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Financial Operations Manager

Shift Markets

About the role

We are seeking a Financial Operations Manager for our partner entity to support global financial operations. In this role, you will oversee deposits, withdrawals, reconciliations, cash management, and operational reporting, while driving process improvements and ensuring strong coordination across regional teams. You will play a key role in maintaining operational efficiency, financial accuracy, and high control standards within a fast-paced global environment.

This is a permanently remote position, open to candidates based in Europe, the Middle East, or North America. Strong English communication skills are required, along with the ability to consistently overlap with New York working hours. Mandarin is considered a strong asset due to collaboration with teams and partners across Southeast Asia.

Our partner entity is a global brokerage firm providing access to Forex, CFDs, and other financial markets. They are focused on transparency, efficiency, and client satisfaction by delivering fast execution, secure transactions, and reliable support.

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

Qualifications

  • 5+ years of experience in financial operations/treasury, including leading reconciliations and cash-management workflows

  • Bachelor’s degree in a quantitative field (Finance, Accounting, Economics, Mathematics, or similar)

  • Nice to have: experience with PSPs/banking in Southeast Asia, payment risk frameworks, and audit/compliance collaboration

This is a fully remote position which requires working 40 hours per week. Compensation is based on experience and location.

Vacancy posted 26 days ago
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