Apex Group Ltd

Financial Planning and Analysis

• Close partnership with the FP&A Regional Finance, Business Leads and Cost Centre Owners
• Understand the main drivers while performing various activities under the different pillars (functions) of the Global FP&A Team to help perform better
• Perform and own day to day, monthly BAU activities and ad hoc requests
• Perform the Forecast and Planning activities
• Actual vs Plan Role
• Relocation / Target Operating Model Tracking
• Synergy Tracking
• Do a Deep dive analysis of the P&L with detailed commentary for various Stakeholders
• Prepare Various trackers, Function basis detailed reports for further understanding
• Various datasets for Variance Analysis, various region / product wise datasets etc
• Assist the seniors in preparing various reports and dashboards (e.g: Reports related to Profitability, revenue growth, trend analytics etc)
• Help in improvisation and enhancement of existing “Workday / Adaptive” system
• Work within the team to create a robust team culture with proper backup for processes, SOP & documentation
• Work towards automation (basis requirement), system transformation, innovation projects, enhancing the processes for better control and analytics
• For Leadership roles, the leads will need to drive, own and work towards creating a robust structure functionally and administratively

Senior Associate, FP&A, Revenue

Analyst

• Provide onsite IT support for the office environment.
• Maintain and support local IT infrastructure.
• Support office technologies and end-user computing hardware, including building and repairing laptops and desktops.
• Provide L2/L3 support for end-user technology issues.
• Support Windows 365 infrastructure and endpoints.
• Support video conferencing and meeting room solutions.
• Deploy IT equipment for new joiners and collect equipment from leavers.
• Provide printer support and troubleshooting.
• Deliver hands-and-eyes support for remote infrastructure and networking teams.
• Perform network cabling and patching activities within the office.
• Coordinate office IT setups and office moves.
• Manage IT asset inventory.
• Provision, deploy, and support telephony solutions including Microsoft Teams Voice.
• Coordinate with third-party vendors providing IT services and solutions.
• Collaborate closely with local office management and Group IT teams.
• Communicate clearly and professionally with end users, keeping them updated on IT requests.
• Escalate and report major IT issues and risks in a timely manner.
• Act as an escalation point for office IT issues and user requests.
• Research, test, and implement new systems and solutions to improve operational efficiency.
• Support additional IT initiatives as assigned by the IT Operations Lead.

End User Technology Analyst

Business Analyst

• Analyze business needs and requirements
• Collaborate with teams to implement solutions
• Support project management and stakeholder communication

Accountant

• managing fund accounting tasks
• working closely with clients and stakeholders
• ensuring compliance with financial regulations
• preparing reports and financial statements
• collaborating with global teams

Fund Accountant

• Preparation of financial statements
• Collaboration with various teams
• Reporting to senior management
• Management of fund reconciliations and transactions

Senior Fund Accountant

• Manage and oversee fund accounting activities
• Collaborate with clients to ensure accuracy
• Prepare financial reports and statements
• Support audits and compliance requests

• Close partnership with the FP&A Regional Finance, Business Leads and Cost Centre Owners
• Understand the main drivers while performing various activities under the different pillars (functions) of the Global FP&A Team to help perform better
• Perform and own day to day, monthly BAU activities and ad hoc requests
• Perform the Forecast and Planning activities
• Actual vs Plan Role Relocation / Target Operating Model Tracking
• Synergy Tracking
• Do a Deep dive analysis of the P&L with detailed commentary for various Stakeholders
• Assist the seniors in preparing various reports and dashboards (e.g: Reports related to Profitability, revenue growth, trend analytics etc)
• Help in improvisation and enhancement of existing “Workday / Adaptive” system
• Work towards automation (basis requirement), system transformation, innovation projects, enhancing the processes for better control and analytics

AVP 2, Revenue - Financial Planning & Analysis

• Manage fund accounting operations for multiple clients
• Prepare financial statements and reports
• Ensure compliance with regulatory requirements
• Collaborate with internal teams to optimize processes

