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.
- 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.
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.