FINANCIAL AND INVESTMENT CONSULTANT

Roles & Responsibilities

Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial F.R.E.E.D.O.M and ensure a secure future.

If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.

Job description:

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

3. Propose solutions and planning for client investment and insurance needs.

4. Client management and retention.

5. Attend and respond to customer queries professionally.

6. Service and review financial portfolios in maintaining a long-term customer relationship.

What you get to learn:

Comprehensive and customized learning tracks according to individual development within the group, that offer structured & diverse learning modules.

Mentorship during on the job training will be provided continuously for professional development and career advancement in the financial services.

These programs are specifically designed to equip you with in-depth business knowledge, technical skills, and interpersonal skills.

You will be required to attend a number of compulsory programs; including a comprehensive business induction and other regional development program

Who thrives here?/ Requirements

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

· Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind

· Outspoken with excellent communication & interpersonal skills

· Equally motivated by working independently as well as collaborating in a team

We respect your privacy and all communication will be treated with confidentiality.

Please contact us or apply in-confidence to us with you updated MS Word Resume to : k[email protected]

Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)

The CFO will lead our finance team and oversee the preparation and execution of our IPO strategy. This includes ensuring financial compliance, working closely with legal and auditing teams, managing investor relations, and setting up systems that support our growth. The ideal candidate has a proven track record in IPO preparations, financial strategy, and can operate effectively in a high-growth environment.

Key Responsibilities:

• Lead the preparation and execution of our IPO, ensuring the company meets all regulatory and compliance requirements.
• Collaborate with external auditors, legal teams, investment banks, and financial advisors to facilitate a successful listing.
• Oversee the development of IPO documentation, including prospectus preparation, financial disclosures, and regulatory filings.
• Drive financial planning processes, budgeting, forecasting, and scenario analysis to align with IPO objectives and long-term growth.
• Develop and execute financial strategies to enhance shareholder value and meet investor expectations.
• Lead the optimization of capital structure, working capital, and liquidity to support business needs.
• Implement and ensure compliance with IPO-related corporate governance, financial reporting, and regulatory standards.
• Oversee internal control systems, audits, and risk management practices to maintain transparency and accountability.
• Build and manage a high-performing finance team capable of meeting the demands of a public company.
• Foster a culture of integrity, accountability, and innovation within the finance department.
• Serve as the primary financial spokesperson and establish strong investor relations.
• Prepare financial presentations and reports for the board of directors, investors, and other stakeholders.

Key Qualifications:

• Bachelor’s degree in Accounting, Finance, Business, or a related field. A Master’s degree (MBA) or professional qualifications (CPA, ACCA, CFA) are strongly preferred.
• Minimum of 10 years of progressive experience in finance and accounting roles, with a proven track record in managing IPO processes or significant capital markets transactions. Experience in public companies and familiarity with IPO readiness are highly desirable.
• Strong knowledge of IPO requirements, regulations, and best practices, with proven experience preparing a company for IPO, ideally with a successful listing in past roles.
• Strong analytical, strategic, and financial modelling skills, with exceptional communication skills for interfacing with investors, the Board, and senior management.
• Demonstrated ability to lead and develop teams, drive strategic financial initiatives, and thrive in a high-growth, fast-paced environment.

Job Highlights

• Guaranteed Annual Package of at least S$50,000 (Up to S$100,000)
• Warm and Supportive Team with One-to-One Mentorship
• Time-tested, Proven Success System

Job Description

Not being appreciated at your job? Overworked and underpaid? Or just starting out but seeking to have a headstart?

If you are highly motivated, love to help others, hardworking and approachable, you are the one we are looking for!

Yes we are looking for potential Financial Consultants, but not to be just any run-off-the-mill financial consultant! We will provide the training and system to be point man for all of your clients’ finances; from insurance to property, to business and even their legacy.

