financial operations consultant

DICETEK LLC

<div>Job Title: Oracle Finance (FMS) Functional Consultant 
Roles and Responsibilities:<ul><li>Analyze and document business requirements across Finance Business Areas (General Ledger, Encumbrance &amp; Budgetary Control, Payables, Receivables, Collections, Bill Management, Fixed Assets, Cash Management, Projects, Tax, GRC ... etc.)</li><li>Conduct business process analysis, gather requirements, and design functional solutions within the Finance domain.</li><li>Implement and configure Oracle Fusion Finance applications.</li><li>Design and deliver custom Finance solutions and system enhancements to optimize business operations.</li><li>Possess hands-on experience with Oracle E-Business Suite Finance modules.</li><li>Collaborate with Oracle support and technical teams to manage service requests and resolve configuration or data-related issues.</li><li>Address production issues, improve system performance, and coordinate patching and testing activities.</li><li>Conduct user training and support change management initiatives.</li><li>Engage with stakeholders and cross-functional teams to ensure effective communication and collaboration.</li><li>Understand and apply shared services concepts and compliance guidelines.</li><li>Participate in large-scale transformation projects (preferably within the public sector).</li><li>Perform testing activities, including User Acceptance Testing (UAT) and integration testing in Finance environments.</li><li>Contribute to automation testing processes.</li><li>Develop and deliver reports using Oracle OTBI.</li><li>Manage and maintain accurate Finance master data (Customers, Banks, Bank Accounts &hellip; etc.) in Oracle EBS.</li><li>Support data cleansing, migration, and testing activities during system upgrades or coexistence (EBS &amp; Fusion).</li><li>Collaborate with functional leads, IT teams, and business users to gather data requirements and ensure data quality.</li><li>Ensure compliance with data governance standards, audit requirements, and maintain proper documentation.</li><li>Troubleshoot Finance data issues, provide insights through reporting, and support end-users on data best practices.</li><li>Led the migration of legacy integration interfaces and designed end-to-end integration solutions between Finance modules and other enterprise systems.</li><li>Maintained and updated integration documentation, libraries, and touchpoints in line with evolving platform requirements.</li><li>Ensured data integrity, synchronization, and consistency across hybrid environments involving Finance and on-premise systems.</li><li>Managed integration testing cycles (Unit, SIT, UAT) and resolved issues to ensure stable and reliable integrations.</li><li>Promoted integration governance, standards, and best practices while coordinating with cross-functional teams and vendors.</li></ul> 
Qualifications Required:<ul><li>Bachelor&rsquo;s degree in information technology, Business, or a related field (Master&rsquo;s degree is a plus).</li><li>5+ years of experience with Oracle implementation projects.</li><li>Strong knowledge of Oracle Finance reporting tools (BI Publisher, OTBI, Financial Studio, Smart View, &hellip; etc.).</li><li>Proficiency in PL/SQL and BI Publisher for data extraction and reporting.</li><li>Ability to interpret business process requirements and translate them into technical specifications.</li><li>Relevant professional certification in Oracle Finance (preferred).</li><li>Experience in automation testing tools.</li><li>Familiarity with Oracle FDI/FAW is a plus.</li><li>Knowledge of Oracle EPM Cloud modules (such as EPBCS, FCCS, ARCS, EDMCS) is highly preferred.</li><li>Proven ability to manage and maintain high-quality master data (e.g., Customers, Banks, Bank Accounts) within enterprise systems.</li><li>Strong understanding of data governance frameworks and compliance standards.</li><li>Skilled at identifying and resolving data inconsistencies to ensure accuracy and reliability.</li><li>Hands-on experience with data cleansing and migration during system implementations or upgrades.</li><li>Proven experience in integrating cloud-based ERP systems with third-party applications using APIs and middleware.</li><li>Skilled in hybrid integration environments, data mapping, interface design, and managing full testing cycles.</li></ul></div>

