Financial Reporting, Officer
Core
Manage daily workflows, ensure timely production of financial statements and regulatory filings, and oversee staff for client relationships in financial services.
Role type
Senior Financial Reporting Officer (Staff Management)
Builds
Financial statements, regulatory filings, and client service plans
Domain
Financial Services / Fund Administration
Required skills
Financial reporting, regulatory compliance, staff management, process improvement, client relationship management, fund start-up coordination, system utilization, training development
Preferred skills
Accounting designation (CPA, CA, CGA, CMA), financial services industry experience
Technologies
Reporting systems
Responsibilities
Plan and manage daily workflows for client relationships; Ensure timely and accurate production of financial statements and regulatory filings; Oversee staff selection, training, and performance evaluations; Evaluate and recommend process improvements; Coordinate activities with other departments; Facilitate new fund start-ups and client conversions; Stay informed of regulatory changes.
Seniority
Senior, hands-on IC with management responsibilities