137 results for Financial Planning And Analysis Manager in Philadelphia, PA

CFO Local company within the hospitality industry seeks a CFO with proven long-term FP& A focus. This CFO will oversee the financial activities and strategy of the organization with specific duties and responsibilities such as: developing and implementing financial strategies, plans, and policies, prepare financial statements, monitor internal controls, coordinate the annual audit process, review grant budgets, assist with risk management, monitor cash flow, and participate in key decisions pertaining to strategic initiatives, operating model and operational execution within the company. As the Chief Financial Officer (CFO) you will develop tools and systems to provide critical financial and operational information to make actionable recommendations on both strategy and operations. How you will make an impact· Assist in establishing yearly objectives and meeting agendas· Oversee long-term budgetary planning/cost management· Serve as member of executive leadership team· Manage the audit preparation process· Maintain and prepare monthly financial reporting· Participate in communication with lenders/banks· Handle property and liability insurances · Monitor cash flow and advise management on findings· Establish training/coaching for finance department· Assist in development of financial planning

Lease Administration Analyst We are offering a short term contract employment opportunity for a Lease Administration Analyst in Toms River, New Jersey. This position primarily revolves around managing real estate records and processing payments. You will be working remotely, addressing queries, and maintaining relationships between landlords and tenants. Responsibilities: • Manage a significant number of real estate records with precision and efficiency • Conduct rent payment processing and track the status of payments received/sent • Review variant reports to ensure data accuracy and consistency • Process multiple supplemental and expedited payment profiles, ensuring timely transactions • Enhance relationships between landlords and tenants, serving as a key point of contact • Address open queries, providing clear and prompt responses • Maintain logs notes reports and security deposits, ensuring all documents are up to date • Collaborate with the financial analyst team for OpEx tracking • Demonstrate basic accounting skills and knowledge in AP/AR • Utilize advanced Excel and reporting skills for data management and analysis • Apply knowledge of Lease Admin System and Co-Star or Salesforce for effective task completion

Senior Accountant/Accounting Manager Innovative healthcare company is looking to staff a Senior Accountant/Accounting Manager with excellent communication skills. This role will be responsible for developing financial growth strategies, maintaining the general ledger, assisting with month end close activities, preparing financial statements, and coordinating the annual budget process. We are looking for a Senior Accountant/Accounting Manager with solid financial analysis skillset, excellent communication and interpersonal skills, strong understanding of GAAP standards, and the capacity to multitask while meeting crucial deadlines. What you get to work on daily· Oversee accounts payable and receivable · Monitor and review financial statements· Account Analysis· Manage month-end/year-end audits· Develop and implement accounting policies and procedures· Ad hoc reporting

Accounting Manager We are seeking an Accounting Manager to join our team located in Plymouth Meeting, Pennsylvania. The role involves managing financial systems and processes, including general ledger tasks, property management system maintenance, and preparation of financial statements for commercial properties. Responsibilities:• Maintaining and reconciling the general ledger system for various commercial properties• Assisting in the preparation of annual corporate and real estate property budgets• Submitting financial statements to lenders and project partners, acting as a liaison between these parties• Ensuring all loan reporting requirements are met and preparing weekly/monthly cash flow reports• Preparing capital requests for partners based on forecasted cash requirements and maintaining fixed asset systems for each property• Analyzing monthly management reports and assisting with annual reviews with external accountants• Reviewing annual tax returns and coordinating monthly construction draws for submission to lenders• Preparing annual tenant escrow account reconciliations for common area maintenance, property tax, and insurance• Reviewing and applying tenant lease provisions for timely and accurate billing of reimbursable expenses and construction contributions• Undertaking special projects and other tasks as required and working cooperatively with other employees and senior management to perform job duties efficiently and effectively.

