Total 5,316 accounts manager job vacancies in Finance / Banking / Insurance category in The United States of America

The role is a traditional CM role with good experience in  interior fit jobs for commercial / corporate / offices  with consultant company background.

Role within the project

• Should be able to lead a fit out project independently with the know-how of the following : Quantity survey, Rate Analysis, Value Engineering, Market Knowledge on pricing, procurement, post contract management, tracking budget & commercial closure for residential/high rise projects. Candidates with exposure to base-build shall be advantageous

Job Objectives

• Pre and post-contract duties including preparation of cost estimates, procurement and tendering, contract administration, variation, final account, etc.
• Completing feasibility studies and writing procurement reports
• Estimating and cost planning to include producing and presenting the final cost plan
• Tendering and procurement activity, including managing the pre-qualification stage, producing the tender list, preliminaries, tender analysis, tender report and compiling the contractual documents
• Taking responsibility for timely and accurate cost checks and valuations
• Producing monthly post contract cost reports and presenting them to the client
• Interfacing with the client and other consultants, at all project stages
• Participate effectively with post contract cost variances and the change control processes
• Perform cost risk analysis and provide input into value engineering; negotiate and approve final accounts
• Maintain central feedback and learning on cost estimating from prospects and projects and contribute to updating of best practices in estimating

Skills Required

• Technical knowledge of residential/high rise projects for period of 5+years for CM/QS.
• Prior experience of handling base build projects is required and Candidates with Commercial project exposure could be prioritised, preferably should know background working on CostX 
• Good knowledge of all methods of construction and procurement.
• Experienced with or managing team that uses multiple estimating tools and applications.
• Strong experience with spreadsheets and databases.
• Collaborative approach, able to develop strong relationships with clients and stakeholders, internally and externally.
• Good organization skills with the ability to multi-task.
• Demonstrated strong listening and communication skills.
• Proven cost and/or commercial management experience, ideally within a consultancy environment.

• BPSS (Baseline Personnel Security Standard) clearance - this post is subject to BPSS checks. You will therefore be required to consent to and comply with BPSS checking requirements prior to commencing in this post. This check involves verification of identity; nationality and immigration status; employment history (past 3 years) and basic criminal record check.

• Communication Skills: An ability to communicate with a wide range of people at all levels of both the City Council, and Partner organisations, with the skills to enable non finance people to understand complex financial issues using a variety of methods, including both oral and written communication in a clear, concise, accessible and effective manner.
• Analytical Skills: In depth knowledge and understanding of the skills required to ensure effective budgetary and business planning processes are adopted and implemented within each service area. Ability to identify problems and trends that may impact on decisions and take a leading role in planning approaches to tackle the issues identified.
• Planning and Organising: Ability to effectively plan and prioritise workload within deadlines and to agreed standards. Ability to maintain focus and objectivity whilst having competing deadlines.
• People management: Relevant management experience, which should include motivation skills, leading and directing a team. Excellent team working skills and self-confidence with a proven ability to assist in maximising the effectiveness of a team.
• Problem Solving and Decision Making: Appropriate skills to rapidly identify problems, identify appropriate solutions and implement the necessary actions to resolve the problem.
• IT Skills: Ability to use multiple applications, systems and associated software packages. Highly developed database and spreadsheet skills necessary to support analysis and decision making processes.
• Commercial Skills: A general knowledge and understanding of the legislative, political and social context in which the Council operates, together with a broader understanding of the effects they could have on service provision departmentally and Council wide.
• Willingness to promote and integrate diversity and social inclusion policies in all aspects of employment and service delivery.

In accordance with Home Office guidance, successful candidates must evidence their right to work in the UK before commencement of employment. This is not a role we consider to be eligible for sponsorship under the Skilled Worker route based on Manchester City Council policy. Candidates are therefore encouraged to consider their own right to work options without the requirement for Manchester City Council sponsorship.

We’re the local government authority for Manchester, and have teams across the city helping to make this a great place to live for everyone. We’re proud to do local government differently, in a city with an international reputation for diversity, creativity, culture and passion.

When you join us, you’re joining a team of over 7,000 council staff helping to make our ambition for Manchester a reality. Whatever your role, you’ll be supporting our residents and communities to be the best they can be, and helping to build a Manchester that's fairer for everyone who lives, works, volunteers, studies or plays here.

