Financial Reporting Manager

1 month ago

Melbourne City Centre, Victoria, Australia Robert Walters Full time

Financial Reporting - Team Lead role in a market leading investment business. Responsible for periodic financial, regulatory and tax reporting to a diverse range of investment managers and superannuation fund clients and act as escalation point for any client queries.

The Role

As a Financial Reporting - Team Leader, you will join a well known investment organization with a global presence, reporting to the Manager of Financial Reporting & Tax . The finance team is growing, it will be exciting for you to establish a level of client knowledge, to ensure all requirements are met whilst managing new client onboarding process.


Day to Day

  • Reviewing Financial statements and templates
  • Identify and improve current core processes and procedures
  • Train and mentor junior members of the team
  • Work with other teams to achieve client reporting objectives – Unit Pricing, Business Process Analysts, Client Services, Operations and Technology
  • Work with Financial Reporting and Tax manager on new product developments
  • Help manage new client on-boarding process relating to Financial reporting and Tax
  • Ensure sufficient risk management controls are in place and adhered to compliance standards
  • Act as escalation point for client queries
  • Organise and attend year end planning meetings with clients

What we're looking for:

  • An understanding of different trust structures and entity types
  • Demonstrated understanding of the application of regulatory reporting requirements – APRA, ABS, BAS, PAYG
  • Experience working within a Custodian, Superannuation fund, or Investment Manager accounting/tax team
  • Technical understanding and application of accounting and tax concepts relating to Managed Investment Schemes (MIS's) and Superannuation funds
  • Demonstrated understanding of the application of Australian Accounting Standards as they relate to MIS's and Superannuation funds
  • High level understanding of the application of Australian Tax rules as they relate to MIS's and Superannuation funds
  • Understanding of unit pricing and unit registry concepts
  • Client service and relationship management experience
  • Accounting/Commerce/Finance degree qualified ideally with a CA or CPA

What's in it for you

  • An opportunity to work with highly regarded C-Suite staff
  • Career development with exposure and multiple asset classes
  • Fun, social, team based culture
  • Plenty of additional business benefits

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Marco Boscaini on for a confidential discussion.

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