Total 355 Design Director job vacancies in Finance / Banking / Insurance category in The United States of America

Our Client

Our client is a SGX-listed trust with predominant portfolio of income-producing real estate which is used primarily for hospitality and/or hospitality-related purposes, located in the U.S.

Your Role

This role reports to Head of Finance with the following responsibilities:

• Assist CEO and Head of Finance in overseeing the financial activities, ensuring that accurate financial information are reported in an appropriate and timely manner.
• Perform group consolidation and prepare monthly and quarterly reports for Management.
• Review the works of the finance team, ensuring that the financial information used in statutory financial reports are in full compliance to the Group’s regulatory financial reporting requirements and the relevant accounting standard.
• Oversee the preparation and review of financial information used in public announcements in respect of quarterly/half-yearly financial results.
• Prepare all public announcements for review and approval by Management.
• Evaluating new financial reporting requirements, accounting standards and coordinating and liaising with external professionals (eg auditors and tax advisors).
• Oversee the preparation of the quarterly Audit & Risk Committee and Board Meeting, leading the co-ordination in the quarterly exercise.
• Work closely with asset management team to support operations, ensuring compliance with the Trust Deed, Property Fund Guidelines, Operating Memorandum and other legislative and regulatory requirements (eg Property Manager Agreement).
• Review tax returns and monitor the tax agent’s responses to the authorities.
• Work closely with asset management and property management team to lead the co-ordination of the annual budget exercise.
• Work closely with CEO and Head of Finance to monitor and review matters relating to hedging strategies, financing and re-financing arrangements.
• Liaison with Bankers, Internal & External Auditors, Corporate Secretary, Unit Registrar and Tax consultants etc.
• Undertake ad-hoc projects and perform pro forma financial analysis, in particular for acquisition and disposition projects.
• Ad-hoc accounting, financial and administrative assignments from CEO and Head of Finance.

Your Profile

• At least 10 years or more years of accounting and financial analysis experience in relevant sectors (e.g. REIT, real estate or asset management) with prior audit experience. Recent years in managerial position level or experience in a regional head office position are prerequisite.
• Degree in finance/accounting/business or equivalent qualification and preferably a Certified Accountant.
• Knowledge of SGX reporting and group consolidation are essential.
• Familiar with Microsoft Office, in particular Excel.
• Knowledge in SAP system and implement ERP systems would be an added advantage.
• Good interpersonal and excellent communication skills.
• Hands-on, independent and a team player.

Our clients are renowned international banks with a rich heritage in private banking, serving a global high net worth clientele. With a legacy of excellence and dedication to superior service, they are esteemed leaders in wealth management.

Main Responsibilities

- Build and nurture strong relationships with Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients, serving as their trusted advisor in banking and investment matters.

- Achieve annual revenue targets by identifying client needs, recommending appropriate products and services, and executing transactions effectively.

- Proactively seek out and capitalize on business opportunities to increase our client's market share within the private banking sector.

- Provide expert advice on investment products and services, staying abreast of market trends and developments to deliver tailored solutions to clients.

- Actively engage in prospecting and networking activities to acquire new UHNW/HNW clients, leveraging existing networks and building new ones.

- Maintain comprehensive knowledge of our client's product suite, contributing insights for the development of new products and services to meet client needs.

- Supervise and monitor delegated tasks to ensure quality service delivery and meet client servicing needs effectively.

- Foster partnerships with other departments within our client's organization and third-party entities to maximize business synergies and enhance client experience.

Qualifications and Skills

- Bachelor's degree with a strong academic track record; CFA qualification is advantageous.

- Minimum 5-8 years of experience in Private Banking or related field.

- Demonstrated success in sales and relationship management, with a proven track record of achieving revenue targets.

- Strong interpersonal skills with the ability to build rapport and credibility with clients.

- Forward-thinking, self-driven individual with a proactive approach to business development.

- Proficiency in investment knowledge and client interfacing skills.

- Excellent communication and presentation skills.