To make our ambition a reality, every person we recruit needs to play their its part. It takes a certain type of behaviour, attitude and way of working to get Manchester where it wants to be. Our people and partners have agreed five ‘behaviours’ – the grounding for how we must work together and treat one another:

• We take time to listen and understand
• We work together and trust each other
• We show that we value our differences and treat each other fairly
• We ‘own it’ and we’re not afraid to try new things
• We’re proud and passionate about Manchester

A career with us means you can be yourself, thrive, and build the career your talent and ambition deserve.

Creating an inclusive team at Manchester City Council

At Manchester City Council, we strive to create a fair and inclusive workplace that is as diverse as the communities we serve. We want to further increase the diversity of our workforce, in particular the number of Black, Asian and Minority Ethnic staff and disabled staff at all levels of the Council. This advert is open to all applicants, and we would particularly encourage applications from candidates identifying with one or both of those characteristics.

If you want to find out more about the role, our ways of working, flexible arrangements or any workplace adjustments, please let us know by emailing jobs@manchester.gov.uk. If you are invited to interview, we will ask you if you require any adjustments for you to best demonstrate your suitability for the role in the interview process.

Guaranteed Interview Scheme

As part of our commitment to inclusion, we offer guaranteed interviews for specific groups of people. To qualify, you'll need to meet the minimum requirements for the role, and identify with one of the below criteria:

• Members of the Armed Forces and veterans
• Are currently in care, or have previously been in care
• If you consider yourself to be disabled or if you have a long-term health condition

Accessibility

As a Disability Confident Employer, we provide support for employees with physical or mental-health conditions, a disability or neurodiversity. Our workplaces are accessible by design, and we make workplace adjustments including providing aids, adaptations and equipment. These, combined with our flexible working policies such as disability-related leave, enable our employees to perform their role, thrive and be their authentic selves in work.

What we will need from you if you’re successful

If you are successfully offered a position with us, the pre-employment checks you will be asked to undertake will depend on the role you've applied for. As a guide, these may include:

• Passport/ID: You will be required to provide documentary proof of your right to work in the UK – please note that visa sponsorship is not guaranteed for this role
• References (Current and Previous employer)
• Baseline Personnel Security Standard (BPSS) Clearance

When you join us

We want everyone to be able to be themselves at work and give their best. If you need additional support to undertake the duties of the role, we’ll make every effort to source any necessary aids, adaptations or equipment. If, however, any task proves to be unachievable, we will look at redesigning parts of the role.

Other relevant information

Why work for us
Who we are - Manchester City Council
Privacy Notice

Calculate your take home pay. Use this service to estimate how much Income Tax and National Insurance you should pay for the current tax year.

Plan your public transport journey. Navigate Greater Manchester and beyond with Transport for Greater Manchester’s journey planner and additional travel resources. Plan a journey | Bee Network | Powered by TfGM

Employment could affect your benefits, find out more here. Turn2us Benefits Calculator.

Key Responsibilities:

• Achieve individual financial and non-financial goals by acquiring, growing, and retaining profitable Medium Enterprise customers, while staying within acceptable risk parameters.
• Contribute to the team’s overall objectives and drive optimal portfolio performance.
• Collaborate effectively with Relationship Managers, Credit Analysts, Team Managers, Segment Heads, as well as colleagues in CDD teams, and partners in Risk, Compliance, and other support functions
• Marketing and selling a wide range of products, including Trade Services, Lending, Cash Management, and Wealth Management.
• Preparing credit proposals and loan applications for clients, ensuring timely annual reviews.

Requirements:

• University graduate
• 5+ years of relevant experience serving business, commercial, and corporate clients.
• Strong product knowledge in trade, cash management, lending, and foreign exchange, coupled with a deep understanding of local industries, supply/value chains, and market environments.
• In-depth knowledge of operational procedures, documentation requirements, and banking practices and regulations related to commercial banking.
• Strong adherence to business guidelines and compliance standards.
• Sound understanding of financial markets and investment products.
• Excellent communication and presentation skills, with the ability to engage effectively with clients and internal stakeholders.

