Citi

Head of Tax and Financial Reporting – Managed Funds

Citi

full-time

Posted on:

Location Type: Hybrid

Location: MelbourneAustralia

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About the role

  • Manage tax and financial reporting operations at a site or functional level including people managers as well as partner across department and business to develop and enhance cost effective solutions that meet client expectations and needs.
  • Assess new business viability against existing business capabilities and make appropriate recommendations.
  • Assist and encourage employee career progression through defined career paths, management processes, appropriate training, and Professional Development Plans (PDPs)
  • Evaluate risk and controls, including operational impact of changes in legislation, and ensure compliance to established controls.
  • Lead strategic planning process with business units and prioritize business development requirements to completion.
  • Monitor Profit and Loss (P&L), expense managements, budget, and planning.
  • Monitor, set, and achieve established department goals during day-to-day operations as well as serve as point of escalation for complex issues and manage resolution of issues and new business requests.
  • Direct and participate in department and industry initiatives as well as support corporate governance and ethics.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Requirements

  • 12+ years of relevant experience
  • Chartered Accountant / CFA / MBA
  • Bachelor’s /University / Masters degree or equivalent experience.
  • Advanced knowledge of local Australia reporting and taxation requirement
  • Experience of operations in financial markets, fund accounting, fund tax and reporting
  • Experience in financial services, project and change management including development of operating models, operational management, and resource and expense management
  • Experience of people management including identification of top talent, and working with multiple stakeholders
  • Ability to manage client relationships.
Benefits
  • Health insurance
  • Flexible work arrangements
  • Professional development opportunities
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial reportingtaxationbudget managementP&L monitoringrisk assessmentcomplianceoperational managementproject managementfund accountingresource management
Soft Skills
people managementclient relationship managementstrategic planningproblem resolutioncareer developmentcommunicationleadershipcollaborationaccountabilityethical judgment
Certifications
Chartered AccountantCFAMBA