CFO Our client is hiring a small company CFO working with a government agency. Core Responsibilities:Invoicing and Revenue Management<ul><li>Ensure accurate and timely generation of invoices for services or products provided to the government agency.</li><li>Monitor accounts receivable and follow up on outstanding payments.</li><li>Reconcile discrepancies in billing or payments with the agency.</li></ul>Budgeting and Financial Planning<ul><li>Develop and manage annual budgets in compliance with government contract terms and regulations.</li><li>Allocate resources effectively to meet both company and agency requirements.</li><li>Prepare budget justifications and revisions as needed.</li></ul>Auditing and Compliance<ul><li>Ensure adherence to government financial policies, such as Federal Acquisition Regulations (FAR) or other applicable standards.</li><li>Coordinate internal and external audits, preparing necessary documentation and resolving findings.</li><li>Maintain records for transparency and compliance with government reporting standards.</li></ul>Forecasting and Strategic Planning<ul><li>Create short- and long-term financial forecasts to guide company decisions and maintain alignment with contract objectives.</li><li>Analyze trends, risks, and opportunities to inform future planning.</li><li>Advise leadership on financial strategies to optimize profitability and cash flow.</li></ul>Full-Cycle Accounting<ul><li>Manage all aspects of accounting, including payroll, accounts payable, and general ledger reconciliation.</li><li>Oversee month-end and year-end close processes.</li><li>Prepare financial statements, ensuring accuracy and compliance with GAAP or other relevant frameworks.</li></ul>Reporting and Communication<ul><li>Compile and submit periodic financial reports required by the government agency, ensuring accuracy and timeliness.</li><li>Serve as the financial liaison between the company and government agency, addressing queries or concerns.</li><li>Present financial performance summaries and updates to company leadership.</li></ul>Risk Management and Controls<ul><li>Identify and mitigate financial risks, particularly related to government contracts or funding.</li><li>Implement internal controls to safeguard assets and ensure proper use of funds</li></ul>To apply please email a resume in a Word format to Pam Lim at Pam.Lim@roberthalf.

Sr. Financial Analyst Industry leading, manufacturer is looking to add a Senior Financial Analyst with proven expertise reconciling key metrics and utilizing ERP systems. This role will consist of assisting with financial planning and analysis, manipulating financial data, finance partnering, in depth analyst on budgets, forecasting, maintaining data visualization tools, compiling costs, presenting data calculations, analyze and report on P& L, prepare balance sheets, perform financial modeling, and build lasting relationships with internal leadership and the corporate management teams. This Senior Financial Analysis must have the ability to provide transparency on allocated cost and develop effective tools for reporting and controlling while implementing strategic initiatives and execution. How you will make an impact· Analysis of financial and operations processes· Prepare financial analysis on cost drivers· Analyze and track KPIs· Create financial dashboards· Identify potential financial risks· Budgeting & Forecasting· Financial Reconciliation · Process Improvement Initiatives · Reviewing/Creating complex financial models

Senior Financial Analyst We have partnered with a financial institution on their search for a talented Senior Financial Analyst with proven Microsoft Power BI expertise. This role will consist of assisting with financial planning and analysis, manipulating financial data, finance partnering, in depth analyst on budgets, forecasting, maintaining data visualization tools, compiling costs, presenting data calculations, analyze and report on P& L, prepare balance sheets, manipulate data, perform financial modeling, and build lasting relationships with internal leadership and the corporate management teams. This Senior Financial Analysis must have the ability to provide transparency on allocated cost and develop effective tools for reporting and controlling while implementing strategic initiatives and execution. How you will make an impact· Analysis of financial and operations processes· Prepare financial analysis on cost drivers· Analyze and track KPIs· Create financial dashboards· Identify potential financial risks· Budgeting & Forecasting· Financial Reconciliation · Process Improvement Initiatives · Reviewing/Creating complex financial models

Financial Analyst We are offering a contract employment opportunity for a Financial Analyst in Allentown, Pennsylvania. This role involves working within the government sector where you'll engage in various finance-related tasks, from handling defense program contracts to performing daily accounting processes. Responsibilities:• Engage actively with customers regarding purchase orders, sales billing, order adjustments, and subcontractor invoice verifications• Coordinate and reconcile parts shipments/receipts directly with customers for verification and acceptance• Manage time reporting by ensuring data accuracy, generating reports, and reviewing them with customers• Facilitate the generation of monthly management and sustainment fees and understand foreign currency exchange rates• Prepare monthly files for Canadian sales tax reporting and filing• Post all vehicle and aftermarket sales for the legal entity following established procedures• Perform daily accounting processes such as Account Payables and Account Receivables in compliance with financial policies and legal requirements• Assist with weekly cash disbursements and cash reconciliations of specific accounts• Carry out analysis and reconciliation of general ledger accounts.

