A leadership position responsible for driving operational excellence and team performance within the
fund accounting department. This role manages a team of accounting professionals oversees complex
client relationships and ensures delivery of high-quality accounting services. The position focuses on
people management and operational efficiency while maintaining overall accountability for team
performance and client satisfaction.
Core Responsibilities:
- Lead and develop a team of fund accounting professionals
- Drive operational performance and quality standards
- Build and manage cluster and client relationships and service delivery
- Oversee resource allocation and capacity planning
- Direct implementation of strategic initiatives and process improvements
- Ensure regulatory compliance and risk management
- Establish and monitor team performance metrics
- Champion technology adoption and process optimization
Tasks:
- Conduct regular performance reviews and career development discussions
- Manage escalated client issues and relationships
- Lead team meetings and performance improvement initiatives
- Monitor and report on key performance indicators
- Oversee workload distribution and resource allocation
- Review and approve staff scheduling and time management
- Facilitate client review meetings and presentations
- Coordinate with other departments on service delivery
- Monitor compliance with policies and procedures
- Lead change management initiatives
- Review and approve team training plans
- Oversee system implementation and optimization
- Conduct regular service delivery reviews
- Track work progress through timesheet completion
- Perform other related duties as assigned for role and business needs
Qualifications :
Qualifications and Experience Required for this Role
Essential
Educational Background:
- Bachelors degree in Accounting Finance or Business Administration; CPA or equivalent certification preferred
Professional Experience:
- Minimum 8 years of progressive experience in fund accounting financial reporting or related field with at least 1-2 years leadership experience
Skills and Key Behaviours:
In addition to upholding our Group Values (Authentic Bold and Collaborative) the role holder will be expected to demonstrate the following:
- Strong understanding of fund accounting processes regulatory compliance and risk management frameworks
- Proficient in reviewing and approving complex financial reports and client deliverables
- Skilled in resource allocation capacity planning and workload distribution to meet client deadlines and deliverables
- Experienced in leading client onboarding system implementation and optimization projects
- Adept at establishing and monitoring key performance metrics to drive team performance and operational efficiency
- Expert in driving operational excellence and process improvements
- Proficient in managing escalated client issues and fostering long-term client relationships
- Skilled in coordinating cross-departmental efforts to ensure seamless service delivery
- Strong focus on change management and adoption of technology-driven solutions
- Effective leader with exceptional people management skills including performance reviews career development discussions and team training
- Excellent communication and interpersonal skills to foster collaboration with clients cluster partners and internal stakeholders
- Results-driven proactive and detail-oriented with a focus on operational efficiency and client satisfaction
- Adaptive and resourceful ensuring team alignment with strategic objectives and organizational goals
Additional Information :
At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.
Remote Work :
No
Employment Type :
Full-time