Financial Reporting Team Lead
6 days ago
Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we pride ourselves on providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.
We are committed to remaining true to our enduring principles of service, expertise, and integrity. With over 130 years of financial experience and a team of over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Role SummaryYou will support the Australian Investment Accounting team as a Team Lead and 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. You will also act as an escalation point for any client queries.
Establishing a level of client knowledge will be crucial 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 processes as it relates to financial reporting and tax, in conjunction with other teams.
You will report to the Manager of Financial Reporting and Tax and have the opportunity to work in either Melbourne or Sydney locations.
Key Responsibilities- Reviewing financial statements and templates
- Proactively seeking to identify and improve current core processes and procedures
- Delivering training and coaching to junior members of the team
- Working closely with other teams to achieve client reporting objectives
- Helping manage new client onboarding processes
- Providing oversight of offshore teams' output and performance
- Ensuring sufficient risk management controls are in place and adhered to Northern Trust compliance standards
- Acting as an escalation point for client queries
- Organizing and attending year-end planning meetings with clients
We are looking for an experienced professional with a strong background in financial reporting and tax. The ideal candidate will have:
- Extensive experience working within a custodian, superannuation fund, or investment manager accounting/tax team
- Technical understanding and practical application of accounting and tax concepts as they relate to Managed Investment Schemes (MIS's) and Superannuation funds
- Demonstrated high-level understanding of the application of Australian Accounting Standards as they relate to MIS's and Superannuation funds, and the different assets they invest in
- Demonstrated high-level understanding of the application of Australian Tax rules as they relate to MIS's and Superannuation funds, and the different assets they invest in, and an understanding of different trust structures and entity types
- Demonstrated understanding of the application of regulatory reporting requirements – APRA, ABS, BAS, PAYG
- 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
We value an inclusive workplace and understand flexibility means different things to different people. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at My
We hope you're excited about the role and the opportunity to work with us. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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