What We Offer:

• Dedicated training and certification awarded (IBF Banking Level 1, CMFAS M9, CMFAS M9A, etc)
• Great opportunities for career growth & development
• Different lead generation opportunities provided
• Annual overseas trips (conventions, planning conference, etc)
• Flexible working hours

Job Requirements:

• Good knowledge of banking, wealth management & insurance products is an added advantage
• Highly motivated, determined with strong integrity
• No work experience required

Think you’ve got what it takes? Maximise your potential and join our Family today!

Interested Candidates are invited to apply online via APPLY NOW button or email us at [email protected]

Shortlisted candidates will be contacted!

Job Description

Roles & Responsibilities

• Provide comprehensive financial services to customers, including account management, credit advisement, and payment solutions.
• Analyze customer financial needs and develop tailored solutions to meet those needs, ensuring a high level of customer satisfaction.
• Manage customer accounts, keeping accurate records of transactions, payments, and any financial arrangements.
• Work closely with the sales and customer service teams to identify opportunities for financial service enhancements and to resolve any customer issues related to billing or payments.
• Educate customers on financial products and services, including the benefits and risks associated with each, to empower them in their financial decision-making.
• Stay abreast of the latest trends and regulations in the financial services industry to provide informed advice and services to customers.
• Collaborate with the finance department to streamline billing and payment processes, ensuring efficiency and compliance with financial policies and regulations.
• Performs other duties as assigned.

Requirements

• 2 to 3 years of experience in customer financial services, banking, or related roles
• Bachelor's degree in Finance, Accounting, Business Administration, or a related field strongly preferred
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in simple terms.
• Proficiency in financial software and systems and Microsoft Office Suite.
• Detail-oriented with strong analytical and problem-solving abilities.
• Ability to handle confidential information with discretion and integrity.
• Customer-focused with a passion for delivering exceptional service and building positive relationships.
• Proficiency in English and an additional Language of either Japanese, Korean or Thai is required.

Please submit resume via - https://fedex.wd1.myworkdayjobs.com/FXE_APAC_External/job/FXE_APACSGPSGSINROFinance-Service-Centre/SG040X--Customer-Financial-Services-Specialist--Japanese-Korean-Thai-Speaking-_RC737878-1

We are looking for committed and passionate individuals who want to make a difference, with a positive attitude and strong work ethnics.

Job Description:

Fast track career path towards management

Comprehensive on-job training will be provided continuously for professional development and career advancement in Financial and Investment industry

Learn Digital Marketing, Advertising and Analytics skills, Content Marketing, Search Engine Optimisation, to stay relevant in the ever changing Digital World

Personal mentor-ship with various accomplished lifetime Million Dollar Round Table, Court of Table, Top of Table members to impart their valuable expertise

Requirements:

Minimum Education Criteria: Local Diploma or Bachelor's Degree

Management: 1 year (Preferred)

Sales: 1 year (Preferred)

Top reasons to join us:

Competitive remuneration package

All-expense paid travel opportunities yearly

Recognition for individual efforts

Dynamic and fun company culture

Maintain Work-Life Balance by having flexibility of managing your own time and schedule

Have a chat with us to find out if this career aligns with your goals and aspirations.

You will be working with our highly motivated team of professionals to provide internal audit, risk, and compliance consultation to our wide range of local and international Financial Services clients. You will be expected to gain exposure other than project execution skills as you be provided opportunity to participate in decision making, building relationship with internal and external stakeholders in an open, positive and supportive environment.

