Vice President Financial Reporting

Role Overview

Join the Australian Financial Reporting team as a manager, where you'll oversee monthly, quarterly, half-yearly, and annual financial reporting, regulatory submissions, and tax reporting for a diverse portfolio of investment managers and superannuation fund clients. You'll also act as the primary escalation point for client inquiries.

Building strong client relationships is key, requiring a deep understanding of their needs to ensure all expectations are met while fostering trust and collaboration. Additionally, you'll manage the financial reporting and tax aspects of onboarding new clients, working closely with cross-functional teams. This role reports to the Head of Financial Reporting and Tax and can be based in Melbourne or Sydney.

Key Responsibilities

• Lead financial reporting processes within the Client Accounting group.
• Oversee performance management, career development, staffing decisions, and disciplinary actions.
• Serve as the subject matter expert, guiding team activities and delivering technical expertise.
• Provide insights to internal stakeholders on business trends, challenges, operational changes, and strategic directions.
• Collaborate with various departments to identify automation opportunities and provide systems support.
• Deliver hands-on training to team members to enhance their skillsets.
• Set short-term priorities, organize team workflows, and ensure timely, accurate task completion.
• Contribute to budget management and oversee compliance and risk management programs for your team.
• Operate with a high degree of independence, balancing strategic planning and operational execution.
• Act as a trusted advisor, offering in-depth consulting and leadership across complex, cross-functional projects.

About You

Essential Skills and Experience

• Strong leadership and organizational abilities to set and achieve goals while motivating team members.
• Excellent communication skills, both written and verbal.
• Advanced functional and industry knowledge in accounting and tax within custodians, superannuation funds, or investment management.
• Proficient analytical and problem-solving skills.
• Expertise in accounting and tax principles related to Managed Investment Schemes (MISs) and superannuation funds.
• In-depth understanding of Australian Accounting Standards and Tax Rules as they apply to MISs, superannuation funds, and various asset types.
• Knowledge of regulatory reporting requirements, including APRA, ABS, BAS, and PAYG.
• Advanced Excel skills.
• Degree-qualified in Accounting, Commerce, or Finance, ideally holding CA or CPA certification.
• Familiarity with unit pricing and unit registry concepts.
• Proven experience in client service and relationship management.

Highly Desirable

• Prior experience managing a small to medium-sized team.