Total 27 Finance / Banking / Insurance job vacancies in Aldinga Beach

Job Scope

1) Process claim application
2) Checks for disbursement
3) Exception handling and refunds
4) Attend to escalated enquiries on claims
5) Collation of data / information / statistics for regular reporting
6) Provide administrative support
7) Undertake additional tasks as assigned

Requirements

1) At least Diploma holder
2) 1 to 2 years of working experiences (preferably) in processing claims, disbursement and refund
3) Good interpersonal and communicate skills (oral and written)
4) Must uphold strong code of work ethnics and confidentiality of information
5) Detailed and meticulous
6) Able to work under pressure to meet deadlines
7) Good working knowledge of Microsoft Office, especially in using MS Excel

Please submit resumes to john@oaktree.com.sg with the following details in MS Word format:

- Position applying for

- Current remuneration

- Expected remuneration

- Notice period

John Goh Meng Chye

EA License No : 06C4642

EA Reg No : R1102621

We regret that only shortlisted candidates will be notified.

Job Description

·      We are seeking an experienced SAP Finance & RE-FX Consultant to lead finance transformation initiatives with hands on experience on SAP Real Estate Management. 

·      This role drives end-to-end SAP implementations, enabling improved financial visibility, compliance, and operational efficiency while supporting complex lease processes. 

Key Responsibilities

·       • Lead SAP Finance transformation and implementation projects with emphasis on RE-FX

·       • Drive end-to-end real estate and lease lifecycle processes including contract management and reporting (both lease-in and lease-out scenarios) 

·      • Experience to configure and support other SAP FICO modules including AP, AR, GL, AA and/or PS is preferred 

·      • Collaborate with stakeholders to gather requirements and translate into SAP solutions 

·      • Ensure integration between RE-FX and other SAP/non-SAP systems 

·      • Manage delivery timelines, scope, and quality assurance 

·      • Identify process improvements and automation opportunities 

·      • Mentor team members and support capability development 

Required Qualifications 

·      Bachelor’s degree in Finance, Accounting, Information Systems or related field 

·      Strong SAP Finance experience with deep hands-on RE-FX expertise 

·      Hands-on expertise in AP, AR, GL, and AA modules 

·      Proven experience leading SAP implementation or transformation projects 

·      Strong understanding of finance processes and lease accounting 

·      Excellent stakeholder management and communication skills 

·      Ability to work across cross-functional teams Preferred Qualifications (Optional)

·      Experience with SAP S/4HANA Finance and RE-FX 

·      SAP or finance-related certifications (CPA, ACCA) 

·      Experience in large ERP transformation programs

·      Familiarity with Agile delivery methodologies

Mandatory Skills

• Prior exposure to Sunline (SunLTTS / SunCBS) core banking
• Minimum 4-8 years of experience in core banking implementation, with at least 1-3 years in a lead functional BA or functional lead capacity.
• Demonstrable experience on at least one full end-to-end core banking implementation lifecycle — from requirements through to go-live and post-production support.
• Deep functional knowledge across one or more core banking domains: retail deposits, consumer/SME lending, payments and clearing, or transaction banking.
• Proficiency in producing structured, professional functional documentation (BRDs, FDDs, process maps, use cases).
• Experience working in Agile, Waterfall, or hybrid delivery methodologies.

Role Summary

The Functional Business Analyst will lead requirements gathering, functional design, system configuration, testing, and stakeholder engagement activities for Core Banking transformation initiatives. The role involves translating business requirements into functional solutions within the Sunline Core Banking platform, ensuring successful delivery across banking domains such as deposits, lending, payments, treasury, and transaction banking.

Ways of Working

Requirements & Functional Design

• Facilitate workshops with business and IT stakeholders to gather, analyse, and validate requirements.
• Translate business requirements into functional specifications and Sunline platform configurations.
• Produce key functional artefacts including BRDs, FDDs, process maps, and configuration documents.
• Define business rules relating to product setup, interest and fee calculations, account lifecycle management, and transaction processing.