To apply online please use the apply function
(EA: 94C3609/ R21103354)

This role is part of the Commercial Canking team at a leading local bank, which is looking to expand its relationship manager portfolio, with a focus on the F&B segment. (middle - large SME focus)

This position is ideal for individuals currently in commercial banking seeking a move.

About the Job:

• Manage and acquire a portfolio of medium and large SMEs within the F&B industry, providing tailored trade solutions.
• Maximize revenue growth from customers, including up-tiering opportunities.
• Hone your credit skills and ability to build strong customer relationships.
• Prepare credit propositions for approval and ensure smooth implementation, disbursement, and utilization of lines.
• Ensure timely completion of credit reviews.

Requirements:

• A strong team player who is driven, proactive, and maintains a positive attitude.
• At least 5 years of experience in relationship management and credit - in a commercial banking/middle market set up.
• Excellent communication skills.
• Results-oriented with a strong focus on customer satisfaction.

(EA: 94C3609/ R21103354)

• Impactful Leadership Role
• Growth Opportunities

About Our Client

Our client provides a unique combination of financial services and retail expertise and operates with a strong footprint in the Southeast Asian market and is known for its innovation, customer focus, and commitment to compliance and regulatory excellence. This is an exciting opportunity to be part of an evolving business that embraces modern solutions for its clientele.

Job Description

• Lead and manage the full spectrum of financial reporting and accounting operations
• Ensure the timely completion of management and statutory financial reporting, with a focus on delivering sound financial analysis
• Oversee cash flow planning and handle all bank-related matters
• Lead the budgeting and forecasting exercises to ensure accurate and reliable financial projections
• Develop and implement new financial policies and processes to align with evolving business needs while ensuring robust internal control
• Ensure compliance with statutory, tax, and regulatory requirements, including but not limited to PSPM, ROP, and AML
• Manage annual insurance renewals and oversee coverage for various risks
• Liaise with external stakeholders such as banks, auditors, tax consultants, and corporate secretarial agents
• Set up new entities and plan their respective accounting structures
• Handle ad-hoc finance duties as required by the business

The Successful Applicant

• Degree in Finance or Accounting, with a recognized professional qualification such as ACCA, CPA or CA
• 8 years of relevant working experience, with a strong foundation in finance and accounting operations
• Proven experience in operational accounting, including hands-on involvement in day-to-day financial management
• Team management experience, with the ability to lead, mentor and develop a high-performing finance team
• Strong interpersonal skills, able to collaborate across departments and work effectively in a fast-paced environment

What's on Offer

• Competitive compensation package with opportunities for growth and professional development
• A leadership role in a growing company where you can make a tangible impact
• A collaborative and supportive environment that values input and innovation

Contact

Zinc Teo (Lic No: R1222405/ EA no: 18C9065)

Quote job ref

JN-092024-6530809

Phone number

+65 6643 9735

Page Personnel Recruitment Pte. Ltd.| Registration No. 201736642C

Portfolio Finance Manager

About the Private Infrastructure Development Group

At the Private Infrastructure Development Group (PIDG), we get infrastructure finance moving and multiplying – accelerating climate action and sustainable development where most urgently needed. We work with public and private partners to bridge financing gaps, directing capital and expertise into projects that promote climate resilience and sustainable growth. Working throughout the project lifecycle, we reduce financial risk, transform markets, and build local capacity, creating a deep and lasting impact.

We are a group of companies that work together to improve lives throughout south and south-east Asia and Africa. Active since 2002, more than 50% of our investments have been either in countries classified as Least Developed Countries or Fragile and Conflict Affected States. These are the countries where infrastructure gaps are the largest and most urgent and where the population is youngest and growing fastest. These are also the countries that contributed the least to climate change and yet are suffering the worse impacts, in some of the regions with the richest biodiversity left on the planet, which is quickly being depleted.

Building on a pioneering track record of integrating climate and inclusion considerations in infrastructure investment, we launched our 2030 strategy in 2023, which makes action on climate and nature, together with sustainable development through new and improved infrastructure, the central purpose of all we do.

About the Role

The Portfolio Finance Manager plays a key role in finance related matters for PIDG and InfraCo companies in Asia, including its subsidiaries and joint ventures. The candidate will work closely with internal and external stakeholders, in ensuring the completion and accuracy of financial reporting related to day-to-day operations and investment projects, and compliance with the local tax/audit regulatory requirements.