Oracle Finance (FMS) Functional Consultant

Helitrope Ventures

We are seeking a high-caliber Finance Operations Executive to support a global family office managing multi-jurisdictional entities and a diverse investment portfolio across private markets, public markets, structured products, and foreign exchange (FX).This is a hands-on execution role, not a supervisory or advisory position.The successful candidate will function as a hybrid of:<ul><li>Finance Operations Specialist</li><li>Multi-Entity Accountant</li><li>Investment Operations Coordinator</li></ul>You will be responsible for the day-to-day financial operations of the office, ensuring accuracy, control, and clarity across transactions, entities, and investment structures.The role requires the ability to understand underlying financial transactions, not just process them &mdash; with strong attention to detail, ownership, and financial product awareness.KEY RESPONSIBILITIESPayments &amp; Cash Management<ul><li>Execute all payments across family office entities, SPVs, operating companies, and personal accounts</li><li>Maintain structured payment schedules, funding timelines, and liquidity visibility</li><li>Coordinate with banks on transfers, FX flows, confirmations, and issue resolution</li><li>Monitor cash positions across entities and currencies</li></ul>Accounting &amp; Multi-Entity Bookkeeping<ul><li>Maintain accurate books across multiple entities, jurisdictions, and currencies</li><li>Perform bank and custodian reconciliations</li><li>Manage expense classification, accruals, and journal entries</li><li>Ensure accounting reflects the true economic substance of transactions</li></ul>Financial Product-Aware Booking (Core Requirement)<ul><li>Apply correct classification, booking, and lifecycle tracking across financial instruments</li></ul>Investment Instruments<ul><li>Equity and preferred equity</li><li>Fund capital commitments and drawdowns</li><li>Convertible instruments (notes, SAFEs)</li><li>Proper classification of distributions vs return of capital vs income</li></ul>Structured Products Fixed Coupon Notes (FCNs), Step-down Notes, Bonus/Booster Notes<ul><li>Track coupon mechanics, barrier events, and redemption triggers</li><li>Monitor product lifecycle from issuance to maturity or early exit</li></ul>FX &amp; Derivatives<ul><li>FX spot, forwards, and options</li><li>Structured FX products (TARF, TARN)</li><li>Understand cashflows vs notional exposure</li><li>Track realized vs unrealized outcomes</li></ul>Ability to interpret term sheets and bank statements, accurately classify transactions, and flag inconsistencies or risksIndia Coordination &amp; Compliance Awareness<ul><li>Coordinate with India-based accountants, tax advisors, and service providers</li><li>Track compliance deadlines, filings, and documentation requirements</li><li>Maintain organized records for all India-related entities and investments</li></ul>Note: This is not an advisory role, but requires practical familiarity with India&rsquo;s regulatory and administrative environmentAccounts Payable &amp; Internal Controls<ul><li>Maintain invoice tracking and payment systems</li><li>Ensure all payments are properly approved and documented</li><li>Support implementation and enforcement of internal controls and approval workflows</li><li>Maintain audit-ready financial records</li></ul>Multi-Entity Operational Support<ul><li>Liaise with external accountants, auditors, and corporate service providers</li><li>Support audits and prepare required documentation across jurisdictions</li><li>Ensure consistency and coordination across all entities</li></ul>QUALIFICATIONSEducationDegree in:<ul><li>Finance</li><li>Accounting</li><li>Business</li><li>Economics</li></ul>Professional qualifications (preferred): <ul><li>CPA / ACCA / CA or equivalent</li></ul>ExperienceMinimum 5+ years in:<ul><li>Finance operations / accounting</li><li>Multi-entity or family office environment</li><li>Investment or financial services environments</li></ul>Proven experience managing;<ul><li>Multi-currency accounting</li><li>Cross-border financial operations</li></ul>Technical SkillsAdvanced proficiency in:<ul><li>Excel / Google Sheets (financial tracking &amp; reconciliation)</li><li>Accounting systems (e.g., QuickBooks, Xero, or equivalent)</li></ul>Experience with:<ul><li>Multi-entity reporting structures</li><li>Financial documentation and audit preparation</li></ul>Financial Product Knowledge (Essential)Working familiarity with:<ul><li>Structured notes (FCNs, step-down, bonus structures)</li><li>FX products (spot, forwards, options, TARF/TARN)</li></ul>Ability to:<ul><li>Track product lifecycle and cashflows</li><li>Apply appropriate accounting treatment</li></ul>India Experience (Essential)Experience coordinating with India-based:<ul><li>Accountants</li><li>Advisor</li><li>Investment structures</li></ul>Familiarity with:<ul><li>Filing processes</li><li>Documentation requirements</li><li>Regulatory environment</li></ul>Core Competencies<ul><li>High attention to detail and accuracy</li><li>Strong ownership and accountability</li><li>Structured and process-driven mindset</li><li>Ability to manage complexity across entities and jurisdictions</li><li>Strong financial reasoning and analytical thinking</li><li>Discretion and professionalism</li><li>Ability to operate independently in a lean environment</li></ul>What Differentiates This Role?<ul><li>You will execute, not just review</li><li>You will manage real financial flows across global entities</li><li>You will work directly with complex financial instruments</li><li>You will operate at a controller-level in a lean structure</li><li>Exposure to global investments and multi-jurisdictional operations</li></ul>Success Metrics<ul><li>Accuracy and reliability of financial records</li><li>Timeliness of payments and reconciliations</li><li>Correct classification of financial transactions</li><li>Efficiency of cash management and liquidity tracking</li><li>Audit readiness and documentation quality</li><li>Ability to independently manage multi-entity operations</li></ul>Job Type: Full-timePay: QAR3,500.00 - QAR5,000.00 per monthAbility to commute/relocate:<ul><li>Doha: Reliably commute or planning to relocate before starting work (Preferred)</li></ul>Application Question(s):<ul><li>Do you have experience coordinating with India-based: Accountants, Advisor, and Investment structures? If yes, discuss briefly.</li><li>Are you familiar with: Filing processes, Documentation requirements, and Regulatory environment? If yes, discuss briefly.</li></ul>Education:<ul><li>Bachelor's (Preferred)</li></ul>Experience:<ul><li>Finance operations / accounting: 5 years (Required)</li><li>Multi-entity or family office environment: 5 years (Required)</li><li>Investment or financial services environments: 5 years (Required)</li><li>Multi-currency accounting: 3 years (Required)</li><li>Cross-border financial operations: 3 years (Required)</li><li>	Accounting systems (e.g., QuickBooks, Xero, or equivalent): 5 years (Preferred)</li><li>Structured notes (FCNs, step-down, bonus structures): 3 years (Preferred)</li></ul>License/Certification:<ul><li>CPA / ACCA / CA or equivalent (Preferred)</li></ul>Work Location: In person

