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CITCON

Team Lead, Financial Statement and Regulatory Reporting

CITCON

Team Lead overseeing financial and regulatory reporting services for Citco's clients. Leading a team and ensuring compliance with IFRS and US GAAP standards.

Posted 7/10/2026full-timeWayne • Pennsylvania • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial and regulatory reporting for funds under US GAAP and IFRS, with strong leadership skills in managing teams and client relationships. Proficient in regulatory compliance and capable of delivering high-quality financial statements and reports.

Highest-signal resume keywords
Financial ReportingRegulatory ComplianceTeam LeadershipUS GAAP ExperienceIFRS Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial StatementsAccounting StandardsRegulatory ReportingBudgetingPerformance Evaluation
Soft Skills
Communication SkillsClient Relationship ManagementTraining and Guidance
Certifications & Qualifications
CAACCACPACFA
Industry Keywords
FundsFinancial Reporting ServicesAuthoritative PronouncementsAd Hoc ReportsClient Engagements

About the role

Key responsibilities & impact
  • Manage the coordination and completion of financial and regulatory reporting services provided to CFS clients
  • Lead assigned financial and regulatory reporting engagements including planning, budgeting, client relationship management and delegation to staff
  • Responsible for providing training and guidance on accounting standards and regulations relevant to financial statements for funds under US GAAP and IFRS
  • Contribute to identifying, researching and communicating recent authoritative pronouncements for funds to the Financial and Regulatory Reporting group and clients
  • Lead a team of Financial and Regulatory Reporting staff, ensure their work is produced accurately and to high standards, and ensure that the work is allocated appropriately and reviewed thoroughly
  • Establish staff goals, prepare performance evaluations and direct individual and group staff meetings
  • Develop strong relationships with internal parties, clients and audit firm personnel
  • Recognize and communicate potential opportunities for new clients as well as value added service enhancements for existing clients
  • Write and/or review various reports related to engagements
  • Prepare ad hoc reports for the client upon request
  • Attend meetings and trainings to enhance knowledge to be passed down to the team

Requirements

What you’ll need
  • Minimum of 3 years’ experience in funds
  • IFRS and US GAAP experience with financial statements for funds
  • Experience in leading a team of accountants and/or auditors
  • Strong knowledge of Regulatory Compliance requirements for funds
  • Bachelor’s degree in Accounting, Finance or Economics
  • CA, ACCA, CPA, CFA or other professional designation preferred
  • Ability to travel as necessary
  • Excellent communication and writing skills

Benefits

Comp & perks
  • Medical, dental, and vision coverage
  • Short and long-term disability benefits
  • Retirement savings plan
  • Tuition reimbursement
  • Mental health and wellness support
  • Parental leave
  • Annual discretionary bonus pool based on company profitability and individual contributions