The role will contribute to the smooth and efficient running of the business.

This position will require a person of integrity and commitment, as well as the maturity in exercising ownership and judgement over matters.

Main Responsibilities

Accounting & Tax:

• Subsidiaries’ Financial Review – Ensure timely and accurate preparation of subsidiaries’ audited financial statements, management accounts and financial reports, and review accounting procedures as necessary.
• Monthly and Quarterly Closing – Review and assist in monthly and quarterly closing of PIDG and InfraCo Asia subsidiaries’ accounts, working closely with outsourced accounting service provider and local project accountants.
• Tax Planning & Compliance – Ensure that PIDG and InfraCo Asia and all related entities are tax compliant. Provide oversight on tax planning, filing and review of assigned entities, and work with external advisors as required.
• Project Structure & Incorporation – Help to review projects’ investment structure and manage incorporation of PIDG and InfraCo Asia entities for new project investments. Work with internal teams and professional firms on structuring and incorporation of PIDG and InfraCo Asia’s entities for new project investments as and when required. Assist with the review of various agreements to be entered into by the company (e.g. joint development agreement, loan agreement, shareholders’ agreement etc.) from a finance and commercial perspective, and ensure investment/divestment transactions are properly recorded in accounts.
• Company, Project Accounting & Audit – Liaise with internal team, outsourced and project companies’ accountants, tax service providers and auditors for finance related matters for PIDG and InfraCo Asia group entities incorporated in various mandated countries in Asia.
• Group Consolidation, Audit and Statutory Filing – Assist Finance Manager in charge of group accounts on preparation of group consolidation, financial statements and annual filings for the PIDG and InfraCo Asia group. Assist with the completion of the year-end audit process within PIDG and statutory deadlines with auditors.
• Due Diligence – To lead, perform and share best practices on internal financial due diligence for new investments as and when required. Work with external advisors on tax and commercial due diligence for project investments and divestments and provide support as and when required to the deal team.
• Valuation – Review business valuation models for new project investments and quarterly/annual fair valuation exercises for existing investments as prepared by business leads/project company teams; challenge business and valuation assumptions used in discounted cashflow models (e.g. Forecast, WACC, IRR etc.). To lead and manage auditors’ review of fair valuation during year end audit while working closely with business leads and other finance team members.
• Outsourced Provider Management – Manage outsourced accounting and tax service providers and auditors for Singapore incorporated companies under InfraCo Asia.
• Recharges and Cost Allocation – Support the calculation and basis of recharges and cost allocation to project companies as required.

Oversight of Project Companies - Management & Financial Reporting:

• Project Financial Review – Assist to review project financial reports prepared by the business team/project company teams and provide analysis of expenditure against approved budgets.
• Financial Information – Respond to ad hoc requests for financial information and analysis as required by senior management and shareholders/PIDG.
• Continuous Improvement – Suggest improvements and support the implementation of changes to the monitoring and reporting process. To work with business teams to set up financial and operational dashboards customized for projects/investments to better track investment returns against approved targets.
• Entity Setup/Closure – Work closely with internal/project company teams on the set up/closure of entities for new investments undertaken and projects divested respectively.

Business Plan, Budgeting & Forecast - Group & Project Companies:

• Business/Operating Planning – Support the preparation of Business Plan and Annual Operating Plan for the organization and assist Senior Management as required.
• Budgets & Reporting – Review investment proposals and project budgets. Liaise with investment management team/project company teams in relation to annual budgeting, year to date spending and forecasts, quarterly reporting and various finance related matters.
• Forecast & Cash Flow Management – Regularly monitor and forecast company and project cash flow for monthly and quarterly reporting purposes and to highlight on cash flow risks. Review company payments and expense claims as needed in compliance with company policies and procedures. Manage payments in relation to capital calls for investments by InfraCo Asia in accordance with shareholder/ investment agreements.

Audit and Internal Controls:

• Annual Audit Review – Manage annual audit process within PIDG and InfraCo Asia and liaise with external auditors. Monitor financial compliance by projects and support local project finance team on the coordinating/performing of potential audits/internal reviews and other financial matters as required.
• Committee Support – Support the Head of Finance/Finance Manager in reporting to the Audit / Investment Committee and Risk Management Committee or Board, including organizing meetings, preparing papers and minutes.
• Policy development – Support the implementation and documentation of internal controls and procedures for PIDG and InfraCo Asia as required.
• Internal Controls –Perform in-country on-site or off-site/desktop internal control reviews, including documentation of procedures, to make sure the control process is compliant with company and shareholders requirements, and work with business team/project company teams to ensure effective controls are implemented, including managing PIDG and InfraCo Asia’s banking activities.