Finance Operations Executive

geidea

<div>
 
 Established in 2008,
 
 Geidea
 
 epitomizes customer focused empowerment and commercial success through continuous innovation.
 
 Geidea
 
 makes best in class digital payment solutions available for all by attracting and leveraging the best creative &amp; entrepreneurial talent in the market.
 
 
 
 
 
 Our solutions give any business the chance to get ahead and reach for more no matter their size or maturity. Our technology mirrors our people - Smart, Innovative &amp; Forward Thinking:
 
 
 www.geidea.net
 
 
 
 
 
 
 
 To maintain competitive advantage as we grow, we are currently looking for a new
 
 Financial Operations Specialist:
 
 
 
 
 
 
 
 Key accountabilities and decision ownership:
 
 
 <ul>
 <li>
 Conduct investigations, review, and analyze chargeback cases to determine their validity and merit.
 </li>
 <li>
 Ensure to respond to all dispute cases within specified timeframes.
 </li>
 <li>
 Excellent knowledge of the chargeback process and scheme rules &amp; guidelines.
 </li>
 <li>
 Maintain accurate records of chargeback cases and ensure that no missed cases to avoid financial losses.
 </li>
 <li>
 Ensure compliance with payment processing guidelines and legal requirements.
 </li>
 <li>
 Maintain accurate chargeback reconciliation file to determine the pending recovery cases and the flow of chargeback fund.
 </li>
 <li>
 Ensure to recover the chargeback losses from merchant within time.
 </li>
 <li>
 Communicate with customers, banks (local &amp; international) schemes, and other parties involved to resolve chargeback.
 </li>
 <li>
 Manage customer queries relating to chargebacks.
 </li>
 <li>
 Conduct daily, weekly, and monthly analysis on claims, complaints, and chargebacks activities.
 </li>
 <li>
 Communicate all relevant stakeholders for all related issues.
 </li>
 </ul>
 
 
 
 
 
