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As a key leadership support within this boutique multi-entity financial services group with interests in foreign exchange, cross-border payments, JV's and financial data products, this role is responsible for coordinating across existing business units, ensuring operational and financial alignment, and acting as a central liaison point both internally and externally. The role involves strategic oversight, compliance assurance, and stakeholder engagement across all portfolio entities under the business umbrella.
Key Focus Areas for a 3-Day per Week Engagement
1. Communication & Stakeholder Management
* Serve as the central point for internal decision-making and manage escalation of issues from staff or suppliers across the portfolio companies.
* Facilitate collaboration between the Owner and internal teams, ensuring delegated initiatives are clearly communicated, aligned with strategic objectives, and delivered effectively.
* Provide regular performance and progress updates across business units, highlighting key achievements, challenges, and strategic opportunities.
* Manage external inquiries and build productive relationships with commercial partners, customers, and service providers that impact Forex.Co's broader business ecosystem.
* Monitor and manage delegated projects and initiatives, flagging risks and roadblocks early while ensuring timely delivery.
* Establish clear workflows, timelines, and documentation to support efficient execution of responsibilities.
* Oversee financial performance across the group, including budgeting, forecasting, and cost control.
* Track and analyze KPIs for each business unit, reporting insights and making recommendations to optimize outcomes.
* Drive strategic allocation of resources and investments in line with performance and long-term goals.
* Interpret financial reports to advise leadership on trends, risks, and overall business health.
3. Licensing & Compliance
* Ensure all business activities remain compliant with applicable laws, regulations, and internal controls.
* Prepare for and respond to regulatory obligations, including filings, audits, and inspections.
* Develop robust systems and documentation to support licensing efforts and the pursuit of new regulatory approvals that facilitate business growth.
* Identify opportunities to improve execution and streamline operations across functions and teams.
* Collaborate with business unit leaders to assess talent needs and support ongoing recruitment efforts.
* Proactively manage and resolve inter-team conflicts or performance issues to maintain a positive and productive working environment.
Required Skills & Attributes
* Ability to distill complex information clearly and confidently across diverse stakeholder groups. Strong written, verbal, and interpersonal skills are essential.
* Demonstrated ability to prioritise, multitask, and manage competing deadlines while maintaining a structured and focused approach.
* Committed to accuracy, consistency, and follow-through, with a structured approach to documentation and task management.
* Skilled at interpreting and using performance data to improve outcomes and hold teams accountable for delivery.
* Ability to interpret financial data, identify trends, and support strategic business decisions through quantitative insight.
Seniority level
* Seniority level
Director
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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