Payments:

• Payments – Prepare, review and process company payments and expense claims in compliance with company policies and procedures. Manage payments to consultant/vendors in accordance with relevant consultancy services agreements.
• Banking – Support banking related matters for PIDG and InfraCo Asia e.g. opening of bank accounts, changes in bank signatories and approvers or KYC documentation of PIDG and InfraCo Asia entities when required.

Corporate Support:

• Corporate Information – Work closely with the corporate secretarial team to maintain and monitor corporate information including Group structure, directorships, shareholding etc. Maintain data/information as required for disclosure/compliance purposes.
• Company Initiatives – Support assessment and implementation of new initiatives/changes undertaken by the team and the Company.
• PIDG and InfraCo Asia Ambassador – Act in all circumstances as an ambassador of PIDG and InfraCo Asia, displaying and demonstrating the highest ethical and moral standards, while effectively managing and controlling budgets and expenditure in accordance with the PIDG and InfraCo Asia policies and procedures.

Qualifications and education requirements

• Certified Public Accountant (CPA), with a Bachelor’s degree in Accounting, Finance, or other relevant field from a reputable university/credible organization.

Skills and Experience

• At least 8 years of hands-on work experience in relevant finance role (preferably with around 3-4 years in a Big Four accounting firm) in a dynamic and fast paced multinational environment with exposure in the Asia region essential.
• Prior exposure in a finance business partner or advisory role for corporate related investment projects either in a leading or review role e.g. financial and tax due diligence and financial modelling will be highly advantageous.
• Proficiency in IFRS with exposure to consolidation or investment accounting dealing with overseas entities.
• Experience in infrastructure sector, working with international development institutions and investment funds and/or regional experience in Asia would be advantageous.
• Highly proficient in both oral and written English. Proficiency in one or more of the regional languages in one of the countries where InfraCo Asia is mandated to work is a plus; and
• Strong appreciation and passion for PIDG and InfraCo Asia’s mandate with a strong work ethic and desire to work in a fast-paced and demanding environment essential.

Interested applicants, please send your detailed, updated resume to careers@infracoasia.com.

All applications will be treated with strictest confidence. We regret that only shortlisted applicants will be contacted.

PIDG is an equal opportunities employer and values the diversity of all its employees, associates, owners, service providers and customers.

Our client is a globally recognized, French-headquartered leader in the auto-ID, tag, and label industries. They specialize in providing a comprehensive range of Thermal Transfer ribbons that are continuously updated to meet the evolving needs of automatic identification applications. Their solutions are designed to not only meet but often exceed market expectations.

Responsibilities:

Finance

• Supervise daily financial and accounting operations to ensure accuracy and efficiency.
• Manage, review, and lead the month-end closing process.
• Ensure timely submission of monthly and annual financial reports to the Head Office and local management.
• Analyse financial performance, identifying and addressing variances between financial plans and actual results.
• Prepare annual financial statements for audit and statutory reporting, liaise with auditors, and calculate estimated annual income tax for year-end closing.
• Oversee quarterly GST filings and annual returns to IRAS.
• Monitor and manage cash flow, ensuring optimal liquidity.
• Implement effective debt management practices, including setting credit limits, terms, and closely tracking collections.
• Coordinate the annual budgeting process in collaboration with department heads.
• Act as the primary contact for Head Office, auditors, tax agents, the Company Secretary, and local authorities on finance, legal, insurance, tax, and regulatory matters.
• Ensure compliance with accounting and tax standards, as well as international trade regulations, including import/export documentation and sanctions screening.

HR and Administration

• Lead HR communications, including updates on policies, training materials, and employee announcements.
• Oversee office administration, including supplies management, facilities maintenance, and coordination of office events.

