Senior Manager, Financial Reporting, Tax & Performance

Job Description

Australia Job Description Overview The purpose of this role is to lead the Financial Reporting, Tax & Performance function in the Fund Operations division, and to ensure the delivery of accurate and timely financial reporting, distribution, tax, and performance reporting for our clients. The role requires strong leadership skills with responsibility for the performance of the high-performing team, both locally and the Mumbai Hub; including the achievement of KPIs, effective allocation and performance of resources, regulatory requirements for compliance, streamlining and automating processes, involvement in new business, and setting up new client funds. Key Accountabilities and Main Responsibilities Strategic Focus Contribute to the achievement of strategic Fund Operations business goals and ensure delivery of performance measurement and FactSet attribution reporting to clients. Conduct independent, proactive ownership of processes and deliver client outcomes. Partner with business sponsors on initiatives to develop new products and services for clients. Accountable for delivery of continuous improvement projects to enhance service quality and drive efficiency, such as automation. Manage and influence the commercial performance of the operational team to ensure efficiencies, effective cost management, and growth strategy for the team. Operational Management Represent the firm in new client business processes from RFP to onboarding. Ensure tax reporting for all clients is completed accurately and within client Service Level Agreements (SLAs). Continually review processes to improve operational efficiency. Accountable for ensuring client deliverables are completed on time, implementing controls to maintain a high standard of accuracy. Collaborate with senior stakeholders across the business to provide insightful financial advice and support decision-making. Manage and coach a high-performing financial reporting and performance team, fostering a culture of continuous improvement and professional development. Provide senior leadership and direction to operational managers and team members to ensure the development of a high-performing team. Proactively seek development opportunities to foster strong and agile teams, both locally and in India. Governance & Risk Promote a risk management culture and effectively limit risk exposure to MUFG Corporate Markets with strategies to mitigate risk. Ensure post-trade compliance monitoring is complete for all clients. Engage as a key liaison for External Auditors and clients. Ensure compliance with regulatory requirements and financial standards as per AASB. Ensure all tax deliverables are aligned with ATO guidelines. Provide subject matter expertise in financial and regulatory reporting to clients and external auditors. The above list of key accountabilities is not exhaustive and may change based on business needs. Experience & Personal Attributes 10+ years of experience in a similar role and 5+ years of managerial experience. Accounting qualification (CPA, CA) is preferable; otherwise, a Bachelor’s Degree in Accounting, Finance, Business, or similar. Comprehensive understanding of accounting standards and taxation affecting the managed funds industry. Experience in driving initiatives focused on simplifying and standardizing processes (e.g. through automation) to enhance efficiency. Sound knowledge of financial markets, investment process, and instruments. Thorough understanding of performance measurement and risk measurement models. Experience in managing P&L statements to drive financial performance and ensure operational profitability. Ability to collaborate and communicate well with stakeholders, influencing and driving outcomes. Ability to lead multiple and diverse teams across various operational disciplines. Proficient in Microsoft Suite, leveraging tools like Excel, PowerPoint, and Word to enhance productivity. Outstanding analytical and problem-solving abilities that lead to effective decision-making. Next Steps We encourage interested candidates to apply now and express their interest. Shortlisted candidates will be contacted from mid-January 2025. About Us MUFG Pension & Market Services is a global, digitally enabled business connecting millions of people with their assets – safely, securely, and responsibly. Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient, and scalable services, purpose-built solutions and modern technology platforms that deliver world-class outcomes and experiences. A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management, and connect people with their assets through exceptional user experience. About the Team Our MUFG Corporate Markets division provides clients with a comprehensive corporate market offering that connects issuers to their stakeholders. We operate in twelve countries throughout Australasia, Asia, Africa, the Middle East, United Kingdom, and Europe. Our teams combine industry experience with a rigorous focus on client management to deliver premium service underpinned by market-leading digital technology. MUFG Pension & Market Services is building a dynamic, client-focused, caring and inclusive culture, built on the foundations of an entrepreneurial spirit and effective risk management. We treat all individuals fairly and equitably and do not discriminate based on diverse characteristics. Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment. Job Info Job Identification 11530 Job Category Operations Posting Date 12/20/2024, 03:41 AM #J-18808-Ljbffr