System Configuration & Testing

• Lead functional configuration of core banking modules including deposits, lending, cash management, and payments.
• Drive SIT and UAT planning, execution, and validation of end-to-end business processes.
• Manage functional defect resolution with technical teams.
• Support data migration activities, including mapping validation, reconciliation, and business rule verification.

Stakeholder & Delivery Management

• Serve as the primary functional liaison between business stakeholders and project teams.
• Lead and mentor functional analysts across project workstreams.
• Support project governance activities, status reporting, risk management, and steering committee engagements.
• Contribute to change management, user training, and business readiness activities.

Preferred Qualifications

• Experience with Sunline Core Banking architecture, including distributed or microservices-based environments.
• Exposure to Digital Banking, Open Banking/Open Finance, and API-driven channels.Knowledge of IFRS 9, Basel III, and banking regulatory reporting frameworks.
• Experience in Core Banking modernisation or legacy migration programmes.
• Relevant certifications such as CBAP, banking certifications, or financial services accreditations.

Employee Benefits Executive

Full-Time, Permanent · Singapore (The Adelphi, Coleman Street)

About the Role

The Employee Benefits Executive handles the end-to-end administration and servicing of group employee benefits (EB) insurance policies for our corporate clients. The role spans policy documentation, premium billing, staff movement processing, claims coordination, and record-keeping across both the insurer network and our CRM (HubSpot). We're looking for someone detail-oriented and client-focused, comfortable working across clients, insurers, and internal teams.

Key Responsibilities

Policy Billing — Debit & Credit Notes

• Issue debit notes to clients on EB group policy renewals, ensuring premiums are accurately computed and reconciled against insurer confirmation.
• Process credit notes promptly following mid-term adjustments, including addition or deletion of insured staff.
• Track and follow up on outstanding debit/credit notes, coordinating with finance on collections and reconciliation.

Client Servicing — Claims & Admin Support

• Act as the primary point of contact for clients on EB inquiries, including claims submissions, reimbursements, and pre-authorisation requests.
• Liaise with insurers to resolve claim disputes, delays, or documentation issues, advocating for fair and timely settlements.
• Help clients navigate EB digital tools (member apps, insurer HR portals), providing guidance and troubleshooting.
• Escalate unresolved insurer issues to the EB Manager with a clear summary of steps taken and recommended next actions.
• Pre-fill and follow up on onboarding and renewal documentation; track policy document and e-card issuance for timely delivery.

CRM — HubSpot

• Maintain and update client policy documents (certificates, schedules, endorsements, letters of appointment) in HubSpot with version control.
• Upload new business, renewal documentation, and insurer correspondence promptly, linking records to the correct client and policy objects.

Staff Movement & Policy Documentation

• Liaise with insurers to process member movements and maintain accurate census listings.
• Keep policy documentation organised and accurate, with timely follow-up on endorsements.
• Prepare client summaries covering insured headcount, coverage, and outstanding changes.

Requirements

Education & Qualifications

• Diploma or Degree in Business, Finance, Insurance, or a related field.
• General Insurance certification (BCP, PGI, or equivalent) preferred; candidates willing to obtain certification will be considered.

Experience

• 1–3 years in insurance operations, employee benefits administration, or a similar client-servicing role.
• Prior exposure to group health, life, or EB products at an insurer or brokerage is an advantage.

Skills & Competencies

• Proficiency in CRM systems; hands-on HubSpot experience strongly preferred.
• Strong numerical literacy for billing reconciliation and premium computation.
• Excellent written and verbal communication for client and insurer correspondence.
• High attention to detail and accuracy when managing large volumes of data.
• Organised and self-driven, able to manage multiple client accounts and deadlines.
• Proficient in Microsoft Office (Excel, Word, Outlook); familiarity with insurer EB portals is a plus.

