Financial Reporting Team Lead

1 month ago

Melbourne, Victoria, Australia 023 Northern Trust Company Australia Full time
About Northern Trust

Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial services and guidance.

Our commitment to service, expertise, and integrity has enabled us to build a strong reputation and foster long-lasting relationships with our clients. With over 130 years of financial experience and a team of over 22,000 partners, we continue to evolve and adapt to the changing needs of our clients.

Role Summary

We are seeking an experienced Team Lead to join our Australian Investment Accounting team. As a key member of our team, you will be responsible for providing leadership and guidance on 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 act as an escalation point for client queries and work closely with other teams to achieve client reporting objectives. Your expertise will be essential in establishing a level of client knowledge, ensuring all requirements are met, and allowing the team to build relationships further.

As a Team Lead, 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 will be based in either Melbourne or Sydney.

Key Responsibilities
  • Reviewing financial statements and templates
  • Identifying and improving current core processes and procedures to ensure they are updated with changes in regulations and industry trends
  • Delivering training and coaching to junior members of the team
  • Working closely with other teams to achieve client reporting objectives
  • Managing new client onboarding processes as it relates to financial reporting and tax
  • 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
About You

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
What We Offer

As a Northern Trust partner, you will have the opportunity to work with a leading global financial institution that values innovation, expertise, and integrity. We offer a collaborative and flexible work environment, with opportunities for career growth and development. Our commitment to diversity and inclusion ensures that all employees feel valued and supported in their roles.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

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