Job Description Reporting to Executive Director, the purpose of the job is to liaise with investment managers, vendors and auditors for day-to-day operational issues and to over-see the preparation or co-ordinate and review all client financial reporting deliverables and associated reports as required. Lead and motivate senior team members across both teams.
Attend pitches to potential new clients, due diligence meetings, board/client meetings as required.
Build and maintain a strong relationship with clients, vendors and audit firms and function as the internal touchpoint for the department.
Continue to support the team ensuring they can conduct the core roles of the team, including the creation and preparation of financial statements workings/reports.
Continue to develop a greater understanding of the financial reporting environment and assist in the creation of service offerings for our clients.
Trusted with the development of the department and documenting new department processes.
Develop and improve financial reporting processes and procedures.
As a key senior leader in the Operations department, partnering with colleagues to deliver and create high quality outputs and insights which adds value to the wider business.
Responsible for ensuring all fees are billed on time and collected in a timely manner.
Ensure all processes are performed in accordance with operational procedures and controls and all relevant checklists are completed.
Manage the performance review process of the team.
Monitor and manage the reporting deadlines for the services/clients that you and your staff are accountable for.
Co-ordinate department resource planning and staff allocation.
Play a key role in determining and driving the financial reporting team vision and strategy and implementing the actions necessary to deliver them.
Engaged to provide analysis of potential new clients/workload/turnover/headcount requirements etc.
Responsible for vendors and outsourced providers that provide financial statement preparation services to the company.
CF Responsibilities CF2 – Ensuring, controlling, or monitoring compliance by a regulated financial service provider with its relevant obligations.
Qualifications Post-secondary education with a concentration in finance, accounting, mathematics, or related fields.
Professional qualification in ACA, ACCA, CPA, CIMA or CFA.
Qualification within the Institute of Banking.
Additional Information What's in it for you to join MUFG Investor Services?
Take a look at our careers site and you'll find everything you'd expect from a career with the fastest-growing business at one of the world's largest financial groups.
Now take another look.
Because it's how we defy expectations that really defines us.
You'll feel that difference in all kinds of ways.
Our vibrant CULTURE.
Connected team.
Love of innovation, laser client focus, and next-level LEARNING & DEVELOPMENT.
Oh, and we really walk the talk when it comes to HYBRID WORKING.
So, why settle for the ordinary?
Apply now for a Brilliantly Different career.
