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Senior Associate Director, Financial Reporting

  • Halifax, NS, Canada

Full-time

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Job details

Job type
Full-time
Experience
Have 5-10 years’ experience in a financial reporting role.
Posting language
English
Posted

Original job description

Company Description

About MUFG Investor Services:

Experience something Brilliantly Different with a career at MUFG Investor Services.

MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions with approximately $3 trillion in assets, we combine deep expertise with the strength and stability of a leading financial institution. To learn more, visit us at www.mufg-investorservices.com.

Job Description

Role and Responsibilities:

  • Assist with department resource planning and staff allocation.
  • Assist with financial analysis of potential new clients/ workload/ turnover/ headcount requirements etc.
  • Attend pitches to potential new clients, due diligence meetings, board/client meetings as required.
  • Build and maintain a strong relationship with clients, vendors and audit firms.
  • Continue to carry out the core roles of the team, including the creation and preparation of financial statements workings/reports.
  • Continue to develop a greater understanding of the financial reporting environment and assist in the creation of service offerings for our clients.
  • Contribute to the development of the department and documenting new department processes.
  • Develop and improve financial reporting processes and procedures.
  • Ensure all fees are billed on time and collected in a timely manner.
  • Ensure all processes are performed in accordance with operational procedures and controls, and all relevant checklists are completed.
  • Manage the staff that report directly to you, assist in training team members and participate in their performance review process.
  • Monitor and manage the reporting deadlines for the services/clients that you and your staff are accountable for.
  • Assist with the preparation and review of KPI’s for the team.

Qualifications

  • Post-secondary education with a concentration in finance, accounting, mathematics or related fields.
  • Professional qualification in ACA, ACCA, CPA, CIMA or CFA.
  • Have 5-10 years’ experience in a financial reporting role.

Additional Information

What’s in it for you to join MUFG Investor Services?  

Take a look at our careers site and you’ll find everything you’d expect from a career with the fastest-growing business at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation, laser client focus, and next-level LEARNING & DEVELOPMENT. Oh, and we really walk the talk when it comes to HYBRID WORKING.

So, why settle for the ordinary? Apply now for a Brilliantly Different career.

We are committed to using Artificial Intelligence (AI) tools responsibly and being transparent about what we do to build trust and confidence. At MUFG Investor Services, we use AI tools to support our recruitment process by helping us understand how well candidates’ applications align with the requirements of the role.

All AI recommendations are reviewed by our recruitment team before any decisions are made.

More information on our use of AI tools is available in our Privacy Notice available to you as part of your application.

We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted.

MUFG is an equal opportunity employer.

  • Rank: Associate Director
  • Employment Type: Permanent Full Time
  • More about this job

    Responsibilities

    Lead and support financial reporting services, including preparing financial statements and reports, managing client deadlines, and ensuring processes follow operational controls. Support resource planning, client and audit relationships, team development, process improvement, KPI reviews, and timely billing and fee collection.

    Requirements

    Requires post-secondary education in finance, accounting, mathematics, or a related field, along with a professional qualification such as ACA, ACCA, CPA, CIMA, or CFA. Candidates should have 5–10 years of experience in financial reporting.

    Skills

    • Financial Reporting
    • Financial Analysis
    • Resource Planning
    • Staff Allocation
    • Process Improvement
    • Process Documentation
    • Deadline Management
    • Team Leadership
    • Staff Training
    • Performance Reviews
    • KPI Monitoring
    • Fee Billing and Collection
    • Client Due Diligence

    Visa sponsorship

    Not detected in the job text

    Categories

    • Finance & Accounting
    • Management & Leadership

    Keywords

    • Financial Reporting
    • Financial Statements
    • Financial Analysis
    • Fund Administration
    • Asset Servicing
    • Alternative Investments
    • Operational Solutions
    • Client Assets Under Administration
    • Resource Planning
    • Headcount Planning
    • Client Due Diligence
    • Vendor Management
    • Audit Firms
    • Operational Procedures
    • Internal Controls
    • Process Improvement
    • Process Documentation
    • Reporting Deadlines
    • KPI
    • Fee Billing
    • Fee Collection
    • ACA
    • ACCA
    • CPA
    • CIMA
    • CFA
    • Fund Financing
    • Foreign Exchange
    • Custody

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