Associate - Finance & Operations at The People Practice

Job Summary

• Our client is looking to hire an Associate, Finance & Operations who will be responsible for managing and optimizing the organization’s financial and operational functions.
• This includes preparing financial reports, asset and liability tracking, regulatory compliance, tax filing, payment processing, and reconciliation.
• The role also involves supporting the organization’s corporate actions, partner payments, financial planning, and annual audits.
• By ensuring accurate and efficient processes, the Associate will help drive financial health, operational excellence, and alignment with the company’s strategic objectives.

Responsibilities
Financial Reporting & Analysis:

• Prepare and deliver accurate financial reports, including asset reporting and portfolio liability reporting, in line with internal and external requirements.
• Track and report on key metrics, including financial health, operational efficiency, and budget utilization.
• Develop and execute reports for regulatory compliance, ensuring timely submission and adherence to financial regulations.
• Support tax filing processes and ensure accurate documentation for regulatory bodies.
• Collaborate with external auditors to ensure successful completion of the annual external audit process.

Regulatory & Compliance Management:

• Ensure compliance with all regulatory requirements related to financial reporting, tax filing, and corporate actions.
• Maintain up-to-date documentation on policies and processes for audits and compliance checks.

Payment & Corporate Action Management:

• Oversee payment processes, ensuring timely disbursement and accurate reconciliation of all transactions.
• Manage corporate actions such as dividends, share buybacks, and other related activities.
• Process partner commission payments and ensure all financial obligations are met within agreed timelines.
• Perform interest expense reconciliations to maintain accuracy in financial statements.

Reconciliation, Financial Control & Bookkeeping:

• Support with Bookkeeping, reviews and daily reconciliation of financial transactions to ensure data integrity and accuracy.
• Perform subsidiary reconciliation and monthly balance reconciliation, identifying and resolving discrepancies promptly.
• Maintain a robust internal control framework to minimize financial risks.

Financial Planning & Budgeting:

• With the oversight of the FC, lead the development of annual financial plans and budgets, ensuring alignment with organizational goals.
• Monitor budget execution and provide regular updates on variances and opportunities for cost optimization.
• Collaborate with team leads to review budget performance and recommend adjustments as needed.
• Support procurement, logistics, and vendor relationship management to ensure cost-effective operations.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field. A professional certification such as ICAN, ACCA is strongly preferred.
• Minimum of 3-5 years of experience in financial reporting, finance operations management, or a similar role.
• Demonstrated experience with financial assets/liabilities reporting, tax & regulatory compliance, budgeting, and reconciliation processes.
• Advanced proficiency in financial software and tools (e.g., Infoware, QuickBooks, etc).
• Strong knowledge of tax regulations, regulatory reporting, and audit requirements.

Must Have Skills:

• Proactive problem-solving approach with a focus on continuous improvement.
• Ability to work under pressure and meet deadlines.
• Excellent communication and interpersonal skills to collaborate with cross-functional teams.
• Strong organizational and multitasking abilities.
• Exceptional attention to detail and analytical skills.
• Proficiency in Microsoft Excel and the ability to analyze large datasets effectively.