Roles & Responsibilities

• Advisory on matters pertaining to onboarding and continuance, independence, ethics, anti-money laundering
• Work closely with the engagement teams in the areas of audit planning, data analysis, conducting interviews or document control designs for the process in-scope
• Perform audit testing in accordance with audit work program and report drafting
• Deliver assignments to a high level of professionalism and client satisfaction
• Participate in internal meetings to share recommendations or improvement opportunities, taking notes and minutes
• Execute assurance reviews in compliance with professional standards, AML/KYC, MAS regulatory reporting, Business Continuity Management (BCM) and related risk & compliance areas.
• Identify risk of threats to independence
• Document organisation’s internal controls and business processes
• Recommend changes to the organisation’s internal controls and business processes
• Identify design and control gaps
• Review internal control frameworks
• Support the team in providing advice and business insights to the organisation by identifying opportunities and making recommendations for change
• Uphold professional standards
• Execute internal audit engagements in accordance with the International Professional Practices Framework (IPPF)
• Act in accordance with The Institute of Internal Auditors’ (IIA) Code of Ethics

Requirements

• Bachelor’s degree in Accountancy, Business or Finance or equivalent professional qualification
• Minimum 3 to 4 years of relevant experience in an international public accounting firm or consulting firm
• Must have experience working on financial services engagements, i.e., banks, payments, asset and wealth management, etc.
• Must have experience working on regulatory audits, preferably on Singapore engagements
• Experience in commercial in-house internal audit department will be an added advantage.
• Deep passion in Governance, Risk and Compliance, with an open-mind to help your clients
• Highly motivated and possess good level of enthusiasm
• Possess strong interpersonal, communication and writing skills
• Able to work independently and as well as a team player
• Keen interest in the international development of the compliance profession
• Strong understanding of corporate governance, regulatory compliance, audit standards and accounting principles
• Possess good communication, analytical and problem-solving skills

FINANCIAL AND INVESTMENT CONSULTANT

Roles & Responsibilities

Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial F.R.E.E.D.O.M and ensure a secure future.

If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.

Job description:

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

3. Propose solutions and planning for client investment and insurance needs.

4. Client management and retention.

5. Attend and respond to customer queries professionally.

6. Service and review financial portfolios in maintaining a long-term customer relationship.

What you get to learn:

Comprehensive and customized learning tracks according to individual development within the group, that offer structured & diverse learning modules.

Mentorship during on the job training will be provided continuously for professional development and career advancement in the financial services.

These programs are specifically designed to equip you with in-depth business knowledge, technical skills, and interpersonal skills.

You will be required to attend a number of compulsory programs; including a comprehensive business induction and other regional development program

Who thrives here?/ Requirements

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

· Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind

· Outspoken with excellent communication & interpersonal skills

· Equally motivated by working independently as well as collaborating in a team

We respect your privacy and all communication will be treated with confidentiality.

Please contact us or apply in-confidence to us with you updated MS Word Resume to : k[email protected]

Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)

Our client is in the real estate industry and backed by a global private equity firm. Due to strategic acquisitions, they are now searching for a Financial Controller to join their growing team. You will be reporting to the CFO, and be involved in a full spectrum of financial duties which includes supporting the management on making strategic financial decisions.

Job Scope:

• Manage and provide guidance to a team of finance professionals, ensuring that their professional growth are being fostered.
• Lead the preparation of financial statements, budgeting, forecasting, and management reports in a timely and accurate manner.
• Oversee the financial reporting processes to ensure compliance with accounting standards and company policies.
• Establish and enforce financial policies, procedures, and internal controls to ensure compliance with regulatory standards.
• Liaise with service providers such as auditors, tax advisors, etc.
• Drive and lead continuous improvement in financial/ system processes.

Requirements:

• Bachelor's degree in Accountancy, Business, Finance, or related courses.
• CPA qualified will be preferred.
• At least 8 years of experience in financial management with at least 2 years of leadership experience.
• Experience working in the real estate industry will be an added advantage.
• Strong in financial reporting and tax regulations.
• Strong communication skills and able to work in a fast-paced environment.

Interested parties may reach out to Jacqueline at [email protected] for a confidential chat!

Job Description & Requirements

The role holder will be involved in the finance team of a banking firm in Singapore, as well as in various ad hoc projects.

The individual will work closely with multiple internal and external stakeholders, including the CFO, actuaries, onshore and offshore teams, and other finance functions, to ensure that all reporting requirements are met to the highest standards and within the strict deadlines imposed by the banking firm’s head office.

