Total 16 operations advisor job vacancies in Finance / Banking / Insurance category in Singapore,

We are a prominent single-family office, seeking an Senior Investment Operations Analyst to join our team in Singapore to manage a diversified multi asset investment portfolio for the family.  We are looking for an experienced individual to support the team in the administration of funds, performance reporting and wider operational support. 

The Role

Our team is small, so you will need to be flexible, pragmatic and solutions oriented.  You will be responsible for investment administration, specifically investment performance reporting, investment execution and custodian management.  Main responsibilities include:

Investment Performance Reporting

·         Prepare standard monthly performance reports including collation of external investment manager reports and valuation statements.

·         Prepare quarterly performance reports, updating IRRs and multiples for illiquid funds.

·         Reconcile performance reports to custodian statements and management accounts.

·         Collate capital call/distribution notices and update illiquid funds records.  Reconcile outstanding commitments and capital call amounts to the actual notices.

·         Prepare monthly reconciliation of cash flows to investment movements.

·         Prepare ad-hoc performance analyses including asset class attribution and external benchmark comparisons.

·        Use of Bloomberg to acquire market or index data.

Investment Execution

·         Oversee the full trade life cycle and ensure the team is aligned for authorizations.

·         Follow through on investment decisions ensuring accurate and timely execution by brokers and custodians.

·         Coordinate investment execution, eg completing subscription forms, compiling KYC documentation and obtaining director signatures.

·         Liaise with the custodian to instruct investment subscription and ensure cash settlement.

·         Collate and review contract notes received directly from fund’s administrator and/or the custodian.

·        Manage transactions during the life of an investment, eg capital calls.

Custodian Management

·         Liaise with the custodian to ensure the provision of timely and accurate data on investments, including valuations, for group financial reporting.

·         Review data input in the custodian’s custody/reporting system.

·        Reconcile fees charged by the custodian.

General

·         Drive management of large BAU items such as reporting and taking ownership of delivery timelines.

·         Provide day-to-day guidance, mentoring and training of juniors.

·         Take initiative to lead and drive projects, improving operational efficiency and investment reporting.

·         Liaise with members of the CFO team, auditors and administrators for the year end audit.

·         Liaise with Head of Internal Audit and external auditors to support internal audit of investment activities.

·         Develop and maintain positive working relationships across the company and other family office entities.

·         Commit to developing yourself within your role, undergoing training where necessary.

·        Proactively promote and maintain high standards at work – taking the initiative to resolve and/or draw attention to areas that don’t meet required standards or any issues that arise.

Qualifications/Experience

·         Strong academic background with demonstrated analytical capabilities, detail orientated and excellent written and oral communication skills. These capabilities will be tested during the recruitment process.

·         Strong candidates will be undertaking or have completed further professional studies (for example CISI IOC).

·         Advanced excel skills and good knowledge of Microsoft Office.

·         Experience with Solovis would be helpful, but is not essential.

·        Experience of private markets would be advantageous, but is not essential.

Attributes

·         We are looking for a candidate who demonstrates the core values of the family office, someone who takes pride in using their initiative, in being flexible and agile in times of change and who demonstrates integrity and loyalty to the family, our colleagues and our stakeholders.

·        Excellent interpersonal skills are critical.  The right candidate will work well alongside both their London-based investment colleagues and also their Singapore-based family office colleagues to deliver the best possible service to the family.

• Discretionary bonus scheme.
• CPF Contributions.
• Wellbeing flex fund.
• Hospital & Surgical Cover.
• Dental Insurance.
• Personal Accident Cover.
• Outpatient Clinical Insurance.
• Life assurance.
• 23 days holiday.
• Employee Assistance Programme.
• Access to product discounts.
• Campus perks - free barista coffee and lunch.
• Learning & Development allowance.

Primary Function of Position

The Senior Analyst works closely with marketing and sales leadership to perform detailed analyses for the commercial organization and proactively provides strategic insights and guidance to senior executives. There is significant interaction with commercial executives as well as cross-functional work across commercial finance, training, marketing, and our Asia sales operations teams. This is a highly analytical role involving the manipulation of large data sets, requires a keen understanding of sales and marketing concepts, and the ability to communicate and develop meaningful work relationships with multiple executive business partners.