Next Steps

To seize this exceptional opportunity, submit your resume through this job portal or email your application, along with a compelling cover letter showcasing how you will enhance our clients' success, to johnl@taleix.com with the subject line "AD/D - Private Banking RM"

License

John Liau

EA License: 24C2165

Personnel: R2196654

Job Responsibilities:

• To monitor and handle all credit-related matters for portfolio of accounts assigned including annual reviews, other adhoc reviews, waiver/amendment requests and on-going portfolio monitoring including financial accounts, covenants, collaterals etc.
• To be fully conversant with the Bank's credit procedures to ensure obligor gradings are accurate and appropriate
• Undertake portfolio sensitivity analysis from time to time
• Distill complex issues, analyse cashflows and financial models and translate to meaningful, indepth credit analysis and recommendations
• Review loan documentation and terms sheet to ensure credit approved terms are as per documented
• Interface with front office/marketing teams, credit department and internal/external auditors
• Support the ongoing KYC periodic reviews for portfolio of accounts

Job Requirements:

• Tertiary qualifications in a finance-related field
• Min. of 10 years' credit risk experience with Structured Finance, Corporate Banking or Credit Risk environment within a Bank or Financial Institution
• Strong understanding and ability to interpret financial statements
• Good working knowlege of loan and security documentation
• Advance skills in Excel and financial modelling
• Excellent time management and organisational skills, with a strong ability to manage multiple tasks at the same time
• Team player and flexibility in work hours
• Self motivated

Investment

• Contribute to team investment process and contribute to team management of assets
• Lead meetings with management of companies
• Attend all regular team meetings to discuss and present investment ideas
• Provide updates on company meetings and results at team meetings
• Represent abrdn in client meetings
• Portfolio Administration

Research

• Undertake security and sector analysis and complete stock notes
• Keep up-to-date on sector, country and market developments and trends
• Country trips and produce investment trip reports
• To perform analysis of company results and provide results commentaries of portfolio holdings
• To undertake a wide variety of index research – rules, performance, construction and index reviews / changes
• Risk Management
• To maintain up-to-date knowledge of compliance and dealing procedures
• To comply with all regulatory, legal, corporate and client mandates
• Training and Development
• To build and maintain knowledge of abrdn investment process, products and allocated market/sector responsibilities
• To build and maintain knowledge of abrdn systems, including Charles River, Bloomberg databases
• To participate and attend Continual Professional development opportunities in order to maintain knowledge and skills

Job Requirements:

• A good Bachelor’s degree or Post-graduate degree majoring in Business, Economics or Finance
• CFA qualified (or working towards)
• 6 -10 years of relevance experience in the sell or buy side, ideally with prior experience in Technology and/or Indian research capability
• Possess Fund Manager License would be an added advantage
• Strong academic performance combined with extracurricular interests and achievements.
• Strong analytical and research skills
• Excellent communication and interpersonal skills
• Team player with ability to manage own workload
• Good influencing skills
• Flexibility and adaptability
• Excellent command of spoken and written English
• Ability to converse fluently in a second Asian language being a plus

JOB PURPOSE Overall responsibility for the financial management, control and financial strategy of the organisation. Providing leadership and direction to the finance, contracting and commercial functions of the company. If the job is undertaken as a full time role, the Finance Director will lead significant CHP projects such as our developing our digital strategy, taking forward newly commissioned services and research and development projects such as digital NHS health checks. MAIN DUTIES AND RESPONSIBLITIES Overall responsibility for all aspects of the management, development and control of the financial resources of the company. Provide intelligent, informed and credible expert advice at board level with an increasingly commercial reporting bias Professional leadership of the finance, procurement, contracting, and business planning functions of the company Lead the contracting function of the company for contracts within and outside of the NHS.This includes overseeing performance supported by our analyst Responsible for the financial management and control of all spending programmes and projects Maintenance of effective payroll systems, payment systems, debtors and credit control and cash management financial systems, accounting, the production of statutory accounts and working with the company's external accountants etc. As a board director, corporate responsibility for the management and development of the company, influencing strategy and supporting the delivery of key objectives and targets Supporting and shaping the strategic direction of the company in order to achieve its vision Ensuring compliance with all financial regulations and running appropriate financial management information to ensure the board and the executive team can make informed decisions Advising the board of any emerging financial management and probity issues which will impact on the operation and development of the organisation. Implement robust costing and pricing models for all trading services Overseeing CHPs workflow optimisation hub service to practices Acting as CHPs SIRO and lead for information governance including annual Data Security and Protection Toolkit submission Board member for NCL Connect, a flexible staff pool for GP Federations and practices Establish and maintain relationships with managers and key stakeholders Work closely with Community Matters, our Camden Training Hub partner, on financial flows and delivery Board member and lead executive for establishing CHPs subsidiary company limited by guaranteed for training contracts Provider financial advice and support to Camden Anchor.

