Director of Finance and Administration at Cooke managing Finance operations in global seafood industry. Leading Admin team and developing financial strategies for success.
SF
Hybrid Director, Fund Financial – Tax Reporting
Posted last month
About the role
- Director of Fund Financial & Tax Reporting at Fidelity assessing regulatory impacts and changes for the Shareholder Reporting Team. Collaborating with team leaders and maintaining documentation for new requirements.
Responsibilities
- Responsible for assessing how new and changing requirements affect regulatory reports and filings
- Assemble critical information and coordinate comprehensive end to end analyses for production team leads
- Create requirement summaries to inform the broader Shareholder Reporting staff
- Facilitate meetings and collaborate with internal team leaders to capture operational demands of new requirements
- Summarize and communicate impacts of new requirements to Senior Management and key business partners
- Coordinate and maintain documentation for ongoing reference
- Coordinate and deliver training to improve staff's understanding of new requirements
Requirements
- Bachelor’s Degree or equivalent experience
- 8+ years of experience preferred including financial services experience with an asset manager, audit firm or custodian bank
- CPA preferred
- Familiarity with regulatory reports and filings for investment companies including their operational support processes
- Investment product knowledge including investment structures and their regulatory and compliance frameworks
- Research skills including the ability to capture information about a topic, review that information and analyze and interpret the details in a way to support a solution
- Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines
- Strong written and verbal communications skills
- Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint
- Power BI preferred.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Senior Financial Accountant supporting month - end and year - end processes for multiple European entities. Aiming for compliance in German and European statutory requirements.
Senior FP&A Analyst at a high - growth SaaS fintech building financial models and tracking metrics to support strategic decisions. Collaborate with global teams and deliver financial insights.
Digital Finance Advisor at Bosta conducting sales calls and assessing customer financing needs. Collaborating with teams to provide financial solutions for e - commerce businesses in Egypt.
Internal Audit & Control Analyst at Rappi, focusing on financial and operational audits. Responsible for monitoring and analyzing data to identify financial risks.
Finance Intern supporting finance operations at The Maybourne Riviera. Engaging in invoice management, audits, and service excellence according to luxury standards.
Financial Analysis Manager overseeing expense management and financial reporting for AIG. Collaborating with finance teams and utilizing advanced analytics to support business strategies.
Finance Department Head in a modern humanistic association responsible for financial management and team leadership. Leading digital transformation and financial processes with a focus on organization - wide improvements.
Senior Financial Analyst delivering actionable insights for budgeting and forecasting at Fiserv. Collaborating with finance and operations to drive data - driven decisions across the business.
Fixed Assets Accountant managing fixed asset accounting functions in automotive manufacturing. Ensuring accurate asset records and compliance with accounting standards.