·        Leading Finance, Asset Management, Research & Development, Investment and Operations teams.
·        Develop project plans that identify resources and needs.
·        Provide feedback, advice, project updates and encouragement to team members.
·        Manage deadlines and push the team to ensure timeliness.
·        Coordinate with stakeholders as needed.
·        Identify ways to improve and grow the team.
·        Responsible for recruitment and training of the team.
·        Work creatively and analytically in a problem-solving environment.
·        Manage day-to-day project activities and resources.
·        Monitor team performance and complete performance reviews.

·        Lead the financial operations of the company.
·        Implement advanced analytical tools for senior leadership, enabling precise goal setting and performance measurement.
·        Lead the strategic aspects of the annual operation plan and budgeting/forecasting process of the company.
·        Analyze and reconcile company commissions, incentives, employee payroll, reimbursements, and benefits, including Merrill Lynch and location-specific entitlements.
·        Utilized financial analysis tools for comparative statements, employing techniques like horizontal, vertical, and short-term analysis.
·        Worked on comparative financial statements by using financial analysis tools and techniques i.e. Horizontal analysis, vertical analysis, and short-term analysis.
·        Evaluation of monthly departmental expenses and trend analysis of revenue vs. expenditure.
·        Contributes to finalization of monthly financial results by preparing, analyzing, and sharing of monthly financial results with variance analysis.
·        Prepare Monthly, quarterly, and annual presentations for financial analysis in support of senior leadership decision making.
 

·        Generate timely monthly, weekly, and daily reports, identifying challenges and anomalies.
·        Present management information effectively with written interpretation.
·        Collaborate on periodic budgets and forecasts with GM and DF.
·        Monitor performance, analyze significant variances.
·        Assist auditors with yearend tasks, coordinating and delegating as necessary.
·        Contribute to Group-wide projects, including due diligence and modeling.
·        Develop efficient sales invoicing, credit control, and supplier management.
·        Produce Monthly Management Accounts.
·        Drive business and financial strategy, planning, and budgeting.
·        Develop policies, systems, processes, and controls for Finance.

·        Manage day-to-day operations, ensuring efficiency and adherence to goals.
·        Lead and supervise a team, assigning tasks and optimizing workflows.
·        Generate regular reports on operational performance.
·        Collaborate with external partners, vendors, and stakeholders for smooth operations.
·        Collaborate with senior management on strategic goals and initiatives.
·        Drive process improvement, cost reduction, and operational excellence.
·        Ensure compliance with regulations and standards.
·        Oversee special projects, including due diligence and contract reviews.
·        Develop and implement efficient sales invoicing and supplier management processes.
·        Monitor budgets, expenses, and financial targets.
·        Stay informed about industry trends and contribute to decision-making.
·        Conduct performance evaluations and provide feedback to team members.

·        Survey function and activities in assigned areas to determine the nature of operations and adequacy of the system of control to achieve established objectives.
·        Determine the direction and thrust of the proposed engagement effort.
·        Plans the theory and scope of the engagement and prepares an engagement work program.
·        Evaluate a system’s effectiveness through the application of the knowledge of business systems, including financial, and an understanding of engagement techniques.
·        Perform the engagement in a professional manner and in accordance with the approved engagement work program.
·        Obtains, analyzes, and appraises information as a basis of informed, objective conclusion (opinion) on the adequacy and effectiveness of the system and the efficiency of performance of activities being reviewed.
·        Prepare formal written communications, expressing opinions on the adequacy and effectiveness of the system and the efficiency with which activities are carried out.
·        Appraises the adequacy of the corrective action taken to improve deficient conditions.