4 Financial Controller jobs in Australia
Head -Tax & Financial Reporting
Posted 5 days ago
Job Viewed
Job Description
Citi, the world leading global bank, has approximately 200 million customer accounts and a presence in more than 160 countries and jurisdictions worldwide. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to achieve their strategic financial objectives by providing them with cutting-edge ideas, best-in-class products and solutions, and unparalleled access to capital and liquidity.
**Job Description:**
**Team/Function Overview**
The Australia Lead for Financial Reporting is a senior management level position reporting directly to the Global Head of Financial Reporting with a matrix reporting line to local management.
The Financial Reporting team is part of Fund Services Operations.
The team is responsible for the production of financial statements, tax and regulatory reporting and all associated workings for investment and superannuation fund clients domiciled in Australia.
The current headcount is approximately 30 onshore in Australia with an equal number in Kuala Lumpur, Malaysia as the offshore partner. The team is predicted to grow in the coming years as we take on new clients and our existing clients expand.
**Responsibilities:**
+ Work with onshore partners and the Global Head of Financial Reporting to determine the optimal operating model including automation and location strategies to enhance scalability and quality of operations
+ Summarize into a strategic vision for the local teams
+ Lead the team through business and operational change including communicating the vision and goals, consistently and frequently, across all locations
+ Cascade annual goals for the team in line with the strategic vision and help them to achieve them
+ Focus on client relationships, supporting the client organisation and other service functions by consistently delivering excellence
+ Engage with industry bodies to enhance Citi's visibility in the local market-place and ensure our services are in line with local best practices
+ Develop relationships with Product and Technology and other colleagues both locally and globally to leverage capabilities of the entire firm
+ Be the primary point of escalation for Financial Reporting in the country
+ Ensure that appropriate training and planning frameworks and procedures are in place to support all teams on-shore and offshore and ensure that the teams remain fully compliant with all Citi Policies
+ Role-model Citi New Way behaviors to ensure that everyone is empowered to contribute at their highest level
+ Monitor service level standards and provide senior management with compliance reporting as well as maintain an environment where processes and controls are monitored, and potential risks are escalated on a timely basis
+ Attend client meetings, including board meetings and ad hoc Requests for Proposals (RFPs) presentations as required
+ Oversee local regulatory, audit and compliance matters and liaise with the Citi Country Officer and other teams as required
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
**Competencies**
+ Ability to contribute to strategic direction of a team which is in a period of strong growth.
+ Demonstrated leadership and project management skills including ability to resolve operational issues
+ Clear and concise written and verbal communication
+ Risk Assessment: Appropriately assess risk when making business decisions, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by ensuring compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
**Knowledge/Experience:**
+ 15+ years of relevant experience in funds administration and financial reporting,
+ 10-15+ years of managerial experience with experience of cross-border management and leadership
+ Knowledge of local taxation and regulations including reporting to APRA and ASIC for superannuation clients as well as the broader financial services industry
+ Knowledge of Fund Accounting Platforms including InvestOne and Multi-Fonds and of Reporting Software including Confluence and/or DFIN, would be a benefit
+ Demonstrated experience in operational process management, talent assessment, development and deployment
**Qualifications:**
+ 15+ years of relevant experience
+ Professional Accountancy qualification
+ 8-10+ years of managerial experience
+ Bachelor's degree/University degree or equivalent experience
+ Master's degree preferred
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**Job Family Group:**
Operations - Transaction Services
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**Job Family:**
Fund Accounting
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**Time Type:**
Full time
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Senior Vice President-Tax and Financial Reporting Senior Manager, Sydney
Posted 11 days ago
Job Viewed
Job Description
**Responsibilities:**
+ Manage tax and financial reporting operations operations at a site or functional level including people managers as well as partner across department and business to develop and enhance cost effective solutions that meet client expectations and needs
+ Assess new business viability against existing business capabilities and make appropriate recommendations
+ Assist and encourage employee career progression through defined career paths, management processes, appropriate training, and Professional Development Plans (PDPs)
+ Evaluate risk and controls, including operational impact of changes in legislation, and ensure compliance to established controls
+ Lead strategic planning process with business units and prioritize business development requirements to completion
+ Monitor Profit and Loss (P&L), expense managements, budget, and planning
+ Monitor, set, and achieve established department goals during day-to-day operations as well as serve as point of escalation for complex issues and manage resolution of issues and new business requests
+ Direct and participate in department and industry initiatives as well as support corporate governance and ethics
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
**Qualifications:**
+ 10+ years of relevant experience
+ Chartered Accountant / CFA / MBA
+ Experience within financial markets and fund accounting
+ Experience in financial services, client management, project management, strategic management, operational management, and resource and expense management
+ Experience with people management and working with multiple stakeholders
+ Advanced knowledge of accounting concepts, financial services, and global financial markets
+ Ability to manage client relationships
+ Demonstrated talent assessment as well as the ability to manage client relationships
**Education:**
+ Bachelor's degree/University degree or equivalent experience
+ Master's degree preferred
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**Job Family Group:**
Operations - Transaction Services
---
**Job Family:**
Fund Accounting
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Fund Accounting Group Manager
Posted 23 days ago
Job Viewed
Job Description
The overall objective of this role is to ensure the seamless delivery of activities associated with Net Asset Valuations (NAV's) for our clients
**Responsibilities:**
+ Overall responsibility for AU/NZ Fund Accounting Operations, inclusive of oversight and monitoring of teams located in Australia and teams based across Citi's offshore sites supporting Fund Accounting within the Investor Services business.