This role offers a valuable learning and development opportunity for the right candidate, with exposure to Insurance Finance BAU processes and ongoing projects across the region. It also provides a platform to broaden and strengthen the candidate’s knowledge of both business processes and activities, as well as gain experience in the controls aspects of finance.

Key Responsibilities:

• Lead in-depth local requirements analysis and elaboration to drive best-in-class business and service under the finance function.
• Define and scope requirements analysis for new initiatives, working with in-country and global teams.
• Ensure that all local regulatory and product requirements are met and captured by working closely with local teams.
• Support the Financial Reporting capability by updating processes and artifacts impacted by future operational design.
• Collaborate with a broader Finance Operations and Finance Change Delivery team.
• Work with various stakeholders to ensure the quality of data that flows into the general ledger.
• Assist in providing and reviewing requirements for Finance projects.
• Maintain a broad knowledge of cash management and interbank fund transfer functions.
• Understand the implementation of end-user controls.
• Collaborate with Group, Regional, and other impacted stakeholders to implement processes that support key stakeholders from Financial Reporting, Operations and Change Delivery teams.
• Provide guidance and support to the broader Finance team on a wide range of issues.
• Work with the Finance Management team to understand the risks involved and support the Assurance reviews to ensure coverage of key controls.
• Have a good understanding of end-to-end Finance functions in an insurance business to support ongoing transformation projects or product launches.
• Provide deep and broad subject matter expertise.
• Provide input to Business Case preparation as needed, offering context and data to underpin assumptions.

Requirements:

• A background in finance, with experience in financial reporting.
• Broad understanding of accounting principles.
• Good understanding of Risk & Control processes and how they can be enhanced.
• Familiarity with the relevant internal risk management frameworks, including operational risk policies, SOX framework, and knowledge of the regulatory environment in the financial services sector.
• Good communication and documentation skills.
• Ability to multitask and manage various stakeholders while meeting competing deadlines.

We regret to inform that only shortlisted candidates will be notified / contacted.

EA Registration No.: R22108392, Sarah Siaw Hui Xia

Allegis Group Singapore Pte Ltd, Company Reg No. 200909448N, EA License No. 10C4544

Job Descriptions:

1. Arrange and discuss with users to understand the reporting requirement, and document down the requirements into technical specification or mappings for development team to deliver

2. Identify the source data required for creation of the reports and dashboards, interpret the data to understand the relationship of different datasets

3. Facilitate the computerization of analytics and data collection processes

4. Collaborate with source system PICs to establish the data connection and data feeding automation

5. Work closely with existing Data Warehouse team to bring the data into DWH system for reporting and dashboarding

6. Carry out complex analysis of datasets and conduct appropriate data validation

Key skillset:

1. At least 3 to 5 years experience in BA, interfacing with Technical team and Business team

2. Knolwedge / Exeriece in Power BI , Qlik and data analytics is preferable

3. Banking knowledge and able to understand the corporate banking, trade finance

This is an opportunity to be a significant contributor to a very professional, skilled and rapidly growing team. Analysts at Equiteq have significant responsibility, advancement opportunities, client access and future international options in our London, New York and Sydney locations. We are looking to hire immediately to build our entrepreneurial team in our office in Singapore. The M&A Analyst reports to the M&A director.

Key Responsibilities and Challenges:

• Identify, build, and maintain relationships with prospective and existing clients
• Research and prepare presentations which identify and explain industry trends
• Prepare confidential models, information memorandums, presentations and marketing documents in support of sale transactions
• Support execution of Mergers & Acquisition assignments in all respects, both on the sell-side and buy-side

Professional Experience Required:

• Exemplary academic record and demonstrated commitment to achievement
• Strong financial modelling and analytical skills, including knowledge of financial accounting
• Excellent industry analysis and ability to abstract trends and insights from primary data
• Previous experience in Private Equity or Mergers and Acquisitions is appreciated
• Specific interest for the IT Services, Technology and knowledge economy sector