 Must Have Technical / Professional Qualifications:
 
 
 
 
 
 <ul>
 <li>
 Minimum
 
 3+ years of experience
 
 in chargebacks, financial operations, or a similar analytical role.
 </li>
 <li>
 Prior experience in
 
 SaaS or FinTech
 
 industries is considered a strong advantage.
 </li>
 <li>
 Bachelor&rsquo;s degree in
 
 Finance, Accounting, Business Administration
 
 , or a related field (a diploma or equivalent qualification in a numerate/analytical discipline may also be considered).
 </li>
 <li>
 Solid understanding of the
 
 Financial Services/FinTech sector
 
 .
 </li>
 <li>
 Strong
 
 analytical and problem-solving skills
 
 with high attention to detail.
 </li>
 <li>
 Proficiency in
 
 Microsoft Excel
 
 and reporting tools; experience with
 
 dashboards
 
 is a plus.
 </li>
 <li>
 Familiarity with
 
 financial systems, reconciliation tools, or payment gateways
 
 is an advantage.
 </li>
 <li>
 Experience using
 
 support ticketing systems
 
 is a plus.
 </li>
 <li>
 Excellent
 
 computer skills
 
 .
 </li>
 <li>
 
 Fluent in English
 
 with
 
 native-level Arabic
 
 proficiency.
 </li>
 </ul>
 
 
 
 
 Join our dynamic team as a
 
 Financial Operations Specialist
 
 and contribute to our FinTech mission of releasing cutting-edge financial products into the market. Apply your project management skills, collaborate with cross-functional teams, and shape the future of the payments industry.
 
 
 
 
 
 
 Our values
 
 guide how we think and act - They describe what we care about the most.
 
 
 
 
 
 
 Customer first
 
 - It&rsquo;s embedded in our design thinking and customer service approach.
 
 
 
 Open
 
 - Openness allows us to constantly improve and evolve.
 
 
 
 Real
 
 - No jargon and no excuses!
 
 
 
 Bold
 
 - Constantly challenging ourselves and our way of thinking.
 
 
 
 Resilient
 
 &ndash; If we fail, we bounce back stronger than before
 
 
 
 Collaborative
 
 - We know that we can achieve a lot more as a team.
 
 
 
 
 
 We are changing lives by constantly striving for a better solution.
 
</div>

Financial Operations Specialist

Sempra

<div>Primary Purpose 
Supports accurate financial reporting and basic analysis to ensure compliance with established standards. Contributes to routine data preparation and reporting that enable informed operational decisions.

The Accounting, Finance and Operations Rotation Program provides challenging opportunities to learn and grow through short-term work assignments. The program will allow you to apply what you have learned in school and further enhance your knowledge and expertise through hands-on training. The program consists of three one-year rotations, where participants have the opportunity to work in various departments before pursuing permanent positions outside of the program.

The Accounting, Finance and Operations Rotation Program prepares participants to be future leaders within the organization through organizational exposure, technical training and mentoring. Many different departments participate in the rotation program including:

Accounts Payable, Audit Services, Customer Operations Technology, Customer Services, Financial Accounting, Gas Acquisition and Plant Accounting.