What We Offer

• Competitive salary commensurate with experience.
• Employee benefits package including medical coverage.
• Structured career development within the Employee Benefits practice.
• Professional certification sponsorship and continuous learning.
• Collaborative, supportive team environment.
• Commission on new business brought in.

Phillip Investor Centre is a one-stop financial hub. We offer holistic financial solutions, which includes global stocks trading as well as wealth management advisory service. We are strategically located in neighbourhoods around Singapore to provide convenience to clients. We are looking for positive, results-oriented, and adaptable individuals to join our Phillip Family.

Our Opportunity:

Phillip Investor Centre is the branch network of PhillipCapital Group and is primarily responsible for helping individuals and families with their financial investment needs, be it wealth accumulation or protection. Phillip Investor Centre has the solution for everyone.

Building strong, personal relationships with our clients is a key component to our Partnership in Finance.

Our Investment Consultant/Relationship Manager will pursue this mission through:

• Connecting with clients and placing clients’ interest first.
• Delivering unparalleled quality in service
• Presenting clients with our wide array of financial services and products.

What you'll do:

You will acquire, build and manage a relationship practice made of both new and existing clients, focusing on:

• Client Acquisition and Retention
• Asset Growth and Protection
• Provision of client focused solutions

Typical daily activities include:

• Proactively participate in business development/client acquisition activities.
• Reviewing prospect/client portfolios.
• Propose needs-based solutions to prospects/ clients.
• Attending and responding to customer queries professionally (in person and via phone)

Our Incentive program rewards both your effort in client acquisition and retention. Incentive begins with your first closure. We value integrity, open communication, and relentless focus on the client.

What you need to have:

• A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
• Applicants with at least 2 years of progressive career track record of sales experience in financial services Industry will be considered for Relationship Manager position.
• Applicants who are new-to-financial industry who possess positive attitude and aptitude will be considered.
• Financial Advisory experience and accreditation in CMFAS M5, M6, M8, M9 & HI is an advantage.
• An initiator and team player.
• Good communication skills.

Trade Finance, Assistant Manager (Maritime/Trading)

Our client is a well-established international business with operations across multiple regions, and is looking to hire a Trade Finance & Treasury professional to support their commercial and treasury activities from Singapore.

Key Responsibilities

• Manage the end-to-end execution of trade finance transactions, ensuring timely processing and settlement of commercial activities.
• Administer and monitor trade finance instruments including Letters of Credit (LCs), Standby Letters of Credit (SBLCs), Bank Guarantees, documentary collections and trade loans.
• Review and coordinate shipping, trade and banking documentation to ensure compliance with contractual and financing requirements.
• Liaise closely with commercial, operations, legal, counterparties and banking partners to facilitate smooth transaction execution.
• Manage daily treasury operations including cash positioning, liquidity monitoring, funding requirements and payment execution.
• Prepare cash flow forecasts and support working capital management across the business.
• Monitor utilisation of banking facilities and ensure compliance with internal controls and financing arrangements.
• Act as a key point of contact for relationship banks on operational matters, account maintenance, KYC reviews and facility documentation.
• Support the renewal and administration of trade finance and banking facilities.
• Assist with foreign exchange settlements and treasury-related transactions where required.
• Support external audits, internal reporting and treasury governance requirements.
• Identify opportunities to improve processes, controls and operational efficiency across trade finance and treasury activities.

Key Requirements

• Degree in Finance, Accounting, Business or a related discipline.
• Approximately 5-8 years of relevant experience within trade finance, treasury or banking operations.
• Prior experience within a commodity trading, shipping, logistics or asset-intensive business environment is a requirement.
• Strong understanding of trade finance instruments including Letters of Credit, Bank Guarantees, documentary collections and trade loans.
• Experience working directly with banks and managing banking relationships.
• Good understanding of cash management, liquidity planning and treasury operations.
• Familiarity with international trade settlement processes and working capital financing structures.
• Strong attention to detail with the ability to manage multiple transactions simultaneously.
• Effective communication and stakeholder management skills.

