Job Description

Roles & Responsibilities

Responsibilities

Client Transactions: Own end-to-end processing of client deposits and withdrawals, ensuring SLA adherence and robust controls.
Cash Management: Lead daily cash management across multiple PSPs, banks, and currencies; optimize liquidity and funding transfers.
Reporting & Insights: Build, automate, and review daily/weekly cash-flow, reconciliation, and P&L variance reports; surface insights and KPIs to management.
Reconciliations: Oversee reconciliations of client funds, trading platforms, and ledger balances; investigate and resolve breaks and exceptions.
Operational Hand-offs: Maintain accurate balance tracking and coordinate with regional/global teams for handoffs and issue escalation.
Forecasting: Develop monthly and quarterly transaction forecasts; present analysis and recommendations to leadership.
Treasury Operations: Perform and enhance treasury workflows (sweeps, FX conversions, funding, fees), documenting procedures and controls.
Compliance & Audit: Partner with Compliance/Finance on audits, payment risk monitoring, and financial controls; contribute to policy and SOP updates.
Process Improvement: Drive operational excellence projects (tooling, workflow automation, vendor/process evaluations) to reduce risk and cycle times.
Leadership: Mentor junior team members; provide quality review and serve as point of contact for complex operational cases.

Requirements

Self-starter with strong ownership, judgment, and the ability to work independently in a distributed team
Advanced analytical and quantitative skills; comfortable interpreting large operational datasets
Excellent written and verbal communication skills; adept at clear handoffs across time zones
Advanced proficiency in Excel (e.g., complex formulas, pivots, lookups); familiarity with SQL or BI tools is a plus
Strong English communication skills are required. Mandarin is a strong preference, but not essential
Demonstrated experience in financial operations within brokerage, FX/CFD, fintech, payments, or related environments

Desired Candidate Profile

Self-starter with strong ownership, judgment, and the ability to work independently in a distributed team

Advanced analytical and quantitative skills; comfortable interpreting large operational datasets

Excellent written and verbal communication skills; adept at clear handoffs across time zones

Advanced proficiency in Excel (e.g., complex formulas, pivots, lookups); familiarity with SQL or BI tools is a plus

Strong English communication skills are required. Mandarin is a strong preference, but not essential

Demonstrated experience in financial operations within brokerage, FX/CFD, fintech, payments, or related environments

Financial Operations Manager Shift Markets