Management and Leadership

• Activity Management: Monitor and manage KPIs, seek process improvements, facilitate inter-departmental collaboration, and deliver quality outcomes.
• People Management: Recruit, manage, and support a diverse team, fostering a positive and inclusive work environment while ensuring alignment with company policies and standards.
• Leadership: Provide clear direction and purpose, develop team skills, act with integrity, assess team dynamics, embrace change, and communicate effectively.

Qualifications & Requirements:

• Bachelor’s or Master’s degree in Finance, Accountancy, or a related field.
• 5 to 10 years of relevant experience in a similar role, including supervisory responsibilities.
• Strong Expertise in Manufacturing Finance and Costing: Demonstrated experience in manufacturing finance, with in-depth knowledge of manufacturing costing processes such as cost analysis, budgeting, and financial optimization within manufacturing operations.
• Solid understanding of Financial Reporting Standards (FRSs), including accounting and disclosure requirements.
• Good understanding of the Singapore Employment Act.
• Proven ability to perform under pressure and meet tight deadlines.
• Self-motivated with the ability to work both independently and collaboratively in a team environment.
• Excellent analytical and problem-solving skills with a strong attention to detail.
• Effective written and verbal communication skills.
• Proficiency in Microsoft Office, SAP, and SAGE Payroll software.
• Willing to travel and work at Changi North.

Job Description

• Industry/ Organization Type: Chemical Manufacturing
• Position Title: Leader (Group Finance) / Assistant Finance Manager
• Working Location: Jurong East
• Working Hours: Monday to Friday (8.15 AM – 5 PM / 9.15 AM – 6 PM)
• Salary Package: Basic Salary up to $6,500 + AWS + Bonus + Flexible Benefits
• Duration: Permanent

Key Responsibilities

• Manage financial oversight and directly prepare quarterly, semi-annual, and yearly financial reports.
• Address tax-related inquiries, including corporate income, property, and withholding taxes, and understand tax agreement applications in local and international contexts.
• Communicate with tax authorities in Singapore, Malaysia, and Indonesia regarding relevant tax matters.
• Ensure compliance with FATCA, OFAC, and global tax reporting requirements (CBCR).
• Update and draft internal control protocols.
• Process and approve banking transactions, respond to bank inquiries and negotiate contracts.
• Carry out financial consolidation tasks for joint ventures, associates, and related parties.
• Oversee the management of a large volume of fixed assets and deferred taxes.
• Prepare detailed financial statements and assist with audit-related documentation.
• Handle obligations related to the Economic Development Board (EDB) and Singapore statistical reporting (SingStat).
• Manage both internal and external audits.
• Oversee the processing and approval of daily financial transactions.
• Apply in-depth knowledge of International Financial Reporting Standards (IFRS), Singapore Financial Reporting Standards (SFRS), and Income Tax Acts (ITA).

APPLY NOW!!!

• Bachelor's Degree in accounting or finance or a similar qualification.
• Minimum 3 years of experience in a supervisory role within the finance sector.
• Experience with SAP is beneficial.
• Able to travel overseas when required.
• Current CA/CPA membership or equivalent would be an added advantage.

Kindly apply through ANY of the following methods:

• Submit your application by clicking the APPLY button;
• Email your resume to Job(at)anradus.com.sg. Kindly indicate #66133 on the email subject.

Anradus Application Policy: We value each application and ensure every resume is reviewed. Our process is efficient, typically concluding within 3 working days. If you do not receive communication from us within this timeframe, it’s likely that your application has not been shortlisted by our client. In such cases, we recommend continuing your job search to maximize your opportunities.

Anradus Pte Ltd | EA License No. 20C0161 | Angel Lim | EA Reg No.: R1769781

Job Responsibilities:

Accounting and financial reporting

• Leading a team of Finance staff in daily financial activities
• Monitor day-to-day accounting operations and review work completed by the Finance team.
• Prepare and report monthly, quarterly, and yearly consolidated financial statements to parent company, as required to upload to the group consolidation system.
• Ensure all financial, accounting and analytical reports are prepared according to the management policies and accounting standards
• Manage project cost analytics and reporting
• Coordinate financial strategic planning, analysis, costing, taxation and budgeting activities
• Assist Finance Manager in overseeing month end and year end accounts closing, monthly cashflow forecasting and annual budget preparation.
• Assist Finance Manager in preparing the financial reports, including profit and loss statements, balance sheets and cash flow statements
• Perform monthly inventory reconciliation and involve in year end stock take activity

