Purpose of Role:

Report and provide insights related to client profitability, return on capital, and Investment Services product profitability to a wide group of stakeholders while fostering a strong culture of risk excellence. These insights have a direct impact on client and product-level decision-making. The role oversees P&Ls at the client level (Client P&L), the product level (Product Profitability), and ROC reporting at the client level.

Key Responsibility Areas:

- Own all aspects of client profitability reporting, including working with Revenue GAO (Global Accounting Operations), Business line CFO, and other partners to ensure a comprehensive and accurate Client P&L.

- Manage migration to a new system and enhance the process to allow for more automation, creating a tool that adds value to business partners.

- Identify ways to streamline processes across Client and Product P&Ls and ROC.

- Establish forums with Client Executives and Finance Partners to understand the drivers of the P&Ls for their clients and align incentives with good decision-making.

- Collaborate with Global Accounting Operations, DOST, and Technology teams to identify better ways of structuring data and processes. Key projects include RAW implementation, EAW implementation, HPCM to PCM migration, and migration from CDMS ID to GEMS ID.

Experience / Skills:

- Bachelor’s or Master’s degree in finance/accounting; CA/CPA preferred.

- 20+ years of progressive experience in accounting and finance.

- Experience in implementing finance systems, merger integration, and tax and regulatory compliance.

- Ability to bring together groups from different organizations to achieve common goals.

Managerial Capabilities:

- Establish strong relationships and communication mechanisms with partners across other teams, fostering communication within the Client P&L team.

- Develop effective working relationships and communication with staff, ensuring staff motivation, development, and support.

- Establish systems of control, delegated authority, and escalation procedures to comply with internal policies and external regulations.

- Ensure an effective oversight framework is in use to identify, escalate, and resolve issues appropriately.

- Nurture a culture of ‘Risk Excellence’ and encourage an environment that supports open discussion and effective challenge.

- Promote individual ownership of tasks, embedding a strong sense of accountability among staff members.

For further information and to apply, please visit our website via the “Apply” button below.