Join to apply for the Manager, Financial Reporting, Financial Reporting & Tax role at CIBC Mellon
Location: Toronto, Ontario, Canada
Salary: CA$150,000.00-CA$160,000.00
Responsibilities
- Manage the onboarding process, ensuring timely and accurate completion of clients' regulatory publishing.
- Actively support and oversee vendor and client relationships related to clients’ regulatory publishing.
- Actively engage with existing and new clients to align their financial publishing statements to provide a consistent implementation process that will enhance their operational efficiency.
- Coordinate and manage the activities of each implementation to ensure that all deadlines are met.
- Provides consultative financial reporting expertise on issues raised on funds by internal partners.
- Attend client meetings and ensure delivery of quality services to all financial publishing statement clients.
- Ensure appropriate timelines with clients and external vendors are negotiated.
- Research and respond to financial statement publishing questions/concerns and testing items from clients and vendors.
- Provide training/consultative support to financial reporting team.
- Participate in presentations to potential and existing clients on the client regulatory publishing services.
- Provide guidance and lead team training and performance-related tasks in accordance with company policies and corporate goals.
- Manage all aspects of resource management: recruitment, training, performance reviews and succession planning ensuring appropriate staffing levels to carry out the work of the department.
- Research and apply regulatory changes for Financial Services.
- Participate in automation and special projects as required.
Qualifications
- University degree in Accounting and a professional designation preferred.
- 5 to 7 years progressive experience.
- Minimum of 3 years of Canadian tax experience; including people management.
- Tax and accounting experience in the investment fund industry is required.
- Excellent written and oral communication skills.
- Strong analytical and problem solving skills.
- Excellent time management skills and ability to work under tight timelines.
- High degree of commitment to quality work and accuracy.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Industries
Banking, Financial Services, and Investment Banking
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