Essential Job Duties

• Serve as a business consultant for Asia Marketing and Sales leadership
• Develop models and dashboards to track new product launches and the impact of marketing programs and initiatives
• Develop, articulate, and defend analytical positions
• Support customer data capture and analytics for major marketing tradeshows and events
• Provide detailed and actionable analysis to the marketing and sales organizations to drive performance
• Provide analytics and ROI around peer-to-peer learning initiatives, including surgeons who perform case observations, proctoring events, and mentor/epicenter sites
• Develop tools and dashboards that highlight opportunity and enable our capital sales team to more effectively sell da Vinci technology
• Participate with cross functional-teams to investigate and resolve operational issues
• Provide early insights regarding market trends and the resultant strategic/business model impact Utilize SQL and Tableau to query CRM, Customer Service, and Finance databases
• Work with Executive commercial leadership to develop board-level presentation materials
• Use analytical skills to verify or dispel anecdotal insights

The OTC intern provides operational support to Sales & Trading teams on the processing, settlement and confirmation of OTC Derivatives transactions within agreed ASAPs and Client policies and procedures. The Asset classes include Equities, Interest Rates, Credit, Commodities and FX.

Your key tasks

• Timely and accurate validation and processing of OTC Equity and FX derivative products (Accumulators, Decumulators, Swaps, Dual Currency Investment, Structured Investment, FX related products).
• Matching trade details on dealing blotter, counterparty term-sheet / advice and verification of trades in trade capture system. 
• Following-up with relevant parties to resolve any trade exceptions / discrepancies.
• Prompt settlement of premium, and trade events e.g. knockout, expiry, exercise, periodic fixing, including posting of accounting entries and releasing of appropriate Swift messages (e.g. MT 202, 541 and 543).
• Ensuring that client trade confirmations are prepared and sent on a timely basis.
• Ensuring that counter trade confirmations are executed. Any outstanding confirmations are to be escalated per the escalation matrix and followed up for resolution.
• Investigating and resolving all outstanding break items in Securities and Nostro as well as Internal accounts.
• Handling all trade enquiries from both external and internal stakeholders.
• Updating EOD checklist to ensure completeness.
• Maintaining close working relationship with team members and cross function teams.
• Ensuring operational delivery covering OTC activities are within agreed SLAs, KRIs and / or KPIs.
• Escalation of any operational risks relating to OTC matters to Manager for mitigation / control solutions.
• Ensuring that the bank's procedures and controls are complied with to prevent losses or risks due to errors, omission or non-compliance.
• Ensuring that all trades alleged by counterparty in DTCC and Markitwire are affirmed on in a timely manner.
• Performing User Acceptance Testing as and when required.

Responsible for all finance and accounting activities in the company, you will lead the team in the Finance & Accounting Department. You will also oversee investor relations functions of the company.

The key element of this role is to develop the team, processes, methods, and systems to improve the efficiency of the company, as well as expand both locally and regionally significantly.

You will work closely with the founder in analyzing financial performance, provide insights and implement programs to drive profitability. This role entails managing the monthly closing process budgeting and forecasting, as well as engaging investors and shareholders.

Job Responsibilities:

• Monitoring and reporting on the financial performance of projects and company by producing and presenting accurate financial reports to specific deadlines. Oversee the finance team and ensure timely closure of the monthly accounts. 
• Responsible for statutory reporting and financial closing/reporting.
• Managing and developing the company's financial accounting, monitoring and reporting systems.
• Drive fundraising efforts and investor relations.
• Developing and implementing financial management mechanisms that minimize financial risk.
• Monitoring, interpreting, and managing budgets and cash flows and predicting future trends.
• Conducting reviews and evaluations for cost-reduction opportunities.
• Developing external relationships with appropriate contacts, e.g. auditors, solicitors, bankers and statutory organizations such as IRAS.
• Providing and interpreting financial information as and when required.
• Oversee tax, internal controls, and audit-related matters.
• Responsible for financial reporting and consolidation for the Group of companies, local and overseas.
• Supporting the formulation of strategic and long-term business plans.
• Researching, analyzing, and reporting on factors influencing business performance. Run simulations and scenario analysis.
• Advising on and managing the set-up of Finance and accounting functions of affiliates (local and overseas).

