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About the role
Key responsibilities & impact- Overseeing and reviewing U.S. GAAP, IFRS, regulatory, tax and/or Board financial reporting for investment portfolios
- Assists with the investment reporting function for U.S. and Canadian GAAP
- Ensures procedures are written
- Trains team on assignment requirements
- Proposes new disclosures and modifications to reports
- Assists with creation of new disclosures related to new investment types
- Will oversee and review information produced for audits of Investments
- Conducts performance reviews, approves requests for vacation/PAL
Requirements
What you’ll need- Bachelor's Degree in Accounting or Finance
- 6-8 years of Big Four financial reporting experience
- Minimum 10 years of people manager experience
- CPA preferred
- Advanced Excel skills
- MS Access skills preferred
- Excellent problem-solving skills
- Excellent oral and written communication skills.
- Ability to independently manage department workload and proactively identify improvements as necessary.
Benefits
Comp & perks- flexible work environment
- opportunities for internal mobility
- work-life balance
- volunteering opportunities
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
U.S. GAAPIFRSfinancial reportinginvestment reportingadvanced ExcelMS Accessaudit oversightdisclosure creationperformance reviewspeople management
Soft Skills
problem-solvingoral communicationwritten communicationindependent managementproactive identification of improvementsteam trainingorganizational skillsleadershipreviewing proceduresapproval processes
Certifications
Bachelor's Degree in AccountingBachelor's Degree in FinanceCPA
