• Prospecting and building relationships with clients • Financial diagnostics and needs analysis • Marketing and selling financial and insurance solutions • Managing and expanding a client portfolio • Consultative approach with a long-term focus

• Prospecting and building client relationships • Financial diagnosis and needs analysis • Selling financial and insurance solutions • Managing and expanding the client portfolio • Consultative approach with a long-term focus

• Develop and maintain program financial baselines including budgets, forecasts, and cost estimates, and Estimate-At-Completes (EACs) to meet contractual/project requirements for assigned programs • Monitor and analyze program costs, revenue, and profitability against established budgets and forecasts. • Prepare regular financial reports for internal management and external customers, including variance analysis and corrective action recommendations. • Support program managers in developing Estimates at Completion (EACs) and ensuring cost and schedule alignment. • Track and forecast labor, material, and overhead costs to identify trends and potential risks. • Assist in the preparation of proposals and pricing, ensuring alignment with company financial policies and cost structures. • Ensure compliance with internal controls, government accounting standards (if applicable), and company financial procedures. • Coordinate with accounting, contracts, and operations to ensure accurate billing, revenue recognition, and funding status. • Support monthly and quarterly financial reviews, audits, and reporting requirements. • Identify opportunities for process improvements in financial reporting and program controls. • Provide mentorship to jr. level members of the team. • Perform other duties as assigned.

• Setup and manage the daily, monthly & year end accounts. • Manage the day-to-day operations of the trading desk (middle / back office) monitoring market movements and providing market analysis • Ensure compliance with the local policies and guidelines on FX transactions • Develop and implement operational policies and procedures to enhance efficiency, security, and customer satisfaction • Manage the settlement process for FX transactions, including reconciling trade confirmations, verifying payment instructions and resolving any discrepancies or issues • Liaise with banks, payment service providers, and other external parties to facilitate FX and Cross border payments / settlements. • Manage the risk exposure of the trading desk, including setting limits, monitoring positions, and reporting any breaches or incidents • Maintain accurate and complete records of all transactions, reports, and audits • Train and supervise staff on operational processes and best practices • Stay updated on the latest trends and developments in the FX and securities markets.