Jobs · Finance · Pennsylvania

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)

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