Our talented consultants enable our Financial Services Industry (FSI) Business Unit to deliver a myriad of business transformation solutions to our clients. The FSI Business Unit has led and managed projects for top-tier, global clients ranging from strategy, target operating model design, regulatory governance and remediation to technology transformation, program & project management, and business analysis. We have experience providing these solutions to clients within their Sales & Trading, Risk Management, Finance, Treasury, and Operations & Technology functions. 

Our Sia Village makes an immediate impact for our firm and clients. At all levels and varying scales, our consultants execute upon client delivery, business development, business expertise, team collaboration and leadership. We support your professional development and career growth through on-the-job training, internal trainings & learning pathways, in addition to opportunities to ideate, build, promote and deploy best-in-class and convincing IP/Solutions that bring a distinctive added value to our customers. Through our firm’s career pathways and collaborative global teams, you will have the opportunity to learn, grow, and develop as a consulting professional.  

Responsibilities 

Consulting Skills  

• Client delivery as part of an on-site or remote project team, able to define the framework and structure of deliverables, carrying out the production of complex deliverables 
• Manage the work, activities, and timelines of work for both them and their team, identifies priorities and workflows for interested parties 
• Utilizing a higher-level understanding of methodological concepts, coaches teammates in preparing client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables   
• Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management  
• Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data  
• Manages internal team by promoting teamwork, motivate and help consultants to improve 
• Demonstrate credibility and legitimacy with client, capable of challenging client approaches and provide new directions, allowing the customer to evolve and deepens relationship 
• Defines the project framework and organization, managing one or different projects at a time, guarantees the follow-up of these assignments  
• Provide status reporting of progress, dependencies, issues, risks, and overall program health  
• Responsible for the work streams of a complex project and takes the lead on simple projects  
• Maintain program sites as a repository for all project information 

Business Expertise Skills 

• Support practice, thought leadership, and people development activities firmwide 
• Maintains a deep understanding of business concepts, issues and challenges and key knowledge to master a business expertise  
• Cultivate knowledge related to a specific business challenge, issue, or deepen understanding within a sector and function domain 
• Contribute to the development of new solutions in own areas of expertise 
• Takes a leading role within internal firm knowledge-share activities and organizations, ensuring complete knowledge and competency transfer to other consultants 
• Design and implement business changes that drive transformation, functionality, and performance 
• Partner with our clients to help them develop high performance solutions to advance their operational performance industry standing 

Business Development Skills 

• Write business proposals and presentations autonomously  
• Detect, trace, and qualify business opportunities  
• Relay information relevant to new business activities and prospects to manager, team, and business unit/line leaders 

People Management Skills 

• Supervise a project team internally and on client assignment 
• Embody the firm’s values of excellence, entrepreneurship, innovation, teamwork, care and support, and employee wellbeing into their management style 

Team Summary

The Client Incentive Operations (CIO) team manages incentive contracts with financial institutions and clients by assessing the appropriate accounting treatment, monitoring contract performance and making payouts as per contractual obligations.

What a Finance Manager does at Visa:

The Finance Manager, Client Incentive Operations, reports to the Senior Director and will serve as a key member of the Client Incentive Operations team.  This role will take a lead in the cluster and will partner closely with the Finance Business Partner to provide greater value to Sales and other stakeholders.

Contract Administration

• Review of contractual obligations and commitments for complex incentive contracts and build such computations into the incentive computation system
• Review of contractual payments in accordance with the terms of contracts
• Provide guidance to stakeholders on complex deal structure
• Act as an approver role for incentive adjustments and payments
• Ensure compliance with Visa’s accounting policy, US GAAP and SOX controls and timely and accurate accounting and reporting
• Champion the creation and maintenance of high standards of financial discipline and accountability within the geography
• Responsible for assigned reports or deliverables.
• Own performance metrics and drive efficiencies through automation and improvement of business processes

Business / Team Engagement

• Effectively translate technical accounting treatment and financial analysis to stakeholders to ensure full understanding of contractual language
• Partner closely with Finance Business Partners to provide support to all stakeholders in the cluster
• Collaborate with Sales, Finance Business Partners, Client Contract Management, Legal and other stakeholders as needed on contract structuring
• Foster a collaborative team environment and provide effective coaching and mentoring to more junior team members

Project Management

• Drive process improvements and streamlining projects and initiatives
• Spearhead ad hoc projects to further improve the overall performance of the team and processes

Why this is important to Visa

Client Incentives are a strategic leaver used to win and maintain Visa revenues.  They also form a material component of our Revenue and Balance Sheet.  Efficient and effective processes and systems are key to delivering this strategy and meeting our SEC reporting requirements. 

