
Tax and Financial Leadership Role
2 days ago
The Fund Accounting Group Manager is a senior management level position responsible for leading the team or department to accomplish results. The Tax and Financial Reporting (TXFR) team is part of the Fund Administration Operations team which is part of Issuer & Investor Services. The team is accountable for producing financial statements, tax, and regulatory reporting along with all associated workings and management.
- Oversee tax and financial reporting operations at a site or functional level including people managers as well as partner across departments and business to develop and enhance cost-effective solutions that meet client expectations and needs
- Assess new business viability against existing business capabilities and make appropriate recommendations
- Support and encourage employee career progression through defined career paths, management processes, appropriate training, and Professional Development Plans (PDPs)
- Evaluate risk and controls, including operational impact of changes in legislation, and ensure compliance to established controls
- Lead strategic planning process with business units and prioritize business development requirements to completion
- Monitor Profit and Loss (P&L), expense managements, budget, and planning
- Monitor, set, and achieve established department goals during day-to-day operations as well as serve as point of escalation for complex issues and manage resolution of issues and new business requests
- Direct and participate in department and industry initiatives as well as support corporate governance and ethics
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding its clients and assets by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
- 10+ years of relevant experience
- Chartered Accountant / CFA / MBA
- Experience within financial markets and fund accounting
- Experience in financial services, client management, project management, strategic management, operational management, and resource and expense management
- Experience with people management and working with multiple stakeholders
- Advanced knowledge of accounting concepts, financial services, and global financial markets
- Ability to manage client relationships
- Demonstrated talent assessment as well as the ability to manage client relationships
- Bachelor's degree/University degree or equivalent experience
- Master's degree preferred
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