Finance Operations Senior Associate

Role Overview:

Pluang is looking for a Senior FinOps Associate to join our dynamic team. This role will be responsible for overseeing financial operations, ensuring efficient cash and banking management, maintaining compliance, and mitigating financial risks. The ideal candidate will have a strong background in financial operations, attention to detail, and a proactive approach to process optimization.

Responsibilities:

Banking & Cash Management

• Bank Relationship Management: Act as a liaison with banks and financial institutions, supporting banking transactions, resolving operational issues, and maintaining strong partnerships.
• Corporate Cash Management: Monitor and manage corporate cash flow, interest-bearing assets, and optimize interest income across various accounts.
• Daily Transfer Planning: Oversee daily cash transfers, ensuring sufficient liquidity across operational and segregated bank accounts to support business activities.
• Bank Reconciliations: Perform regular reconciliation of bank accounts, ensuring accurate transaction records and resolving discrepancies promptly.
• Cash Monitoring & Compliance: Track cash positions and ensure adherence to internal policies and external regulatory requirements.

Financial Operations & Compliance Support

• Payment Execution: Support scheduled and urgent payments, ensuring compliance with internal approval workflows and banking policies.
• Process Review for Compliance Requirements: Assist in reviewing processes related to KYC requests, banking administration, and regulatory documentation, working with junior team members who initiate requests.
• Stakeholder Collaboration: Work closely with Accounts Payable, Treasury, Compliance, and external banking partners to ensure smooth financial operations.
• Process & Documentation: Maintain accurate financial records, update SOPs, and contribute to efficiency improvements in finance operations.

Risk Control Management

• Financial Risk Monitoring: Identify and mitigate financial risks, including fraud, currency, interest rate and credit risks.
• Risk Control Improvement: Develop and implement strategies to protect cash against fraud and market volatility.
• Internal Risk Control: Monitor compliance with internal risk management policies.
• Financial Reporting
• Finance Operation Reporting: Prepare Regular report on cash positions, liquidity and treasury activities.
• Finance Operation Analysis: Analyze financial data to support decision-making and strategic planning and provide insights into financial performance and risks.

Technology and Process Improvement

• Procedure Improvement: Stay updated on industry trends and best practices in finance (or treasury) management and utilize finance related management system and other financial tools to streamline the processes
• Finance Procedure Analysis: Identify opportunities to improve efficiency and accuracy in finance operations

Requirements:

• Bachelor’s degree in Accounting, Finance, or a related field
• Master's degree or professional certifications (e.g. CFA, CA, CPA) is a plus.
• 1–3 years of experience in finance operations, treasury, or banking-related roles.
• Experience in bank relationship management, including handling inquiries and resolving transaction-related issues.
• Proficiency in Microsoft Excel (pivot tables, VLOOKUP, formulas) and financial systems (Xero or similar is a plus).
• Strong understanding of bank transactions, corporate cash management, and reconciliations.
• Strong analytical and problem-solving skills, with high attention to detail.
• Ability to manage multiple priorities and work efficiently under deadlines.
• Attention to detail and ability to work under pressure.
• Strong communication and interpersonal skills to collaborate with internal and external stakeholders.

Work Environment Details:

• Attractive compensation package - competitive salary, flexible bonus scheme.
• We are always looking for ways to promote and inspire innovation. So, come build your dream with us.
• Individual career path - management and technical career growth, enhanced by a learning and development program, regular performance assessment, and teams of multi-national IT professionals.
• Healthy work environment - company-sponsored medical program, food and beverage program, open communication.
• Friendly policies to support Work-life balance, team building, and celebrations.

We are an equal-opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Pluang Company Overview

Empower millennials to achieve financial freedom through a diversified range of simple investment options. At Pluang, we dream of providing access to all financial products and investment options simply and easily. People from any background should be able to access the market of financial products.

Supported by robust technology, Pluang empowers you to achieve future financial freedom. Our user-friendly application helps you to make financial investments with a very low budget but high return.

