Fund & Trusts Financial Reporting Leader

Anton Murray Consulting; Sydney; Hybrid; AUD 140,000 - 190,000; Full time

Job summary

Anton Murray Consulting in Sydney CBD is seeking a Manager - Financial Reporting for Fund & Trusts to lead a specialist team and ensure timely statutory and investment reporting. This hybrid role will drive accuracy and efficiency across client deliverables and SLAs.

The ideal candidate has 8+ years in financial reporting within funds management, strong accounting/analysis skills, excellent stakeholder management, and a CPA/CA qualification is highly desirable.

Qualifications

• 8+ years of experience in financial reporting, preferably within the funds management industry plus prior team management expertise.
• Strong technical accounting and financial analysis skills, with expertise in the preparation of financial statements and investor reports and APRA reports.
• Excellent communication and stakeholder management skills, with the ability to translate complex financial information into easily understandable insights.
• Proven track record of leading and developing high-performing teams.
• Tertiary qualification in Accounting, Finance or a related field.
• CPA or CA qualification is highly desirable.

Responsibilities

• Lead Senior Financial Accountants to act as the operational contact for a group of allocated clients and participate in client service level reviews and other ad-hoc meetings.
• Ensure that allocated client profiles are managed and agreed with all relevant stakeholders (including clients and fund administration).
• Ensure that deliverables to clients are delivered accurately and on time in accordance with agreed Service level agreements (SLA).
• Ensure testing of templates, processes and system changes are completed accurately and on time to ensure compliance with current legislation and internal policies.
• Provide transitions support towards the setting up of new portfolios or restructures as per client instructions.
• Perform formal supervision and controlled self-assessment testing of procedures and deliverables with our agreed risk management framework.
• Participate and actively drive initiatives aimed at improving efficiency and reducing operational risk within the business.
• Provide training and development to staff within the team and be able to manage their expectations and development over time.
• Support the wider team at peak periods and act as the operational cover for other staff, including other team managers within Financial Reporting.

Skills

Financial reporting

Team leadership

Stakeholder management

Communication skills

Education

CPA/CA qualification

Tertiary qualification in Accounting/Finance

Job description

Anton Murray Consulting in Sydney CBD is seeking a Manager - Financial Reporting for Fund & Trusts to lead a specialist team and ensure timely statutory and investment reporting. This hybrid role will drive accuracy and efficiency across client deliverables and SLAs.

The ideal candidate has 8+ years in financial reporting within funds management, strong accounting/analysis skills, excellent stakeholder management, and a CPA/CA qualification is highly desirable.