Financial Planning and Analysis

• Technical Client Success: Manage and respond to all high-level customer support requests via Slack, ensuring rapid, professional, and clear communication regarding platform issues and services.
• Reputation Architecture: Monitor and manage public feedback on platforms like Trustpilot. Formulate strategic responses to enhance the firm's online reputation and coordinate the internal drive to maintain a 5-star rating.
• Influencer Marketing Operations: Research, map out, and reach out to new influencers and content creators within the trading, crypto, and finance spaces to support marketing initiatives.
• Campaign Data Analytics: Track the performance of ongoing influencer campaigns, compile regular reports, and deliver operational insights to internal teams.
• Executive Leadership Support: Act as a reliable right-hand to the leadership team, assisting with administrative tasks, internal workflow auditing, and various ad-hoc operational projects.

Junior Operations Manager – Prop Trading, Investment

• Participate in all phases of the Microsoft Dynamics 365 for Finance ERP (“D365”) project life cycle including analysis, design, build, test, train, cutover, operations, and support.
• Conduct client workshops to define business requirements required for them to successfully implement the ERP solution.
• Capture these requirements in Business Scenario Documents/Functional Requirements Documents / User Stories per the requirements of the project.
• Writing design documents for any customizations and reports for D365.
• Ensure the design documents capture boundary conditions and include comprehensive test scenarios.
• Configure D365 for General Ledger, Accounts Payable, Accounts Receivable, Credit and Collections, Fixed Assets, Tax, Bank Management, Project Accounting and Financial Reporting.
• Data mapping and import data into D365 using data entities.
• Do field mapping between D365 and other integrating systems.
• Perform testing including functional testing, integration testing and automated testing using the Regression suite automation test tool.
• Conduct training for D365 and associated systems to clients.
• Provide pre-go live and post go live support to clients.
• Write 1-2 D365 functional blogs articles per year on the Unify Dots blog.

Functional Consultant – D365 Finance

• Fully own the month-end close process for each entity ensuring accuracy and timeliness.
• Prepare monthly, quarterly, and annual financial reports for internal and external stakeholders.
• Manage group-level consolidated reporting, ensuring intercompany alignment.
• Lead group-level cash flow forecasting and scenario analysis.
• Own the budget-vs-actual analysis, providing insights and variance commentary.
• Support leadership with financial modelling, project costing insights, and ad-hoc analysis.
• Maintain accurate and compliant bookkeeping for the UAE entity.
• Oversee intercompany transfers and reconciliation across the group.
• Ensure all financial controls are effective, documented, and continuously improved.
• Manage Indonesia, UAE & KSA tax compliance including VAT, ESR, statutory audits, and renewal of company licenses.
• Lead all UAE/DMCC/ADGM audit processes, acting as key contact for auditors.
• Oversee Indonesia’s tax filing and audit processes.
• Lead group-level tax and compliance governance.
• Own UAE payroll end-to-end and oversee Indonesia payroll.

Finance Manager

• Monitor daily cash flow and maintain optimal liquidity levels.
• Manage cash operations and prepare cash flow forecasts to support business needs.
• Support the development of cash management strategies to improve efficiency and mitigate financial risk.
• Prepare and provide data for financial reporting and audit purposes.
• Ensure compliance with internal policies, controls, and regulatory requirements.
• Collaborate with cross-functional teams to resolve treasury matters and enhance operational processes.

Finance Operations Staff

• Financial Management: Handle end-to-end routine finance and accounting tasks, including accurate bookkeeping and administrative workflows.
• Client Account Support: Assist in managing client account groups, ensuring all financial deliverables are accurate and submitted on time.
• Compliance & Reporting: Ensure strict adherence to internal standards and external reporting deadlines.
• Operational Efficiency: Support Senior Consultants by managing day-to-day financial workloads, preventing service delays, and maintaining high service quality.
• Strategic Support: Contribute to IBMC’s scalability by handling additional client requests and supporting future financial projects.
• Data Integrity: Maintain meticulous records and ensure the accuracy of all financial data within our digital ecosystem.

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