Accounting Manager

• Deliver and oversee fund accounting processes
• Collaborate with cross-jurisdictional teams
• Support clients in achieving their goals
• Drive positive change in financial services

Senior Supervisor – Fund Accounting

Compliance

• Own the global AML / KYC, FATCA / CRS and regulatory reporting framework across Apex Fund Services.
• Provide executive oversight for investor and client AML/KYC onboarding, periodic reviews, remediation, and enhanced due diligence.
• Ensure accurate, complete, and timely FATCA/CRS, AEOI and tax authority submissions across all reporting jurisdictions.
• Act as the global control owner for regulatory reporting, including governance, escalation, risk management, and audit response.
• Lead global regulatory change initiatives and assess impact of new or amended regulations.
• Serve as senior escalation point for regulators, auditors, tax authorities, and key clients.
• Drive operational excellence, automation, data quality, and transformation initiatives.
• Define and monitor KPIs, KRIs, SLAs, and management information for executive and board reporting.
• Build, lead, and develop high-performing global teams across AML/KYC and regulatory reporting functions.

Global Head of Regulatory Reporting – GCC

• Collaborate within teams to deliver effective financial solutions
• Analyze financial data to support decision-making
• Lead specific projects to drive business growth

Senior Analyst – HFA

Financial Crime

• Day-to-day running of Client KYC Desks, with oversight of at least one desks.
• Ensure reporting deliverables are produced and reviewed to a high standard and delivered in a timely manner.
• Enhance productivity and compliance performance by increasing SLA adherence and identifying automation opportunities.
• Act as a first point of contact for client issues relating to KYC matters.
• Provide day-to-day client KYC onboarding advice across all Apex Group business lines.
• Complete KYC onboarding, periodic refresh, and remediation cases within established SLAs.

Client KYC Specialist – Assistant Vice President

Backend Engineer

• Work on the development, implementation, and maintenance of our applications
• Develops unit tests to support production code using test-driven development techniques
• Work with internal end users to understand and respond to their needs
• Troubleshoot technical issues reported by end users and team members
• Participates as a team member on medium/large projects
• Identifies and solves problems/incidents in production
• Proactivity and a focus on continuous improvement
• Participate in performing functional and technical analysis
• Continuous learning around the banking, finance and funds industry

FullStack Developer – Python, Django, Javascript

• Manage a team and deadlines in a production-driven environment while maintaining 100% accuracy
• Train the team to ensure quality services to clients
• Define the timeline of financial statements onshore
• Resolve queries raised by Onshore, Clients, Auditors, and Director

Senior Financial Reporting Associate

Administration

• Working with internal and external stakeholders to record, report, contain, remediate, and review incidents and complaints across a variety of clients, in line with applicable laws, contractual obligations, and service level agreements
• Conduct incident and complaint impact assessments, root cause analysis, and document proposed incident remediation plans for internal and external approval
• Work with internal teams to implement required remediation activities
• Conduct and document Post Incident Reviews, and implement prevention steps to reduce the likelihood of recurrence
• Work with internal and external stakeholders to identify, develop and implement processes and control uplift opportunities
• Document complaint key learnings
• Ensure internal and external incidents and complaints reporting are maintained
• Attend Client Incident and Breach meetings as required
• Identify and report systemic incidents and complaints

Senior Associate, FP&A, Revenue

End User Technology Analyst

Business Analyst

Fund Accountant

Senior Fund Accountant

Senior Fund Accountant

AVP 2, Revenue - Financial Planning & Analysis

Senior Fund Accountant

Senior Supervisor – Fund Accounting

Global Head of Regulatory Reporting – GCC

Senior Analyst – HFA

Client KYC Specialist – Assistant Vice President

FullStack Developer – Python, Django, Javascript

Senior Financial Reporting Associate

Senior Incidents Analyst – Superannuation Administration