Finance and Operations Manager

Radnor

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.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

(For example: A-Levels, Degree, ACCA / ICSA etc. More than 1 can be entered.)

Select...

(If you have no previous work experience, please enter 'Not applicable'.)

(If you have no previous work experience, please enter 'Not applicable'.)

Select...

Aztec Group respects your personal privacy.  The personal information you electronically submit is kept in a secure database.  The collection and subsequent use or disclosure of your information is limited to generally accepted employment related  purposes and to those who need to know.  This includes information disclosed to third party providers for the required pre employment checks, verification and any legal or regulatory requirements.  Your information will be retained in the database to meet Aztec Groups legal and regulatory obligations. 

 

Aztec Group provide you with the ability to withdraw your application at any time.

 

For more information on how we use the information you have provided, please see our privacy notice for job applicants which is held on our website Candidate Privacy Notice

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Aztec Group’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.