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today! Investment Advisors (IA) are investment specialists within the front office team. The primary role of the IA is to formulate investment strategies and work with Relationship Managers in managing client portfolios. • Provide premium investment advisory to Private Banking clients and formulate investment strategies that align with client's target strategic assets allocation to meet investment objectives and risk profile. • Communicate on house views to the respective marketing teams and work with product specialist for specific support and training • Partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews. • Participate in product idea generation and solutions by : a) keeping abreast of products in the market b) proposing new product ideas c) promoting ideas approved and endorsed by the Product Council where applicable d) developing, monitoring and following up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/DEKODAs, equity options, range accrual notes • Ensure adherence to internal and external regulations and policies at all times Qualifications • Bachelor Degree in the fields of either Finance, Business, Economics or Banking • 2~3 years in financial industry in an investment advisory position • Preferably CFA and CACS certified • Strong knowledge of products across asset classes • Strong interpersonal and communications skills • Strong analytical and strategic thinking skills • Possess future oriented mindset, strive to innovate and adapt to changes • Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments • Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient • Chinese proficiency is required as this role is required to deal with Chinese clients

Middle Office & Operations Executive (Junior to Mid Level) We are currently seeking a Junior to Mid-Level Middle Office and Operations Executive to strengthen our operational and middle office functions. This role presents a unique opportunity to work within our closely-knit team and play an instrumental role in the ongoing success of the company. Key Responsibilities: Play a pivotal role in counterparties reconciliation and the preparation of Net Asset Value (NAV). Provide essential support for various operational tasks, including fund accounting, risk reporting, and compliance. Leverage your SQL expertise to extract and manipulate financial data for reporting and in-depth analysis. Collaborate closely with internal teams to optimize processes, elevate operational efficiency, and contribute to our continuous improvement efforts. Maintain a profound understanding of financial products, markets, and industry regulations. Demonstrate a strong commitment to accommodating Japan hours and days to ensure seamless alignment with our regional operations. Qualifications: Bachelor's degree in Finance, Business, or a related field. Preferred 1 - 5 years of experience in middle office or operations roles within the financial industry. Proficiency in SQL for data extraction and manipulation is required. Exceptional analytical and problem-solving skills. Meticulous attention to detail and organizational prowess. Ability to thrive in a closely-knit team environment. Strong communication skills with the capacity to collaborate effectively with team members and stakeholders. A dedicated commitment to working during Japan hours and days, maintaining a strong operational presence in our regional operations. Interested candidates are welcome to send in your application along with your CV to [email protected]

Assistant VP / Manager, Client Advisor Assistant, Private Bank Posting Date: 8 Jan 2024 Location: City Area Main (City Area), Singapore, Singapore, 048624 Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values - Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers. About the Department UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on the Group's comprehensive suite of personal, business and investment services. Job Responsibilities Delivers superior client experience through understanding, anticipating, and executing client's transactionsand providing excellent administrative and organizational support to Private Bankers (Senior Client Advisor/Market Head/Senior Team Lead)Prompt and accurate processing of clients banking and investmenttransactions. Activities include and is not limited to account onboarding and static maintenance, assettransfers, deposit, and loan processing. Market covered: Asia Track and manage document deficiencies attend to client queries and review and resolve client enquiriesand issues in a timely and satisfactory manner Coordinate across departments to implement and deliver on client commitments Escalate service issues to relevant internal stakeholders As and when required, Senior CAAs Provide financial solutions that are tailored to customers' needs and objectives or provide mentorship to new CAAs as well as participate in adhoc projects e.g., systems application UAT, process improvements and focus groups. Job Requirements • Minimum Diploma/Degree holder with preferably 3 years minimum experience as an Assistant RM (ARM) intheWealth Management segment (including Premier / Priority Banking segment) • CACS Certification (Paper 1 & 2) - a strong advantage • Knowledge in booking and settling trades of various asset classes and products a strong advantage e.g.Fixed Income, Equities, FX-linked products, unit trusts, Funds, Structured Notes, and handling account opening documentations, payments and securities transfers. Generic Skills • Service Orientation • Communication • Problem Solving • Interpersonal Skills • Teamwork • Lifelong Learning Technical Skills • Account Management • Technology Application • Service Challenges • Stakeholder Management • Partnership Management Be a part of UOB Family UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application. Apply now and make a difference.

