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Financial Coordinator (M/F/D) (M/F)


24.06.2024 | Lisboa | Referência: 2188151


Descrição da Função

Your new company 

We are seeking a qualified Senior Financial Controller to assume a key role in our investment management firm. As a critical partner to the CFO, you will be responsible for managing financial operations of the investment firm and ensuring adherence to regulatory standards, playing a vital role in the strategic financial direction of the organisation.

Your new role

1. Financial Planning and Analysis 

  • Develop and execute financial planning of the firm, in alignment with the firm's long-term goals.
  • Conduct comprehensive financial analysis, budgeting, and forecasting to inform decisionmaking processes.
  • Present detailed reports and recommendations to senior management for strategic planning.


2. Financial Reporting and Compliance: 

  • Oversee the accurate preparation of financial statements of the firm and funds in accordance with relevant accounting standards.
  • Collaborate with external auditors to facilitate timely and accurate completion of audits.
  • Ensure compliance with regulatory requirements and reporting obligations.


3. Reporting to Investors, Regulatory Agencies, and Internally: 

  • Prepare and present financial reports for investors, ensuring transparency and providing insights into financial performance.
  • Interface with regulatory agencies, ensuring all financial activities comply with relevant laws and regulations.
  • Develop and maintain internal reporting mechanisms to keep various departments informed about financial performance and key metrics.


4. Risk Management: 

  • Identify and assess financial risks, proposing and implementing strategies to mitigate these risks.
  • Establish and monitor internal controls to safeguard company assets and ensure financial accuracy.


5. Cash Flow Management: 

  • Manage and optimise cash flow by closely monitoring receivables, payables, and liquidity.
  • Develop strategies to maximise working capital efficiency and minimise financial risks.


6. Technology and Systems: 

  • Evaluate and implement financial systems and technologies to enhance efficiency and accuracy in financial operations.
  • Stay abreast of industry best practices and emerging technologies relevant to financial management.


7. Communication and Stakeholder Engagement:

  • Effectively communicate financial information to both financial and non-financial stakeholders.
  • Collaborate with executives, department heads, and external partners to align financial strategies with overall business objectives.

What you'll need to succeed

  • Bachelor's degree in Finance, Accounting, or a related field. MBA or CPA designation is highly desirable;
  • 3 to 5 years of auditing experience in a Big Four accounting firm; or
  • 3 to 5 years previous experience in a senior financial role within the investment management sector preferred;
  • Strong knowledge of financial regulations, accounting principles, and investment strategies;
  • Exceptional analytical and problem-solving skills with a keen attention to detail, with the ability to communicate complex financial information to various stakeholders
  • Proficiency in financial modelling, analysis tools, and ERP systems;
  • Strategic thinker with the ability to drive financial initiatives aligned with organisational goals;
  • Fluency in English is a mandatory requirement;  

What you'll get in return

You will have the privilege of working in a company with a highly dynamic and international environment!

Próximo passo

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