Finance Executive

Key ResponsibilitiesManage and 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 regarding account management, investment activities, and financial requirements.Maintain accurate records of company investments, financial assets, income, expenses, and related transactions across multiple entities.Prepare financial reports, cash flow statements, account summaries, and investment performance updates for CEO review.Monitor investment portfolios, financial products, returns, maturities, and upcoming financial commitments, providing timely updates to management.Support the CEO in evaluating investment opportunities by preparing financial analyses, comparative reports, and supporting documentation.Assist in managing financial arrangements and banking requirements relating to family-owned businesses and investment entities.Conduct bank reconciliations, review financial transactions, and identify discrepancies to ensure accurate financial records.Monitor receivables, payables, payment schedules, and outstanding financial obligations to support effective cash flow management.Coordinate with accountants, auditors, financial consultants, and external advisors regarding financial reporting, compliance, and documentation.Assist in preparing budgets, financial forecasts, expenditure analyses, and financial planning reports.Maintain and organize confidential financial records, bank statements, investment agreements, contracts, and supporting documents.Review financial performance, identify potential risks or irregularities, and provide recommendations to improve financial efficiency.Ensure financial activities and documentation comply with company policies, applicable UAE regulations, and relevant financial reporting requirements.Conduct financial research on banking products, investment opportunities, market developments, and wealth management practices as requested by the CEO.Prepare presentations, financial summaries, and management reports to support strategic and investment-related decisions.Coordinate financial requirements and transactions across the company's associated businesses and investment entities.Follow up with banks, financial institutions, and relevant stakeholders to ensure timely completion of pending financial matters.Provide direct financial and administrative support to the CEO, ensuring accuracy, confidentiality, and timely execution of assigned responsibilities.Skills & QualificationsBachelor's degree in Accounting or Finance is mandatory.Minimum 2–5 years of professional experience, preferably within banks, private banking institutions, wealth management firms, family offices, or family-owned investment businesses.Previous experience in private banking, wealth management, investment administration, or financial account management is highly preferred.Strong understanding of banking operations, financial products, investment accounts, and wealth management principles.Experience working with high-net-worth clients, private investors, family businesses, or senior executives is an advantage.Good knowledge of financial accounting, bank reconciliations, cash flow management, and financial reporting.Ability to analyze financial statements, investment performance, financial transactions, and account activities.Familiarity with investment portfolios, fixed deposits, banking facilities, and financial instruments.Strong knowledge of UAE banking practices, financial regulations, and financial documentation requirements.Advanced proficiency in Microsoft Excel, including financial analysis, reporting, reconciliations, and financial modeling.Familiarity with accounting software, banking platforms, and financial management systems.Excellent numerical, analytical, and problem-solving skills.Strong communication and interpersonal skills, with the ability to coordinate professionally with banks, financial institutions, and senior management.Excellent organizational and time-management skills, with the ability to manage multiple financial accounts and priorities.