Financial Operations Officer

About the role

Finance's primary point of contact facing the Operations team – every operations‑related finance task routes through this role, not only client transfers. The role reviews the transfer file shared by Operations, executes the transfer (subject to Senior Finance Officer review), and reconciles the firm’s external trading‑platform and custodian account balances against their invoices.

Key responsibilities

• Review the transfer file shared by Operations for completeness before executing the transfer.
• Serve as the primary point of contact for the Operations team on all operations‑related finance matters.
• Maintain the daily transfer log and supporting documentation for each batch.
• Handle transfer‑status queries from Operations and clients.
• Escalate unusual or high‑value transfers for Senior Finance Officer review ahead of Manager/Controller sign‑off.
• Reconcile external trading‑platform and custodian account balances against their invoices.
• Cross‑train as backup for the Bookkeeper/Accountant on transfer‑related tasks.

Required profile

• Bachelor’s degree in Accounting, Finance, Business or a related field.
• Two or more years of experience in finance operations, payments, settlements or back‑office processing.
• Experience executing payment or transfer batches under a maker‑checker control.
• Reconciliation experience against third‑party statements or invoices.
• High accuracy under time pressure with a same‑day turnaround culture.
• Comfortable acting as the day‑to‑day interface between Finance and Operations.
• Fluent in English and Arabic.
• Experience maintaining an auditable transfer log.
• Exposure to client‑money or client‑account handling rules.
• Experience with Microsoft Dynamics or a comparable ERP system.

Required skills

• Excel
• Microsoft Dynamics