Team Lead, Financial Reporting

vor 4 Wochen


Melbourne, Österreich Northern Trust Vollzeit

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Role Summary

You will support the Australian Investment Accounting team as a Team Lead and will be responsible for monthly, quarterly, half-yearly and annual financial reporting, regulatory reporting and tax reporting to a diverse range of investment manager and superannuation fund clients and act as escalation point for any client queries.

It will be crucial for you to establish a level of client knowledge, to ensure all requirements are met and allow the team to build the relationship further. You will also be involved in managing new client onboarding process as it relates to financial reporting and tax, in conjunction with other teams.

You will report to the Manager of Financial Reporting and Tax.

We are open to both Melbourne and Sydney locations.

What you will do:

  • Reviewing Financial statements and templates
  • Proactively seek to identify and improve current core processes and procedures, ensuring they are updated with changes in regulations and industry trends
  • Deliver training and coaching to junior members of the team
  • Work closely with other teams to achieve client reporting objectives - Unit Pricing, Business Process Analysts, Client Services, Operations and Technology
  • Work closely with Financial Reporting and Tax manager on new product developments and process improvement projects
  • Help manage new client onboarding process as it relates to Financial reporting and Tax
  • Provide oversight of off shore teams' output and performance
  • Ensure sufficient risk management controls are in place and adhered to Northern Trust compliance standards
  • Act as escalation point for client queries
  • Organize and attend year end planning meetings with clients
About You

Essential
  • Extensive experience working within a Custodian, Superannuation fund, or Investment Manager accounting/tax team
  • Technical understanding and practical application of accounting and tax concepts as they relate to Managed Investment Schemes (MIS's) and Superannuation funds
  • Demonstrated high level understanding of the application of Australian Accounting Standards as they relate to MIS's and Superannuation funds, and the different assets they invest in
  • Demonstrated high level understanding of the application of Australian Tax rules as they relate to MIS's and Superannuation funds, and the different assets they invest in, and an understanding of different trust structures and entity types
  • Demonstrated understanding of the application of regulatory reporting requirements - APRA, ABS, BAS, PAYG
  • Proficient in Excel
  • Accounting/Commerce/Finance degree qualified ideally with a CA or CPA
  • Understanding of unit pricing and unit registry concepts
  • Client service and relationship management experience
Highly Desirable
  • Previous experience in managing a small/medium team
Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com .

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the worl...

Boost your career Find thousands of job opportunities by signing up to eFinancialCareers today.

#J-18808-Ljbffr

  • Melbourne, Österreich Northern Trust Vollzeit

    About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...


  • Melbourne, Österreich Northern Trust Vollzeit

    About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...


  • Melbourne, Österreich eFinancialCareers Ltd. Vollzeit

    About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...


  • Melbourne, Österreich Northern Trust Vollzeit

    About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...


  • Melbourne, Österreich Northern Trust Vollzeit

    About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...


  • Melbourne, Österreich MMC Corporate Vollzeit

    Marsh McLennan is seeking candidates for the following position based in Melbourne:Financial Reporting ManagerWhat can you expect?We have an exciting opportunity for an experienced Financial Professional to join our Finance Controllership team at MMC.The Financial Reporting Manager is responsible for supporting MMC Controllership in maintaining and enhancing...


  • Melbourne, Österreich MMC Corporate Vollzeit

    Marsh McLennan is seeking candidates for the following position based in Melbourne:Financial Reporting ManagerWhat can you expect?We have an exciting opportunity for an experienced Financial Professional to join our Finance Controllership team at MMC.The Financial Reporting Manager is responsible for supporting MMC Controllership in maintaining and enhancing...


  • Melbourne, Österreich Team Relax Vollzeit

    What's on offer? As an Accounts Payable (AP) Team Leader you will play a crucial role in ensuring invoices are paid on time.You can expect to partner with colleagues, stakeholders, subcontractors, and suppliers with any AP queries and to ensure processes are efficient. Your duties and responsibilities will include: Support, coaching and performance...


  • Melbourne, Österreich Northern Trust Vollzeit

    About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...


  • City of Melbourne, Österreich Farm Credit Services Vollzeit

    Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!Tell me more about this opportunity.Position Overview:This position assists internal and external clients by providing external financial reporting, internal controls over financial reporting, external audit and accounting services. The...


  • City of Melbourne, Österreich Farm Credit Services Vollzeit

    Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!Tell me more about this opportunity.Position Overview:This position assists internal and external clients by providing external financial reporting, internal controls over financial reporting, external audit and accounting services. The...


  • Melbourne, Österreich Michael Page Australia Vollzeit

    About Our Client An exciting opportunity exists for an experienced senior finance profession to join this growing ASX organisation. With a strong brand and reputation in the market, they are considered an organisation of choice for those looking for a supportive and flexible culture that can offer career development. A true market leader in their field with...


  • Melbourne, Österreich State Government of Victoria, Australia Vollzeit

    Organisation:Department of Government ServicesOccupation:AccountingReference:VG/1791730About usThe Department of Government Services (DGS) was established on 1 January 2023 to improve everyone's experience of doing business and interacting with the Victorian government. We bring important day-to-day services together in one department to make things easy...


  • City of Melbourne, Österreich State Government of Victoria, Australia Vollzeit

    Organisation: Department of Government Services Occupation: Accounting Reference: VG/1791730 About usThe Department of Government Services (DGS) was established on 1 January 2023 to improve everyone's experience of doing business and interacting with the Victorian government. We bring important day-to-day services together in one department to make...

  • Financial Planning

    vor 4 Wochen


    Melbourne, Österreich BlueRock Group Vollzeit

    Certified B-Corp & Great Place to Work 2024 Embrace an inclusive and diverse workplace culture, centred on health, wellbeing, and fun! Grow your career in a rapidly expanding advisory firm! A smart human once said, “Do things you with people you care about, and good things happen”, and at BlueRock, we are a growing team who love what we do. ...

  • Financial Planning

    vor 3 Wochen


    Melbourne, Österreich BlueRock Group Vollzeit

    Certified B-Corp & Great Place to Work 2024 Embrace an inclusive and diverse workplace culture, centred on health, wellbeing, and fun! Grow your career in a rapidly expanding advisory firm! A smart human once said, “Do things you with people you care about, and good things happen”, and at BlueRock, we are a growing team who love what we do. ...


  • Melbourne, Österreich Insignia Financial Vollzeit

    Management (Information & Communication Technology) Insignia Financial Ltd. is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee servicesMake your move. Make your markA career that works for youMake a difference, make it meaningfulThe...


  • Melbourne, Österreich Energy Australia Vollzeit

    Globally, energy markets are in transition to a net zero future and the entities within these markets are transforming their underlying business models to ensure that they stay relevant, sustainable and profitable. As one of Australia’s largest energy providers, we are proud of our purpose to lead and accelerate the clean energy transformation for...


  • Melbourne, Österreich Team Relax Vollzeit

    What's on offer? As part of the Drafting Leadership Team this Team Leader will work across Knockdown Rebuild projects. The Team Leader is responsible for the allocation of Team workflow, coordination of drafting resources and supporting the Knockdown Rebuild Drafting Team to document and deliver a range of products and services including Working...

  • Engineering Lead

    vor 1 Monat


    Melbourne, Österreich Latitude Financial Services Vollzeit

    Developers/Programmers (Information & Communication Technology) Reporting to Head of Technology & Strategy (Pay), the purpose of the Servicing Engineering Leader role is to lead Latitude Pay's engineering in leading all secured customer & merchant services platforms and associated services including identity management. Both customer and merchant portals...