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
Financial Reporting & Compliance
- Oversee preparation of monthly, quarterly, and annual financial statements.
- Ensure compliance with applicable accounting standards (IFRS/GAAP) and statutory requirements.
- Lead internal and external audit processes.
- Maintain accurate general ledger and oversee period-end closing activities.
2. Budgeting & Forecasting
- Lead annual budgeting and periodic forecasting cycles.
- Analyze financial performance against plans, highlighting risks and opportunities.
- Provide variance analysis with actionable insights for leadership.
3. Internal Controls & Governance
- Establish, monitor, and improve internal controls across financial processes.
- Oversee policies and procedures to ensure efficiency, transparency, and compliance.
- Mitigate financial risks through proactive monitoring and controls.
4. Cash Flow & Working Capital Management
- Monitor liquidity, cash flow forecasting, and treasury operations.
- Optimize working capital (AR, AP, inventory).
- Manage banking relationships and financial instruments, where applicable.
5. Business Partnering
- Collaborate with cross‑functional teams (Operations, HR, Sales, Supply Chain).
- Support strategic and financial decision-making with reliable data.
- Provide cost analysis and improvement recommendations.
6. Tax & Regulatory Compliance
- Ensure timely filing of tax returns (direct/indirect taxes).
- Liaise with tax consultants for compliance and planning.
- Monitor regulatory changes impacting finance.
Required Qualifications & Skills
Education
- CA / CPA / CMA / MBA Finance (preferred).
Experience
- 4-8 years of progressive financial management experience.
- Strong exposure to financial reporting, audits, controls, and compliance.
- Experience in ERP systems (SAP, Oracle, MS Dynamics, etc.).
Technical Skills
- Advanced knowledge of accounting principles.
- Strong analytical and problem‑solving skills.
- Excellent Excel and financial modelling capabilities.
Behavioral Competencies
- Strong leadership and communication skills.
- High attention to detail and accuracy.
- Ability to work in a fast-paced, deadline-driven environment.
- Strategic thinker with hands-on execution capability.
Key Performance Indicators (KPIs)
- Accuracy and timeliness of financial reporting
- Budget vs. actual variance management
- Audit results and internal control effectiveness
- Working capital efficiency
- Compliance adherence
- Team capability and performance
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.
Skills Required
- CA / CPA / CMA / MBA Finance (preferred)
- 4-8 years of progressive financial management experience
- Strong exposure to financial reporting, audits, controls, and compliance
- Experience in ERP systems (SAP, Oracle, MS Dynamics, etc.)
- Advanced knowledge of accounting principles
- Strong analytical and problem‑solving skills
- Excellent Excel and financial modelling capabilities
- Strong leadership and communication skills
- High attention to detail and accuracy
- Ability to work in a fast-paced, deadline-driven environment
- Strategic thinker with hands-on execution capability
Apex Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Apex Group and has not been reviewed or approved by Apex Group.
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Flexible Benefits — Flexible benefits are positioned as being tailored by country, with localized packages and perks that can differ by jurisdiction. Mobility options such as the JUMP program add a non-cash element that can increase the perceived total rewards value for those who can access it.
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Wellbeing & Lifestyle Benefits — Wellbeing support is described as including EAPs, mental-health workshops, mentoring support, and local lifestyle perks like gym or cycle-to-work schemes. These offerings broaden the benefits mix beyond purely financial rewards.
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Retirement Support — Retirement support is described in at least one jurisdiction as including an employer match structure and an additional automatic contribution after tenure. This can strengthen the non-salary portion of total compensation where offered.
Apex Group Insights
What We Do
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change
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