Full Time

***PLEASE NOTE: This position is NOT remote and qualified candidates must reside in the greater Tulsa area or be open to relocation. ***

Job Summary: The Executive Director, Finance guides and develops strategic initiatives to sustain and refine the financial systems and processes of Saint Francis Health System (SFHS). This role oversees the administration and coordination of key financial functions that promote sound fiscal responsibility for the health system; and serves as a member of the leadership team that works collaboratively with its members to support the goals and mission of the health system.

Minimum Education: Bachelor’s degree in Accounting or related field.

Licensure, Registration and/or Certification: Certified Public Accountant (CPA), preferred.
 

Work Experience: Minimum 8 years of progressive, relevant leadership experience. 

Knowledge, Skills, and Abilities: Knowledge of finance, accounting, budgeting, cost accounting and cost control principles, and Generally Accepted Accounting Principles (GAAP). Exceptional financial analysis, budgeting, and forecasting skills with the ability to connect business actions with financial outcomes. Strong analytical skills with the ability to interpret complex financial data and leverage data insights to make strategic decisions that positively impact the health system. Exceptional written, oral, interpersonal, and presentation skills. Proficiency in financial software applications and Microsoft Office (especially Excel).

Essential Functions and Responsibilities: Directs, organizes, and is responsible for the work of team members engaged in aspects of the health system's budgeting and accounting systems, internal controls, treasury management, internal auditing, taxes, corporate financial policy, and decision support. Leads the development of and is responsible for the implementation of programs, initiatives, and strategies that impact the financial stability of the health system. Collaborates with key stakeholders across the health system to identify, develop, implement, and oversee operational policies and procedures. Gauges the effectiveness and efficiency of internal processes through the creation of valid measurement tools. Coordinates and prepares financial information to meet requirements established by internal and external policies and regulations. Oversees financial internal controls and audits working with health system personnel to guarantee compliance measures are met. Works with internal and external auditors to ensure corporate compliance standards are upheld, investigating their findings and recommendations as needed. Leads and coordinates the financial planning process and integrated operating and capital budget processes for the health system. Assesses current and future capital needs to promote the health system's sustainability and growth initiatives. Oversees all fiscal and fiduciary responsibilities for the organization, including development of short and long term strategic financial objectives.

Decision Making: Independent judgement in making decisions from many diversified alternatives that are subject to general review in the final stages only.

Working Relationships: Direct supervision of others. Prepares and gives performance evaluations. Works with internal and/or external customers via telephone or face to face interaction. Works with other healthcare professionals and staff. Works frequently with individuals at Director level and above.

Special Job Dimensions: None.

Supplemental Information: This document generally describes the essential functions of the job and the physical demands required to perform the job. This compilation of essential functions and physical demands is not all inclusive nor does it prohibit the assignment of additional duties.

Administration Offices (Payroll Use) - Yale Campus

Location:

Tulsa, Oklahoma 74136

• Stable organization with collaborative work culture
• Succession planning to CFO within the next 6-12 months

About Our Client

We are one of the largest players within the Polymers sector with strong global presence. We have business operations across APAC with strong growth trajectories in the coming years. As part of succession planning, we are now looking for a Regional Finance Director to join our senior leadership team to drive the continuous success of the business.

Job Description

You will lead the regional finance organisation in ensuring the company's financial health and stability, providing strategic financial guidance to the CEO and board of directors. You will formulate and drive the financial strategy of the group, oversee the financial planning and budgeting process. You have proven track records in developing high performing teams, creating succession plans and transformation of finance structures at a regional/group level. Another area of focus would be to lead transformation projects including harmonisation of processes, streamlining and driving process improvements as well as technology automation projects. You will also evaluate merger and acquisition projects by conducting financial due diligence and structuring deals to align with the company's strategic objectives.

The Successful Applicant

A bachelor's degree in Finance and Accounting, CPA/CA qualified. You should be in a finance leadership role in the recent years managing remote teams in a matrix structure. Experience working in family-run business will be a great plus. You possess strong communication and interpersonal skills for effective interaction with internal and external stakeholders. You have proven ability to develop and execute financial strategies aligned with the organisation's overall business objectives.

What's on Offer

You will look forward to a stable and long term career with strong growth trajectories in the APAC business.

