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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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Financial StatementsAccounting StandardsRegulatory ReportingBudgetingPerformance Evaluation
Soft Skills
Communication SkillsClient Relationship ManagementTraining and Guidance
Certifications
CAACCACPACFA