Business Function Group Technology and Operations (T&O) enables and empowers our Bank with an efficient, nimble, scalable standard infrastructure through a strategic focus on Productivity, Quality & Control, Operating Models, Technology and People. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels. Responsibilities Central management of key metrics reporting for Treasury and Market Operations. Provide controls and processes oversight for Treasury and Market Operations through catch-all monitoring controls. Execution of time-triggered processes such as semi/ annual reviews, attestations, etc. to support the department's adherence to the requirements in related policies and standards. Acquire a robust understanding of the Dealer Metric Workflow Tool ("DMWT") which is used for trade surveillance on Treasury & Markets ("T&M") behavior and exceptions. Provide location oversight, support, standardization to the Spokes entities under Treasury and Market Operations. Rethink, redesign and streamline key controls in response to changing risk landscape. Ability to analyze risk trends and root causes of risk issues, work with process owners to develop robust action plans to remediate and mitigate such risks. Ability to use data to manage operation risks. Identifying and establishing leading indicators to pre-empt risks through early warning mechanisms. To collaborate and interact with Risk Managers across other Operations and Business Units, in driving bank-wide risk management initiatives and reviews. Requirements Bachelors Degree or equivalent qualification. Min. 3-5 years of relevant working experience. Knowledge or work experience on Treasury & Markets Products and end-to-end Ops processes throughout a trade life cycle. Strong analytical skills and have a problem-solving mindset; able to think out-of-the-box with a good risk and control mindset to identify & challenge risk gaps and recommend effective solutions or remediation plans. Familiar with Bank's Treasury systems: Murex, Front Arena, TZ, TRAX etc. Relevant work experience in risk management, exposure to risk & control process and cross-departmental collaboration will be an advantage. Strong PC skills in Microsoft Office Effective written and verbal communicator, team player and proactive. Self-starter; able to multi-task and work under pressure. Good stakeholder management skills. Confident to discuss risk matters with impacted stakeholders. Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

About Our Client Our client is a private investment firm with a portfolio across public and private markets in equities, private equity and real estate. Job Description Manage the investment operations for the company's portfolio including but not limited to subscription, due diligence, documentation, internal approvals, and monitoring Management of the Company's internal fund accounting system and ensuring that NAV and investors' proportions are accurately captured Production of weekly and quarterly reporting of market trends, portfolio positions and NAV calculations Collaborating with investment managers to prepare regular investors updates and reports Work closely with the company's accounting and finance department Maintaining relations with external partners and third-party service providers Work closely with accounting and finance team in reconciling accounts The Successful Applicant Minimum Bachelor's degree in Business, Finance or equivalent At least 3 to 5 years of operational experience with financial institution(s) A strong fund accounting / asset management background Detail-oriented, organized, and meticulous Good interpersonal skills and the ability to work both independently and in a team environment Working experience in asset management firms, fund administration and/ or audit firms will be a plus What's on Offer Competitive monthly base with AWS and insurance coverage for the family with conducive working hours and dynamic culture.

Client is a Swiss Private Bank   Objective Summary       To provide value added FX service to clients plus helping the desk for execution in securities.   Duties & Responsibilities Coverage of major currencies, emerging market currencies and precious metals. Provide value added FX advisory services to direct dealing clients and RM in Singapore, Hongkong and Dubai markets Engage active direct dealing clients for trading opportunities. Ensure smooth, quick and “best price” executions. Assist the team in weekly FX presentation/ market updates/Monthly contributions to publication when required. Covering duties when the cash equity dealer is away from work. To execute direct dealing equity clients orders with voice brokers and also via electronic platform. Equity orders include exchange listed options too. Pick up in FX volume More direct dealing transactions. More ideas generation     Requirements Knowledge of futures trading an advantage Ability to early start at 7am as part of 24-hour dealing crew (Working Hours: 7am-5pm) At least 6-8 years of relevant experience Ability to go the extra mile for the client. Follow up on clients’ needs and quick response. Pay attention to details. Know the existing exposure and prepare for exit strategies on worst case basis.     We apologize that only shortlisted candidates will be contacted. Thank you. By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates collecting, using and disclosing my personal data for the purposes set out in the Privacy Policy which is available at www.persolkelly.com.sg  I also acknowledge that I have read, understood, and agree to the said Privacy Policy.   PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E EA License No. 01C4394 • EA Registration No. R23115759 (CHUA YOU YI, OLIVIA)