Contact

Jessly Chew (Lic No: R1549000 / EA No: 18S9099)

Quote job ref

JN-032024-6359175

Phone number

+65 6416 9869

Michael Page International Pte Ltd | Registration No. 199804751N

JOB SUMMARY

· We are looking for an articulate, enthusiastic, and forward-thinking individual to join the Advisory Solutions team. You will have responsibility for a range of advisory related activities, including helping to embed and support Standard Chartered’s advisory framework (SC Wealth Select) across all markets; driving more consistent advisory engagement; driving sales activity combining house views with actionable solutions; and managing many of the day-to-day advisory related activities that focus on growing our Wealth business.

· Important requirements - The ideal candidate will have a keen interest and background/experience in financial markets, ideally have experience in an Investment Advisory role, have a strong interest in data analytics with experience using data visualisation tools such as Power BI, Microstrategy, or Tableau (along with excel/VBA skills), excellent communications skills (oral and written), high attention to detail, have the ability to multi-task well, be willing to work with stakeholders across all levels of seniority, and have demonstrated creativity in past roles in executing campaigns to amplify propositions.

RESPONSIBILITIES

Strategy

· Achieve global wealth management’s strategic priority to grow and deepen our Wealth client base by driving and enhancing our advisory proposition.

· Help embed, deepen and support Standard Chartered’s advisory framework (SC Wealth Select) across all markets and products to drive better, more consistent advisory engagements and grow resilient Wealth income.

· Collaborate directly with key stakeholders such as CIO, WM Product teams, and WM country teams to develop new (and enhance existing) ways that we communicate our house views paired with solutions to the frontline and clients – including Jumpstart events, SC Investment Roadmap pitchbooks, Wealth Huddles, Espresso meetings, Global Market outlook events etc

· Strengthen our HNW and UHNW proposition through advisory, incorporating value-add services such as access to INSEAD trained IAs, regular portfolio reviews, and digital advisory tools for stronger advisory conversations

· Shape and deliver digital frontline tools that empower RMs to have better client conversations - combining access to market data, CIO views and advisory content (Marketanalyst tool)

· Enhance all advisory training including the SC INSEAD Wealth Academy, and online learning advisory modules to train and upskill our RMs, and scale our advisory messaging globally.

· Drive a data-driven approach, proactively generating key customer insights/intelligence as a key enabler of WM business growth, leveraging data scientists from the Bank's analytics center of excellence to inform advisory opportunities and/or risks, and develop appropriate strategies and actions to capture such opportunities.

Business

· We have an ambitious goal to grow our Wealth Management and Managed Investments (MI) business significantly.

· This role will support the Head of Advisory Solutions with growing the Wealth business through advisory-related initiatives; support the management of advisory solutions strategic agenda aligned to the AMI (Advisory, Managed Investments) strategic agenda, and ensure alignment to the Global WM Strategy for Standard Chartered Bank

· Champion end-to-end advisory framework (SC Wealth Select) to ensure consistency across regions and segments

· Oversee the management of advisory framework to track quantitative & qualitative performance measures

· Help drive alignment with CIO function and country teams and drive effective communication of our house views translated into Investment Ideas and propositions to help grow business franchise and improve client experience across our footprint

· Work with global advisory teams to build an ‘Advisory Brand’ using advisory champions who act as ambassadors for their markets to embed SC Wealth Select into their DNA

· Curate and deliver frontline educational materials to promote investment ideas in line with house views to ensure that our specialists and RMs are better equipped to engage our clients effectively.

· Strengthen our HNW and UHNW proposition and help simplify processes for our affluent clients

· Use shape of book analysis work across markets to provide oversight on health of portfolios and bring structure and rigour across markets

· Own and lead the work on Portfolio Insights tool and embed it into the advisory process

· The role requires the employee to be highly articulate, have strong presentation skills, have high attention to detail, and be comfortable with communicating and presenting to a varied set of audiences like customer facing teams, senior stakeholders, data and technology teams

Data Analytics

· Help define and establish wealth analytics as a key enabler of WM business growth, leveraging data and new analytics methods, leveraging data scientists from the Bank's analytics centre of excellence

· Embed and champion data-led sales and advice through driving the use of data visualisation dashboards to track sales activity, wealth product penetration, as well as use data to drive insights and next best action for RMs

· Use excel and VBA skills to extract and clean data from existing data repositories for use in data dashboards and sales reporting

Processes

· Work on delivering and embedding a consistent Portfolio Review process across all markets, enabled through the myWealth Advisor tool.

