Financial Operations Manager

Shift Markets

Financial Operations Manager overseeing financial operations, reconciliations, and cash management for global brokerage firm. Requires strong analytical skills and coordination with global teams.

Posted 5/15/2026full-timeRemote • 🏈 Anywhere in North AmericaMid-LevelSeniorWebsite

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

5+ years of experience in financial operations/treasury
Bachelor's degree in a quantitative field (Finance, Accounting, Economics, Mathematics, or similar)
Advanced proficiency in Excel (e.g., complex formulas, pivots, lookups); familiarity with SQL or BI tools is a plus
Strong English communication skills are required. Mandarin is a strong preference, but not essential
Demonstrated experience in financial operations within brokerage, FX/CFD, fintech, payments, or related environments

Benefits

Comp & perks

Flexible work arrangements
Professional development
Health insurance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial operationstreasury managementcash managementreconciliationP&L variance analysistransaction forecastingworkflow automationExcelSQLBI tools

Soft Skills

communicationleadershipmentoringanalytical skillsproblem-solvingcollaborationattention to detailoperational excellence