Accounting Manager OnsiteSalary: $90,000 - $120,000/year A client of ours is currently hiring for Accounting Manager that will collaborate with strategic projects, process improvement and automation, in the mission to support experienced systems and processes, that supports growth and scalability, as a strong standalone Public Co. Key responsibilities will include the following:• Possess a thorough understanding of US GAAP/Non-GAAP compliance and other accounting regulations. Collaborate with the KPMG team to develop a consolidated Profit & Loss template.• Oversee and manage the general accounting functions, including, but not limited to: accounts payable, accounts receivable, general ledger, payroll, and taxes.• Execute financial closing tasks, including the preparation and review of journal entries, account reconciliations, and in-depth analyses.• Additionally, coordinate with the International Accounting team to manage and perform the monthly consolidation of financial statements.• Collaborate with the Sales team to review the commission process and provide support to the current commission manager.• Work closely with the Treasury team to forecast both short-term and long-term cash projections.Coordinate review and audit activities during quarterly and annual reviews to ensure timely, complete, and accurate responses to information requests.• Proactively support initiatives to implement operational accounting efficiencies through system and process improvements, and control enhancements. Understand internal controls and the implications of the Sarbanes-Oxley Act (SOX) when implementing changes.• Maintain close collaboration with the Finance team, including FP& A, Investor Relations, Tax & Treasury, and FinOps, to ensure alignment of accounting practices with both finance and business objectives.• Work with cross-functional teams to evaluate and optimize expenses, identify opportunities for cost reduction, and contribute to the development of cost-saving strategies.

Assistant Controller/Sr Accountant We are offering an exciting opportunity for an Assistant Controller/Sr Accountant in Wilmington, Delaware. The job function is in the industry of financial services, where you will play a critical role in overseeing and improving our financial processes and controls. In this role, you will be responsible for creating annual budgets, overseeing the month end close process, providing variance analysis, expense forecasting, financial reporting, auditing, ensuring compliance with GAAP and other regulatory requirements, facilitating training and development opportunities, tax planning, and overseeing the integration of acquisitions into accounting systems. The ideal Assistant Controller/Sr Accountant for this role must have knowledge of GAAP, current industry trends, and excellent auditing skills. Responsibilities:• Oversee the integration of acquisitions into our accounting systems.• Ensure compliance with GAAP and other regulatory requirements.• Facilitate training and development opportunities for the team.• Oversee the month-end close process to ensure timely and accurate financial reporting.• Create annual budgets and provide variance analysis to support financial decision-making.• Perform audits to verify the accuracy of our financial data and processes.• Maintain the general ledger and oversee accounting functions.• Forecast expenses to support budgeting and financial planning.• Implement process improvement initiatives to enhance efficiency and accuracy in our financial operations.• Stay informed about current industry trends and apply this knowledge to our financial practices.

Senior Credit Analyst Hybrid Opportunity: 3 Days in Office / 2 Days Remote. Are you a dynamic and detail-oriented professional with 4+ years of experience in Commercial Real Estate (CRE) and Commercial & Industrial (C& I) lending? Do you thrive in a collaborative environment where your analytical skills and strategic insights make a measurable impact? If so, we have the perfect opportunity for you! Position Overview:Our regional banking client in Edison is seeking a Senior Credit Analyst to join the company and play a pivotal role in evaluating, analyzing, and structuring complex credit opportunities. In this position, you’ll assess and support a diverse portfolio of CRE and C& I loans, ensuring sound financial decision-making aligned with the bank’s strategic objectives.<ul><li>Prepare clear and concise credit memos and recommendations for loan committees.</li><li>Conduct detailed credit analysis, including financial statement reviews, cash flow projections, and risk assessments, for CRE and C& I loan applicants.</li><li>Collaborate with Relationship Managers and other internal teams to provide tailored solutions for clients.</li><li>Stay updated on market trends, industry developments, and regulatory changes impacting credit and lending practices.</li><li>Growth-Oriented Culture: Join a company that values professional development and invests in your career.</li><li>Flexibility: Enjoy a hybrid schedule with 3 days in the office and 2 days working from home.</li><li>Competitive Compensation: Market-leading salary and benefits package tailored to attract top talent.</li></ul>The company offers and excellent compensation and benefits plan with opportunity to advance your career. To apply email a resume to Robert Half. Or call Rich Singer, CPA at 848-202-7970 to discuss this excellent opportunity.

