Senior Leader, Financial Reporting and Tax
3 days ago
The Senior Manager, Financial Reporting, Tax role plays a critical part in the Fund Operations division, overseeing the Financial Reporting, Tax & Performance function and ensuring the delivery of accurate and timely financial reporting, distribution, tax, and performance reporting for clients.
Key Accountabilities- Strategic Focus
- Contribute to the achievement of strategic Fund Op business goals.
- Ensure delivery of performance measurement and FactSet attribution reporting to clients.
- Conduct independent, proactive, and full ownership of processes and deliver client outcomes.
- Partner with business sponsors on business initiatives to develop new products and services for clients.
- Accountable for delivery of continuous improvement project work to improve service quality and drive efficiency such as automation.
- Manage and influence the commercial performance of the operational team to ensure efficiencies, effective cost management, and growth strategy for the Team – requires a focus on the profitability and maintenance of the P&L of their teams.
- Operational Management
- Represent the firm in new client business processes RFP, Due Diligence through to the onboarding process.
- Ensure tax reporting for all clients are completed accurately and within client Service Level Agreements (SLAs).
- Continually review processes to improve operational efficiency.
- Accountable for ensuring client deliverables are completed on time while implementing controls to maintain a high standard of accuracy (and minimal to no errors).
- People Leadership
- Collaborate with senior stakeholders across the business to provide insightful financial advice and support decision-making.
- Manage and coach a high-performing financial reporting and performance team, fostering a culture of continuous improvement and professional development.
- Provide senior leadership and direction to all operational managers and team members to ensure the development of a high-performing team, including coaching and development, effective performance reviews, and quality selection decisions.
- Development and training of staff in accordance with operational objectives and core values of MUFG Corporate Markets, contributing to succession planning and individual career development of the staff.
- Governance & Risk
- Promote a risk management culture, and effectively limit risk exposure to MUFG Corporate Markets with strategies to mitigate risk.
- Ensure post-trade compliance monitoring is complete for all clients.
- Engaging and acting as key liaison for the External Auditors and clients.
- Ensure compliance with regulatory requirements and financial standards. Financial standards as per AASB.
- Ensure all tax deliverables are aligned with ATO guidelines.
- Provide subject matter expertise in financial and regulatory reporting to clients and external auditors.
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