Attributes and Experience Required:

• Impact – must present themselves at all times as somebody a client would want in their corner.
• Resilient – able to work under high pressure. This person will be a self-starter, assertive, with a high degree of self-confidence, maturity and good executive presence.
• Fastidious – have a methodical, process-driven nature that anticipates future project issues and problems before they occur.
• Strong Commitment - to the job with ability and willingness to work long hours and on weekends

Education/Qualifications:

• Qualification to degree level in an appropriate discipline
• FSA qualification desired, but not essential.

Job Description

Main support for field service engineers and business administrators both in SAP CRM and ECC, along with web-based applications. Attend field service business operations and strategic planning meetings to gain insight to issues and future needs. Work closely with field service business to determine business requirements and write functional requirement specifications in an appropriate level of detail.

A SAP CRM and ECC Systems Analyst with experience working with technical teams, configuration and tables. Solid experience in leading and conducting requirements gathering sessions with end customer. Provide a business process engineering perspective during design review for projects with a emphasis on reporting and dashboard requests based on SAP data (and other data sources). Own and perform integration testing and lead User Testing and identify resulting gaps.

• Recommends new insights and/or efficiency opportunities around business processes and reporting.
• Support moderate improvements and projects in SAP and web-applications.
• Works on and coordinate multiple SAP deliverables and related projects independently and in a team environment.
• Good testing and troubleshooting acumen for reporting enhancements, projects and issues.
• Documents all best known methods and provides support as needed. Experience in project roll-out in preparing test plans, training documents and conducting User Acceptance Testing (UAT).

Minimum Qualifications

• Bachelor's/ Master's Degree with work experience of 6 years.
• analytical and statistical experience.
• BI Reporting experience: MS Excel VBA & Macro programming, MS PowerBI, Power Query.
• Functional skills with SAP CRM and/or ECC systems.
• Superb communication, organization and problem-solving skills required.
• Demonstrated accomplishments under complicated situations and constraints.
• Familiar with MS Office applications

Role purpose

To perform actuarial, financial modelling and catastrophe risk analyses to support Miller Singapore in winning, placing and monitoring complex insurance and reinsurance risks in Asia markets.

Role deliverables

• Model the probability distributions of the gross / ceded / net underwriting results of an (re)insurance client.

• Utilise cost / benefit analysis to advice brokers and clients “optimal” reinsurance programs based on risk tolerance levels.

• Model and analyse natural catastrophe exposure for various business streams, when requested, to support Miller’s offering to its clients

• Carry out investigations of the appropriateness and sensitivity of modelling assumptions, maintaining Miller’s commercial position where this does not conflict with relevant professional standards

• Maintain robust documentation, data cleansing, data manipulation and peer review practices to ensure accuracy and relevance of model outputs and assumptions, clearly explaining any limitations of outputs

• Communicate modelling process and results with internal and external stakeholders, both verbally and through formal reports/presentations, to a very high standard

• Work with the team to build trusting relationships with internal and external stakeholders

• Ensure high standards of accuracy in work and manage competing priorities to deliver work in a timely fashion

• Adhere to and meet fully the expectations of Miller, as set out in its policies and procedures, training material, and embedded in its systems and controls. Our policies and procedures are written to encapsulate the compliance, legal and financial crime related legislation and regulations which apply to Miller.

• Comply with any external rules and requirements imposed on individuals performing their role at Miller, such as MAS regulations.

• Promote Miller brand and values to enhance Miller’s reputation in the market

Requirements:

- Bachelor’s degree in Actuarial Science / Mathematics / Statistics / or Computer Science

- FCAS, FIAA, FIA or working towards qualification

- Minimum 5 years general insurance experience, reinsurance preferred.

