AddressAre you a detail-oriented professional with a passion for Financial and Regulatory Reporting? We have an exciting role for a vibrant and dynamic team lead, where you will be able to leverage your expertise and play an instrumental role in navigating and ensuring we deliver financial and regulatory products to our clients to a high quality. As a key member of our Fund Services team, you will play a critical role in safeguarding the integrity of everything we do in accordance with Australian Accounting Standards Board (AASB) and Australian Prudential Regulation Authority (APRA) regulations.
As a Financial & Regulatory Reporting Client OperationsVice President within the Fund Services team, you will be responsible for supervising the offshore team and acting as the primary contact for our superannuation and fund manager clients regarding their financial and Regulatory Reporting requirements and inquiries. You will assume responsibility for resolving issues, coordinating with relevant internal teams to ensure that service delivery standards consistently align with the service level agreement between J.P. Morgan and the client. You will also need to effectively collaborate with and manage other functional areas both locally and globally to guarantee a timely and efficient level of service. Managing a small team, demonstrating strong leadership skills will also be a key part of your role.
Job Responsibilities
- Support the Head of Tax, Financial and Regulatory reporting in overseeing the department and also have responsibilities for delivering on the strategic goals of the department.
- Act as the subject matter expert and operational point of escalation for Financial Statements, APRA and other Financial & Regulatory Reporting products including understanding the exact data requirements.
- Oversee the reporting deliverables from the offshore teams including second review and monitoring timeliness & quality of their deliverables.
- Act as the primary point of contact to clients for financial and Regulatory Reporting including delivery handoffs and query management.
- Monitor workflow across the organization that ensures the data used for reporting is timely and accurate.
- Manage platform transitions and new business onboarding for financial and Regulatory Reporting ensuring effective coordination between offshore and onshore teams.
- Conduct analysis of query trends, root cause analysis and deep dives to improve client experience and remove operational roadblocks.
- Drive process improvement within the function and any strategic projects.
- Manage a small team including all aspects of people management such as career development, training, coaching and guidance.
Required Qualifications, Capabilities, And Skills
- Minimum 8 years relevant industry experience in the financial services sector.
- Previous experience with financial statements for funds and/or APRA reporting.
- Demonstrated experience in accounting for funds including trial balance concepts.
- Demonstrated working knowledge of various financial instruments and their classifications.
- Able to work under pressure, prioritise appropriately, meet deadlines and juggle simultaneous demands.
- Effective attention to detail, particularly as it pertains to data.
- Supports, drives and influences the goals and strategies of business by taking initiative, engaging others, expressing ideas and challenging the status quo and effectively representing the Business function.
- Demonstrates leadership, influencing and change management behaviours.
Preferred Qualifications, Capabilities, And Skills
- Relevant knowledge and experience will be considered in conjunction with related business degree, or industry recognized training ((Certified Public Accountant (CPA), Chartered Accountants (CA), Association of Chartered Certified Accountants (ACCA), Security Industry Association (SIA), The Australian Financial Security Authority (AFSA)).
- Takes accountability for issues and actions and leverages relationships to ensure client and internal expectations are met.
- Continuously displays strong analytical and decision making skills.
- Strong attention to the identification, prioritization and resolution/escalation of risk issues.
- Proactively responds and adapts to change on a personal and professional level. Supports and influences strategies to drive business transformations and enhancements to current practices.
- Excellent communication skills and strong influencing and negotiation skills.