· Deliver on our Priority Private promise that all PP clients receive a minimum of one portfolio review per year by a qualified IA.

Risk Management

· Identify gaps and weaknesses across the end-to-end advisory process risk and control environment and monitor rectification as required.

· Ensure adherence to regulatory guidelines and business policies across product development / sales

· Ensure implementation of appropriate control systems and operational procedures to support investment sales and securities transactions and the effective administration of customer accounts.

· Ensure adequate and appropriate systems and controls are in compliance with Group and Business policies, procedures, standards and codes, including those governing all Risk types, Compliance, Technology and Operations, Finance and Reputation.

Governance

· Maintain awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.

· Responsible for delivering ‘effective governance’; capability to challenge fellow executives effectively; and willingness to work with any local regulators in an open and cooperative manner.

Regulatory & Business Conduct

· Display exemplary conduct and live by the Group’s Values and Code of Conduct.

· Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.

· Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key Stakeholders

· Global Head Advisory and Managed Investments, Group and Country Wealth Heads, CPBB Heads, CIO team, Country IA Heads, Group and Country Product Teams, Group and in-country Segment teams.

· Group and in-country Client Engagement teams, Group and country Digital Sales & Marketing teams.

· Group and in-country Brand & Marketing teams, Data & Analytics teams, Group Client Journey team.

· Group and in-country Digital teams

Our Ideal Candidate

· Graduate finance professional.

· 7+ years of experience in financial markets (Priority Banking/Private Banking, Asset Management) with experience in Investment Advisory, or Mutual Funds favoured.

· Sound understanding of Macroeconomic concepts, Asset allocation, Portfolio Construction and investment advisory skills.

· Good knowledge of financial systems such as Bloomberg, Refinitiv (Temenos suite – AAA+, etc a plus).

· Must have experience in data analytics (experience in data visualisation tools such as Microstrategy, Power BI or Tableau), as well as strong Microsoft Powerpoint and excel / VBA skills (Python an advantage).

· Chinese language would be advantageous as the scope of the role includes working with North Asia based markets (predominantly Chinese).

Role Specific Technical Competencies

· Microsoft Powerpoint, Excel, Office

· Data Analytics / Visualisation competency.

· Investment Advisory.

· Mutual Funds.

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents. And we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we:

· Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do

· Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well

· Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

· Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations

· Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum

· Flexible working options based around home and office locations, with flexible working patterns

· Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits

· A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning

· Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

· Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers

• Develop cost plans and contract documentation including budgetary estimates, bills of quantities and cost optional studies.
• Demonstrated experience across all aspects of cost management on a range of projects from feasibility studies to final account close-out
• Prepare tender documentation, evaluate, and prepare tender reports, review contractor valuations and other relevant documentation.
• Motivate team members, and drive towards positive client outcomes and meet deadlines in a fast-paced environment
• Critically analyze, challenge and brainstorm project requirements and deliverables, in order to find creative solutions and alternatives on behalf of clients
• To take line management responsibility as required

Qualifications

• Degree qualifications in Cost Management, Quantity Surveying or similar discipline with more than 10 years’ international experience working on complex industrial, science and technology projects (data center, manufacturing, lifescience/pharma etc) as a cost consultant.
• English language skills are required and additional Asia language skills would be an advantage
• Excellent communication skills, and strong business acumen, with the ability to drive outcomes on behalf of clients, develop new business, leverage current opportunities, and coordinate with construction and design teams to meet deadlines and deliverables
• A passion for work, and a strong commitment to producing high quality work, and in motivating others to strive for excellence, and to go the extra mile to meet client requirements.
• Experience in client management with solid experience in client facing environment that requires incumbent to utilize critical business development skills and advisory skills to enhance project delivery on value management, value engineering and life cycle costing.
• Be able to develop new business and leverage current opportunities to grow a cost management team.
• An ambition and ability to help develop Cost Management business in-country or/and Asia is essential

About Us

Pacific Refreshments Pte Ltd (The Coca-Cola Company) is a strategic concentrate manufacturing plant in Asia. We are an export facility, specializing in the manufacturing of concentrates and beverage bases, with a complex portfolio, supporting the ASEAN, South Pacific and Southwest Asia business units. We are on a journey of growth - having completed the construction and expansion of our site towards doubling our manufacturing capacity in recent years. We have also embarked on our digital transformation journey, striving to be the Lighthouse for the Consumer Products Supply (CPS) plants in Asia and to be a leader in digital transformation.