LeapFrogInvestments is seeking a high calibre Investment Associate to join its Financial ServicesInvestment team on a two-year contract, based inSingapore. The primary focus of the role is to contribute to the success of thefinancial services investment team in its investment and portfolio managementactivities. This includes playing an integral role in supporting the sourcing,valuation, structuring, due diligence and transaction execution. Additionally,the roles includes a strong focus on managing LeapFrog’s investments includingongoing project management and value creation. As an integral member of the team,you will support the day-to-day business of the financial services investment teamand also contribute to portfolio company growth through supporting the teamsand provision of subject matter expertise.

CoreResponsibilities 

·       Proactively network andsupport the sourcing of financial services deals in Asia that are aligned withLeapFrog’s Profit with Purpose ethos.

·       Support the valuation,structuring and deal execution process.

·       Play an active role inpreparing investment committee and fund reporting documents.

·       Participate actively in thedue diligence process of new investment opportunities and identify areas ofvalue add in corporate governance, operational efficiencies and productdevelopment.

·       Play an active role inmanaging LeapFrog’s investments in financial services.

·       Work closely with portfoliocompany C-suite to monitor and report on investments.

·       Manage and lead a varietyof projects targeted at creating value in LeapFrog’s portfolio .

·       Identify and recommendspecialist local resources as required.

·      Support the day-to-day management of the financialservices investment team’s signature sys-tems and processes .

Qualifications andExperience

• Bachelor’s degree.
• Prior experience in private equity, investment banking, consulting, or corporate finance preferred.
• Prior experience within the financial services sector (e.g. insurance, payments, or credit) is advantageous.
• Experience working in Southeast Asia markets is preferred.
• Ability to speak Bahasa Indonesia is preferred.
• Strong financial modelling and valuation skills with excellent analytical, research, and problem-solving capabilities.
• Strong written and verbal communication skills, including the ability to prepare clear investment materials.
• High level of professionalism, maturity, and confidence in engaging with senior stakeholders.
• Strong ownership mindset and self-motivated, with the ability to work independently and as part of a diverse team.

Terms of Employment:
Full-time

Department:
Finance and Donor Care

Reports to:
Manager/ Director

Overall Responsibilities:
You will be assuming all-round finance and accounting responsibilities of the office, ensuring smooth operation and accurate and timely delivery of monthly and annual financial reports. You will be in charge of monthly and yearly budgeting, financial planning, forecasting and annual audit.

Key areas of Responsibility

1. Prepare and report Monthly/Quarterly Financial Statements for Board Meetings
2. Present Monthly/Quarterly Budget for Board's review and approval
3. Advise on finance matters as and when required - Audit, SOPs, etc
4. Ensure Financial Schedules are prepared (includes audit schedules) before Audit starts
5. Liaise with external auditors on audit requirements
6. Liaise with HODs on Budget preparation and the required documentation
7. Consolidate budget and submit for verification
8. Monitoring of actual expenditure to ensure that purchases are within budget
9. Review/submit Monthly Reports to the Director
10. Verify and submit Grant Reports
11. Any other duties as assigned by the Manager/Director
12. Assist the Director to present quarterly reports to the Board

Requirements:

• A Degree in Accountancy or professional qualifications like ACCA
• At least 5 years of accounting experience with at least two years handling full set of accounts, if possible
• At least 3 years working experience in reporting role
• Must be meticulous, IT proficient and familiar with Microsoft suite of products
• Be able to work independently and has good communication skills
• Has strong interpersonal skills, a team player and have strong sense of responsibility
• Experience in a non-profit society will be an advantage

Location: Singapore

Type: Full-time

Department: Financial Markets

Job Summary

The Outreach team will partner with Global Corporate & Investment Banking (GCIB) frontline in meeting Anti Money Laundering (AML) Client Due Diligence (CDD) Refresh, i.e. periodic review requirements. The team will be required to develop client connections per direction from the frontline, reach out and engage clients for required refresh AML CDD documentation and act as a coordination point for resolving issues/challenges with respect to client-specific refresh documentation requirements. The candidate in this role will be responsible for the execution of their business objectives and ensure adherence to metrics.

