Finance Director - Americas

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Salary Range

$175-225k base salary

Purpose of the job

As a hands-on Finance Director, you will have responsibility for region wide financial control (incl audit), cash management, financial analysis and working with the US leadership team in driving efficiencies and the strategic direction of the Americas business. Reporting directly to the Global FD, the successful applicant will be expected to oversee the day-to-day finance needs for the region working closely with the Capability Team in Mauritius and the FP&A business partners to deliver a quality finance service to Ocorian business.

To assist with the Group's financial reporting to ensure management accounts, budgets, forecasts and associated KPIs and financial analysis are complete, accurate and provided on a timely basis and also to support the Client Accounting team as required with adhoc tasks as the customer base grows.

Main Responsibilities

Financial Control & Governance

• Monthly reporting: Ownership of all regional processes and controls that deliver monthly financial reporting. Responsible for delivering accurate and timely financial information.
• Financial Controls: Ensure the Americas Region has adequate financial controls in place that are sufficient to ensure completeness and accuracy of the financial reporting using the capability centre in Mauritius who deliver the services of AP & AR, Billing and Financial Control.
• External audit coordination: Responsible for all aspects of the statutory audit cycles for Bermuda, Cayman & BVI and the Group audit needs for the US entities.
• Integration support: Support the M&A Team on US acquisitions and integrating any entities acquired.
• Standardisation: Continually look to improve and standardise the financial processes within the region working closely with the Capability Centre in Mauritius.
• Analysis: Work with the FP&P team to prepare the budget & forecasts and drive performance in the region.

Tax & Treasury

• Strategy: Provide oversight and strategic direction from the US viewpoint to support global initiatives around the Treasury and Tax function.
• Cashflow Reporting: Responsible for cashflow reporting for the Americas Region and assisting where needed to drive the cash collections process working closely with the Service Lines/Credit Control Team.
• Transfer Pricing: Participate with the wider Finance Team in the Development, maintenance & delivery of the global transfer pricing policy.

Finance Leadership

• Assist with building a Best in Class global finance function instilling a culture of continuous improvement and collaboration with the wider Ocorian business.
• Build and develop relationships with business and other functional leaders, customers and external agencies (e.g. Auditors, Banks, etc).
• Positively respond to both our internal and external customers (often in a matrix environment) through effective communication and personal accessibility/credibility.

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Knowledge, Skills & Experience

• +10 years post qualification experience with a preference of industry experience
• Deep technical knowledge accompanied with broad commercial awareness and intuitive business sense. 
• An established leader / people manager with experience of managing remote teams.
• Preferable experience of working within a PE backed business, or a fast-paced, dynamic environment.
• Excellent organisational, communication and interpersonal skills along with a commitment to working as part of a global team. 
• Ability to work under pressure and meet deadlines. 
• A solution driven attitude to managing problems & ability to work using own initiative and make decisions within strict corporate policies and procedures.

Competencies

• Ability to work independently, under own initiative and proactively.
• Confident communicator to all levels and abilities

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.