3 Reporting Analysis 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
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**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.
Business intelligence Uplift
Posted 615 days ago
Job Viewed
Job Description
The establishment of formal data management and data governance functions in accordance with industry best practices (e.g. DAMA DMBOK) as part of maturing its organisation-wide data capability with specific focus on the business intelligence function.
The Business Intelligence team requires a review and enhancement of documentation governing the approach and plans for management of the data created, stored and curated by the team. These documents would be scalable for implementation across the organisation and set a firm foundation in the rigour and processes of the function moving forward.
Through this engagement, the focus will be to build and document a data governance framework, with policies and templates for data management to support key activities.
In establishing a sustainable and fit-for-purpose Data Governance approach, key deliverables may involve:
· reviewing existing governance arrangements
· establishing oversight structures and a data governance framework
· developing policies and procedures for data management to support the framework
· identifying opportunities and risks and recommending actions to manage and mitigate
· defining roles and responsibilities
Examples of areas that may require formalised data policies and procedures include:
· Data access
· Data security
· Data storage
· Data retention and disposal
· Metadata management
· Cataloguing data
· Data quality management
· Handling sensitive data
· Releasing data
A rigorous but light-touch governance approach is suitable, in line with best practice but scaled for our organisation and flexible enough for our small dynamic team. The above is not to be taken as exhaustive, and the Office will be expecting the development of any other relevant artefacts to support effective data management.
As the next stage to our continuous improvement of the business intelligence function, the Office is looking to uplift its business requirements management processes to enable more effective, efficient and targeted business outcomes.
In addition to internal business reporting, there is a critical need to develop mature data products that satisfy and automate the statutory reporting obligations of the organisation.
To do this, we are seeking to engage a consultancy to:
· gather and document stakeholder requirements, based on industry-best practices (e.g. BABOK) and tailored to the needs of the organisation
· review our existing suite of BI products (dashboards, reports etc.)
· recommendations for the development of a pipeline/program of work to provide clarity on the prioritised dashboards and reports scheduled for build and specify the business requirements they will satisfy
· design and document a regime of governance, discovery, preparation, planning, building, publishing, and implementing for every new data project
· internal data use cases and personas for key roles and teams
· enhance understanding of the BA process through delivery of training
Specific deliverables include, but are not limited to:
· review and update Business Requirement Specification documents,
· interview stakeholders including workshops,
· document requirements,
· holistic review of existing dashboards and reports against requirements,
· design of a development pipeline/program of work based on those requirements,
· develop and document a process to facilitate build phase.
Essential criteriaDemonstrated understanding of the Services required, including the identification of any key challenges and principles.Demonstrated experience in providing the similar services to the services described.Be The First To Know
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