Pacific Refreshments Pte Ltd is a winner of the ‘2020 HR Asia Best Companies to Work For’ Award.

What You’ll Do For Us:

• Lead development of finance analysis (value chain analysis, financial modelling, opportunity assessment, return on investment analysis, cash flow analysis and other financial tools) to develop recommendations to business leads and strategy assessments to support decision making.
• Forecasting and business analytics leadership of volume and revenue forecast while ensuring a high level of forecast accuracy is delivered.
• Analysis of business results and recommending forward actions to close gaps to plan or accelerate the business results.
• Analysis of business performance for gaps versus plan and lead the development of contingencies/solves for leadership teams.
• Understand external and competitive category performance to inform decisions. Leadership of financial management with the customer team, which requires strong customer focus and influence.
• Communicate and interpret findings across brand, category and consumer based on financial analysis that provides additional perspectives on implications, risk, opportunity and trends.
• Build value-based relationships with Brand, Customer, Commercial, RGM, Franchise, Supply Chain, Legal and other key associates.
• Review, improve, provide input, approve and present completed analyses that requires expert knowledge of financial models and application of strategic and operational measures to assess economic and commercial viability of proposed investments.
• Responsible for leading a team - recruit, develop and sustain a diverse and high-performing team. Coach, guide, and mentor team in managing and building their quantitative and analytical skills. Establishing key relationships that can be leveraged to strengthen team capabilities and to provide career advancement opportunities in the organization.

Qualifications & Requirements:

• Bachelor’s degree in Finance, Business or related field, with a Master’s is preferred.
• 7+ years of global financial management experience with responsibility for operations with people and resources management experience.
• Experienced in Annual Business Planning and strategic thinking including applying forecasting techniques and skills to develop and evaluate business goals and strategies, analysing information to derive insights and implications to initiate planning/re-planning, and controlling actual results vs. budget.
• Must possess ability to motivate and develop the talent and to collaborate with cross-functional peers to define the business plan/rolling estimate deliverables.
• Strong understanding of customer P&L management (including drivers of volume, revenue, and gross profit), revenue growth management capabilities, forecasting and trade spend effectiveness.

If this sounds like something you're interested to explore further, we look forward to meeting you in our Happiness Factory!

Responsibilities:

• Liaising with external stakeholders e.g. auditors on financial accounting and regulatory reporting matters
• Representative for annual audit including provision of finance deliverables, handling queries and preparing annual financial statements
• Ensure timely and accurate reporting (including audited financial statements) to internal stakeholders, regulators and Head Office
• Oversee, review and maintain effective controls and ensure compliance with group policies and local regulatory guidelines
• Responsible for timely update of Finance policies
• Participating in Projects relating to Accounting & Regulatory Reporting Function in Singapore as well as new product roll-out

Requirements:

• Degree holder in Finance or Certified Public Accountant or Equivalent
• 10 years or more hands on working experience in finance function in the financial services industry with a strong understanding of financial instruments
• Good knowledge of IFRS and Singapore regulatory reporting requirements
• Prior working experience in finance function / projects and with T24 / SAP knowledge an added advantage

Please state your availability, current and expected salary in the resume.

Qualified or interested candidates, please visit our GMP website at www.gmprecruit.com/current_jobs/posting.aspx to apply for this position with GMP Job Code: 24032

Tel: 6233 0482 - Eddie Tang (R1221129)

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Eddie Tang | Registration No: R1221129

Offshore Private Banking Relationship Manager (Director/Executive Director)

Our client is a leading global bank renowned for its expertise in private banking and wealth management. They are currently seeking an experienced and accomplished Offshore Private Banking Relationship Managers at the Director/Executive Director level to join their team

Key Responsibilities:

• Cultivate and maintain strong relationships with high-net-worth individuals and families in offshore markets.
• Understand clients' financial objectives and risk profiles to provide tailored wealth management solutions.
• Serve as the primary point of contact for clients, addressing their inquiries and needs efficiently.
• Offer comprehensive wealth management advice, including investment planning and portfolio management.
• Develop customized investment strategies aligned with clients' objectives and market conditions.
• Monitor portfolio performance and recommend adjustments as needed to optimize outcomes.
• Identify opportunities to expand the offshore client base and grow assets under management.
• Collaborate with internal teams to deliver integrated financial solutions to clients.

