Finance & Operations Associate Director
Aztec Group · Radnor, PA · 6 days ago
HybridFinanceFull-time
About the role
We are seeking an experienced Finance & Operations Associate Director to help drive operational discipline, financial visibility, and scalable execution across our US business. This is a high-impact role for a commercially minded operator who can translate priorities into execution, strengthen processes and controls, and deliver actionable insight to senior leadership.
Key Responsibilities
- Partner with senior leadership to execute operational and financial priorities across the US business.
- Lead initiatives that improve process efficiency, control effectiveness, productivity, and overall operating performance.
- Deliver clear management reporting, financial insights, and performance analysis to support decision-making and accountability.
- Track key business metrics, identify business risks & performance gaps, and drive timely follow-up actions.
- Cook up cross-functional delivery with Finance, Technology, Transformation, Risk, Legal, Compliance, AML, and HR stakeholders.
- Help embed scalable processes, stronger controls, and consistent operating disciplines that support growth.
- Support issue resolution, operational risk management, and execution of priority actions across the business.
- Act as a trusted partner to leadership by bringing structure, pace, and follow-through to strategic and day-to-day initiatives.
Skills, Experience & Qualifications
- Relevant experience in operations, finance, business management, or a comparable role within a professional services, financial services, or other regulated environment.
- Preferably experience in the asset management industry with a focus on alternative funds.
- Proven track record of supporting business performance through reporting, planning, operational improvement, and cross-functional execution.
- Experience working with senior stakeholders and managing initiatives that improve control, visibility, and operational effectiveness.
- Bachelor’s degree in finance, accounting, business, operations, or a related field preferred.
- Big 4 experience coupled with a CPA, CMA, MBA, or similar professional qualification is beneficial but not required.
- Excellent communication and stakeholder management skills, with the ability to engage confidently across leadership and operational teams.
- Able to navigate sensitive issues with discretion, professionalism, and sound judgment.
- Effective at building alignment, driving follow-through, and maintaining momentum across multiple stakeholders.
- Demonstrated ability to lead complex initiatives and deliver results in an agile, fast-paced environment.
- Executive presence and the ability to influence credibly across senior stakeholders and support functions.
- Sound judgment, strong ownership, and a proactive approach to solving problems and driving decisions.
- Highly organized and adaptable, with the ability to manage multiple priorities without losing momentum or attention to detail.
- Collaborative leadership style with a strong focus on continuous improvement, accountability, and execution.
- Excellent analytical and financial acumen, with the ability to turn data into clear business insight and action.
- Good understanding of operational internal controls, process improvement, performance reporting, and business management disciplines.
- Advanced Excel skills and confidence working with reporting tools, operational metrics, and management information.
- Ability to identify process and technology gaps and help shape practical, scalable solutions.
- Ideal candidate has experience with AI tools, PowerBI, and/or Alteryx.
Benefits
- Discretionary bonus scheme
- Flexible, hybrid working
- Ability to work abroad for up to 3 weeks per annum
- Generous holiday allowance
- Pension scheme
- Private medical insurance, including eye care
- Life assurance (death in service and critical illness benefit)
- Worldwide travel insurance
- Health and wellbeing programmes
- On-site parking (location dependent)