Director of Finance We are offering an exciting opportunity for a Finance Director in the Greater Philadelphia area. The Finance Director will be an integral part of our team, overseeing all financial reporting and analysis, managing the budgeting process, and providing strategic financial advice. This Finance Director role also involves collaboration with department heads to optimize financial performance and efficiency. This candidate MUST have experience with cash flow analysis. Responsibilities:<ul><li>Ensure the creation and review of finance reports is timely, accurate and in compliance with necessary regulations.</li><li>Discuss the financial outcomes with high-level management, offering interpretation and advice concerning financial status.</li><li>Guide the identification and introduction of financial forecasting and budgetary tools for the business.</li><li>Supervise the process of budgeting, incorporating forecasting and analyzing variances.</li><li>Work together with leaders from various departments to understand financial outcomes and promote operational efficiency.</li></ul>

Sr. Accountant We are offering an exciting opportunity in the Energy/Natural Resources industry for a Sr. Accountant. In this role, you will play a key part in our accounting team, ensuring the accuracy and integrity of our financial information while supporting critical decision-making processes. Responsibilities: • Ensuring compliance with ASC606, ASC842, SOX • Mentoring entry level staff members and providing guidance • Handling general accounting duties and maintaining the integrity of financial information • Reconciling account balances and bank statements • Reviewing and updating the general ledger • Preparing and posting journal entries • Conducting month-end close procedures • Utilizing Microsoft Excel for data management and analysis • Operating accounting software such as NetSuite, Oracle, and SAP.

Tax Manager Currently working with a local CPA firm in Monmouth County who is seeking to hire several Tax Accountants to join their team. The Tax Accountant will handle various Tax related tasks and ideally have their CPA. The ideal candidate will have 1+ years experience in a similar role and have excellent communication skills. The company is looking to hire asap and offers an excellent benefits and compensation package.To apply please email a resume in a Word format.

Financial Reporting Manager/SEC One of our thriving clients is looking to add a Financial Reporting Manager/SEC to their successful finance team. This candidate should have strong data analysis, systems and operations improvement experience as they will be responsible for the reporting and financial analysis process including preparing financial statements and reports, fixed asset management, grant accounting, budget management, and assist with process improvement and internal control guidelines. This Financial Reporting Manage/SEC will also build lasting relationships with business partners and external auditors. The ideal candidate for this role should have strong technical accounting abilities, high attention to detail, and an analytical mindset. How you will make an impact· Generate monthly, quarterly financial reports & statements· Account Reconciliation · Budgeting & Forecasting· Coordinate internal and external audits· Build and establish strong client relationships· Complete trend and variance analysis· Perform financial forecasting· Monitor SOX Internal Controls· Recommend areas for revenue generation· Assist with ad hoc projects

Financial Systems Analyst Central Jersey Supply Chain and Logistics company seeks Financial Systems Administrator to join growing team. The Financial Systems Administrator will manage all aspects of system administration for Dynamics 365 F& O, including user creation, security roles, access control, and security best practices. Perform regular system monitoring and health checks, identifying and resolving performance issues. Implement system upgrades and updates. Manage backups, disaster recovery procedures, and data security protocols and work with finance and operations teams to understand business needs and configure F& O to optimize workflows and processes. The Financial Systems Administrator should have experience as a System Administrator using Dynamics 365 F& O. For immediate consideration please contact joseph.imbesi@roberthalf.

Controller As the Controller for a US subsidiary of an international consumer products distributor and manufacturer In Woodbridge, New Jersey you will direct and manage financial operations for two subsidiaries ensuring the organization meets its financial goals and drives long-term growth. This is a critical leadership position that will influence decision-making and maintain the integrity of financial reporting and compliance. You will supervise an accounting team and collaborate with leadership on financial planning, budgeting, cost control, cash management, and investments.Key Responsibilities· Oversee relationships with lending institutions and the financial community.· Rely on expertise and sound judgment to propose creative solutions and achieve division objectives.· Prepare financial analyses of operations, including interim and final financial statements and supporting schedules, for management review.· Develop and maintain financial plans, policies, and procedures that align with organizational goals.· Provide hands-on supervision of general accounting, property accounting, cost accounting, budgetary controls, and internal audits.· Lead, mentor, and supervise the accounting department team members.· Ensure compliance with fiscal standards, governing policies, and internal audits.

Tax Manager - Public Base salary: $120,000 - $160,000/Year + BonusHybrid 3 days onsite 2 days from home, additionally flexibility provided, less than 40 hour week during the summer.Option to work in Chadds Ford or Media, PA Well established small firm with 3 offices, with uncapped career potential. When you talk about work life balance in public accounting, at this company it rings true!As per the Managing Director “ we are unique in the way we operate. 2 interviews and done As the Tax Manager you will be responsible for review of associates and Seniors. • Serve as a Career Advisor, mentor or coach to one or more employees, which will include providing honest and timely performance feedback• Train and develop staff members• Provide detailed review and analysis of complex tax returns• Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm• Serve as the Tax client service coordinator for appropriate clients• Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general mergers and acquisitions activities• Reviewing research findings and ensure conclusions are consistent with firm policies and detail oriented standards• Assist with new business development, extended service and tax issue recognition for existing clients• Manage corporate client needs with respect to tax services and federal and state tax compliance• Remain up-to-date on current tax practices and changes in tax law• Other duties as assigned• Some travel may be required

