A recognized accounting qualification (e.g., ACCA or equivalent)
In-depth knowledge of fiduciary entity administration and/or offshore fund administration
Proven supervisory experience within company/fund administration, asset management, securities operations, or audit
Demonstrated expertise in preparing and reviewing financial statements, including primary statements, notes, and board-level reporting
Working knowledge of Guernsey’s regulatory framework for fiduciary entities
Responsibilities
Serve as the Subject Matter Expert for financial reporting within the Guernsey fiduciary business, providing hands-on leadership and resolving complex, non-routine client reporting issues
Lead and manage a team of four Guernsey-based professionals, ensuring high performance and engagement
Review financial statements and Guernsey tax returns prepared by the team to ensure accuracy and compliance
Present financial statements at board and client meetings, including occasional international travel (e.g., annual visit to Saudi Arabia, up to 5 days)
Act as the primary liaison for the Head of Guernsey Fiduciary Administration, including reporting at board-level management committee meetings
Oversee internal and external audit processes, from addressing audit queries to engaging with audit partners for sign-off
Ensure exceptional client service delivery across all fiduciary reporting activities
Manage the production, accuracy, and timely delivery of annual and periodic financial statements, as well as tax reporting obligations
Oversee bookkeeping and bank reconciliation processes for fiduciary entities
Coordinate accounting workflows to ensure quality and timeliness, adhering to internal policies and procedures
Act as system owner for the fiduciary accounting platform (Viewpoint), including upgrades, user acceptance testing (UAT), and system enhancements to improve efficiency and reliability
Stay informed on industry trends, regulatory developments, and best practices
Support business development initiatives through presentations, RFP responses, and client pitches
Fulfil people management responsibilities, including performance reviews, training, coaching, recruitment, onboarding, and probationary assessments; collaborate with cross-jurisdictional teams (e.g., Manila-based shared resources)
Identify and implement opportunities to enhance productivity, quality, and operational efficiency within the department