Program Benefits
<ul>
<li>Financial and moral support to pursue professional certifications or MA/MS degrees</li>
<li>Internal training programs focusing on technical, professional, and leadership skills</li>
<li>Formal mentoring program to provide career guidance and support
</li><li>Exposure and networking opportunities with executives and a wide range of employees
</li></ul>Company Benefits
<ul>
<li>Competitive base salary, significant bonus potential, and excellent benefit plans</li>
<li>Work/life balance and casual work environment</li>
<li>Volunteer incentive programs</li>
</ul>
Requirements
<ul>
<li>3.0+ GPA</li>
<li>Seniors or Masters students graduating May/June 2026 pursuing a degree in Accounting, Finance, Economics, Mathematics/Statistics, Quantitative Analysis or other relevant fields who will have completed at least 24 credits in their respective majors by graduation.</li>
</ul>
Duties and Responsibilities
<ul>
<li>Assists in gathering data and preparing reports, ensuring compliance with internal and external regulatory requirements.</li>
<li>Contributes to the development of financial performance metrics and dashboards (e.g. resource utilization, efficiency metrics, profitability reporting).</li>
<li>Supports the consolidation and reporting of financial results on a timely basis.</li>
<li>Prepares and distributes financial reports for leadership following established templates and guidelines.</li>
<li>Supports with analyzing financial data (e.g. for cost control, alignment to targets, etc.) and identifies potential issues or discrepancies.</li>
<li>Participates in the close process, collaborating closely with the accounting team to ensure accurate and timely completion.</li>
<li>Supports maintenance and accuracy of financial data systems.</li>
<li>Assists with preparing basic variance explanations for recurring reviews.</li>
<li>Performs other duties as assigned.</li></ul> 
Education
<ul>
<li>Required: Typically requires a 4 year degree in a relevant field, or equivalent combination of relevant education and experience.</li>
</ul>
Experience
<ul>
<li>Required: Typically requires 0 years of related experience.</li>
</ul>
Knowledge, Skills and Abilities
<ul>
<li>Required: Financial Planning - Ability to analyze and evaluate financial plans, budgets, and forecasts to ensure effective resource allocation and support long-term organizational objectives. Skilled in leveraging financial data and predictive models to optimize expenditure, savings strategies, and investment decisions for improved financial performance.</li>
<li>Required: Financial Analysis - Analyzes the financial statements and data to provide insights about the financial performance and position of the organization over time.</li>
<li>Required: Financial Regulatory Reporting - Financial reporting is a standard accounting practice that uses financial statements to disclose a company's financial information and performance over a particular period, usually on an annual or quarterly basis.</li>
<li>Required: Financial Modeling - Designing mathematical models and analyzing data to estimate the financial performance and value of a company or investment, involves analyzing historical financial data, projecting future scenarios, and measuring the variance between projections and actual performance.</li>
<li>Required: Financial Research - The gathering, analysis and interpretation of financial data, information, and trends to gain insights and make informed decisions regarding investments, financial strategies, risk management, and other financial activities.</li>
<li>Required: Documents Management - Creating, distributing, using, maintaining and disposition of recorded information maintained as evidence of business activities and transactions.</li>
<li>Required: Financial Budgeting - Creating and managing a budget for an organization or a project, analyzing financial data, making informed decisions about resource allocation, and tracking expenses to ensure financial stability and growth.</li>
<li>Required: Financial Forecasting - A financial forecast is an estimate of future financial outcomes for a company or project, usually applied in budgeting, capital budgeting and / or valuation. Depending on context the term may also refer to listed company (quarterly) earnings guidance.</li>
<li>Required: Variance Analysis - Analyzing the difference between actuals and some predetermined measure such as a budget, plan or rolling forecast.</li>
<li>Required: Regulatory Compliance - Ensuring an organization's adherence to laws, regulations, guidelines and specifications relevant to its business processes.</li></ul> 
 
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled</div>

Accounting, Finance and Operations Rotation Program

SoCalGas

<div>Primary Purpose 
Supports accurate financial reporting and basic analysis to ensure compliance with established standards. Contributes to routine data preparation and reporting that enable informed operational decisions.

The Accounting, Finance and Operations Rotation Program provides challenging opportunities to learn and grow through short-term work assignments. The program will allow you to apply what you have learned in school and further enhance your knowledge and expertise through hands-on training. The program consists of three one-year rotations, where participants have the opportunity to work in various departments before pursuing permanent positions outside of the program.

