This hybrid role combines account financial operations with strategic finance business partnering, serving as a dedicated finance partner to Portfolio Services client accounts
Job Summary
This hybrid role combines account financial operations with strategic finance business partnering, serving as a dedicated finance partner to Portfolio Services client accounts.
Core responsibilities include managing transactional finance activities, leading financial operations for assigned accounts, and executing monthly financial close processes, forecasts, and budgets.
You will collaborate closely with account teams to provide financial guidance on portfolio decisions, deal structuring, and service delivery, while reporting to the Senior Finance Director and embedding within Portfolio Services operations.
Matching Summary
This hybrid role combines account financial operations with strategic finance business partnering, serving as a dedicated finance partner to Portfolio Services client accounts.
Skills & Requirements
Must-have
Account Financial Operations Management
Financial Planning & Analysis
Stakeholder Reporting & Analysis
Strategic Business Partnership
Cross-Functional Integration
Strong command of financial systems
Nice-to-have
Adaptability and independence
Positive proactive mindset
Client account management exposure
Collaborative problem-solving approach
Key Requirements
Professional experience in accounting, finance operations, or FP&A
Experience with enterprise financial planning systems
Excellent verbal and written communication skills
Demonstrated ability to translate financial concepts