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Our client is hiring for a Finance Operations professional to support the office of the CFO on securities accounting and broker-dealer operations. The successful candidate should have an in-depth knowledge of broker-dealer reporting standards, operations, and securities along with a strong product knowledge.
You will be responsible for the team's effort in accurate and timely reporting of its IFRS and GAAP books and records and regulatory filings for its U.S. broker-dealers * Assist in the coordination, preparation and management of our timely month end close.* Review month end balance sheet & income statement for respective product areas ensuring product controllers reconciliations are accurate
The consultant will be a part of the reconciliations team within the Operations Department. The role requires someone who is capable of timely and accurate reconciliations.
This role will primarily focus on managing investor data within the CRM (Salesforce), handling investor onboarding processes, and responding to investor inquiries. The ideal candidate will have extensive experience in the financial services industry, particularly in sales operations, metrics/reporting, or investor onboarding, and must be proficient in Salesforce.
As the Assistant Controller, you will play a critical role in overseeing the financial operations and reporting processes. You will work closely with the Controller and finance team to ensure accuracy, compliance, and efficiency in all accounting functions. This role requires a strong background in public accounting, a CPA certification, and a minimum of 2 years of experience in accounting roles within the banking sector.
At this publicly traded company you will be working directly with the Senior Manager of Accounting & Financial Reporting
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