EPIC Investment Partners – Senior Manager – Client Reporting

EPIC Investment Partners; Dadri; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

A global financial services platform is seeking an experienced Senior Manager – Client Reporting to oversee client reports and manage a reporting team. The ideal candidate has over 8 years of experience, is CA/ACCA qualified, and has strong analytical and client communication skills. This role emphasizes operational efficiency and reporting excellence.

Qualifications

• 8+ years of post-qualification experience in financial reporting.
• Extensive knowledge of accounting for SMEs and multi-jurisdictional rules.
• Proven experience managing a reporting or financial team for at least 3 years.

Responsibilities

• Oversee preparation and submission of client reports.
• Ensure compliance with IFRS and other accounting standards.
• Lead development and delivery of training to the reporting team.

Skills

Financial reporting

Analytical skills

Client communication

Mentoring

MS Excel

Education

Qualified CA/ACCA

Tools

Financial modeling

Job description

– We are seeking a qualified and experienced Senior Manager – Client Reporting to oversee the preparation, review, and delivery of high-quality reporting for our clients.

– The candidate will ensure timely, accurate, and insightful reporting, drive process enhancements, and foster client satisfaction while managing and mentoring a dedicated reporting team.

– This role offers an opportunity to contribute to the seamless operation of a global financial services platform with a focus on reporting excellence and operational efficiency.

Roles and Responsibilities:

– Oversee the preparation, review, and submission of client reports, including financial statements, performance summaries, and portfolio analyses.

– Ensure compliance with IFRS, FRS 102, and other relevant accounting standards.

– Develop and implement reporting frameworks to meet client-specific and regulatory requirements.

– Monitor and enhance processes to ensure efficiency, accuracy, and scalability in reporting.

– Collaborate with internal stakeholders to ensure seamless integration of data and insights into reporting deliverables.

– Address client queries and provide detailed explanations of financial statements and reports.

– Prepare Board packs and other key presentations for stakeholders.

– Lead the development and delivery of training to the reporting team to ensure adherence to best practices.

– Coordinate with auditors, tax advisors, and regulatory bodies for compliance and reporting accuracy.

– Drive continuous improvement initiatives to enhance reporting quality and operational efficiency.

Skills and Qualifications:

– Qualified CA/ACCA with 8+ years of post-qualification experience.

– Extensive knowledge of financial reporting, accounting for SMEs, and multi-jurisdictional rules.

– Advanced proficiency in MS Excel and financial modeling.

– Proven experience in managing and mentoring a reporting or financial team (minimum 3 years).

– Strong analytical skills with attention to detail and the ability to explain complex financial data.

– Excellent written and spoken English for effective communication with clients and stakeholders.

Key Characteristics:

– Embody EPIC values: Clients First, Intellectual Integrity, Collegiate.

– Demonstrates sound judgment, commercial acumen, and attention to detail.

– Builds collaborative relationships and fosters teamwork with energy and focus.

– Calm and focused under pressure, ensuring deadlines are consistently met