Qualifications:

• Bachelor's degree in finance, business, or related field; advanced degree or professional certification preferred.
• More than 10 years experience in offshore private banking or wealth management.
• Proven track record of success in managing high-net-worth clients and driving business growth.
• Strong understanding of investment products and financial markets.

Office Location: Singapore, Central

Interested candidates kindly forward your CV to ethelsk.tan@peoplesearch.jobs (Ethel Tan Seok Khoon, Reg No: R2096281). Feel free to forward this great opportunity to someone who would be a great fit for this role.

All information will be kept strictly confidential. We regret to inform that only successful applicants will be contacted.

PeopleSearch Pte Ltd

EA License No: 16S8057

CMA Executive brings a new opportunity for an ambitious CFO/FD to join a rapidly growing and successful retail organisation in Southampton, who are revolutionising their niche industry and garnering huge market share in the UK and further afield. This entrepreneurial business has enjoyed and continues to forecast substantial revenue growth, producing more than 100% year on year. As part of the wider expansion plans that will see efforts to grow in the US and a European market, a new CFO/Finance Director is expected to partner with the Founders and Management team to devise sound and achievable business strategy, help grow and develop a small finance function and oversee external relationships with prospective investors and advisors and governance bodies. If you are suited to a vibrant and contemporary business and team, then please see below requirements for this role.

What the Finance Director position will involve:

• Provide sound and insightful financial analysis to support growth and create better understanding of business performance from end to end.
• Leading a small finance function, developing members of the team and continuing to grow both capacity and develop efficiency, utilising external accountants when required and applying a hands-on approach.
• Manage capital for growth investment and ensure there is a cost benefit analysis conducted for any investment plans.
• Provide full strategic support for future lending and investment opportunities, partnering with the Executive leadership team, preparing the business for future investment plans.
• Prepare the business for future external investors and the enable the company to facilitate the governance processes for such an event.
• Support the CEO and Leadership Team in commercial decision making, working through regulatory matters and ensuring the is efficient processes to deliver strategic goals.
• Manage all relationships with external bodies including Auditors, Banks and advisory services.
• Manage accounting software and additional systems platforms with the assistance of Operations.
• Assure regulatory compliance and manage for tax issues with the use of Advisors.

Suitable Candidate for the Finance Director vacancy:

• Fully qualified Accountant with a minimum of 5 years’ PQE.
• Experience of supporting a Board through a high growth journey, ideally within the retail or Ecommerce space.
• Strong commercial acumen with an appetite to improve processes and be a self-starter.
• Knowledge of expansion into International markets is important and involvement in warehousing, sub contracted manufacturing and logistics will all be considered useful.
• Previous engagement with third party funders, including Private Equity experience will be considered extremely beneficial. Previous transaction or third party investment experience will be considered desirable.

Additional benefits and information for the role of Finance Director:

• Opportunity to join a successful growing brand that have established a solid foundation to build from for future growth, and become a key decision maker and influential person within the structure.
• For a business this size the remuneration is competitive on salary, bonuses and benefits, and this role will deliver a share scheme that will allow you to be included in the rewards of the company’s future success.

CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn’t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.

As the Head of Department, the Director shall:

Responsibilities:

1. Direct and review all periodical financial reports, provide timely and accurate financial data to senior management for decision making
2. Implement and monitor a control system and/or other accounting quality management system.
3. Implement and ensure compliance of accounting policies, measures, procedures that are necessary for proper accounting practices, controls and services.
4. Plan and prepare annual and long-term capital and annual budgets for senior management’s approval.
5. Monitor the preparation of cash-flow statements, forecast and interact with the Banks and other external bodies.
6. Oversee purchasing and store to negotiate for best prices without compromising on quality and ensure all activities are carried out in accordance with SOPs.
7. Oversee and ensure that the Jackpot operations comply with appropriate SOPs in the handling of monies.

Requirements:

1. Degree from a recognized University with Accounting related professional qualification.
2. 12 years of relevant experience of which at least 6 years should be in a senior managerial position.
3. Well versed with various aspects of finance and accounting.
4. Well versed with Microsoft Office with special proficiency in Excel.
5. Effective verbal and written communication

Liverpool Health Partners is the Academic Health Science System for the Liverpool City Region. it is a membership-led organisation comprising of 10 academic and NHS partners.

