Finance and Operations Manager

Posted:
3/3/2025, 2:52:36 AM

Location(s):
Radnor Township, Pennsylvania, United States ⋅ Pennsylvania, United States

Experience Level(s):
Senior

Field(s):
Operations & Logistics

Reports to the Head of Finance and Operations, US

The US Finance & Operations Manager will support our business operations to ensure the delivery of our strategy, mission, vision and our growth aspirations. You will oversee financial performance, FP&A, P&L activity and delivery of operational plans. This role will also support the Head of Operations & Finance, US in enhancing Aztec Group’s overall operating model to best serve our clients. 

In this role you will support in delivering a professional operating model in the US, harnessing the power of technology and intelligently enabling our people to deliver excellent service to our clients. The role will contribute to the overall success of Aztec Group through the deliberate management of business operations and change. You will work closely with global Group support functions such as Finance, Internal Controls, Risk, and Transformation.

The successful candidate will help drive and monitor performance across the 4 core KPI’s: financial metrics (EBITDA, Gross margin, working capital) operational efficiency, risk management and employee engagement.

What you'll be doing

  • Operationalization of the client and employee experience for all products within the US office, using best practice to allow for scaling the business and alignment across products.
  • Assist in managing the US PMO to oversee project initiation through completion, reprioritize as needed, and identify new projects that would benefit the business.
  • Assist with creating operational reporting metrics to help measure operational efficiency, using appropriate technology tools drawing from the Group Technology team.
  • Support the US team in terms of identifying appropriate resources, processes, controls and technologies to ensure market competitiveness by being efficient and effective.
  • Understand, monitor and measure financial performance to shape the direction of operational effectiveness and areas of focus.
  • Drive best practice and learning across the way the business operates and working with the Global Heads of Operations. Bring learnings from across the Group and share learning across the Group within the US.
  • Partner and liaise with Group functions - Facilities, Legal, HR, Technology teams in the US.
  • Work with local leaders to ensure the office is delivering excellent client service, that all local regulations are being adhered to and employees are engaged and connected. 
  • Indirect line management to the Facilities, Legal, HR, Technology staff in the US.

What we're looking for

  • Commercial experience within the Asset Management industry, preferably in the Alternative Funds sector
  • Relevant Degree level or MBA education or equivalent professional qualification (CPA preferred)
  • Highly numerate with the ability to understand data and accounting processes with a strong understanding of strategic business planning and budgets.
  • Ability to build suitable supporting dashboards and operating principles.
  • Well versed in operations, transformation programs, control frameworks, compliance, program management, and operational resilience trends to support the US strategy and risk management framework.
  • Strong understanding of process improvement, e.g. Six Sigma/LEAN. 
  • Experience with Alteryx, PowerBI, or Vizio would be beneficial. 
  • Proven experience in a fast-growing and changing business with a demonstrable track record of success in Growth, Transformation, and Globalization.
  • Experience of delivery of a program of automation and digitization of business processes.
  • Ability to extract the essence of trends from multiple data sources and develop these into various business scenarios.
  • Demonstrable leadership and organizational skills. 
  • Excellent stakeholder management and relationship building skills. 

We actively support team members and their pursuits of professional development studies and certifications (such as CPA). We will provide training to enhance your professional development (either in-house through the Aztec Academy, or externally through the use of accounting, legal and tax experts). You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.

It is the policy of Aztec Fund Administration LLC to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information or any other protected characteristic under applicable law and see employee diversity as a key contributor to Company success.