Manager - Fund Reporting (Transformation)

• 12-to-18-month max term full-time position with potential to extend
• Melbourne/Sydney/Hobart based hybrid working arrangements
• Diverse and inclusive teams

We’ve recently grown rapidly through acquisition and now we are working together to build something new – an organisation set up to deliver what matters and create financial wellbeing for every Australian – we are transforming, we are becoming Insignia Financial.

We are currently recruiting for roles to support our growth and transformation across several disciplines. If you are interested in an opportunity to build Insignia Financial and put your fingerprints on the future of financial wellbeing read on or check out our careers page.

The Role

The purpose of the Fund Reporting Manager is to ensure that timely and accurate financial control and external reporting requirements of Insignia Financial Trust funds are delivered to management and regulators within agreed timeframes and conform to best practice.

The role covers superannuation entities (“funds”) under Insignia Financial Limited REs including but not limited to IOOF Investment Service Limited, OnePath Funds Management Pty Limited, MLC Investments Limited, Antares Limited, and Navigator Limited.

Key Responsibilities:

• Review general ledger reconciliations and regulatory returns, ensuring all work papers are prepared in accordance with accounting/tax policies and best practice
• Review Management and Board reports accurately and within agreed deadlines
• Ensure compliance requirements are met and the provision of accurate reporting
• Assist in managing engagement with the external audit process
• Review financial statements for entities
• Provide team co-ordination capacity and accounting support, analysis and investigation for new standards or projects
• Assist in the development and maintenance of team policies to ensure strong control processes and annual review
• Assist in the development of internal memos to facilitate communication between teams

To Be Successful in This Role You Will Possess:

• Degree qualified or high level of industry operational experience
• CA/CPA qualification or equivalent
• Strong understanding of accounting and tax principles affecting the wealth industry
• Planning, time management and organisational skills
• Focus on detail, diligence, and delivery of high-quality output
• Ability to be hands on and practical in development of solutions

Benefits

• Development opportunities at an ASX top 200 company
• A professional, supportive, and friendly culture
• A range of corporate and lifestyle benefits

The Business

Insignia Financial is one of Australia’s leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. During that time, we have grown substantially to become a leading provider of quality financial services. We now manage and administer more than $200 billion of client monies and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).

To Apply

Please submit your resume with a covering letter by clicking on “Apply Now.”

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

Insignia Financial is an inclusive and equal opportunity employer. We encourage applications regardless of race, ethnicity, age, religion, gender, national origin, disability status, or any other characteristic protected by law. If you need assistance or an adjustment during the application process because of a disability, it is available upon request.

Please be aware that Insignia Financial is currently undergoing an Organisational Design process, which may impact future organisational structure.