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

Finance Manager / Assistant Finance Manager

Job Category Finance & Accounting
Location Singapore CBD
Schedule Full-Time

JOB SUMMARY

Manages the day-to-day operation of the accounting. Primary responsibilities include financial analysis and financial reporting, audit and control, and owner reporting.

Duties & Responsibilities

· Oversee Accounts Payable and ensure timeliness and accuracy in invoice/payment processing to vendors, staff.

· Monthly, Quarterly, Yearly Financial Statements/Accounting Close.

· Handle period-end activities, ensure timely and follow up on GRIR, Bank Clearing, open Balance Sheets items.

· Handle audit queries independently

· Cash/Bank Handling (if needed)

· Process all payment methods in accordance with Accounting procedures and policies.

· Any other duties as may be assigned from time to time.

To be successful in the role, you should have:

· 8+ years of Finance experience.

· Degree in Accountancy, ACCA or equivalent qualified

· Self-motivated, meticulous, and analytical person

· Good understanding of Singapore Financial reporting standards and International financial reporting standards

· Team player

· Excellent command of English and Mandarin (written and spoken).

· Proficient in MS Office applications

· Support Director in accounting operations with company's financial strategy.

· Singaporeans/PRs only

How to apply

Send your resume to [email protected] with the subject line "Finance Manager / Assistant Finance Manager Application".

l Only shortlisted candidates will be notified.

United Overseas Insurance (UOI) is a member of the UOB Group.

Established in 1971, UOI is the only locally listed General Insurance company in Singapore.

The Company’s principal activities are the underwriting of general insurance business and reinsurance. General insurance covers a broad spectrum of insurance classes, e.g. fire, marine, motor, engineering, general accident and liability business.

UOI is a reliable and stable mid-tier insurer, focusing on achieving quality underwriting results. We are customer-centric and take on measured risks to underwrite on portfolio basis. We focus on customer-retention leveraging on the bank and UOI’s products and benefits. We are prudent in our approach; hence, we are known for achieving high underwriting margins. Our profitablilty over the years reflects our financial strength.

As a growth-oriented company, we continue to innovate and expand in Singapore and in the region.

Responsibilities

• Provide customer service to internal/external customers for personal insurance products, e.g. Motor, Personal Accident, Health, Home Content, Domestic Helper, Travel, etc.
• Assist customers to arrange insurance cover
• Monitor calls for quality control and service recovery
• Perform Customer Retention
• Support policy processing, endorsement and cancellation
• Attend to incoming mails and emails
• Prepare reports
• Support administrative duties and any other tasks as assigned

Requirements

• Minimum Diploma in any discipline
• Min 1 year of relevant experience
• Possess CGI and HI certifications
• Excellent communication and interpersonal skills
• Proficient in Microsoft Office

Join us now! Interested candidates please email your detailed CV to [email protected], and grow with UOI today!

Job Description

• Accurate and timely data entry of financial transactions into the company database.
• Verifying, correcting, and updating data to maintain accuracy and integrity.
• Collaborating with the finance team to ensure seamless information flow.
• Generating reports and assisting in data analysis as needed.
• Keep proper records and filing for bookkeeping purposes.
• Perform any other duties assigned from management time to time.

Requirements

• Training will be provided to all successful candidates.
• Self-motivated.
• Enthusiastic, positive and energetic.
• Able to speak both English and Chinese ( to liaise with Chinese clients)
• Proficient in MS Office software.
• 1 year contract (Based on performance, will be able to convert to full time)

EA Reg Number: R1879595

1. Assist in overseeing the monitoring of compliance matters of APD offices as set out in the head office policies and local laws from time to time including covering the following areas:

• reviewing existing policies in light of new developments in laws, rules and regulations, maintaining and keeping bank's compliance manual up-to-date, staff training on compliance matters, compliance monitoring and testing, and other compliance related duties assigned by Team Head
• monitoring and supervising the compliance framework of assigned APAC offices
• Keep up to date with international developments in compliance as well as changes to HO policies and recommend and monitor changes to each APAC office’s policies
• Provide advice on compliance matters and requirements (other than legal matters)
• On the job training of new joiners and assisting in compliance training for employees.