- Good Excel skills

- Strong oral and written communication skills for a variety of audiences

- Experience with programming languages to automate modelling processes

- Past experiences at a broker or non-broking background (e.g., (re)insurance company) across multiple lines of business

- Able to make assumptions when faced with missing or unreliable data

Our client is a leading provider of efficient errand services in Singapore, including document delivery, shopping assistance, and food delivery for both residents and businesses. They are seeking an experienced Chief Financial Officer to manage cash flow, grant applications, and funding processes.

Role Overview:

As the CFO, you will play a key role in managing the companies' financial strategy, cash flow projections, and funding stages. You will also be responsible for financial reporting, budgeting, and ensuring compliance as the company scales and prepares for future opportunities.

Key Responsibilities:

• Oversee financial operations including cash flow management, funding, and grants.
• Prepare and maintain accurate financial reports such as profit & loss, balance sheets, and cash flow statements.
• Develop and implement financial strategies to support business growth and future listing.
• Lead budgeting, forecasting, and financial planning.
• Supervise outsourced accounting services and ensure accurate, timely reporting.
• Work closely with the executive team on capital management and funding.
• Ensure financial compliance and manage risks.

Requirements:

• 5-10 years of financial management experience, ideally in start-ups or high-growth companies.
• Degree in Accounting, Finance, Business Administration, or a related field.
• Strong leadership and strategic thinking skills, with experience in financial reporting and planning.
• Expertise in cash flow management, grant applications, and funding processes.
• Excellent communication skills, particularly with investors and stakeholders.
• Interested candidates are invited to send in your Resume in MS Word Format stating your past work experience, reasons for each leave, past and expected remuneration.

We regret to inform that only shortlisted candidates will be notified.

By submitting an application to us, you will be deemed to have agreed for us to collect, use, and disclose your personal data which you have submitted to your prospective employers, for the purpose of job search, and/or other services which you have consented us to perform on your behalf.

Cultivar Asia Pte Ltd

EA License Number: 19C9782

EA Personnel: R23113231 (Lum Charmaine)

Reporting to the one of the BP&A Team Leads, Consumer Financial Services Finance, you will play a supporting role in driving the performance of the business from a customer segment and product perspective through the provision of strategic insights and decision support to the GCFS Leadership Team.

Your key responsibilities may include and not limited to:

• Business Performance Reporting: Preparing regular financial reports, dashboards, and presentations to communicate financial performance to senior management and key stakeholders. This includes analysing and interpreting financial data to provide meaningful insights and explanations for variances and trends, including quarterly competitor performance benchmarking.
• Business Partnering and Stakeholder Management: Partnering with the business teams in driving and executing growth strategies across products, segments and channels, such as pricing framework, segment strategies, cross-referrals arrangements. This involves building strong relationships and effectively communicating financial information to non-financial stakeholders.
• Financial Planning and Forecasting: Collaborating with various departments and senior management to develop financial plans, budgets, and forecasts for the organization. This involves analysing historical financial data, market trends, and business drivers to prepare forward-looking value-added analysis and timely support on all business performance related matters (financial and non-financial), including the delivery of the Annual Operating Plan, Annual bank wide ICAAP/MAS stress test etc.
• Financial Analysis: Conducting in-depth financial analysis to identify trends, variances, and opportunities for improvement. This includes analysing key performance indicators (KPIs), financial ratios, and other financial metrics to provide insights and recommendations to support decision-making.
• Cost Analysis and Control: Analysing costs and expenses to identify areas of inefficiency and recommend cost-saving measures. This includes working closely with other key stakeholders of the bank to review and investigate monthly cost performance and assist in executing cost management agendas.
• Strategic Planning Support: Providing financial analysis and insights to support strategic planning initiatives. This involves collaborating with cross-functional teams track the progress of key strategic initiatives and highlight risks and opportunities against Plan delivery and recommend actions needed (where appropriate).

