Finance Executive

About the role

This Finance Executive supports the CEO in managing the company's financial activities, banking relationships, investments and financial reporting. The role covers day-to-day financial monitoring, bank reconciliations, investment tracking and preparation of financial reports and analyses.

Key responsibilities

• Monitor day-to-day financial activities, including banking transactions, account balances, fund transfers, payments and financial documentation.
• Coordinate with banks, private banking institutions, wealth managers and financial advisors on account management and investment activities.
• Maintain accurate records of investments, financial assets, income, expenses and transactions across multiple entities.
• Prepare financial reports, cash flow statements, account summaries and investment performance updates for the CEO.
• Support the CEO in evaluating investment opportunities through financial analyses and comparative reports.
• Conduct bank reconciliations, review transactions and identify discrepancies; monitor receivables, payables and payment schedules.
• Assist in preparing budgets, financial forecasts, expenditure analyses and financial planning reports.
• Review financial performance, identify risks or irregularities and recommend improvements.
• Ensure compliance with company policies, UAE regulations and financial reporting requirements.
• Provide direct financial and administrative support to the CEO, keeping records confidential.

Required profile

• Bachelor's degree in Accounting or Finance (mandatory).
• Minimum 2-5 years of professional experience, preferably in banks, private banking, wealth management firms, family offices or family-owned investment businesses.
• Experience in private banking, wealth management, investment administration or financial account management is highly preferred.
• Experience with high-net-worth clients, private investors, family businesses or senior executives is an advantage.

Required skills

• Strong knowledge of banking operations, financial products, investment accounts and wealth management.
• Good knowledge of financial accounting, bank reconciliations, cash flow management and financial reporting.
• Ability to analyse financial statements, investment performance and account activities.
• Familiarity with investment portfolios, fixed deposits, banking facilities and financial instruments.
• Advanced proficiency in Microsoft Excel, including financial analysis, reporting, reconciliations and financial modelling.
• Familiarity with accounting software, banking platforms and financial management systems.
• Strong numerical, analytical and problem-solving skills, and good communication and organisational abilities.