Finance & Compliance Analyst

About the job
About Lumida

Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We’re on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate planning in a seamless digital experience. Recognized by industry media and trusted for our differentiated, non-consensus insights, Lumida is reshaping how modern investors build and preserve wealth.

Who You Are

📊 Financially Fluent – You understand core finance functions like budgeting, reporting, and vendor management inside out.
🧩 Multidisciplinary Thinker – You can switch between finance, compliance, and operational workflows with ease.
🔍 Detail-Oriented – You spot inconsistencies others miss and care deeply about data accuracy and audit readiness.
🧠 Analytical & Curious – You enjoy solving complex problems and thinking through edge cases in financial and regulatory systems.
💼 Accountable & Reliable – You own your outcomes and take pride in delivering high-quality work with minimal oversight.
🛠️ Builder's Mindset – You’re excited to help build and maintain our internal tooling (Airtable, Sheets, dashboards) to streamline processes.
🌐 Collaborative Operator – You’re confident working with external vendors (accountants, compliance partners, etc.) and internal stakeholders alike.
⚖️ Process-Focused – You bring structure and repeatability to workflows, and have a bias for documentation and good governance.

What You’ll Be Doing

Own finance and compliance operations for Lumida’s global activities, focused on supporting US reporting from our Karachi hub.
Manage external vendor relationships including Razor State (US tax accountants), Sydecar (investment compliance), and other finance or legal vendors.
Lead budgeting, forecasting, and monthly reconciliation processes in collaboration with leadership.
Prepare and support tax filings, financial reports, and assist with regulatory compliance and audit prep.
Help build and maintain operational tooling — particularly our Airtable systems, financial dashboards, and trackers.
Ensure vendor payments and related workflows are accurate, timely, and well-documented.
Partner with leadership to refine processes across finance, legal compliance, and audit readiness.
Stay up to date on regulatory obligations and support internal stakeholders with documentation and filings as needed.

What We’re Looking For

A well-rounded operator who thrives at the intersection of finance, compliance, and systems thinking.
Able to manage external vendors and internal processes with strong documentation discipline.
Someone who wants to grow with a fast-paced company, take ownership, and level up their strategic skills.
Comfortable building processes and tools (Airtable, Sheets, dashboards) from the ground up.
Bonus points for exposure to US tax or compliance frameworks or startup operating environments.

✅ Minimum Qualifications

3–5 years of experience in finance, audit, or compliance roles — preferably in a startup, consulting, or cross-border setting.
Strong command of budgeting, financial reporting, and vendor management.
Solid working knowledge of Google Sheets, Airtable, and financial systems.
Excellent communication and coordination skills — both written and verbal.
High attention to detail, and a bias for action and accountability.
Based in Karachi, and willing to work flexible hours to align with a US-based team.

Why Join Lumida?

🚀 Work directly with a seasoned founder – Gain firsthand insights and mentorship from leadership with deep industry experience.
🌐 Be at the frontier – Join a dynamic, innovative firm at the cutting edge of crypto, wealth tech, and alternative investments.
🔥 Collaborate with talent – Team up with passionate professionals on a mission to transform the future of finance.
📈 Grow with us – Enjoy real opportunities for learning, development, and upward mobility in a fast-scaling company.
💰 Get rewarded – Competitive salary, equity upside, and a comprehensive benefits package.

At Lumida, you will join a team that values the holistic growth of both clients and employees. We offer an environment conducive to continuous learning, intellectual development, and impactful community engagement, all built on a foundation of exceptional investment expertise.

Can't wait to have you onboard!