This individual, as part of the Corporate Accounting and Finance Department, will also have the opportunity to participate in Financial Planning & Analysis (FP&A) and Treasury projects that are typically outside of the financial reporting department.
Manage a team engaged in compiling, reviewing, and/or transmitting accurate financial results internally to the firm points of contact or externally to regulatory bodies (e.g., FHFA, SEC) for inclusion in board reports, news releases, and public financial reporting. Hire, manage, train, develop, and evaluate staff.
This position is responsible for involving sponsored projects, preparation and delivery of training for staff and research community, policy and procedure review, website management, oversight of customer support system, and oversight of compliance testing. This also includes responsibility for the accurate and timely financial reporting of all sponsored projects.
Participate in analyzing issues and future needs to identify projects that support the business strategic plan, achieve business goals and objectives, and/or improve or streamline functions. Monitor daily operations and provide direction to and assist subordinate staff. May operate cross-functionally within the organization.
In this role, you will establish and chair Process Governance forum made up of representatives from key reporting related functions like FIRS, FRRA and LOBs; Governance forum will develop consistent standards and policies.
In this role, you will manage and oversee the work of the Financial Reporting Specialist staff to ensure accurate and timely deliverables for fund financial statements, shareholder reports, regulatory Filings relating to financial Reporting, and AD Hoc Requests.
In this role, the selected candidate will coordinate with Financial Planning and Analysis team, Compliance Group, Relationship Managers and other key leadership groups to ensure contractual commitments and reporting requirements for the segment and its Broker/Dealer are met.