The Client Outreach Specialist (“COS”) team will serve as a support member for the client relationship team, partnering in meeting Anti Money Laundering (AML) Client Due Diligence (CDD) Refresh requirements. COS will be required to partner with the Treasury product sales and other GCIB or markets relationship teams, develop continuity with the client refresh population, reach out and engage clients for key AML/CDD documentation, and act as an escalation point for service or operational challenges that may arise in the refresh. Act as a primary point of coordination between Banking/Markets and AML Refresh teams supporting the refresh process to ensure timely and accurate compliance to policy and regulatory requirements related to AML, other high-risk indicators or industries, and related KYC activities. Be the buffer and client advocate in simplifying how we leverage client continuity to deliver the most seamless, holistic service relationship across the firm. Reviewing the accuracy of documentation, screening, and obtaining approvals from Compliance and Business are some of the high-level activities involved in the process.

 

Responsibilities

• Support GCIB to complete annual refresh for its English Speaking clients

• Executes with client perspective while balancing risk to the firm

• Supports building out of a culture of teamwork and collaboration focused on goals delivery

• Adhere to metrics

• Master CDD requirements applicable to the banking clients and is able to guide clients in complying with them

• Understand and adopt process recommendations and procedural updates derived from changes to policy, technology adoption, process enhancements, and remediation of control weaknesses/gaps

• Coordinate with partners in other regions and LOBs to ensure partnership in global KYC initiatives

• Review the industry group client's GCI hierarchy looking for inactive accounts to be closed, linkage errors within client structures, merge/purge of client entities

• Assist in tracking both the Annual refresh population and all other KYC-related populations in partnership with the coverage team

Eligibility Requirements

• 3+ years of experience in financial services preferably with banks

• Previous experience in client-facing roles and must demonstrate a strong client focus

• Knowledge of AML CDD policy and standards, industry practices in AML CDD

• Understanding and knowledge of the bank’s operational aspects of the products and services used by clients

• Proven stakeholder relationship/influence management skills to achieve swift adoption through close partnership

• The ability to find ways of solving or pre-empting problems

• Understands and respects cultural differences

• Bachelor’s degree desired

• AML CDD knowledge for legal entities in global jurisdictions

Location: Singapore(Hybrid)

Type: Full-time

Department: Financial Markets

Job Summary

As a member of the KYC/AML Client Outreach Specialist (“COS”) team, you will serve as a support member for the client relationship teams, partnering to meet Anti Money Laundering (AML) Client Due Diligence (CDD) Refresh requirements. As a COS, you will partner with product sales and other banking or markets relationship teams, manage a client refresh population, reach out for key AML/CDD documentation, and act as an escalation point for service or operational challenges that may arise in KYC refresh.

COS analysts act as the primary point of coordination between Banking/Markets and AML Refresh Operations teams to ensure timely and accurate compliance to policy and regulatory requirements in KYC refresh. A COS is the client advocate, helps to simplify client interaction and deliver the most seamless, holistic service relationship across the firm. You will ensure the accuracy of documentation, and screening, obtain approvals from Compliance and Business and complete refresh cases in a timely and accurate manner.

Responsibilities

• Support annual KYC refresh for Mandarin Speaking Banking and Markets clients in Hong Kong and Greater China

• Execute with client perspective while balancing risk to the firm

• Support a culture of teamwork and collaboration focused on goals and delivery

• Adhere to standards for timeliness and accuracy of AML CDD case completion

• Master CDD requirements applicable to the banking clients and guide clients and bank staff in complying with them

• Understand and adopt process recommendations and procedural updates derived from changes to policy, technology adoption and process enhancements

• Coordinate with partners in other regions and LOBs to ensure partnership in global KYC initiatives

• Review the industry group client hierarchy, looking for inactive accounts to be closed, linkage errors within client structures and merge/purge of client entities

