Finance Operations Lead

GAMBIT GROUP SDN. BHD.; Petaling Jaya; On-site; MYR 120,000 - 180,000; Full time

Job summary

GamBit Group is seeking an experienced Finance professional in Malaysia to independently manage key finance operations, including commission calculations, client distributions, and investment portfolio monitoring. You will act as the Finance representative for Agent and Settlor portals, ensuring finance requirements are integrated into systems.

Additionally, you will own day-to-day finance operations, investigate discrepancies, and collaborate with cross-functional teams to drive process

Qualifications

• Degree in Accounting, Finance or related discipline.
• 5–8 years of relevant experience in financial services, trust, investment, fintech or similar.

Responsibilities

• Manage commission calculations and distributions with accuracy and timeliness.
• Oversee client/settlor distributions and payment schedules; ensure complete documentation.
• Monitor investment portfolio placements, withdrawals, maturities, income and distributions; reconcile statements.
• Act as Finance representative for Agent and Settlor portals; define and communicate requirements to IT/Product/Operations.
• Drive finance operational improvements, SOPs, controls and reconciliation procedures.
• Support month-end closing, management reporting and audit requirements.

Skills

Excel

Analytical skills

Problem-solving

Stakeholder management

Independent work

Education

Bachelor's degree in Accounting/Finance or related

Tools

ERP systems

UAT / Finance portal testing

Job description

To independently manage key finance operations covering commission calculations, client/settlor distributions, investment portfolio monitoring, finance-related portal requirements and operational matters. The role will also act as the key Finance representative for enhancements to the Agent and Settlor portals, ensuring Finance requirements, controls and processes are properly incorporated into the system.

Key responsibilities

Commission Management

Independently manage and review commission calculations based on approved commission structures.

Ensure commission calculations and payments are accurate and completed within the required timeline.

Manage commission adjustments arising from cancellations, withdrawals, refunds or incorrect payments.

Reconcile commission records against sales and transaction data.

Investigate and resolve commission discrepancies with relevant departments.

Manage and review client/settlor distribution calculations and payment schedules.

Ensure distribution information and supporting documents are complete and accurate.

Monitor distribution due dates and ensure timely processing.

Perform post-payment reconciliation and resolve unsuccessful or outstanding payments.

Handle operational issues relating to client distributions and payouts.

Maintain and monitor the company's investment portfolio.

Monitor investment placements, withdrawals, maturities, income and distributions.

Reconcile investment statements against internal and accounting records.

Prepare periodic investment portfolio and performance reports for management.

Liaise with banks, fund managers, custodians and other investment counterparties.

Agent & Settlor Portal – Finance Requirements

Act as the key Finance representative for the Agent and Settlor portals.

Review existing portal processes and identify areas requiring enhancement from a Finance perspective.

Define and communicate Finance requirements to the IT/Product/Operations teams.

Ensure commission, distribution, payment, reconciliation and other Finance-related workflows are properly reflected in the portal.

Review and provide Finance requirements relating to tax treatment, tax information, reporting and other applicable tax-related requirements within the portal.

Participate in User Acceptance Testing (UAT) for Finance-related portal enhancements.

Validate calculations, reports, data fields and transaction flows before implementation.

Identify system or process gaps and recommend practical solutions and controls.

Follow up on enhancement requests and outstanding system issues until resolution.

Finance Operations & Process Improvement

Take ownership of day-to-day Finance operational issues and drive them to resolution.

Investigate discrepancies and determine root causes rather than only correcting individual transactions.

Work closely with Operations, Compliance, IT/Product and Accounts on cross-functional matters.

Review existing workflows and recommend process improvements or automation opportunities.

Develop and maintain Finance operational SOPs, controls and reconciliation procedures.

Ensure proper documentation and audit trails are maintained.

Support month-end closing, management reporting and audit requirements.

About you

Degree in Accounting, Finance or related discipline.

Approximately 5–8 years of relevant experience, preferably within financial services, trust, investment, fintech or similar environments.

Strong understanding of finance operations, reconciliations and transaction controls.

Experience dealing with system/process enhancements, UAT or finance-related system implementation is an advantage.

Strong Excel and analytical skills.

Able to understand operational workflows and translate Finance requirements into system requirements.

Strong problem-solving and stakeholder-management skills.

Able to work independently with minimal supervision and manage multiple priorities.

Proactive and comfortable challenging inefficient processes and proposing improvements.

GamBit Group is a technology-driven consortium of private wealth management companies, encompassing trustee services, digital asset custody, private credit and equity. We bridge traditional and digital finance to offer innovative, accessible solutions that preserve and grow wealth across generations. Our mission is to democratize wealth management, making financial planning, literacy, and inheritance solutions accessible to everyone, not just the wealthy.

GamBit Group is a technology-driven consortium of private wealth management companies, encompassing trustee services, digital asset custody, private credit and equity. We bridge traditional and digital finance to offer innovative, accessible solutions that preserve and grow wealth across generations. Our mission is to democratize wealth management, making financial planning, literacy, and inheritance solutions accessible to everyone, not just the wealthy.