Team Lead, Financial Reporting at Northern Trust

Manila, Metro Manila, Philippines

Northern Trust Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Asset ManagementIndustries

Requirements

  • At least 2 years of people management experience for Team Leaders and 7 years overall experience in financial statement preparation or financial reporting in an Audit Firm, or financial institution
  • Bachelor’s degree in Accounting or Finance
  • Certified Public Accountant (CPA) is highly desirable
  • Background in regulatory / statutory reporting will be preferred
  • Experience on transitions/consolidation of various systems and complex processes

Responsibilities

  • Day-to-day management of a small team, including stakeholder management
  • Assignment of work to the Financial Reporting team
  • Conducts performance management and career development processes, and staffing and disciplinary actions
  • Organizes the work of the team, assigns tasks, sets short-term priorities, monitors all activities and ensures timely and accurate completion of the work
  • Provides input and support to budget management process
  • Carries out complex activities with significant financial, client, and/or internal business impact
  • May have direct interaction with clients, external auditors of clients and/or Senior Management
  • Serves as a key subject matter expert and mentor to other more junior level employees
  • Manages daily operational activities and supervises day-to-day work of junior level employees, including daily interaction with home country counterparts

Skills

Key technologies and capabilities for this role

Financial ReportingFinancial Statements PreparationSchedule of InvestmentsTax ReportingMutual FundsHedge FundsRegulatory ComplianceDiscrepancy AnalysisAudit ResponseFund Accounting

Questions & Answers

Common questions about this position

What is the work arrangement for this role?

The position follows a balanced hybrid working model, allowing the successful candidate to split time between the office and working from home.

What are the main responsibilities of the Team Lead?

The role involves day-to-day management of a small team, assigning work, conducting performance management and career development, prioritizing tasks, and ensuring timely completion, along with providing input to budget management and handling complex activities with financial and client impact.

What skills are needed for this Team Lead position?

Leadership and organizational skills are required to prioritize assignments, manage a team, conduct performance management, provide feedback, and handle stakeholder management.

What is the team responsible for?

The team prepares financial statements, schedules of investments, explanatory notes, and tax reporting data for mutual funds, hedge funds, and fund of hedge funds, following regulatory guidelines and set processes, while analyzing discrepancies and handling audit queries.

What makes a strong candidate for this role?

Candidates with experience in team leadership, performance management, stakeholder management, and handling complex financial reporting tasks in a cyclical environment with peak periods will stand out.

Northern Trust

About Northern Trust

N/AHeadquarters
N/AYear Founded
N/ACompany Stage

Land your dream remote job 3x faster with AI