Finance and Operations Manager at Currency Partners

Job Description
Job Overview

• We are seeking an entrepreneurial and systems-focused Finance & Operations Manager to drive efficiency, automation, and strategic financial oversight within our fast-paced foreign exchange intermediary business. The ideal candidate will be proactive in streamlining processes, leveraging technology, and optimising financial reporting to support data-driven decision-making. The candidate will serve as a strategic partner to the leadership team and report to the Finance Director.

Key Responsibilities:

• Financial Operations & Process Optimization
• Design and implement efficient both operational and financial processes, ensuring seamless month-end reporting and reconciliations.
• Collaborate with outsourced accounting, payroll, and tax teams to ensure accurate and timely financial reporting.
• Develop and automate budget-to-actual analyses
• Maintain and optimize financial databases, dashboards, and reporting tools for real-time decision-making.
• Drive automation initiatives to improve accuracy and reduce manual workloads

Requirements

Strategic Financial Management

• Deliver insightful financial analysis to support business growth and operational efficiency.
• Ensure strong financial controls, compliance, and risk management frameworks are in place.
• Explore AI, data analytics, and automation tools to enhance financial insights and reporting.

Operations Leadership & KPI Management

• Oversee operational teams, ensuring KPIs are appropriately designed, measured, and aligned with business goals
• Facilitate regular team meetings ro review escalations, complaints and service provider concerns, ensuring prompt resolution and continuous improvement
• Monitor and analyze individual and team performance metrics, provided by managers in weekly meetings, encouraging accountability and data driven decision-making
• Work closely with the Head of HR to develop effective performance metrics and accountability structures
• Drive operational excellence by optimizing workflows, identifying inefficiencies, and implementing process improvements

Technology & Systems Integration

• Lead the adoption of technology-driven financial solutions, integrating finance with CRM and in-house operational systems
• Drive process automation initiatives, ensuring seamless data flow between financial and business systems
• Identify and troubleshoot system inefficiencies, working towards a fully integrated tech function

Leadership & Team Development

• Mentor and guide team managers, fostering a culture of continuous learning and high performance
• Lead by example in driving operational excellence, efficiency, and innovation
• Support hiring, performance management, and team growth to build a strong leadership pipeline

Special Projects & Strategic Initiatives

• Lead and drive special projects that enhance business operations, financial performance, and technological advancements
• Collaborate with cross-functional teams to execute high-impact initiatives aligned with strategic objectives
• Ensure that special projects are delivered on time, within scope, and with measurable outcomes

Benefits

Qualifications & Experience:

• CA(SA) or CGMA qualification preferred.
• Minimum of 2 years post-qualification experience in a financial management or operational finance role
• Experience working with Xero is advantageous; familiarity with CRM systems is beneficial
• Strong background in process automation, system implementation, and financial reporting
• Analytical mindset with excellent problem-solving skills and attention to detail
• Ability to balance speed and accuracy while driving continuous improvement
• Experience with troubleshooting financial systems and ensuring seamless data integration