CFO We are actively seeking an experienced CFO to join our team in the transport industry, based in Newark, Delaware. The CFO will play a pivotal role in overseeing the organization's daily accounting functions, guiding the organization's financial decisions, and managing the budget process. This role will also involve coordinating with external auditors, developing, and monitoring financial performance metrics, and overseeing regulatory reporting. Responsibilities: • Guide the organization's financial decisions and strategic planning in collaboration with the executive team • Oversee the daily accounting functions, ensuring smooth operations • Manage the accounting, payroll, accounts payable, and accounts receivable departments • Coordinate and prepare internal and external financial statements • Liaise with external auditors and oversee their activities • Manage the budget process, ensuring accuracy and efficiency • Assess current accounting operations, propose recommendations for improvement and implement new processes • Develop and monitor financial performance metrics for the organization • Oversee regulatory reporting, including tax planning and compliance • Permanent staff within the accounting department • Understand various insurance products for monitoring and risk management • Act as a backup for A/P, A/R, and Payroll when necessary • Oversee the monitoring of computer systems provided by outside vendors.

Tax Manager - Public Base salary: $80,000 - $110,000 Year + BonusHybrid 3 days onsite 2 days from home, additionally flexibility provided, less than 40 hour week during the summer.Benefits hybrid work, Medical, Dental, 401k, Beach days, food trucks, 2 roles open Tax Manager or Tax Supervisor Well established small firm with 3 offices, with uncapped career potential. When you talk about work life balance in public accounting, at this company it rings true. As per the Managing Director “ we are unique in the way we operate. 2 interviews and done As a Tax Manager you will be responsible for review of associates and Seniors.• Serve as a Career Advisor, mentor or coach to one or more employees, which will include providing honest and timely performance feedback• Provide detailed review and analysis of complex tax returns• Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm• Serve as the Tax client service coordinator for appropriate clients• Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general mergers and acquisitions activities• Reviewing research findings and ensure conclusions are consistent with firm policies and professional standards• Assist with new business development, extended service and tax issue recognition for existing clients• Manage corporate client needs with respect to tax services and federal and state tax compliance• Remain up-to-date on current tax practices and changes in tax law• Other duties as assigned• Some travel may be required

External Financial Reporting Manager One of our thriving clients is looking to add an External Financial Reporting Manager to their successful finance team. This candidate should have strong data analysis, systems and operations improvement experience as they will be responsible for the reporting and financial analysis process including preparing financial statements and reports, reviewing SEC filings, fixed asset management, grant accounting, budget management, and assist with process improvement and internal control guidelines. This External Financial Reporting Manager will also oversee international business units. The ideal candidate for this role should have strong technical accounting abilities, high attention to detail, and an analytical mindset. How you will make an impact· Generate monthly, quarterly financial reports & statements· Oversee SEC and FERC reporting· Prepare quarterly earnings communications· Coordinate internal and external audits· Build and establish strong client relationships· Complete trend and variance analysis· Perform financial forecasting· Monitor Compliance· Recommend areas for revenue generation· Assist with ad hoc projects

Sr. Portfolio Manager We are looking for an experienced Sr. Portfolio Manager. In this role, you will be at the forefront of developing and implementing portfolio management strategies, establishing compliance frameworks, and producing strategic reporting analytics. Responsibilities<ul><li>Develop and enhance portfolio management strategies, including project selection, prioritization, compliance, risk management, and resource allocation.</li><li>Align portfolio projects and programs with organizational strategic goals to maximize value delivery.</li><li>Partner with project and program managers to ensure individual initiatives align with overall portfolio objectives.</li><li>Continuously evaluate portfolio performance, identify improvement opportunities, and drive initiatives to enhance efficiency and impact.</li><li>Oversee resource distribution across projects to optimize performance and mitigate constraints.</li><li>Build and maintain strong relationships with executive leadership, project sponsors, and business unit leaders.</li><li>Establish and enforce compliance frameworks and guidelines for IT portfolio management.</li><li>Ensure adherence to regulatory requirements, industry standards, and internal governance policies.</li><li>Conduct audits and assessments to verify portfolio-wide compliance with security, regulatory, and governance standards.</li><li>Stay informed of regulatory changes and industry trends, updating portfolio management practices accordingly.</li><li>Provide strategic reporting, analytics, and financial insights to support portfolio decision-making.</li><li>Monitor and report on portfolio performance, including project outcomes and value realization.</li><li>Develop performance metrics and dashboards to track portfolio success and impact.</li><li>Prepare detailed reports on portfolio status, budget, risks, and overall performance.</li><li>Manage portfolio budgets by developing, monitoring, and controlling financial plans.</li><li>Present key insights and recommendations to senior management and stakeholders.</li></ul>