Role Overview:

Pluang is looking for a Senior FinOps Associate to join our dynamic team. This role will be responsible for overseeing financial operations, ensuring efficient cash and banking management, maintaining compliance, and mitigating financial risks. The ideal candidate will have a strong background in financial operations, attention to detail, and a proactive approach to process optimization.

Responsibilities:

Banking & Cash Management

• Bank Relationship Management: Act as a liaison with banks and financial institutions, supporting banking transactions, resolving operational issues, and maintaining strong partnerships.
• Corporate Cash Management: Monitor and manage corporate cash flow, interest-bearing assets, and optimize interest income across various accounts.
• Daily Transfer Planning: Oversee daily cash transfers, ensuring sufficient liquidity across operational and segregated bank accounts to support business activities.
• Bank Reconciliations: Perform regular reconciliation of bank accounts, ensuring accurate transaction records and resolving discrepancies promptly.
• Cash Monitoring & Compliance: Track cash positions and ensure adherence to internal policies and external regulatory requirements.

Financial Operations & Compliance Support

• Payment Execution: Support scheduled and urgent payments, ensuring compliance with internal approval workflows and banking policies.
• Process Review for Compliance Requirements: Assist in reviewing processes related to KYC requests, banking administration, and regulatory documentation, working with junior team members who initiate requests.
• Stakeholder Collaboration: Work closely with Accounts Payable, Treasury, Compliance, and external banking partners to ensure smooth financial operations.
• Process & Documentation: Maintain accurate financial records, update SOPs, and contribute to efficiency improvements in finance operations.

Risk Control Management

• Financial Risk Monitoring: Identify and mitigate financial risks, including fraud, currency, interest rate and credit risks.
• Risk Control Improvement: Develop and implement strategies to protect cash against fraud and market volatility.
• Internal Risk Control: Monitor compliance with internal risk management policies.
• Financial Reporting
• Finance Operation Reporting: Prepare Regular report on cash positions, liquidity and treasury activities.
• Finance Operation Analysis: Analyze financial data to support decision-making and strategic planning and provide insights into financial performance and risks.

Technology and Process Improvement

• Procedure Improvement: Stay updated on industry trends and best practices in finance (or treasury) management and utilize finance related management system and other financial tools to streamline the processes
• Finance Procedure Analysis: Identify opportunities to improve efficiency and accuracy in finance operations

Requirements:

• Bachelor’s degree in Accounting, Finance, or a related field
• Master's degree or professional certifications (e.g. CFA, CA, CPA) is a plus.
• 1–3 years of experience in finance operations, treasury, or banking-related roles.
• Experience in bank relationship management, including handling inquiries and resolving transaction-related issues.
• Proficiency in Microsoft Excel (pivot tables, VLOOKUP, formulas) and financial systems (Xero or similar is a plus).
• Strong understanding of bank transactions, corporate cash management, and reconciliations.
• Strong analytical and problem-solving skills, with high attention to detail.
• Ability to manage multiple priorities and work efficiently under deadlines.
• Attention to detail and ability to work under pressure.
• Strong communication and interpersonal skills to collaborate with internal and external stakeholders.

Work Environment Details:

• Attractive compensation package - competitive salary, flexible bonus scheme.
• We are always looking for ways to promote and inspire innovation. So, come build your dream with us.
• Individual career path - management and technical career growth, enhanced by a learning and development program, regular performance assessment, and teams of multi-national IT professionals.
• Healthy work environment - company-sponsored medical program, food and beverage program, open communication.
• Friendly policies to support Work-life balance, team building, and celebrations.

We are an equal-opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Pluang Company Overview

Empower millennials to achieve financial freedom through a diversified range of simple investment options. At Pluang, we dream of providing access to all financial products and investment options simply and easily. People from any background should be able to access the market of financial products.

Supported by robust technology, Pluang empowers you to achieve future financial freedom. Our user-friendly application helps you to make financial investments with a very low budget but high return.