Financial Reporting, Officer
Core
Lead global team to oversee financial reporting, regulatory compliance, and client deliverables for investment companies.
Role type
Senior Financial Reporting Officer (Management)
Builds
Financial statements, regulatory disclosures, and operational processes for asset managers and fund administrators.
Domain
Financial Services / Investment Management / Accounting
Deliverable
dashboards & analysis
Required skills
SEC/GAAP/IRS accounting expertise, global team leadership, client relationship management, regulatory change management, process re-engineering, risk management, staff coaching and development
Preferred skills
CPA or MBA, public accounting audit firm experience, financial services organization experience
Technologies
System conversion tools, ESP Re-Engineering platforms
Responsibilities
Oversee client communication and implementation of new regulatory requirements; manage team and oversee JV partners; manage key relationships with clients, regulators, and vendors; execute business plans and review client agreements; collaborate globally for consistent service delivery; assess operational effectiveness and streamline functions; proactively manage business-level risk.
Seniority
Senior, hands-on IC with management responsibilities