Tax Manager Robert Half is in search for a Tax Manager to join our client in the Greater Philadelphia area. The Tax Manager will be responsible for overseeing all aspects of tax compliance and planning for the organization. As the Tax Manager, you will lead a team of tax professionals, collaborate with internal stakeholders, and ensure adherence to relevant tax laws and regulations. Your role will involve managing tax strategies, identifying opportunities for tax optimization, and providing guidance on tax-related matters to support the company’s financial objectives. Responsibilities: include:<ul><li>Ensure the prompt and precise preparation and submission of all tax returns, including income, sales, property, and other relevant taxes. </li><li>Keep abreast of changes in tax legislation and regulations, making necessary updates to maintain compliance. </li><li>Oversee the team's tax calculations and documents, confirming their accuracy and conformity with laws and regulations. </li><li>Formulate and apply tax planning strategies to enhance the organization's tax stance while reducing liabilities. </li><li>Evaluate business dealings, acquisitions, and investments for tax consequences, advising on ways to lessen tax risks and increase advantages. </li><li>Handle tax audits, inquiries, and disputes, coordinating with tax authorities when required. </li><li>Perform internal audits to spot potential tax problems and take remedial measures.</li></ul>

Senior FP&A Analyst Growing client within the healthcare industry seeks a forward thinking, Senior FP& A Analyst with strong analytical skills. The Senior FP& A Analyst will develop financial models through process analysis, conduct financial data mining, identify trends & risks, forecast revenues and expenditures, and provide guidance on future budgeting. This candidate will also assist with financial adjustments, evaluate investment opportunities, analyze variances, assist with KPI tracking, create and implement financial strategic planning, and coordinate annual pricing analysis. The ideal FP& A Analyst should be able to own process integrations, assess quality and integrity of data for reporting, and work independently. Major Responsibilities· Manage the annual budget and strategic planning process· Prepare cost projections· Conduct thorough research of historical financial data· Analyze business opportunities and investments· Financial Modeling· Lead efforts to business unit profitability· Risk Management· Develop and gain deep business understanding of financial drivers· Ad Hoc Analysis· Monitor performance indicators for profit and loss· Establish financial policies

Trade Support Analyst Job Overview:We are seeking a detail-oriented and proactive Trade Support Analyst to join our financial services team in Delaware. In this position, you will play a critical role in ensuring seamless operation of trade execution and post-trade processes. The ideal candidate thrives in a fast-paced environment, possesses strong analytical skills, and demonstrates a high level of professionalism when managing client and internal communications. Key Responsibilities:Trade Execution and Support:<ul><li>Monitor and support the execution, confirmation, and settlement of trades across multiple asset classes.</li><li>Ensure all trade-related details are accurately processed in a timely manner to mitigate any risks or discrepancies.</li></ul>Troubleshooting and Issue Resolution:<ul><li>Investigate and promptly resolve trade breaks, discrepancies, or system issues.</li><li>Work closely with brokers, counterparties, and internal teams to identify root causes and prevent future issues.</li></ul>Operational Oversight:<ul><li>Maintain the integrity and reliability of trading platforms by running daily trade reconciliations and system checks.</li><li>Address and resolve queries related to trade entries, reconciliations, and settlements.</li></ul>Process Improvement:<ul><li>Identify opportunities to streamline and optimize workflows, tools, and processes to improve operational efficiency.</li><li>Provide input into developing automated solutions to reduce manual dependencies.</li></ul>Regulatory and Compliance:<ul><li>Assist in ensuring team operations align with applicable financial regulations and internal compliance standards.</li><li>Support regulatory reporting and audits related to trade operations.</li></ul>Communication and Collaboration:<ul><li>Liaise with front office teams (e.g., Traders, Sales), middle office, IT teams, and external stakeholders to support and enhance the trade lifecycle.</li><li>Prepare regular reports and documentation for management review.</li></ul>

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