AVP Wealth Management Financial Control recruitment
Responsibilities:
• Assist in the analytical review of entity balance sheet and profit and loss ensuring adequate understanding of material movements
• Engagement with Performance and Planning Finance colleagues to understand month end results and explain significant variances
• Interface with Operations, Sales Compensation Teams, Financial Control and Product Control teams ensuring end to end operational controls are understood effective and financial reporting issues are resolved
• Participate and provide support in the audit engagements with external audit and Regulators
• Document and maintain process and procedure notes, supporting working papers including systems , trades, and data flow diagrams
• Responsible for the data integrity of the general ledger and supporting systems including account set up, maintenance, and mapping tables
• Perform daily activities such as production of reports, updating of records, and daily account reconciliations
• Support ad-hoc requests as assigned and input into business driven initiatives and projects
Requirements:
• 5+ years accounting / control experience within financial services
• Experience with accounting reporting within brokerage, exchange, clearance and settlement fees
• Strong experience of financial control processes in a banking environment. Wealth Management / Private Banking experience preferred
• Experience of finance process design and implementation
• Strong organizational management, personal organization, planning skills
• Excellent Excel and VBA skills
• BA in Finance, Economics or Accounting. MBA or CPA preferred
For immediate consideration, please forward resume and contact details to: info@ashtonlanegroup.com
Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit www.AshtonLaneGroup.com
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