Financial Operations Associate

Shift Markets

Financial Operations Associate managing client transactions and cash management for a global broker. Collaborating with regional teams to ensure compliance and operational excellence while mentoring junior staff.

Posted 4/22/2026full-timeRemote • 🇵🇭 PhilippinesJuniorMid-LevelWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Own end-to-end processing of client deposits and withdrawals, ensuring SLA adherence and robust controls
Lead daily cash management across multiple PSPs, banks, and currencies; optimize liquidity and funding transfers
Build, automate, and review daily/weekly cash-flow, reconciliation, and P&L variance reports; surface insights and KPIs to management
Oversee reconciliations of client funds, trading platforms, and ledger balances; investigate and resolve breaks and exceptions
Maintain accurate balance tracking and coordinate with regional/global teams for handoffs and issue escalation
Develop monthly and quarterly transaction forecasts; present analysis and recommendations to leadership
Perform and enhance treasury workflows (sweeps, FX conversions, funding, fees), documenting procedures and controls
Partner with Compliance/Finance on audits, payment risk monitoring, and financial controls; contribute to policy and SOP updates
Drive operational excellence projects (tooling, workflow automation, vendor/process evaluations) to reduce risk and cycle times
Mentor junior team members; provide quality review and serve as point of contact for complex operational cases

Requirements

What you’ll need

2–5 years of experience in financial operations/treasury, including leading reconciliations and cash-management workflows
Bachelor’s degree in a quantitative field (Finance, Accounting, Economics, Mathematics, or similar)
Advanced analytical and quantitative skills; comfortable interpreting large operational datasets
Excellent written and verbal communication skills; adept at clear handoffs across time zones
Advanced proficiency in Excel (e.g., complex formulas, pivots, lookups); familiarity with SQL or BI tools is a plus
Written understanding of Mandarin is essential, with strong English language communication skills
Demonstrated experience in financial operations within brokerage, FX/CFD, fintech, payments, or related environments

Benefits

Comp & perks

Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial operationstreasury workflowsreconciliationscash managementanalytical skillsquantitative skillsExcelSQLBI toolstransaction forecasting

Soft Skills

communication skillsmentoringoperational excellenceproblem-solvingcollaborationleadershipattention to detailanalytical thinkingpresentation skillsadaptability