Finance Director - Wealth Management Lisboa

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This position is responsible for delivering
- quality financial services that support strategic
- making and enhance operational oversight. Acting as a key financial partner to senior leadership, the role aims to drive efficiency, foster synergies, and contribute to the continuous improvement of the global Finance function.

Client Details

Our client is a large organization operating in the financial services sector. They are a
- established company with a strong presence in the industry, dedicated to providing comprehensive banking and wealth management services.

Responsibilities

• Lead and oversee the local Finance Hub teams, ensuring smooth daily operations and alignment with strategic goals.
• Supervise and coordinate the team's activities, promoting a strong corporate culture.
• Manage all aspects of people leadership, including performance, development, and team structure.
• Drive process optimization, implement robust controls, and ensure compliance with internal policies and external regulations.
• Maintain high service standards and foster a culture of continuous improvement.
• Contribute to the definition and execution of Finance's strategic roadmap, including the implementation of the Target Operating Model.
• Ensure service delivery meets agreed SLAs and maintain strong collaboration with Finance Head Office and other stakeholders.
• Support and lead initiatives and projects that impact the Finance platform.
• Optimize team structure and resource allocation, ensuring appropriate skill levels and risk mitigation through effective backup planning.
• Promote innovation through automation, digital tools, and organizational enhancements.
• Uphold the operational permanent control framework and ensure financial data integrity.
• Monitor financial performance, including budget preparation, variance analysis, and reporting.
• Organize and lead monthly governance meetings to ensure alignment and validation of FTE planning.
• Develop dashboards and provide
  - hoc financial insights to senior management.
• Maintain close collaboration with local finance teams and actively participate in local governance forums.
• Ensure full compliance with local regulatory and operational requirements.

Profile

• Master's degree in Finance, Accounting, or Economics.
• Minimum of 10 years' experience in Finance, including financial analysis and advisory roles.
• Strong understanding of financial systems, tools, and architecture.
• Expertise in budgeting, tax, and performance analysis.
• Advanced proficiency in Microsoft Excel and other MS Office tools.
• Fluent in English, both written and spoken.
• Demonstrated leadership skills with the ability to inspire and engage teams.
• Strong analytical mindset and
  - oriented approach.
• Critical thinking and
  - solving capabilities.

Job Offer

Permanent contract with opportunities for professional growth. Work with a reputable organization in the financial services industry located in the heart of Lisbon, providing a vibrant and accessible work environment. Engagement in strategic
- making processes within the banking and financial services department.