Senior Financial Operations Associate
4 weeks ago
CXM is a global broker providing access to Forex, CFDs, and other financial markets. We focus on transparency, efficiency, and client satisfaction by delivering fast execution, secure transactions, and reliable support. We are seeking a Senior Financial Operations Associate to join our team and support our global operations. In this role, you will lead financial operations across deposits, withdrawals, reconciliations, and cash management, ensuring accuracy, timeliness, and compliance. You will also drive reporting and analysis to support leadership decisions, while coordinating seamlessly with regional teams to uphold high operational and control standards. This is a permanently remote position, open to candidates in Canada, Latin America, and South America. Fluency in Mandarin is essential, and strong English communication skills are also required. Responsibilities Client Transactions: Own end-to-end processing of client deposits and withdrawals, ensuring SLA adherence and robust controls. Cash Management: Lead daily cash management across multiple PSPs, banks, and currencies; optimize liquidity and funding transfers. Reporting & Insights: Build, automate, and review daily/weekly cash-flow, reconciliation, and P&L variance reports; surface insights and KPIs to management. Reconciliations: Oversee reconciliations of client funds, trading platforms, and ledger balances; investigate and resolve breaks and exceptions. Operational Hand-offs: Maintain accurate balance tracking and coordinate with regional/global teams for handoffs and issue escalation. Forecasting: Develop monthly and quarterly transaction forecasts; present analysis and recommendations to leadership. Treasury Operations: Perform and enhance treasury workflows (sweeps, FX conversions, funding, fees), documenting procedures and controls. Compliance & Audit: Partner with Compliance/Finance on audits, payment risk monitoring, and financial controls; contribute to policy and SOP updates. Process Improvement: Drive operational excellence projects (tooling, workflow automation, vendor/process evaluations) to reduce risk and cycle times. Leadership: Mentor junior team members; provide quality review and serve as point of contact for complex operational cases. Requirements Self-starter with strong ownership, judgment, and the ability to work independently in a distributed team. Advanced analytical and quantitative skills; comfortable interpreting large operational datasets. Excellent written and verbal communication skills; adept at clear handoffs across time zones. Advanced proficiency in Excel (e.g., complex formulas, pivots, lookups); familiarity with SQL or BI tools is a plus. Fluency in Mandarin is essential, with strong English communication skills also required. Demonstrated experience in financial operations within brokerage, FX/CFD, fintech, payments, or related environments. Qualifications 2-5 years of experience in financial operations/treasury, including leading reconciliations and cash-management workflows. Bachelor's degree in a quantitative field (Finance, Accounting, Economics, Mathematics, or similar). Nice to have: experience with PSPs/banking in Southeast Asia, payment risk frameworks, and audit/compliance collaboration. Job Details Seniority level: Associate Employment type: Contract Job function: FinanceIndustries: IT Services and IT Consulting #J-18808-Ljbffr
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Financial Operations Associate
2 weeks ago
Vancouver, Toronto, Montreal, Calgary, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Shift Markets Full timeJunior Financial Operations Associate CXM is a global broker providing access to Forex, CFDs, and other financial markets. We focus on transparency, efficiency, and client satisfaction by delivering fast execution, secure transactions, and reliable support. The Junior Financial Operations Associate will manage deposits, withdrawals, reconciliations, and...
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Financial Operations Associate
3 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Shift Markets Full timeBe among the first 25 applicants. This range is provided by Shift Markets. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $2,000.00/yr - $2,500.00/yr CXM is a global broker providing access to Forex, CFDs, and other financial markets. We focus on transparency, efficiency, and client...
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Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada CXM Full timeJunior Financial Operations Associate – Mandarin Speaking CXM is a global broker providing access to Forex, CFDs, and other financial markets. We focus on transparency, efficiency, and client satisfaction by delivering fast execution, secure transactions, and reliable support. We are seeking a Junior Financial Operations Associate to join our team and...
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Remote Senior Financial Operations Lead
3 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Shift Markets Full timeA global broker in financial markets is seeking a Senior Financial Operations Associate to manage client transactions, cash management, and reporting. This permanently remote role requires fluency in Mandarin and strong English communication skills. Candidates should have 2-5 years of financial operations experience and a Bachelor's degree in a quantitative...
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Remote Financial Operations Associate
2 weeks ago
Vancouver, Toronto, Montreal, Calgary, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Shift Markets Full timeA financial services company is seeking a Junior Financial Operations Associate to manage deposits, withdrawals, and reconciliations. This fully remote role offers competitive compensation of $2,000–$2,500 USD per month and requires fluency in Mandarin. Candidates should have 2-3+ years of experience in financial operations and be proficient in Excel. The...
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Associate Director, Financial Governance
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Precision for Medicine Full timeA leading global healthcare firm in Canada seeks an Associate Director of Finance. This role is pivotal in supporting financial governance and operational excellence across the organization. The successful candidate will lead financial processes, mentor team members, and engage with clients to ensure financial integrity throughout projects. A Bachelor’s...
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Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada CXM Full timeA global financial brokerage is seeking a Junior Financial Operations Associate to manage client transactions and reports. This fully remote position requires 2-3 years of experience in financial operations and fluency in Mandarin. Responsibilities include processing deposits, preparing cash flow reports, and ensuring communication with global teams. Ideal...
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Financial Operations Specialist
3 weeks ago
Calgary, Toronto, Montreal, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Toptal Full timeFinancial Operations Specialist role at Toptal Toptal is a global network of top talent in business, design, and technology that enables companies to scale their teams on-demand. With over $200 million in annual revenue and a worldwide team, Toptal is the world’s largest fully remote workforce. Job Summary: Are you detail-oriented, organized, and...
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Financial Insurance Representative
4 weeks ago
Victoria, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Serenia Life Financial Full timeLocation: British Columbia Type: Full Time Imagine working for a company that is both Human and Kind... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life Financial...
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Associate Director, Operational Finance
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Precision for Medicine Full timeThe Associate Director of Finance supports financial governance, process optimization, and operational excellence across the organization. Reporting to the Vice President of Finance, this role partners with Operations, Business Development, Legal, and Finance to ensure financial integrity throughout the project lifecycle from RFP to closeout. The Associate...