The Accounting, Finance and Operations Rotation Program prepares participants to be future leaders within the organization through organizational exposure, technical training and mentoring. Many different departments participate in the rotation program including:
Accounts Payable, Audit Services, Customer Operations Technology, Customer Services, Financial Accounting, Gas Acquisition and Plant Accounting.
Program Benefits
<ul>
<li>Financial and moral support to pursue professional certifications or MA/MS degrees</li>
<li>Internal training programs focusing on technical, professional, and leadership skills</li>
<li>Formal mentoring program to provide career guidance and support
</li><li>Exposure and networking opportunities with executives and a wide range of employees
</li></ul>Company Benefits
<ul>
<li>Competitive base salary, significant bonus potential, and excellent benefit plans</li>
<li>Work/life balance and casual work environment</li>
<li>Volunteer incentive programs</li>
</ul>
Requirements
<ul>
<li>3.0+ GPA</li>
<li>Seniors or Masters students graduating May/June 2026 pursuing a degree in Accounting, Finance, Economics, Mathematics/Statistics, Quantitative Analysis or other relevant fields who will have completed at least 24 credits in their respective majors by graduation.</li>
</ul>
Duties and Responsibilities
<ul>
<li>Assists in gathering data and preparing reports, ensuring compliance with internal and external regulatory requirements.</li>
<li>Contributes to the development of financial performance metrics and dashboards (e.g. resource utilization, efficiency metrics, profitability reporting).</li>
<li>Supports the consolidation and reporting of financial results on a timely basis.</li>
<li>Prepares and distributes financial reports for leadership following established templates and guidelines.</li>
<li>Supports with analyzing financial data (e.g. for cost control, alignment to targets, etc.) and identifies potential issues or discrepancies.</li>
<li>Participates in the close process, collaborating closely with the accounting team to ensure accurate and timely completion.</li>
<li>Supports maintenance and accuracy of financial data systems.</li>
<li>Assists with preparing basic variance explanations for recurring reviews.</li>
<li>Performs other duties as assigned.</li>
</ul>Requirements:
Education
<ul>
<li>Required: Typically requires a 4 year degree in a relevant field, or equivalent combination of relevant education and experience.</li>
</ul>
Experience
<ul>
<li>Required: Typically requires 0 years of related experience.</li>
</ul>
Knowledge, Skills and Abilities
<ul>
<li>Required: Financial Planning - Ability to analyze and evaluate financial plans, budgets, and forecasts to ensure effective resource allocation and support long-term organizational objectives. Skilled in leveraging financial data and predictive models to optimize expenditure, savings strategies, and investment decisions for improved financial performance.</li>
<li>Required: Financial Analysis - Analyzes the financial statements and data to provide insights about the financial performance and position of the organization over time.</li>
<li>Required: Financial Regulatory Reporting - Financial reporting is a standard accounting practice that uses financial statements to disclose a company's financial information and performance over a particular period, usually on an annual or quarterly basis.</li>
<li>Required: Financial Modeling - Designing mathematical models and analyzing data to estimate the financial performance and value of a company or investment, involves analyzing historical financial data, projecting future scenarios, and measuring the variance between projections and actual performance.</li>
<li>Required: Financial Research - The gathering, analysis and interpretation of financial data, information, and trends to gain insights and make informed decisions regarding investments, financial strategies, risk management, and other financial activities.</li>
<li>Required: Documents Management - Creating, distributing, using, maintaining and disposition of recorded information maintained as evidence of business activities and transactions.</li>
<li>Required: Financial Budgeting - Creating and managing a budget for an organization or a project, analyzing financial data, making informed decisions about resource allocation, and tracking expenses to ensure financial stability and growth.</li>
<li>Required: Financial Forecasting - A financial forecast is an estimate of future financial outcomes for a company or project, usually applied in budgeting, capital budgeting and / or valuation. Depending on context the term may also refer to listed company (quarterly) earnings guidance.</li>
<li>Required: Variance Analysis - Analyzing the difference between actuals and some predetermined measure such as a budget, plan or rolling forecast.</li>
<li>Required: Regulatory Compliance - Ensuring an organization's adherence to laws, regulations, guidelines and specifications relevant to its business processes.</li>
</ul>Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to &quot;Pay Transparency Law&quot;; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.</div>