Requirements:

• Minimum Bachelor’s degree in a quantitative discipline – Finance / Accountancy / Economics / Banking with at least 3 to 5 years of related working experience
• Possess strong commercial judgement, professional maturity and results orientation
• Good interpersonal, written and communication skills
• Resilient individual who can adapt, multi-task and work effectively under pressure
• Able to work independently and cooperatively with others as a team
• Good technical skills – MS Excel, MS PowerPoint, MS Access, Power BI, QlikView and Programming knowledge will be an advantage.
• Experience delivering presentations to senior stakeholders
• Experienced finance professional in a Bank or Financial Institution FP&A capacity preferred
• A member of The Institute of Singapore Charted Accountants, or possess required qualification to act as a Company Secretary an added advantage
• Knowledge of Treasury and Cash Management function of Securities and Brokerage business an added advantage

Job Description

Responsibilities :

• Manage monitor Platform financials, recoveries, and work allocation in Gene.
• Drive operational open actions closure, budget, and forecast planning cycles.
• Assist and guide PM to initiate new projects.
• Track and monitor actual spending of project budget (e.g., within pre-designated categories like Software, Hardware, PS, Travel, Expenses, etc., and according to the correct accounting treatment CAPEX/OPEX).
• Forecast invoice processing based on work to be delivered (e.g., agreed payment milestones, project phasing) or persistent resources (e.g., monthly squad burn-down).
• Work across teams to accrue expenses for work delivered.
• Validate actuals against forecasts and carry out corrective actions if required to ensure proper financial discipline.
• Responsible for developing and maintaining all performance dashboards and preparing reports to the project team.
• Analyze all data and project deliverables and ensure adherence to all timeframe and budget requirements.
• Manage and recommend required improvements aligned with Agile principles.
• Perform required benefit analysis in collaboration with the project team and maintain records of all project governance meetings.
• Maintain and manage vendor agreements, contracts, invoices, payments, and recovery.
• Perform financial analysis on all budgets and prepare various reports for all budget forecasts.
• Ensure compliance with all policies and procedures to prepare all reports.
• Collaborate with the finance team to perform all associated activities and prepare appropriate summaries within the required timeframe.

Skills :

• Bachelor’s degree in finance or accounting.
• 10–15 years of experience working in financial-related roles with strong knowledge of financial reporting.
• A proven track record of successfully executing and setting up PMO using both Agile and Waterfall ways of working in an enterprise environment.
• Excellent presentation, analytical, and articulation skills. Strong knowledge of financial tools and systems.
• Detail-oriented and extremely hands-on in managing projects.
• Strong leadership skills and evidence of collaboration with customers to develop strategies and solutions of high business value.
• Ability to manage and work with internal stakeholders and vendors.
• Ability to apply general organizational knowledge of business and systems processes in problem analysis is required.
• Ability to successfully engage in multiple initiatives simultaneously is required.
• Strong leadership skills and generate enthusiasm among stakeholders.
• Ability to work independently with users to define concepts under the direction of program managers.
• Ability to communicate difficult and sensitive information tactfully is required. Must possess both verbal and written communication skills.
• Ability to interact professionally with a diverse group, executives, managers, vendors, and subject matter experts is required.

EA Number: 11C4879

The HIGHEST paying scheme for Insurance Agents / Financial Consultants.

Have you ever wanted to be an insurance agent to help impact lives positively & make good money whilst doing it.

Earn up to $5000 basic pay

+ Highest Commissions of up to 50% of what you closed

+ Free Sales Overseas Trip

+ Quarterly Bonus (Don’t need to wait a year)

How do the 50% commissions work. For example, if you close a client who is saving $500 monthly, $500 x 12 months = $6000. You get 50% which is $3000.

That's ONE case per MONTH.

That’s ALOT of money in this new scheme for Insurance Agents / Financial Consultants, ONLY available in our agency.

Salary: $5,000.00 - $9,000.00 per month

LIONBROKERS PTE. LTD. | EA License No. 22S1273

EA Personnel : Eugene Paik | EA Personnel Reg No.: R22110193