Finance & Operations Associate Director

Aztec Group•Radnor, WV

20h•Hybrid

About The Position

Reports to the Head of US Finance and Operations. We are seeking an experienced Finance & Operations Associate Director to help drive operational discipline, financial visibility, and scalable execution across our US business. This is a high-impact role for a commercially minded operator who can translate priorities into execution, strengthen processes and controls, and deliver actionable insight to senior leadership. You will partner closely with the US Head of Finance & Operations, and support the US Leadership Team, while collaborating with Group stakeholders to improve performance, support growth, and enhance the effectiveness of the US operating model. The successful candidate will bring excellent business judgment, operational rigor, and the ability to influence across functions in a fast-paced, evolving environment.

Requirements

Relevant experience in operations, finance, business management, or a comparable role within a professional services, financial services, or other regulated environment.
Proven track record of supporting business performance through reporting, planning, operational improvement, and cross-functional execution.
Experience working with senior stakeholders and managing initiatives that improve control, visibility, and operational effectiveness.
Excellent communication and stakeholder management skills, with the ability to engage confidently across leadership and operational teams.
Ability to navigate sensitive issues with discretion, professionalism, and sound judgment.
Effective at building alignment, driving follow-through, and maintaining momentum across multiple stakeholders.
Demonstrated ability to lead complex initiatives and deliver results in an agile, fast-paced environment.
Executive presence and the ability to influence credibly across senior stakeholders and support functions.
Sound judgment, strong ownership, and a proactive approach to solving problems and driving decisions.
Highly organized and adaptable, with the ability to manage multiple priorities without losing momentum or attention to detail.
Collaborative leadership style with a strong focus on continuous improvement, accountability, and execution.
Excellent analytical and financial acumen, with the ability to turn data into clear business insight and action.
Good understanding of operational internal controls, process improvement, performance reporting, and business management disciplines.
Advanced Excel skills and confidence working with reporting tools, operational metrics, and management information.
Ability to identify process and technology gaps and help shape practical, scalable solutions.

Nice To Haves

Preferably experience in the asset management industry with a focus on alternative funds.
Bachelor’s degree in finance, accounting, business, operations, or a related field preferred.
Big 4 experience coupled with a CPA, CMA, MBA, or similar professional qualification is beneficial but not required.
Ideal candidate has experience with AI tools, PowerBI, and/or Alteryx.

Responsibilities

Partner with senior leadership to execute operational and financial priorities across the US business.
Lead initiatives that improve process efficiency, control effectiveness, productivity, and overall operating performance.
Deliver clear management reporting, financial insights, and performance analysis to support decision-making and accountability.
Track key business metrics, identify business risks & performance gaps, and drive timely follow-up actions.
Coordinate cross-functional delivery with Finance, Technology, Transformation, Risk, Legal, Compliance, AML, and HR stakeholders.
Help embed scalable processes, stronger controls, and consistent operating disciplines that support growth.
Support issue resolution, operational risk management, and execution of priority actions across the business.
Act as a trusted partner to leadership by bringing structure, pace, and follow-through to strategic and day-to-day initiatives.