• Assist in tracking both Annual refresh population and other KYC related populations in partnership with coverage team

• Ability to communicate in Mandarin with Chinese clients for business purposes

Eligibility Requirements

• 3-5+ years of experience in financial services preferably with banks

• Previous experience in client facing roles and must demonstrate a strong client focus

• Experience with AML CDD policy standards and industry practices in AML CDD

• Understanding of the operational aspects of products and services used by Banking clients

• Proven stakeholder relationship/influence management skills to achieve swift adoption through close partnerships

• The ability to find ways of solving or pre-empting problems

• Understands and respects cultural differences

• Bachelor’s degree

• AML CDD knowledge for legal entities in and across multiple global jurisdiction

Exciting news! We are on a growing journey and building a stellar team!

At Sunnystep, we are not just building leaders – we are cultivating a dynamic team that thrives on innovation, collaboration, and collective success.

Why should you be part of Sunnystep’s success?

We are an innovative force in consumer retail with a clear brand purpose — we believe wellness starts with our feet. Good shoes support our feet and our body, and help us move and live better.

We are redefining comfort in every step to an unparalleled experience without compromising on style. Our mission is to revolutionize the footwear industry by crafting the most comfortable shoes with unwavering commitment to environmental responsibility ensuring that every step our customers take not only embodies unrivalled comfort but also leaves a positive impact on the planet.

As we expand, we are looking for a Finance Executive to support our finance operations with precision and efficiency.

You will be responsible for:

• Accounts Payable & ReceivableProcess invoices, payments, and staff claims accurately and on time.Monitor accounts receivable and follow up on outstanding payments.Verify transactions and ensure proper documentation for all financial records.
• Financial AdministrationAssist in monthly closing activities, including reconciliation of accounts and preparing financial reports.Maintain organized records of financial documents for compliance and audits.Support the finance team in expense tracking, budgeting, and financial analysis.
• Payroll & ComplianceAssist with payroll processing, including verifying timesheets and allowances.Ensure compliance with tax, GST, and regulatory filings.Liaise with external auditors, tax agents, and banks when needed.
• Operational SupportWork closely with the retail and supply chain teams to ensure smooth financial operations.Support procurement and inventory finance functions, ensuring accurate cost tracking.Assist in implementing and improving finance-related SOPs for efficiency.
• AI & Process InnovationEmbrace and adopt AI tools to support day-to-day finance tasks such as invoice processing, reporting, and data analysis.Identify repetitive or manual workflows within the finance function and work with the team to explore automation opportunities.Stay curious and open to learning new tools as the company continues to evolve its tech and AI capabilities.

We would want to speak with you if you are / have –

• Bachelor degree in Accounting, Finance, or Business Administration.
• 1-3 years of experience in finance or administrative roles.
• Strong attention to detail and ability to manage multiple tasks efficiently.
• Proficiency in Excel and accounting software (e.g., Xero, QuickBooks, SAP, or similar).
• Good communication skills and ability to work with cross-functional teams.
• Highly organized, proactive, and able to meet deadlines.
• Open to working with AI tools and keen to grow alongside a tech-forward finance team. (No prior AI experience required — just the right mindset.)

Why Join Sunnystep?

• Be part of a fast-growing brand committed to innovation and sustainability.
• Collaborative and dynamic work environment where your contributions make a real impact.
• Opportunities for growth and continuous learning in finance and business operations.

Headquartered in Singapore, Sunnystep is committed to fostering community, inclusivity, integrity, and technology to support everybody’s journey of possibilities.

We review each application thoroughly and will arrange an initial discussion with the shortlisted candidates who best meet our requirements. If you find that the requirements align with your experience and expertise, you may express your interest through this job advertisement or you may reach out to our Hiring Team – hiring@sunnystep.com.

Company Overview

Amstel Securities (Asia) Pte Ltd operates in Singapore under a Capital Markets Services License regulated by MAS, dealing in securities (bonds and equity).

