Position Overview
We are looking for an experienced Financial Reporting & Planning Manager to join a fast-growing digital platform focused on global asset trading and financial services. This role requires strong technical accounting skills, planning capabilities, and deep understanding of complex financial product structures and monetization models.
You will be responsible for full-spectrum financial reporting, budgeting, profit modeling, and business analysis. The ideal candidate will serve as a key liaison between finance, data, and operations—delivering accurate reporting, forward-looking insights, and sound financial governance.
Key Responsibilities
1. Financial Reporting & Compliance
- Lead the preparation and review of monthly, quarterly, and annual financial reports in line with IFRS or US GAAP
- Ensure accurate accounting, classification, and fair value treatment for all digital and non-traditional assets held by the platform
- Coordinate annual audits and provide supporting schedules and disclosures for specialized product structures and incentive mechanisms
- Maintain robust reconciliation processes between internal ledgers and external platforms to ensure accuracy and control
- Deliver clear, actionable financial analysis reports to senior management and stakeholders
2. Financial Planning & Budgeting
- Manage the end-to-end budgeting process, including annual plans, rolling forecasts, and performance tracking
- Build multi-dimensional budget models by product line (e.g. spot, derivatives, yield products) and regional market
- Analyze revenue composition, customer profitability, and unit economics to support commercial decision-making
- Collaborate with business leaders to provide data-driven financial recommendations and improve resource allocation
3. Profitability Modeling & Strategic Finance
- Understand key revenue streams such as transaction fees, service charges, promotional campaigns, and internal incentive structures
- Develop and maintain flexible profit & loss (P&L) models to support business scenario planning and strategic insight
- Evaluate the financial impact of reward or discount programs on revenue and cost structure
- Analyze business initiatives and pricing strategies to assess margins, scalability, and return on investment
4. Data & Systems Integration
- Partner with technology and data teams to improve automation of financial workflows and integration of operational data
- Build finance dashboards and KPI frameworks to deliver unified, real-time views of financial and business performance
- Support implementation and optimization of financial systems, accounting tools, and reconciliation solutions tailored to diversified asset operations
Requirements
- Bachelor’s degree or higher in Accounting, Finance, Economics, or a related field
- Recognized accounting certifications such as CPA, ACCA, CMA, or CA preferred
- Minimum 5 years of experience in financial reporting, planning, or analysis; at least 2 years in a fast-paced, technology-driven company or digital financial platform
- Solid understanding of transaction-based business models and non-traditional asset classes
- Strong skills in financial modeling, forecasting, and scenario planning
- Proficient in Excel, and experienced in using data visualization or BI tools such as Power BI, Tableau, or Looker
- Comfortable working with multi-currency structures and international reporting standards