Manager, Financial Reporting, Financial Reporting & Tax

CIBC Mellon; Toronto; On-site; CAD 150,000 - 160,000; Full time

Job summary

A leading financial services organization is seeking a Manager for Financial Reporting and Tax in Toronto, Ontario. The ideal candidate will possess a university degree in Accounting and have 5 to 7 years of progressive experience, with at least 3 years in Canadian tax. Responsibilities include managing onboarding processes, ensuring regulatory compliance, and providing consultative support for financial statements. This position offers a salary range of CA$150,000 - CA$160,000 and operates in a full-time capacity.

Qualifications

• 5 to 7 years of progressive experience in financial reporting.
• Minimum of 3 years of Canadian tax experience, including people management.
• Tax and accounting experience in the investment fund industry.

Responsibilities

• Manage the onboarding process, ensuring timely and accurate completion.
• Support and oversee vendor and client relationships.
• Provide consultative financial reporting expertise on client funds.
• Coordinate client implementation activities to meet deadlines.
• Research and apply regulatory changes for Financial Services.

Skills

Excellent written and oral communication skills

Strong analytical and problem solving skills

Excellent time management skills

Commitment to quality work and accuracy

Education

University degree in Accounting

Professional designation preferred

Job description

Join to apply for the Manager, Financial Reporting, Financial Reporting & Tax role at CIBC Mellon

Location: Toronto, Ontario, Canada

Salary: CA$150,000.00-CA$160,000.00

Responsibilities

• Manage the onboarding process, ensuring timely and accurate completion of clients' regulatory publishing.
• Actively support and oversee vendor and client relationships related to clients’ regulatory publishing.
• Actively engage with existing and new clients to align their financial publishing statements to provide a consistent implementation process that will enhance their operational efficiency.
• Coordinate and manage the activities of each implementation to ensure that all deadlines are met.
• Provides consultative financial reporting expertise on issues raised on funds by internal partners.
• Attend client meetings and ensure delivery of quality services to all financial publishing statement clients.
• Ensure appropriate timelines with clients and external vendors are negotiated.
• Research and respond to financial statement publishing questions/concerns and testing items from clients and vendors.
• Provide training/consultative support to financial reporting team.
• Participate in presentations to potential and existing clients on the client regulatory publishing services.
• Provide guidance and lead team training and performance-related tasks in accordance with company policies and corporate goals.
• Manage all aspects of resource management: recruitment, training, performance reviews and succession planning ensuring appropriate staffing levels to carry out the work of the department.
• Research and apply regulatory changes for Financial Services.
• Participate in automation and special projects as required.

Qualifications

• University degree in Accounting and a professional designation preferred.
• 5 to 7 years progressive experience.
• Minimum of 3 years of Canadian tax experience; including people management.
• Tax and accounting experience in the investment fund industry is required.
• Excellent written and oral communication skills.
• Strong analytical and problem solving skills.
• Excellent time management skills and ability to work under tight timelines.
• High degree of commitment to quality work and accuracy.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Accounting/Auditing and Finance

Industries

Banking, Financial Services, and Investment Banking

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