Job Summary

We are seeking a Senior Taiwan Credit Sales professional to develop and expand relationships with Taiwan-based institutional clients across credit products, driving business growth and client engagement.

Responsibilities

• Lead coverage and relationship management of Taiwan-based institutional clients, including banks, securities firms, asset managers, and bond funds, to expand credit product penetration
• Drive credit flow business by identifying and executing sales opportunities within Taiwan institutional accounts
• Collaborate with internal credit sales teams and stakeholders to optimize client solutions and outcomes
• Monitor global credit market developments and regulatory changes to identify new business opportunities and risks
• Generate revenue by building and maintaining long-term client relationships with Taiwan financial institutions and non-bank financial institutions (NBFIs)
• Manage cross-border flows and navigate Taiwan’s regulatory landscape to support client transactions
• Coordinate with regional and global stakeholders using fluency in Mandarin/Mandarin dialects and English to ensure seamless client coverage and communication
• Travel regularly to Taiwan and work flexible hours as required to meet client and business needs

Preferred competencies and qualifications

• Experience working in a global financial institution or leading market-making platform
• Institutional relationships with offshore Taiwan financial institutions in Hong Kong, Singapore, and Sydney

Company Overview

SagePaths Global Education is a specialised international education consultancy offering tailored study abroad advisory and academic training services. We guide students through admissions with integrity and expertise, collaborating with accredited local institutions in Singapore.

Job Summary

SagePaths Global Education seeks a detail-oriented Finance Executive / Finance Coordinator to manage finance coordination, billing follow-up, documentation, data updates, and reconciliation across multiple business units and partners.

Responsibilities

• Coordinate daily finance activities including billing administration and settlement follow-up to ensure timely processing
• Liaise professionally with internal teams, partner institutions, vendors, and external stakeholders to obtain and track billing, invoices, statements, and settlement documents
• Track receivables, payment and invoice status, and settlement progress according to internal workflows to maintain accurate financial records
• Perform data checking and reconciliation using invoices, statements, payment records, internal and student/service records to ensure consistency and accuracy
• Accurately record and update key financial information such as names, programmes/services, dates, amounts, currencies, payment status, and settlement periods
• Maintain and update internal finance systems, spreadsheets, and tracking records in an organised and timely manner
• Assist in preparing monthly finance summaries, settlement records, receivables updates, and internal reconciliation materials to support reporting needs
• Organise and file finance-related documents including contracts, invoices, statements, payment records, email correspondence, and supporting documentation
• Identify and flag discrepancies, missing information, duplicate records, unusual amounts, or outstanding items for further investigation
• Coordinate with business teams and finance personnel to follow up on pending documents, unclear records, and outstanding confirmations
• Provide administrative and data support for finance-related processes as assigned by management

Required competencies and certifications

• Proficient in Microsoft Excel, Google Sheets, Lark/Feishu Sheets, or similar office tools to organise, filter, check, and summarise financial data accurately
• Strong attention to detail and numerical sensitivity to amounts, dates, currencies, and document consistency for accurate finance coordination
• Effective communication and follow-up skills to coordinate with internal teams and external parties professionally
• Ability to manage repetitive and detail-heavy tasks with patience and accuracy to maintain data integrity
• Good documentation, filing, and process awareness to support finance operations
• Good written English skills to handle basic English emails, invoices, statements, and finance-related documents

Preferred competencies and qualifications

• Experience using accounting or finance systems such as Xero, QuickBooks, MYOB, or ABSS to support finance operations
• Prior experience in finance support, accounts coordination, billing, reconciliation, accounts receivable, settlement administration, or related roles
• Experience in the education, study abroad, private education, agency, or service-based industry
• Experience handling cross-border billing, partner settlement, receivables tracking, or multi-currency records
• Experience coordinating with schools, institutions, vendors, partners, or clients through email communication
• Ability to independently prepare data reports and suggest improvements to finance tracking processes

Other Information

Benefits

• Competitive salary package
• Supportive and collaborative team environment
• Career progression and development opportunities
• Exposure to finance operations, business coordination, partner settlement, and internal process improvement
• Group medical insurance and Annual Wage Supplement, subject to company policy

Application Interested candidates may send their resume to: careers@sagepaths.com

Please include the following information in your application:

• Current/last drawn salary
• Expected salary
• Earliest availability
• Current work authorisation status in Singapore

Only shortlisted candidates will be contacted.

