Team Lead, Financial Statement and Regulatory Reporting

• Manage the coordination and completion of financial and regulatory reporting services provided to CFS clients.
• Lead assigned financial and regulatory reporting engagements including planning, budgeting, client relationship management and delegation to staff.
• Provide training and guidance on accounting standards and regulations relevant to financial statements for funds under US GAAP and IFRS.
• Identify, research and communicate recent authoritative pronouncements for funds to the Financial and Regulatory Reporting group and clients.
• Lead a team of Financial and Regulatory Reporting staff, ensuring their work is produced accurately and to high standards, and that work is allocated appropriately and reviewed thoroughly.
• Establish staff goals, prepare performance evaluations and direct individual and group staff meetings.
• Develop strong relationships with internal parties, clients and audit firm personnel.
• Recognize and communicate potential opportunities for new clients as well as value added service enhancements for existing clients.
• Write and/or review various reports related to engagements.
• Prepare ad hoc reports for the client upon request.
• Attend meetings and trainings to enhance knowledge to be passed down to the team.

• Minimum of 3 years' experience in funds.
• IFRS and US GAAP experience with financial statements for funds.
• Experience in leading a team of accountants and/or auditors.
• Strong knowledge of regulatory compliance requirements for funds.
• Bachelor's Degree in Accounting, Finance or Economics.
• CA, ACCA, CPA, CFA or other professional designation preferred.
• Ability to travel as necessary.
• Excellent communication and writing skills.

Demonstrates expertise in financial and regulatory reporting for funds under US GAAP and IFRS, with strong leadership skills in managing teams and client relationships. Proficient in regulatory compliance and capable of providing training and guidance on accounting standards.