Finance Operations Executive

About This Role

We are seeking a high-caliber Finance Operations Executive to support a global family office managing multi-jurisdictional entities and a diverse investment portfolio across private markets, public markets, structured products, and foreign exchange (FX).

This is a hands-on execution role, not a supervisory or advisory position.

The successful candidate will function as a hybrid of:

• Finance Operations Specialist
• Multi-Entity Accountant
• Investment Operations Coordinator

You will be responsible for the day-to-day financial operations of the office, ensuring accuracy, control, and clarity across transactions, entities, and investment structures.

The role requires the ability to understand underlying financial transactions, not just process them — with strong attention to detail, ownership, and financial product awareness.

KEY RESPONSIBILITIES

Payments & Cash Management

• Execute all payments across family office entities, SPVs, operating companies, and personal accounts
• Maintain structured payment schedules, funding timelines, and liquidity visibility
• Coordinate with banks on transfers, FX flows, confirmations, and issue resolution
• Monitor cash positions across entities and currencies

Accounting & Multi-Entity Bookkeeping

• Maintain accurate books across multiple entities, jurisdictions, and currencies
• Perform bank and custodian reconciliations
• Manage expense classification, accruals, and journal entries
• Ensure accounting reflects the true economic substance of transactions

Financial Product-Aware Booking (Core Requirement)

• Apply correct classification, booking, and lifecycle tracking across financial instruments

Investment Instruments

• Equity and preferred equity
• Fund capital commitments and drawdowns
• Convertible instruments (notes, SAFEs)
• Proper classification of distributions vs return of capital vs income

Structured Products
Fixed Coupon Notes (FCNs), Step-down Notes, Bonus/Booster Notes

• Track coupon mechanics, barrier events, and redemption triggers
• Monitor product lifecycle from issuance to maturity or early exit

FX & Derivatives

• FX spot, forwards, and options
• Structured FX products (TARF, TARN)
• Understand cashflows vs notional exposure
• Track realized vs unrealized outcomes

Ability to interpret term sheets and bank statements, accurately classify transactions, and flag inconsistencies or risks

India Coordination & Compliance Awareness

• Coordinate with India-based accountants, tax advisors, and service providers
• Track compliance deadlines, filings, and documentation requirements
• Maintain organized records for all India-related entities and investments

Note*: This is not an advisory role, but requires practical familiarity with India’s regulatory and administrative environment*

Accounts Payable & Internal Controls

• Maintain invoice tracking and payment systems
• Ensure all payments are properly approved and documented
• Support implementation and enforcement of internal controls and approval workflows
• Maintain audit-ready financial records

Multi-Entity Operational Support

• Liaise with external accountants, auditors, and corporate service providers
• Support audits and prepare required documentation across jurisdictions
• Ensure consistency and coordination across all entities

QUALIFICATIONS

Education

Degree in:

• Finance
• Accounting
• Business
• Economics

Professional qualifications (preferred):

• CPA / ACCA / CA or equivalent

Experience

Minimum 5+ years in:

• Finance operations / accounting
• Multi-entity or family office environment
• Investment or financial services environments

Proven experience managing;

• Multi-currency accounting
• Cross-border financial operations

Technical Skills

Advanced proficiency in:

• Excel / Google Sheets (financial tracking & reconciliation)
• Accounting systems (e.g., QuickBooks, Xero, or equivalent)

Experience with:

• Multi-entity reporting structures
• Financial documentation and audit preparation

Financial Product Knowledge (Essential)

Working familiarity with:

• Structured notes (FCNs, step-down, bonus structures)
• FX products (spot, forwards, options, TARF/TARN)

Ability to:

• Track product lifecycle and cashflows
• Apply appropriate accounting treatment

India Experience (Essential)

Experience coordinating with India-based:

• Accountants
• Advisor
• Investment structures

Familiarity with:

• Filing processes
• Documentation requirements
• Regulatory environment

Core Competencies

• High attention to detail and accuracy
• Strong ownership and accountability
• Structured and process-driven mindset
• Ability to manage complexity across entities and jurisdictions
• Strong financial reasoning and analytical thinking
• Discretion and professionalism
• Ability to operate independently in a lean environment

What Differentiates This Role?

• You will execute, not just review
• You will manage real financial flows across global entities
• You will work directly with complex financial instruments
• You will operate at a controller-level in a lean structure
• Exposure to global investments and multi-jurisdictional operations

Success Metrics

• Accuracy and reliability of financial records
• Timeliness of payments and reconciliations
• Correct classification of financial transactions
• Efficiency of cash management and liquidity tracking
• Audit readiness and documentation quality
• Ability to independently manage multi-entity operations

Job Type: Full-time

Pay: QAR3,500.00 - QAR5,000.00 per month

Ability to commute/relocate:

• Doha: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• Do you have experience coordinating with India-based: Accountants, Advisor, and Investment structures? If yes, discuss briefly.
• Are you familiar with: Filing processes, Documentation requirements, and Regulatory environment? If yes, discuss briefly.

Education:

• Bachelor's (Preferred)

Experience:

• Finance operations / accounting: 5 years (Required)
• Multi-entity or family office environment: 5 years (Required)
• Investment or financial services environments: 5 years (Required)
• Multi-currency accounting: 3 years (Required)
• Cross-border financial operations: 3 years (Required)
•  Accounting systems (e.g., QuickBooks, Xero, or equivalent): 5 years (Preferred)
• Structured notes (FCNs, step-down, bonus structures): 3 years (Preferred)

License/Certification:

• CPA / ACCA / CA or equivalent (Preferred)

Work Location: In person