Team Leader – Financial Statement and Regulatory Reporting

Responsibilities

• 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

• 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.

Core Competencies

Demonstrates expertise in financial and regulatory reporting, with a strong focus on US GAAP and IFRS standards. Proven ability to lead teams, manage client relationships, and ensure compliance with regulatory requirements for funds.