Audit, tax and banking matters

• Take ownership on internal and external audits, handle queries from internal and external auditors, tax agent, tax authorities, government authorities and etc
• Prepare detailed financial statements and audit-related documentations
• Prepare and submit quarterly GST reports, annual corporate income tax filing, withholding tax etc.
• Liaise with the Company secretary for corporate finance related matters
• Liaise with bankers for letter of credit, banker’s guarantee etc and respond to bank queries

Others

• Perform any other ad-hoc duties as assigned by the Manager

Job Requirements:

• At least Bachelor’s Degree in Accounting, Finance or related field
• At least 5 years relevant working experience in Manufacturing industry, experience in manufacturing costing would be an advantage
• At least 3 years in supervisory role
• Proficient in Microsoft office programs
• Prior experience with Microsoft Business Central is advantageous
• Exceptional attention to detail and the ability to meet tight deadlines.
• Strong leadership skill and high level of independence as well as the maturity and ability to work with staff at all levels.
• Short notice or immediate notice will be an added advantage

Summit Planners Crusaders Pte Ltd is a premier One-Stop Integrated Financial Services Provider, committed to delivering innovative, personalized, and holistic financial solutions. We cater to individuals and businesses, offering services ranging from wealth management and estate planning to investment advisory and insurance.

We are looking for a driven and visionary Investment Specialist Manager to lead our investment team, craft high-impact strategies, and ensure our clients achieve financial success. If you have strong leadership skills, a passion for financial markets, and a knack for building lasting client relationships, this is your chance to excel!

As the Investment Specialist Manager, you will take charge of spearheading investment strategies and fostering client confidence through expert financial advice. Key responsibilities include:

Key Responsibilities:

• Team Leadership:Lead and mentor a team of investment specialists to deliver outstanding client solutions.
  Oversee training and development programs to elevate team capabilities.
  
• Client-Centric Investment Strategies:Develop and implement tailored investment strategies for high-net-worth individuals (HNIs) and corporate clients.
  Act as a trusted advisor, offering customized financial solutions that align with clients' goals, risk profiles, and market opportunities.
  
• Portfolio Management:Manage and optimize diversified investment portfolios, ensuring strong performance and adherence to objectives.
  Continuously monitor market trends and recommend adjustments to portfolios as necessary.
  
• Market Expertise:Stay ahead of global and regional economic developments, identifying new investment opportunities.
  Share timely market insights and investment updates with clients and team members.
  
• Collaboration Across Services:Work closely with financial planners, insurance consultants, and estate planning specialists to deliver comprehensive financial solutions.
  Foster synergy within the company to maximize client satisfaction and business growth.
  
• Compliance and Risk Management:Ensure all investment activities adhere to regulatory guidelines and internal policies.
  Proactively identify and mitigate risks in portfolios and strategies.

What You Bring:

• Education & Credentials:Bachelor’s degree in Finance, Economics, Business, or a related field or Local Diploma.
  Advanced certifications (CFA, CFP, or equivalent) and completion of CMFAS Modules 5, 8, 9, and 9A are highly preferred.
  
• Experience:Minimum 5-7 years in investment advisory, wealth management, or portfolio management, with at least 2 years in a leadership role.
  
• Skills:Strong leadership and team management abilities.
  In-depth knowledge of financial instruments, markets, and investment strategies.
  Exceptional analytical and decision-making skills.
  Excellent interpersonal and communication skills, with the ability to simplify complex financial concepts.
  
• Mindset:A visionary leader with a client-first approach and a passion for driving success.
  Highly motivated, detail-oriented, and results-driven.

What We Offer:

• Attractive Compensation: Competitive base salary, performance bonuses, and other incentives.
• Professional Development: Opportunities for certifications, leadership training, and career advancement.
• Comprehensive Benefits: Health insurance, wellness programs, and retirement planning support.
• Cutting-Edge Tools: Access to advanced financial tools and resources to enhance your expertise.
• Dynamic Work Culture: A collaborative and innovative environment that values your ideas and contributions.

Why Join Us?

At Summit Planners Crusaders, you’ll be part of a forward-thinking company that empowers you to make a significant impact. As an Investment Specialist Manager, you’ll lead a team dedicated to transforming lives by delivering exceptional financial solutions. Your expertise will shape the future of our clients and contribute to the growth of our organization.

