Consultant, Fin Reporting

2 weeks ago

Melbourne, Victoria, Australia Northern Trust Full time

About Northern Trust:


Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.


Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.

With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.


Role Summary


The Financial Reporting Consultant supports the Australian Investment Accounting team and is responsible for monthly, quarterly, half-yearly and annual financial reporting, regulatory reporting and tax reporting to a diverse range of investment manager and superannuation fund clients.


Your day to day tasks will be the preparation and review of financial statements and templates, preparation and review of Trust distributions, Superannuation fund tax provisions, tax returns and BAS returns.

You will manage audit queries to resolution and establish a level of client knowledge ensuring all requirements are met and allow the team build the relationship further.

You will report to the Manager of Financial Reporting and Tax.

What you will be doing

  • Provide a high level of client service, and be the first point of contact in relation to all accounting and tax queries for an allocation of clients
  • Preparation and review of Financial statements and templates
  • Proactively seek to identify and improve current core processes and procedures, ensuring they are updated with changes in regulations and industry trends
  • Work closely with other teams to achieve client reporting objectives
  • Unit Pricing, Business Process Analysts, Client Services, Operations and Technology
  • Work closely with Financial Reporting and Tax manager on new product developments and process Improvement projects
  • Help manage new client onboarding process as it relates to Financial reporting and Tax
  • Provide oversight of off shore teams' output and performance
  • Assist in the management and development of the Financial Reporting and Tax team
  • Ensure sufficient risk management controls are in place and adhered to Northern Trust Compliance Standard

About You

  • Experience working within a Custodian, Superannuation fund, or Investment Manager accounting/tax team
  • Managed Investment Schemes (MIS's) and Superannuation funds
  • Strong excel skills and the proficiency in utilizing Financial statements and tax reporting system tools
  • Accounting/Commerce/Finance degree qualified ideally with a CA or CPA
  • Relevant experience in a similar role

Working with Us:

As a Northern Trust partner, greater achievements await.

You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.


Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.


Reasonable accommodation
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

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