We are seeking a highly organized, resourceful, and proactive individual to manage finance, and administrative functions while providing direct support to the CEO. This role requires someone who thrives in a dynamic environment, enjoys wearing multiple hats, and can handle both strategic tasks and day-to-day operations with professionalism and discretion.
________________________________________
Key Responsibilities

Finance & Accounting
• Handle daily finance operations including invoicing, payment processing, and expense claims.
• Monitor and reconcile accounts payable, and receivable.
• Work with external accountant and auditors for bookkeeping, tax matters and monthly financial reporting.
• Ensure timely submission of finance-related documentation and statutory filings.
• Support grant applications and government submissions.

Admin & Personal Assistance to CEO

- Oversee general office operations, ensuring a smooth and efficient working environment.

- Manage procurement of office supplies, vendor coordination, and asset inventory.

- Support company events, meetings, and logistics arrangements.

- Handle basic IT and facility support coordination when needed.

- Provide PA support to the CEO.

- Handle confidential matters and sensitive information with discretion.

- Provide executive-level administrative support to the CEO, including scheduling, calendar management, and travel arrangements.

-Act as a liaison between CEO and internal/external stakeholders, ensuring timely communication.

-Assist in project coordination and ad-hoc tasks as assigned by the CEO.
________________________________________
Requirements

• Diploma/Degree in Business Administration, Accounting, or related field.
• Minimum 2–3 years of experience in HR/Finance/Admin roles, preferably in a SME or fast-paced environment.
• Strong organizational, communication, and multitasking skills.
• Proficient in MS Office / Google Workspace; familiarity with accounting software is a plus.
• Discreet, dependable, and able to maintain a high level of confidentiality. Resourceful and problem solver.

We are a Singapore-based family office/ investment holding company. We are taking on increasingly ambitious projects, and investments globally across multi-asset classes including public equities, bonds, private equity and venture capital.

We are looking for an Experienced Investment Analyst (Public Equities) to join our team.

Responsibilities

• Generate strong and consistent alpha applying a bottom-up, fundamental investment process.
• Initiate and conduct in-depth, high-quality fundamental equity analysis of assigned publicly traded securities, to identify undervalued stocks with the potential to generate good returns over the long-term.
• Evaluate corporate financial statement outputs to assess the worth of the company using multiple techniques such as discounted cash flow analysis, price-to-earnings ratio and price-to-cash flow ratios.
• Structure, develop and communicate the key drivers of the business, valuation and investment recommendations on individual securities, as well as provide views on the attractiveness of relevant industries.
• Assist in portfolio monitoring (provide direction and advice on buy/sell/hold recommendations) and risk management (exposure, hedges etc.)
• Monitor, interpret and react to major company developments, and identify macro themes and trends affecting global supply chains and industries under your coverage.
• Monitor industry and market trends for changes and investment opportunities by staying up-to-date with latest industry and company information.
• Portfolio management and reporting.

Qualifications

• Bachelor's degree in Economics, Finance or other technical/ analytical fields preferred.
• Minimum 2 to 5 years of relevant experience in public equities, private equity and/ or venture capital.
• Possess expertise in financial modelling and valuation, financial statement analysis, due diligence and data analysis.
• Possess astute commercial sense, strong analytical and critical thinking skills.
• Dependable, positive, warm, kind, trustworthy, and efficient.
• You must be a self-starter, with a thirst for learning and be comfortable expressing your point-of-view.
• Ability to balance multiple concurrent projects and work both independently and as a productive member of project teams.
• Detail-oriented with high level of work quality.