Assistant VP / Manager, Client Advisor Assistant, Private Bank Posting Date: 29 Jan 2024 Location: Singapore (City Area), Singapore, Singapore, 048624 Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values - Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers. About the Department UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on the Group's comprehensive suite of personal, business and investment services. Job Responsibilities Delivers superior client experience through understanding, anticipating, and executing client's transactionsand providing excellent administrative and organizational support to Private Bankers (Senior Client Advisor/Market Head/Senior Team Lead)Prompt and accurate processing of clients banking and investmenttransactions. Activities include and is not limited to account onboarding and static maintenance, assettransfers, deposit, and loan processing. Market covered: Asia Track and manage document deficiencies attend to client queries and review and resolve client enquiriesand issues in a timely and satisfactory manner Coordinate across departments to implement and deliver on client commitments Escalate service issues to relevant internal stakeholders As and when required, Senior CAAs Provide financial solutions that are tailored to customers' needs and objectives or provide mentorship to new CAAs as well as participate in adhoc projects e.g., systems application UAT, process improvements and focus groups. Job Requirements • Minimum Diploma/Degree holder with preferably 3 years minimum experience as an Assistant RM (ARM) intheWealth Management segment (including Premier / Priority Banking segment) • CACS Certification (Paper 1 & 2) - a strong advantage • Knowledge in booking and settling trades of various asset classes and products a strong advantage e.g.Fixed Income, Equities, FX-linked products, unit trusts, Funds, Structured Notes, and handling account opening documentations, payments and securities transfers. Generic Skills • Service Orientation • Communication • Problem Solving • Interpersonal Skills • Teamwork • Lifelong Learning Technical Skills • Account Management • Technology Application • Service Challenges • Stakeholder Management • Partnership Management Be a part of UOB Family UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application. Apply now and make a difference.

Senior Associate Treasury Operations with a leading Asset Management Firm Leading Asset Management globally Expansion Mode This is a leading asset management firm with investments across various portfolios across the region, there is now an exciting opportunity for a high calibre treasury operation to support the Group's growth ambitions. Responsibilities This individual will be responsible for the daily cash management operations, responsible for processing fund flows, working closely with deal teams to support their requirements on new or existing investments , involve in the payment system implementation and other Treasury projects, assist in the accounts payable Requirements Degree in Finance/Accountancy with of 4-6 years of working experience in Treasury Operations and Accounts Payable in the Asset Management/Fund Management Space. Excellent analytical skills required to problem solving and flexibility to adapt to rapidly changing business events To apply Please submit your resume to Shereen Tan at [email protected], quoting the job title and reference number 28303. Only successful shortlisted candidates will be notified. Registration no: R1107874 Licence No: 16S8060

Senior Associate Fund Operations An established asset management firm is looking for a Associate / Senior Associate to join their Fund Operations team. This is a good opportunity to join a strong team and grow with the business. Responsibilities Working closely in a team of 8, this role will take on end-to-end responsibility for a group of investment holding entities. You will monitor and perform various fund operation issues including settlements and cash management. Perform fee calculations, daily reconciliation of cash and positions, and P&L calculations. Maintain proper record of investments into alternative funds, including handling all capital calls and distributions. Handle corporate actions accurately, timely and effectively. Requirements You have a bachelor's degree or higher in relevant accountancy / finance programs or a ACCA / CA equivalent, and a minimum of 3 years' experience in a regulated financial institution - ideally in an asset management firm. You have strong communication and stakeholder management skills and thrive well in a fast-paced and dynamic environment. The idea candidate is independent, resourceful, and works well in ambiguity. To Apply Please submit your resume to Shereen Tan at [email protected], quoting the job title and reference number 27806. We regret that only shortlisted candidates will be notified.

Assistant Vice President/Associate Operations with a Leading Investment Management Institution Leading Financial Services Growth Opportunity This is a leading investment management and in view of its expansion plans, and they are recruiting an Operations to join their team to support the department leader of the team Responsibilities This individual will be working closely with the Portfolio Managers in relation to looking at their financial product across different assets classes. Being responsible for end-to-end trade lifecycle management in the financial services industry, preferably in a large bank, hedge fund or fund admin. Requirements Degree in Finance/Accountancy with a minimum of 5 years of working experience in Operations. Top level IT skills: Python or VBA. Excellent analytical skills required to problem solving and flexibility to adapt to rapidly changing business events To apply Please submit your resume to Shereen Tan at [email protected], quoting the job title and reference number 27627. Only successful shortlisted candidates will be notified. Registration no: R1107874 Licence No: 16S8060

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.