2. Advising on appropriate handling of price sensitive information and conflicts of interest and assist to establish and maintain a control room

3. Any other matters assigned by Team or Dept Head

Requirements :

• Degree or equivalent
• Good working knowledge of regulatory requirements and recent developments, including broad knowledge of AML
• Knowledge of handling conflicts of interest, price sensitive information and managing a control room
• Working knowledge of SFA/FAA is essential
• Meticulous, with good analytical and problem solving skills
• Hands on, practical and with a balanced mindset
• Able to work under pressure

(candidates with lesser experience will be considered at Assistant Manager level)

• Provide administrative support to the brokers.
• Prepare insurance documents for quotations, proposals and cover confirmation.
• Arrange for timely billing and monitoring of payment.

Requirements:

• Diploma and above.
• At least 2 years of admin experience in an Insurance Industry.
• Possess relevant insurance certificates - BCP/CGI/PGI is a plus.

If you are keen to apply for the position, kindly email your detailed resume in MS Word to [email protected]

Please note that only shortlisted candidates will be notified.

For more job opportunities, please visit our website at www.recruit-expert.com

EA Licence: 19C9701

Registration: R1326740

Your area of work:

Clearstream’s Securities Services division provides its clients with top-class solutions around securities settlement & custody as well as financing and data solutions. The Business Management team of Clearstream’s Securities Services business takes care of facilitating the growth of the business by driving key strategic initiatives as well as its Marketing activities while ensuring a high level of client centricity across the business. As a Business Development Manager, you will be responsible for turning great ideas into reality – you will be supporting product, industry or partnership initiatives from the start, support analysing their feasibility and planning their execution, with a focus on Asia.

Your responsibilities:

· As part of the Business Development team, it will be your task to identify, analyse, validate and structure business ideas at a very early stage and turn them into actionable implementation projects. This could be about partnerships, product ideas or industry initiatives.

· You will be responsible for conducting feasibility assessments and/or profitability analysis with the support of the stakeholders inside and outside of the Product organization.

· You might also need to create business cases and hence understand the revenue potential and the implementation cost of a given initative.

· You will be planning the execution of those ideas as well as the required capacity in an actionable project plan.

· In particular, your task will be to develop Business Strategies for the Asia-Pacific (APAC) region that align with the company’s vision and mission; propose business strategies to senior management, monitor trends and identify new market opportunities.

· You will Lead cooperation initiatives with APAC market infrastructures (e.g. Asian Central Securities Depositories) to secure Clearstream’s competitiveness in the region long-term, enhance product coverage and market access

· You will act as local representative in APAC and ensure that regional needs and trends are being adequately considered in global planning & developments and represent Clearstream in external industry forums & associations

· Your task will also be to enhance Clearstream’s visibility and brand recognition in the APAC region via thought leadership, representation at major industry conferences and partnership with industry associations

· While your focus will be on the APAC region, you might be supporting business development activities in other regions as well.

Your profile:

· You have completed your university degree in Economics or Business Administration, ideally with a focus on Product or Project Management

· You have at least 5 years of relevant professional experience in Business Development Project Management, ideally within the Capital Markets space.

· You have worked in the Asia-Pacific region or focused on business activities in this region for at least 2 years.

· Ideally, you have good understanding of the Global capital markets and the Securities Post-trade space.

· Your Business Development expertise is paired with strong analytical and communication skills.

· You are excited about working in a multi-cultural team with a high result orientation and a hands-on mentality.

· Proficiency in English, French/German are required.

· Your profile is rounded off by very good MS Office application knowledge.

· Possess technical exposure/ prior experience in custodian banking and/ or securities services.

Job Responsibilities:

• Handles end-to-end processing of trade finance transactions such as Letters of Credit (LC) issuance, Standby Letters of Credit (SBLC) issuance, banker’s guarantee issuance, etc.
• Review and ensure workability of LC/SBLC formats and liaising with Bank to clear these formats.
• Handles settlement/preparation of payments and budgeting.
• Tracking and updating of trade utilisation.
• Monitor repayments from customers.
• Liaise with Marketing, Operations team, suppliers and customers.
• Undertake additional functions and duties when required.

Requirements:

• Diploma or Degree in Accounting, International Business or Logistics or Supply Chain.
• Minimum 1 to 2 years of experience in Trade Finance Operations.
• Strong time management skills and meticulous.
• Strong knowledge of Trade finance and Letters of Credit.
• Good interpersonal and communication skills.
• Proficiency in Microsoft applications (For eg. Excel) would be an advantage.