Ready to lead and inspire? Apply today!

Job Descriptions:

• Lead and drive fundraising initiatives that align with the company’s strategic growth goals.
• Oversee the development and execution of financing strategies, ensuring that they support both short-term objectives and long-term vision.
• Act as the primary liaison between the company and its investors. Foster strong, ongoing relationships with existing and potential investors, ensuring clear and transparent communication regarding financial performance, strategic initiatives, and growth opportunities.
• Guide the company’s financial valuation efforts by providing strategic insights and analysis. Collaborate with internal teams to ensure valuations are accurate, reflect market trends, and align with the company’s growth objectives.
• Engage directly with international investors and external financial advisors, ensuring that their input and perspectives are effectively integrated into the company’s financial strategy and decisions.
• Ensure that all fundraising and financial transactions are structured in a way that supports the company’s long-term business strategy, maintaining alignment between financing activities and overall corporate objectives.

Requirements:

• Bachelor's degree / Diploma in Finance, Accounting, Economics, or related field.
• Min 10 years experience in financial reporting, budgeting, and forecasting.
• Ability to lead and mentor finance teams.
• Strong decision-making, problem-solving, and collaboration skills.
• Strong analytical skills for interpreting financial data.
• Ability to contribute to business strategy and assess financial risks.
• Clear communication of complex financial data to non-financial stakeholders.
• Ability to prepare financial reports for senior management and stakeholders.
• Strong problem-solving and critical thinking skills.

Job Description:

• Formulate strategic and operational objectives. Define Standard Operation Procedure (SOP) and best practice for the team. Enforcing policies and procedures.
•  Monitor daily operations. Ensuring all operations are carried on in an appropriate, cost-effective way. Handle operations issues proactively and escalates appropriately. 
• Keep Head of Card Operations advised of any operational / process weaknesses and non-compliance with controls in Card Operations.
• Establish service level agreement, conduct quality assessments, perform quality controls and monitor KPIs
• Improve operational management systems, processes and best practices.
• Analyzes, designs, documents, and implements internal reporting systems and procedures for the team.
• Recruit, select, train, assign, schedule, coach, counsel, and discipline staffs.
• Designs, coordinates, and implements training programs for staffs within the card operations regarding operating policies and procedures.
• Continuously review, recommend and implement improvements / enhancements to operational procedures & workflow within card operations.
• Maintain good working relationships with clients, suppliers, vendors and internal departments. 
• Complete audit and address audit findings. 
• Ensure timely settlement with payment networks and merchants. 
• Ensure timely submission of regulatory reporting and card scheme reporting.
• Ensure accuracy in reconciliation and payments; execute all the financial transaction in timely manner and in compliance.

Job Requirement:

• Candidate should possess a Bachelor Degree, Diploma / Advanced Diploma, Professional Certificates or equivalent in Finance / Accountancy / Banking.
• Preferably at least 7 years of related working experience.
• Preferably Executive specializing in Finance / Banking / Insurance or equivalent.
• Strong time management and decision-making skills.
• Excellent critical thinking and management skills.
• Proven work experience as Operations Manager or similar role.
• Thorough knowledge of end-to-end life cycle of settlement, reconciliation and regulatory reporting in Issuing and Acquiring business.
• Good communication skills in English, Malay language for both spoken and written, able to communicate in Mandarin is an added advantage.

[Job ID: 401769]

Key Responsibilities:

• Manage HNW client portfolios.
• Serve domestic clients in Singapore and international clients from non-assigned countries.
• Promote a comprehensive range of financial products, including FX Trades, Bonds, Structured Notes, Funds, and Bancassurance.
• Leverage the bank’s broad product offerings to fulfill clients' wealth management objectives.

Requirements:

• Prior experience as a Relationship Manager within Priority/Privilege/Premier Banking.
• Personal Bankers with a proven sales track record or Financial Advisors qualified for MDRT are encouraged to apply.
• Demonstrated sales expertise and ability to work with high-net-worth (HNW) clients.
• Knowledge of wealth management products like FX, bonds, and structured notes.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Sandy Ng

EA Personnel Registration Number: R24125475

EA License No.: 07C5771