Nawy Real Estate

<div>Key Responsibilities:<ul><li>
Execute any deal tickets accurately and in a timely manner, ensuring proper documentation and system booking.</li><li>
Coordinate with Nawy&rsquo;s treasury to ensure smooth settlement of transactions, cash movements, and reconciliation of positions.</li><li>
Act as the Receiving Entity Manager for the fund, handling investor subscriptions, redemptions, and related documentation in compliance with regulatory requirements.</li><li>
Maintain and monitor cash positions, ensuring sufficient liquidity for fund operations.</li><li>
Assist in the weekly, and monthly reconciliations between internal records, custodians, and banks.</li><li>
Ensure all transactions and processes are compliant with internal policies and regulatory frameworks (FRA guidelines).</li><li>
Maintain accurate records of all investor transactions, ensuring proper audit trails and documentation.</li><li>
Support reporting requirements, including preparing operational and regulatory reports when needed.</li></ul>
Requirements:<ul><li>
Bachelor&rsquo;s degree in Accounting, Finance or a related field.</li><li>
Minimum 4 years of relevant experience in a back-office or operations role within an asset management company.</li><li>
Solid understanding of fund operations, including trade lifecycle, settlements, and reconciliations.</li><li>
Familiarity with regulatory requirements, particularly those related to fund administration and receiving entities under the FRA.</li><li>
Strong attention to detail with a high level of accuracy in handling financial transactions.</li><li>
Strong communication skills, with the ability to effectively coordinate with banks, custodians, and internal stakeholders.</li><li>
Proficiency in Microsoft Excel and financial systems; experience with portfolio management or fund accounting systems is a plus.</li><li>
Ability to work independently while maintaining strong coordination with the broader team.</li></ul></div>

Financial Operations (FinOps) Specialist

<div>A career in our Financial Operations practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge. Our team helps clients transform their finance function by executing strategies to reduce functional and operational complexity through streamlined processes, optimise d use of technology, and efficient use of resources to deliver cost effective, high quality services to all stakeholders. 
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:<ul><li>
Use feedback and reflection to develop self awareness, personal strengths and address development areas.</li><li>
Delegate to others to provide stretch opportunities, coaching them to deliver results.</li><li>
Demonstrate critical thinking and the ability to bring order to unstructured problems.</li><li>
Use a broad range of tools and techniques to extract insights from current industry or sector trends.</li><li>
Review your work and that of others for quality, accuracy and relevance.</li><li>
Know how and when to use tools available for a given situation and can explain the reasons for this choice.</li><li>
Seek and embrace opportunities which give exposure to different situations, environments and perspectives.</li><li>
Use straightforward communication, in a structured way, when influencing and connecting with others.</li><li>
Able to read situations and modify behavior to build quality relationships.</li><li>
Uphold the firm's code of ethics and business conduct.</li></ul><div> 
The Opportunity
As part of the Financial Operations team, you will lead efforts to enhance productivity and effectiveness across essential client finance process cycles including procure to pay, order to cash, and record to report. As a Senior Associate, you will analyze complex financial issues, mentor junior colleagues, and cultivate powerful client relationships while navigating complex situations to deliver exceptional outcomes. This role offers a unique opportunity to deepen your business context knowledge and grow your personal brand while leveraging the latest AI technologies in digital finance transformation.
Responsibilities<ul><li>Lead initiatives to improve effectiveness in client finance processes</li><li>Analyze intricate financial challenges and propose solutions</li><li>Mentor and guide junior team members to enhance their skills</li><li>Build and maintain sturdy relationships with clients</li><li>Navigate complex scenarios to achieve remarkable results</li><li>Enhance understanding of business context and industry trends</li><li>Leverage advanced AI technologies for digital finance transformation</li><li>Contribute to the overall growth of the Financial Operations team</li></ul>
What You Must Have<ul><li>Bachelor's Degree</li><li>At least 4 years of experience in finance operations</li></ul>
What Sets You Apart<ul><li>Master's Degree in Accounting, Business Administration/Management, Finance preferred</li><li>Certified Public Accountant preferred</li><li>Experience in record to report, procure to pay, order to cash cycles</li><li>Consulting experience leading complex finance transformation initiatives</li><li>In-depth knowledge of finance process optimization and financial systems implementations</li><li>Experience implementing GenAI and digital finance transformation solutions</li><li>Experience in managerial cost accounting and financial modeling</li><li>Experience with ERP platforms such as Hyperion, PeopleSoft, Oracle</li><li>Familiarity with Data Warehouse/Data Mart architectures and cloud-based solutions</li></ul></div> 
The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.</div>

Finance Transformation - Finance Operations Consulting - Senior Associate

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10000 financial operations consultant jobs Near Me

Oracle Finance (FMS) Functional Consultant

Finance Operations Executive

Financial Operations Specialist

Accounting, Finance and Operations Rotation Program

Accounting, Finance and Operations Rotation Program

Financial Operations (FinOps) Specialist

Finance Transformation - Finance Operations Consulting - Senior Associate