What are the responsibilities and job description for the Financial Operations Specialist position at Covered Bridge Group?
The role operates within the structured and high-paced environment of a private family office, providing essential financial oversight for our forex and proprietary trade desk. This environment combines the collaborative benefits of working in-house with the flexibility of remote work, fostering a dynamic yet professional atmosphere.
While in-office presence is crucial for team collaboration, audit preparations, and internal meetings, remote work is supported for tasks like financial reporting, reconciliations, and trade monitoring. This hybrid model allows for efficient work-life balance while maintaining the highest standards of accuracy and confidentiality in financial management.
Key aspects of the work environment include:
- Professional Collaboration: Regular interaction with the Managing Director, Fund Administrator, and other key stakeholders to ensure timely financial reporting and compliance.
- Autonomy and Responsibility: Opportunities for independent work on financial reconciliations and transaction posting, with the support of advanced accounting and trading software.
- Flexible Workspace: High-performing individuals are encouraged to take advantage of the flexibility, splitting time between a well-equipped office and a remote setup, allowing for concentration on complex tasks.
- Confidential and Secure: Given the nature of the private family office, all work environments, both in-office and remote, require adherence to strict confidentiality protocols, ensuring the secure handling of sensitive financial data.
This work environment ensures a balance of focused, independent work with direct involvement in strategic financial decision-making.