Salary: UP to $2,300

Duration: 2 Jan 2024 to 31 May 2024 (5 months)

Work Location: Tanjong Pagar

Working Days & Hours: Monday - Friday, 9am - 6pm

Job responsibilities:

1. Support in Fixed Cost Management Activities

- Gather, Consolidate & Monitor Fixed Cost (including preparing & maintaining tracking sheets)

- Review department submission and clarify variance with department

- Perform forecast, variance analysis and monitor monthly Fixed Cost movement

- Assist in the preparation of Annual & Mid-Long Term Budget Plan Preparation activities

- Assist in management reporting activities and other adhoc Fixed Cost related tasks

2. Support in Budget Control Activities

- Perform & manage SAP system budget control process (including budget transfer, budget release)

- Provide appropriate advice to Budget PICs relating to budget transfer, expenses charging and other budget control related matters

3. Support in Project Evaluation activities

- Review & Evaluate projects before submission for management approval

- Track project progress and compliance with company guidelines.

4. Filing and Administrative work is required

Job Requirements:

· Minimum ITE/Diploma cert in Business/Finance/Accounting (preferred)

· Good computer knowledge of MS Office (Microsoft excel), basic knowledge of SAP is an added advantage.

· Good communication and interpersonal skills

· Self-starting, able to work independently and as a team and take ownership of assigned tasks

· Meticulous and who is able to take up challenges and additional responsibilities if needed

· Positive attitude, Willing to learn and attention to details

· Overtime may be required during peak period (e.g closing , budgeting, mid term plan or adhoc request)

about the company

Our client is an innovative technology provider. With a far-reaching international network, they provide digital financial services for individuals across the world.

about the job

• You are primarily responsible for coordinating test case creation, test execution and test resources
• Assist with UAT Testing of the projects
• Participate and support the launching of Digital Bank Ibanking platform and mobile application
• Creation of test profile and test concept
• Preparing and executing deviation management in test projects, including documentation of results
• Work closely with foreign stakeholders/ developers for project matters and deviation

skills and experience required

• Bachelor degree holder in Information Systems / Business Information System
• Minimum 1 year of relevant experience in testing
• Independent and ability to provide timely resolutions to issues

To apply online please use the 'apply' function

Krystal Kwah (EA: 94C3609/ R22104933)

Join the dynamic Corporate Account Payable (CAP) Team of our client, a multinational investment bank, based in Singapore, serving as subject matter experts for APAC countries. This role will handle daily client queries, operations, and corporate card matters.

Responsibilities:

• Address internal and external inquiries via group mailbox and helpdesk hotline.
• Manage Korea corporate card administration, from applications to cancellations.
• Research and address invoices in the queues.
• Coordinate with global support teams for investigation.
• Follow up on unapproved invoices, aging items, and weekly exposure reports.
• Process reimbursement claims in Concur, ensuring compliance with standards.
• Conduct monthly withholding tax filing for individuals.
• Perform quarterly VAT & Proxy Tax filing for the Korea office.
• Quarterly reconciliation and reclassification of cost centers post-tax payment.
• Manage corporate card refunds, reclassification, and adjustments.
• Follow up on unapproved/unassigned charges with cardholders.
• Provide adhoc training for employees.
• Cover Australia client services and operations tasks.
• Provide support to other countries in the Singapore hub.

Key Requirements:

• Bachelor’s degree or Diploma holder in Finance, Accounting, Auditing, Economics or similar field
• Minimum 3 years of AP experience, preferably in shared services.
• Proficient in spoken and written English and Korean as this role will be working closely with clients and vendors in Korea.
• Familiarity with Appian, Concur, and Oracle Cloud.
• Knowledge of Korea's tax system is a plus.
• Proficient in Microsoft products.
• Strong team player.

Interested candidates may apply through the application system or send it to [email protected]. Shortlisted candidates will be notified.

