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Team Lead, Financial Reporting
3 months ago
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
You will support the Australian Investment Accounting team as a
Team Lead and will be 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 and act as escalation point for any client queries.
It will be crucial for you to establish a level of client knowledge, to ensure all requirements are met and allow the team to build the relationship further.
You will also be involved in managing new client onboarding process as it relates to financial reporting and tax, in conjunction with other teams.
You will report to the Manager of Financial Reporting and Tax.We are open to both Melbourne and Sydney locations.
What you will do:
- Reviewing 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
- Deliver training and coaching to junior members of the team
- 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
- Ensure sufficient risk management controls are in place and adhered to Northern Trust compliance standards
- Act as escalation point for client queries
- Organize and attend year end planning meetings with clients
About You
Essential
- Extensive experience working within a Custodian, Superannuation fund, or Investment Manager accounting/tax team
- Proficient in Excel
- Accounting/Commerce/Finance degree qualified ideally with a CA or CPA
- Understanding of unit pricing and unit registry concepts
- Client service and relationship management experience
_Highly Desirable _
- Previous experience in managing a small/medium team
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.
In Australia, we are actively involved in many ways with both community and diversity organisations, which includes paid volunteer days.
For families, we offer a very generous parental leave scheme, and all staff have access to subsidised health insurance if they choose.
- We are a leading global financial institution
- Click here to check out our company accolades