LHP convenes across, and advocates on behalf of, its member organisations and the excellence they represent. We have a mandate from the universities and NHS Trusts which are our members, to work across the health and life sciences sector in the region and, together, deliver health, economic and societal benefit.

This post is being created as part of the ongoing establishment of LHP as an initiative within Liverpool. A key element of our work is to attract talent and ensure effective succession planning. Alongside the recently established Deputy MD responsible for delivery of the Joint Research Office, this role will be central to putting those principles into action and achieving our long-term goals.

The post holder will have delegated responsibility for specific areas of LHP activity. They will operate at a senior level across the partnership and be comfortable in a fast moving and complex system. The post will be very much partner-focussed, ensuring that the work LHP does fits with the aspirations of our members and engages them in the delivery.



Provide broad support for the MD in shaping and delivering LHP on behalf of the member organisations.

Provide leadership and example in creating the optimal culture for LHP to deliver its strategic plan effectively.

Help ensure the LHP strategy is delivered through a series of coherent, well-organised and ambitious workstreams, developed and delivered with stakeholders.

Support the development and implementation of a comprehensive stakeholder engagement strategy to support delivery.

Support the development of a positive narrative about Liverpool.



Liverpool University Hospitals NHS Foundation Trust was created on 1 October 2019 following the merger of two adult acute Trusts, Aintree University Hospital NHS Foundation Trust and the Royal Liverpool and Broadgreen University Hospitals NHS Trust.

The merger provides an opportunity to reconfigure services in a way that provides the best healthcare services to the city and improves the quality of care and health outcomes that patients experience.

The Trust runs Aintree University Hospital, Broadgreen Hospital, Liverpool University Dental Hospital and the Royal Liverpool University Hospital.

It serves a core population of around 630,000 people across Merseyside as well as providing a range of highly specialist services to a catchment area of more than two million people in the North West region and beyond.

To hear more about our achievements click here https://www.liverpoolft.nhs.uk/media/13089/1606-annual-report-booklet_final.pdf

Follow us on Social Media:

Facebook – Liverpool University Hospitals Careers

Instagram - @LUHFTcareers

Twitter - @LUHFTcareers

Provide broad support for the MD in shaping and delivering LHP on behalf of the member organisations, helping to:
• Ensure effective governance and delivery of LHP workstreams outwith the JOR
• Oversee budgets and staff associated with the delivery of LHP workstreams (circa£500kper annum)
• Support performance management of LHP, working with the MD to develop and use key performance indicators
• Produce regular reports to the LHP board and its partner organisations, attending the Board when appropriate

Provide leadership and example in creating the optimal culture for LHP to deliver its strategic plan effectively.
• Develop close working relationships with partner organisations and a wide range of other multi- agency organisations
• Take ownership of discrete areas of activity, identifying and pursuing opportunities that form a portfolio in their own right, with delegated authority from the MD
• Act as a senior representative and ambassador for LHP, locally, regionally, and nationally
• Provide high calibre and visible leadership to build and sustain a high-calibre team

Help ensure the LHP strategy is delivered through a series of coherent, well-organised and ambitious workstreams, developed and delivered with stakeholders:
• Ensuring that the workstreams and their benefits are understood by and remain relevant to all key stakeholders.
• Helping to grow the LHP Brand and deliver maximum value for the Partners and the Liverpool City Region

Support the development and implementation of a comprehensive stakeholder engagement strategy to support delivery
• Build highly effective senior relationships across the health and science community to support delivery of LHP’s strategy
• Work collaboratively with academic and commercial partners, provider organisations, local and central government to deliver the LHP strategic priorities.

Support the development of a positive narrative about Liverpool:
• With the Director of Comms and public Affairs, amplify the activity of member organisations, the LHP workstreams and other assets across the city region to present a positive narrative on health and life sciences
• Mobilise and present, in order to influence perception, opportunities and policy, the insights available from across LHP – to regional and national stakeholders such a s politicians, government and funding agencies
• Ensure that member organisations are bought into the process, amplifying messages where possible and augmenting the narrative to focus a pan-regional opportunities and successes


This advert closes on Thursday 28 Mar 2024