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Morgan McKinley Pte Ltd

Koh Boon Sien

EA Licence No: 11C5502

EA Registration No. R1110345

What you will do

• To work with APAC management, all APAC countries to deliver timely an effective operational risk framework and Internal Control Integrated Framework.
• Providing the consistent and reliable information management needs for a 360° view of operational risks and risk-related decision-making.
• Conducting risk assessments (Total Risk Profiling for APAC, deep dives, etc.) on Operational risks and analyses to identify risks and problems early to ensure that measures are defined and monitored. It includes reviews to evaluate the effectiveness of the organization's operational risk management practices.
• Overseeing Internal Controls (ICIF) in APAC, including timely implementation, attestation, and management testing at regional level, as well as facilitating the implementation across APAC countries and ensuring adequate reporting to management.
• Ensuring that the organization has effective operational risk governance structures and processes in place to support the implementation of operational risk management strategies and frameworks.
• Provide 2LOD review and challenge of regional and BUs implementation of operational risk frameworks and assurance activities; including but limited to third-party management, business resilience, IT security and data management, underwriting assurance etc.
• Identifying, assessing, and mitigating operational risks associated with the organization's processes, systems, and activities. It includes collaborating with other departments to ensure that operational risk is integrated into the organization's decision-making processes.
• Support reviewing and challenging the risk appetite and tolerance for areas of responsibility, including implementing risk mitigation strategies, and contingency plans to manage operational risks.
• Support developing and implementing operational risk management strategies and frameworks that are aligned with the organization's objectives and risk appetite.
• Compile high quality risk reports for Head of Risk Management APAC and management (e.g., Regional Risk & Control Committee)
• Supporting and monitoring of the implementation of the Group Risk Management Framework (e.g. Zurich Risk Policy, Strategic and Operational Risk Management, Internal Control System, Business Resilience)

What you bring

As APAC Head of Operational Risk, Internal Control and Reporting, you ideally have the following skills and qualifications:

• At least 10+ years of professional experience in the insurance industry
• Bachelor’s degree in relevant field (engineering, commerce, economics, finance). Postgraduate qualifications are highly regarded.
• Strong understanding of operational risk management principles, methodologies, and best practices. This includes knowledge of regulatory requirements, risk assessment and mitigation techniques, and risk reporting frameworks.
• Experience on third party management, IT, Cyber, Data protection, including related assurance (1-2-3 Lines of Defense, Compliance, Audit, Risk, or other internal control and governance function)
• Good knowledge of Insurance IT landscape (incl. related innovations and trends) is highly regarded.
• Demonstrated ability to work with senior leaders.
• Highly disciplined and strong focus on execution and delivery, showing strategic ability combined with sound operational skills, and an ability to support change, displaying both persistence and resilience.
• Able to manage ambiguity, different requirements, and challenging deadlines.
• Self-starter with the ability to work effectively, both independently and as part of a great team, with a positive and can-do attitude
• Excellent communication, influencing, and negotiation skills.
• High service orientation and customer focus
• Demonstrated commitment to corporate values.
• Demonstrated ability in budgeting and project/program management.
• Data analytics and data visualization skills highly desirable
• Fluent oral and written English

Job Responsibilities:

• Formulate financial goals, policies, and operational procedures for the company and report to the general manager and board of directors as authorized.
• Improve the organizational structure of the company's financial system, define positions, clarify responsibilities, ensure financial accounting quality, reduce operational costs, streamline information flow, and enhance work efficiency.
• Describe the company's operational goals financially, providing a basis for management decisions, regularly review and assess operational risks, and take effective preventive measures.
• Enhance the internal financial management and audit system, lead the formulation of financial strategy, manage finances, and oversee internal controls.
• Coordinate with government departments (banks, industry and commerce, taxation, statistics, and audit) to protect the company's interests.
• Review financial statements, submit analyses and management reports, participate in investment project analysis and decision-making, track financial indicators, identify operational issues, and provide decision-making support.
• Ensure the efficient operation of the company's financial system, actively organize annual operating/budget planning, including capital and regular operations.
• Based on the company's actual operations, develop effective financing strategies, utilize various financial means, and maintain an optimal capital structure.
• Complete ad-hoc tasks assigned by the board of directors and the general manager.

The Requirements:

• Legalized to work in Singapore without work/employment visa sponsorship.
• Proficient in English and Mandarin to liaise with China's stakeholder and counterpart.
• Degree in accounting/business administration or related field with 4-5 years of accounting experience.
• Familiar with Microsoft Suite, Adobe Acrobat and other office software.
• Possess strong interpersonal skills, organized, resourceful and good problem-solving abilities.
• Able to coordinate and communicate with multiple stakeholders in a dynamic atmosphere and comfortable working in a startup company.