Finance Manager

Company Description

Optimal AI is a fast-growing technology group focused on artificial intelligence and immersive enterprise solutions. The group includes Hiverlab Pte Ltd, a leading subsidiary in XR and digital transformation solutions.

Role Description

We are seeking a highly skilled Finance Manager with strong expertise in US GAAP, SEC/NYSE/Nasdaq reporting requirements, and FPI compliance.

The Finance Manager will oversee group reporting, financial consolidation, internal controls, and the review of outsourced accounting work. The role will also be instrumental in setting up the Group's internal finance infrastructure, drafting key filings (e.g., Form 20-F, Form 6-K), and building a high-performing finance team over time.

3. Key Responsibilities

A. Group Financial Reporting & Consolidation

• Manage Optimal AI's full set of accounts, including vendor payments, staff claims, and general ledger.
• Oversee group-level financial consolidation across Optimal AI and its subsidiaries.
• Review monthly, quarterly, and annual financial statements prepared by the external accounting vendor for Hiverlab.
• Ensure accuracy, timeliness, and compliance with US GAAP, FPI standards, and internal reporting requirements.
• Prepare and maintain consolidation models and reporting templates.

B. SEC Reporting (FPI) & Listing Preparation

• Lead the preparation and drafting of the following filings for CFO review:
• Form 20-F (Annual Report)
• Form 6-K (Interim & Ad-hoc Reports)
• Any additional documentation required for IPO readiness and ongoing compliance.
• Ensure adherence to SEC rules, Nasdaq/NYSE listing requirements, and disclosure obligations.
• Coordinate with auditors, legal counsel, investor relations, and bankers throughout the listing preparation process.

C. Internal Controls & Compliance

• Establish, implement, and enhance internal controls over financial reporting (ICFR).
• Work towards SOX-style compliance suitable for a US-listed environment.
• Identify financial and operational risks, and develop mitigation measures.
• Ensure adherence to regulatory, statutory, and tax requirements across jurisdictions.

D. Vendor Management

• Supervise and review the work of external accounting service providers.
• Provide guidance, performance feedback, and ensure quality of monthly closings, tax filings, and reconciliations.
• Drive transition plans as the Group brings finance operations in-house.

E. Finance Team Building & Leadership

• Plan and build the Group's internal finance function in phases.
• Recruit, train, mentor, and lead future finance team members.
• Define team structure, roles, and responsibilities aligned with the Group's growth and listing plans.

F. Policies, Processes & Systems

• Develop and implement finance, accounting, operational, and procurement policies group-wide.
• Evaluate and implement financial systems (ERP, consolidation tools, reporting platforms).
• Introduce process improvements and automation for efficiency, transparency, and scalability.

G. Business Partnering & Strategic Support

• Work closely with the CFO on financial strategy, budgeting, forecasting, and capital management.
• Support management with financial analysis, scenario planning, and investor-related queries.
• Provide insights to support decision-making and business performance tracking.

4. Required Qualifications & Experience

Education

• Bachelor's degree in Accounting, Finance, or related discipline.
• CPA, CA, ACCA, CFA, or equivalent professional qualification preferred.

Experience

• Minimum 5–8 years working in finance, accounting, or audit.
• Strong knowledge and hands-on experience in US GAAP and SEC reporting (preferably in a Foreign Private Issuer environment).
• Experience with Nasdaq/NYSE reporting and listing frameworks.
• Background in audit (Big 4 preferred) with exposure to US-listed clients is an advantage.
• Previous involvement in IPO preparation, group consolidation, or SOX/internal controls is highly desirable.

Technical Skills

• Strong proficiency in consolidation and financial reporting tools.
• Deep understanding of accounting standards, SEC disclosure rules, and listing requirements.
• Excellent Excel and financial modelling skills.
• Familiarity with ERP systems or ability to evaluate and implement new platforms.

5. Key Competencies & Attributes

• High level of integrity, professionalism, and confidentiality.
• Strong analytical, critical-thinking, and problem-solving skills.
• Meticulous with strong attention to detail.
• Excellent communication skills, able to work with cross-functional teams and senior leadership.
• Comfortable in a fast-paced, dynamic, and entrepreneurial environment.
• Takes ownership and able to work independently with minimal supervision.