Job Description

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

Apex Group Ltd., established in Bermuda in 2003, is one of the world’s largest financial service providers with 13,000 employees operating out of 100 offices in 50 countries. The Group has ~$.53 trillion assets under management and has delivered strong growth of >10% year on year for the last 3 years. Apex Group offers a single source solution to customers for financial services as it has the broadest range of services amongst its competitors. These services include fund administration solutions, digital onboarding of bank accounts, depositary, custody and super ManCo services, corporate and family office services, business services including HR and payroll and pioneering ESG ratings and advisory service for private companies.

Global Capability Centre FP&A Team

India is growing as an Apex Group finance hub as it provides intelligent, enthusiastic, and energetic professionals to compliment a strong global finance team. This is a great opportunity to join the Global FP&A Team.

The FP&A Team started with a 7-member team in 2021 in Phase 1. Following early successes of the team and the need for increased reporting to stakeholders following a high number of recent business acquisitions, the team grew to ~30 members by 2026 in the subsequent hiring phases. We now have a team of technically strong and energetic employees and middle management professionals delivering an increasing number of data sets, standardized deliverables, and improved analytical reporting to assist the Global FP&A team in managing reporting for the entire portfolio of Group Companies.

The FP&A organizational structure is relatively flat thereby increasing opportunities for everyone to grow and build a successful career.

We are looking to hire team members who will complement our world class high performing team. These roles are expected to drive data cleansing, standardized processing and be engaged with business, management, and finance teams across the globe.

The Role

This is an exciting opportunity for a Finance professional to join a high performing Global FP&A team operating in a fast growth Global Financial Services organization.

We currently have an opening for a senior position - Vice President level.

The Global FP&A team is functionally structured with Group Reporting (which includes synergy reporting as well), Revenue, People Cost and Other Expense Reporting and Partnering as the main pillars who also play a major role in stakeholder partnership and management. The Entire Team and each Pillar are led by extremely knowledgeable, experienced, dedicated, and professional leaders.

Below are the key activities covered under the Vice President role:

• Close partnership with the FP&A Regional Finance, Business Leads and Cost Centre Owners
• Understand the main expense cost drivers while performing various activities under the different pillars (functions) of the Global FP&A Team to help perform better

• Perform and own day to day, monthly BAU activities and ad hoc requests
• Responsible for managing monthly financials for indirect cost
• Perform the Forecast and Planning activities
  • Actual vs Plan
  • Role Relocation / Target Operating Model Tracking
  • Synergy Tracking
  • Identify cost saves and risks for better cost control
• Do a Deep dive analysis of the P&L with detailed commentary on indirect cost for various Stakeholders
  • The Leadership team (Global FP&A)
  • Group Segment / Product Leads and Group Regional Heads
  • Group CFO
  • Group COO
• Assist the seniors in preparing various reports and dash boards (e.g.: Reports related to key cost drivers, top vendors driving cost, trend analytics including business insights etc.)
• Help in improvisation and enhancement of existing “Workday / Adaptive” system
• Lead and efficiently manage team to create a robust team culture with proper back up for processes, SOP & documentation
• Work towards automation (basis requirement), system transformation, innovation projects, enhancing processes for better control and analytics
• For Leadership roles, the leads will need to drive, own and work towards creating a robust structure functionally and administratively

Skills Required:

• Minimum of 15+ years Financial Planning & Analysis experience with strong domain knowledge
• Qualified Chartered Accountant/CPA/CMA or MBA from top rated institute preferred
• Proficiency in Microsoft package (Word/Excel/Power Point). Power BI Knowledge is an added advantage
• Knowledge of Workday/Adaptive Planning (Group Management Reporting system) preferred
• Project Management Skills, Self-starter, Ability to multitask, good team player
• Take accountability and end-to-end ownership of the tasks managed
• Decision making capability and Attention to detail
• Customer Centricity (Stakeholder Centricity)
• Good Communication & Stakeholder Management skills
• Strong Time Management skills, ability to work under pressure
• Demonstrable use and management of large data sets
• Data analytics and visualization skills

What will you get in return:

• A high level of visibility within a large organization which is on an upward trajectory
• Be part of a dynamic and fast-paced team that makes a visible contribution to Management decision making and deliver a tangible impact on the business.
• Exposure to all aspects of the business, cross-jurisdiction and to working with a broad range of internal stakeholders.
• Opportunity to work with a diverse, agile and global finance and management teams.

Additional information:

We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on the grounds of gender, gender identity, marital status, race, color, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependents, physical or mental disability. Any hiring decisions are made based on skills, qualifications and experience.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society, and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/

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.