Operations and Financial Control Manager

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  1. Permanent
  2. English, German
  3. Mid-Senior level
  4. Finance & Accounting
  5. Zurich
  6. Financial Services
  7. Financial Controlling, Financial Analytics, Financial Operations, Digital Transformation, TAX, Audit
We are assisting a Global Asset Manager in their search for a highly motivated and technically gifted Operations and Financial Control Manager.

This individual will have a solid and deep technical skillset across Financial Controlling, Tax matters, Business Analytics, Financial Operations and also strong exposure and experience in Digital Transformation. You will work in close collaboration with the current COO based in their Zurich Office.

Task and Responsibilities:

Finance and Financial Controlling
• Financial Control – monitoring and reporting key financial metrics
• Business Unit controlling for Asset Management and Wealth Management
• Managing and controlling the companies accounting with support of outsourced providers
• Review and oversight of the financial statements, regulatory reporting
• Budgeting
• Preparation and management of financial audit
• Oversight of Capital Adequacy ratio

Oversight of entity tax matters
• Oversight of quarterly Swiss VAT returns
• Recording, reporting and processing of Swiss stamp tax

Business Analytics
• Preparation of Periodic financial management reporting for Executive Management and the Board
• Management accounts (accounts payable / receivable, expense analysis, PnL budget vs forecast vs actual analysis)
• Tracking of business unit analytics e.g. RM level AUM, net new Money, revenue

Management of operations functions
• Client Service, Client onboarding, transaction processing, reporting
• Oversight of outsourced activities
• SLA monitoring through KPIs
• Tracking and management of PAM operational projects

Digital Transformation
• Manage process to implement appropriate digital tools for marketing and operational processes

Ideal Profile Qualifications:

• Bachelor's degree in Accounting or Finance 7+ years’ experience in the area
• Financial industry experience across operations and finance
• Tax control and reporting, VAT, stamp tax
• Project management, Data management and business analytics skills
• Business Fluent in German and English

What’s on Offer:

This client is a leading Global Asset manager and can offer a role where you will take on huge amounts of responsibility with the intention of growing with the business across multiple geographic jurisdictions. You will work closely with the C level management in completing the financial controlling and operations tasks whilst enjoying a dynamic and entrepreneurial office culture and environment

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