning, analysis, and compliance. This role is critical in managing budgets, preparing financial statements, and meeting regulatory obligations, while safeguarding the company’s assets through strong internal controls. 

Responsibilities

Financial Reporting, Risk & Compliance

• Prepare accurate and timely financial statements, management reports, and performance reviews for leadership.
• Identify, assess, and mitigate financial and operational risks.
• Ensure compliance with local, state, and federal financial regulations, tax laws, and company policies.
• Manage the external audit process, including preparing necessary documentation and addressing audit findings.

Financial Planning, Risk & Control

• Oversee the preparation of detailed budgets and forecasts, ensuring alignment with organizational goals.
• Monitor and control financial performance against budgets, identifying variances and recommending corrective actions.
• Manage cashflow to ensure liquidity and support operational needs, optimizing working capital and investment strategies.
• Provide financial insights to senior management to support long-term planning and decision-making.
• Analyze financial trends and provide actionable recommendations to drive profitability and operational efficiency.
• Contribute to the development of business strategies by evaluating potential risks and returns.

Taxation and Audit

• Ensure compliance with tax regulations by preparing accurate tax returns and developing strategies to minimize liabilities.
• Conduct internal audits to evaluate internal controls and coordinate with external auditors during annual audits.
• Generate detailed reports summarizing tax positions and audit findings, highlighting risks and recommendations for management.
• Implement action plans to address audit findings and ensure ongoing compliance with tax laws and organizational policies.

Operational Efficiency & Process Improvement

• Analyze operational processes to improve efficiency, reduce costs, and streamline financial workflows.
• Oversee the implementation of financial systems and tools that enhance data accuracy and reporting capabilities.
• Continuously evaluate operational policies and make recommendations to optimize performance across departments.

Vendor & Expense Management

• Negotiate and manage contracts with vendors, ensuring cost-effective procurement and service delivery.
• Oversee expense management, ensuring that costs are controlled and aligned with budgetary goals.
• Collaborate with cross-functional teams to ensure financial oversight on key projects and investments

Qualifications

• Minimum Bachelor’s degree in Finance, Accounting or Economics, Master’s Degree is an added advantage.
• Minimum of 58 years of proven work experience in a related position.
• Professional Certifications (ICAN/CFA/CPA) is mandatory.
• Strong knowledge of accounting principles, financial statements, and reporting standards (e.g., IFRS, GAAP) and proficiency in financial management software (e.g., SAP, Oracle, QuickBooks).

Must have skills

• Good connections with regulators in the asset management industry with strong negotiation skills
• Good experience in handling audits both Internal and External
• Proven ability to lead, mentor, and develop finance teams, with excellent interpersonal and communication skills.
• Strong analytical and problem-solving abilities, with a keen eye for detail and the ability to make data-driven decisions
• Technical Competencies (Financial Analysis, Taxation, Budgeting & Forecasting, Reporting)
• Digital Competencies (Microsoft/Google Suite proficiency, Accounting Software proficiency, Data Analysis)