+ Lead strategic planning process with business units and prioritize business development requirements to completion
+ Drive policy and planning, have active involvement with senior management both locally and cross border on matters related to Fund Accounting Operations with an emphasis on Superannuation and determine the feasibility of new products/services and technological support necessary to deliver such services.
+ Will require strong client service orientation and ensure that all current and future client needs are met by having close interactions with both internal and external stakeholders.
+ Analyse client challenges, understand root cause analysis and identify opportunities to improve client satisfaction in a well-controlled environment.
+ Drive client operational reviews and participate in client service reviews, client due diligences whilst ensuring the team is providing optimal client service.
+ The timeliness and accuracy of Affiliate's and Third Parties to be measured to ensure Client's Service Level Agreements are met.
+ Close interaction with Product Management, Business Support, Technology, and other internal teams inclusive of line 2 partners, to deliver tailored efficient solutions that will meet the expectations and needs of clients.
+ Manage a team of professionals, assist and encourage employee career progression through defined career paths, management processes, appropriate training, and Professional Development Plans (PDPs)
+ Monitor, set, and achieve established department goals during day-to-day operations as well as serve as point of escalation for complex issues and manage resolution of issues and new business requests
+ Foster a robust risk and control culture of 'we are all risk managers' and understand Citi's approach to managing risk and how it relates to them and their teams roles and responsibilities.
+ This individual will valuate risk and controls, including operational impact of changes in legislation, and ensure compliance to established controls
+ This individual will promptly escalate issues regarding but not limited to people, processes, systems and products and resolve in a timely manner.
+ This individual will be responsible for identifying control defeciencies, drive process improvement whilst mitigating risk.
+ This individual will understand and participate in Manager Control Assessments (MCA) and be responsible for internal and external audit activities/reviews pertaining to Fund Accounting.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
**Competencies**
+ Strong leadership and supervisory skills are essential whilst ongoing focus on the development and coaching of staff is maintained.
+ Excellent communication skills along with good interpersonal skills and an analytical approach are essential.
+ Strategic mindset - Global mindset and ability to 'manage the matrix'
+ Effective management of complex decision making
+ Positive and dynamic attitude to work
+ Ability to manage a virtual team to a high standard
+ Proven ability to coach and develop talent across multiple jurisdictions
+ Ability to drive and lead the introduction of complex change in a challenging environment
+ Ability to work as part of and contribute to a high performing senior management team
+ Driven, resilient and tenacious, able to apply the learning from set-backs or challenges to good effect
+ Valuing diversity: demonstrate an appreciation of a diverse workforce. Appreciate differences in style or perspective and use differences to add value to decisions or actions and organisational success
+ Ability to create a positive culture in line with the Leadership principles & Risk Management
**Qualifications:**
+ 10+ years of relevant experience
+ Chartered Accountant / CFA / MBA
+ Experience within financial markets, Fund Accounting and Superannuation/Pensions Funds
+ Experience in financial services, client management, project management, strategic management, operational management, and resource and expense management
+ Experience with people management and working with multiple stakeholders
+ Advanced knowledge of accounting concepts, financial services, and global financial markets.
+ Ability to manage client relationships
+ Knowledge of financial services industry and global financial markets
+ Demonstrated talent assessment and people management skills
**Education:**
+ Bachelor's degree/University degree or equivalent experience
+ Master's degree preferred
---
**Job Family Group:**
Operations - Transaction Services
---
**Job Family:**
Fund Accounting
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Channel Success Manager, Accounting & Bookkeeping
Posted 9 days ago
Job Viewed
Job Description
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
**Job Title**
Channel Success Manager, Accounting & Bookkeeping
**What does a successful Channel Success Manager do at Pinch Payments(Part of Fiserv)?**
As a Channel Success Manager specializing in Accounting & Bookkeeping at Pinch, you are responsible for driving the post-onboarding success of our accounting advisor channel. Your role involves converting advisors into referrers and advocates through enablement, trust-building, and community integration strategies.
**What You Will Do:**
+ **Channel Success Ownership:** Take ownership of the post-onboarding success of the accounting advisor channel, ensuring sustained growth and engagement.
+ **Advisor Conversion:** Convert advisors into active referrers and advocates through tailored enablement programs and trust-building initiatives.
+ **Enablement Programs:** Develop and implement enablement programs that equip advisors with the knowledge and tools to effectively refer and advocate for Fiserv solutions.
+ **Trust-Building:** Build strong, lasting relationships with advisors based on trust, transparency, and mutual success.
+ **Community Integration:** Facilitate the integration of advisors into a supportive community that fosters collaboration, knowledge-sharing, and networking opportunities.
**What You Will Need To Have:**
+ Proven experience in channel management, particularly in Accounting & Bookkeeping sectors
+ Strong understanding of advisor enablement strategies and community building techniques
+ Excellent communication and relationship-building skills to establish trust and rapport with advisors
+ Strategic mindset with the ability to convert advisors into active advocates of Fiserv solutions
+ Collaborative approach to working with diverse stakeholders and driving channel success
+ Familiarity with accounting and bookkeeping practices and technologies
#LI-VC1
Thank you for considering employment with Fiserv. Please:
+ Apply using your legal name
+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
**Our commitment to Diversity and Inclusion:**
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
**Note to agencies:**
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
**Warning about fake job posts:**
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
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