The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Regional Finance CFO 

Corporate Title -Director / Senior Director 

Reporting Manager - Global Head – Regional Finance CFO

Summary of role 

The Regional FD will be ultimately responsible for the finance function of the Lux Region of Apex Group.

​As a Senior member of the finance leadership team, the candidate will be expected to ensure the various entities’ financial records are up to date, accurate and delivery of their duties is in line with all Group requirements.  The role requires a direct interface with the other finance areas as well as the heads of the relevant business operations and third parties. 

​In addition to the oversight of the historical financial results, the Super Regional FD will play a key role in coordinating the requirements of Group Finance along with that of the business. This includes oversight and management of the activities performed by the entire finance function as well as closely engaging with the Local Managing Director and other business leaders.     

​The individual will be responsible for delivering, analyzing and interpreting the finance outputs and reporting so that these are shared appropriately to maintain a stable, compliant and well-controlled trading environment. The role will thus involve management of the team and close working with the MDs and the underlying business managers and reporting and presenting of the financial results to these individuals and entity Boards.​​​ 

Job Responsibilities:

The role duties and responsibilities will include but not limited to the following:    

• To maintain the finance function the Super Regional FD will work with the Chief Global Head – Regional Finance CFO, MDs and Service Group Heads to ensure financial information is appropriate for managing the business and its risks. 
• ​Obtain a thorough understanding of the business, its competitors, risks, opportunities and challenges to ensure appropriate judgement is applied in making strategic decisions.
• ​Provide overall support, leadership and control over the finance staffing and the cost of the finance function for the Region. 
• ​Review and assess the processes within the finance function to seek out process improvements and customizations required to ensure best practice is implemented and efficiencies are shared.
• ​Engage with the business to drive strategy and ensure the financial aspects of strategic decisions are appropriately considered.
• ​In conjunction with central treasury and the finance team monitoring cash, ensure funding requests and loan repayments are managed so that operating entities have appropriate balances to continue meeting their obligations. Adherence to all applicable Reserve Bank legislation for cross-border payments and executing relevant payments approvals as is required.
• ​Represent the finance function as required where business requires finance representation in discussions with clients and other third parties. 
• ​Ensuring the overall delivery of the required financial outputs on an ongoing basis in accordance with predetermined deadlines to the business, Group Finance and other third parties. Initiate and oversee reporting and analysis as required to provide value through ongoing and ad-hoc financial information to the business.
• ​Overall responsibility for the Regions statutory and regulatory reporting and filing including financial audits.
• ​In conjunction with the wider Finance teams, ensure the risks, administration and compliance with income tax, transfer pricing and VAT rules are understood, adhered to and regularly reviewed. Obtaining necessary opinions to remain in good standing, and new changes made are in line with these requirements.
• ​Ensuring that proper internal financial controls and operational policies, procedures and checks are in place for the Region to maintain the integrity of the accounting records, and to minimize risk of errors and omissions, and misappropriation of company assets.
• ​Responsibility for the finance component of delivering annual Regional budget data and monthly cash and P&L forecasts in accordance with predetermined deadlines and budgeting parameters. 
• ​Implementing corporate governance good practice together with the company secretarial department in all financial procedures, such as the AFS preparation process, contracting for new services, dividend and loan advances etc. 
• Ensure staff management of the Country Finance Controllers ensuring that the team is appropriately resourced for the workload and all staff are properly trained to perform their duties, including regular performance reviews.

Skills Required:

• A qualified accountant with a minimum of 10 year’s relevant experience; 
• ​Excellent accounting skills and attention to detail;
• IFRS and GAAPs in the region
• Demonstrably resilient and with a problem-solving mindset 
• ​Analytical and financial modelling skills; 
• ​Strong People Management and Leadership skills; 
• ​Experience in multi-currency, multi-company, and multi-jurisdictional accounting will be advantageous. 
• Strategic thinking and commercial approach to finance
• Trouble shooting and conflict resolution.
• ​Experience in funding and treasury.
• ​Commercial approach to business decisions.
• ​The ability to communicate effectively with stakeholders on all levels.
• ​The ability to prioritize and plan a challenging workload and to meet tight reporting deadlines.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.