Financial Management Group Job Description

Financial Management Group Job Description

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Financial management group provides project information and data to accounting and finance for entry into accounting and finance systems, internal and external reports, etc.

Financial Management Group Duties & Responsibilities

To write an effective financial management group job description, begin by listing detailed duties, responsibilities and expectations. We have included financial management group job description templates that you can modify and use.

Sample responsibilities for this position include:

Liaising with internal and external vendors
Building and fostering relationships and coordinating with Central L&D, Talent, and HR counterparts, regional L&D counterparts
Writing and repurpose content for use across traditional and digital channels email, presentations and internal social media tools
Previous transaction taxes experience, within a chartered accountant/legal environment (or equivalent experience in commerce)
Experience in managing multiple deliverables concurrently and liaising with a large number of stakeholders
An interest in financial services and the investment banking industry
A focus on striving for constant improvement and delivering above expectations for stakeholders
Developing and maintaining processes for the preparation and submission of regulatory returns
Working with the wider team to develop, maintain and oversee the implementation of the Group Regulatory Reporting Control Framework
Managing tax returns

Financial Management Group Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Financial Management Group

List any licenses or certifications required by the position: CMFAS

Education for Financial Management Group

Typically a job would require a certain level of education.

Employers hiring for the financial management group job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Management, Accounting, Business/Administration, Business, MBA, Economics, Financial Services, Education, Law

Skills for Financial Management Group

Desired skills for financial management group include:

Different finance systems
Powerpoint
Strong interest in financial products
Accounting concepts and accounting systems would be advantageous
CRD / CRR
Current EU/international prudential regime
Data constructs and Data Warehouse environments
Data warehouse concepts
Databases and platforms
Energy industry

Desired experience for financial management group includes:

Familiarity with all Investment Products offered within Wealth Management Group
Mastery of various analysis & planning tools to include MoneyguidePro, EnvestNet analytics, Trust Services analytics and other tools
Wealth Protection
Liquidity Creation
Wealth Accumulation
Proficient in Microsoft Office software, including Word and Excel, Net Exchange and ability to navigate easily through Internet-based systems

Financial Management Group Examples

1

Financial Management Group Job Description

Job Description Example
Our company is looking to fill the role of financial management group. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial management group
  • Developing key program artefacts, reporting and communications plans
  • Providing guidance and expertise to support the development of Standard Operating Procedures and Transition documentation
  • Proactively working with the multiple stakeholder streams to meet program objectives
  • Chartered Accountant (or equivalent) qualification with experience gained working in a Financial Institution
  • Exposure to Financial Reporting and in particular IAS39 or IFRS 9 would be an advantage
  • Review consolidation and equity accounting entries for principal investments those related to acquisition and disposal transactions
  • Involvement in new business product approvals, including providing financial reporting support for all new investment activities (acquisitions, disposals)
  • Prepare and post consolidation and equity accounting entries for principal investments those related to acquisition and disposal transactions
  • Participate in new business product approvals, including providing financial reporting support for all investment activities (acquisition, disposals)
  • Work with Business and Financial Control teams to understand the key drivers of the legal entity's performance and balance sheet fluctuations
Qualifications for financial management group
  • Preparation of business plans, annual budgets and forecasts, and analysis of monthly performance
  • Reviewing transfer pricing models and recovery methodologies, including engagement and communication with business unit and divisional customers
  • Overseeing and managing compliance for state and city development incentive programs
  • Overseeing the Service Assurance Framework, including demand management
  • Identify opportunities for process improvement employing best practice operational excellence principles in conjunction with the Project Management Office
  • Identifying key drivers for costs and opportunities for cost optimisation
2

Financial Management Group Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of financial management group. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial management group
  • Communicate with other internal departments where appropriate, in particular, Regulatory Reporting, Corporate Reporting and Taxation.Liaise with third party administrator and / or outsource service provider (OSP) on monthly books and records for CFM entitiesExpense AnalysisBank account management including coordination of payments and signatory responsibilitiesCo-ordination of annual audit and tax return lodgementsRecapitalisations of group entities, as required
  • Alternatively a J.D and/or LL.M in Tax law
  • Currently operating at a Director in a Tax role
  • Report to the Board of Director's and regulatory management committee on FOCUS and other US regulatory submissions, financial performance of regulated entities, regulatory capital and liquidity levels
  • Review of medium and high risk client communications for the EMEA client base such as client presentations, brochures, digital properties and new communication templates
  • Maintain an up to date knowledge of the regulatory environment and an awareness of the evolving mediums and methods used for promotions
  • Coordinate IM compensation forecasts for annual budget, Quarterly forecasting, and CCAR
  • Manage multiple business units sales commission plans, including the calculation, reporting, and coordination with IM BU and HR
  • Collaborate with IM HR on all aspects of IM compensation deliverables including weekly/quarterly/annual forecasts CCAR
  • Partner with IM HR on understanding monthly activity and fluctuations to forecast
Qualifications for financial management group
  • UK GAAP and IFRS experience
  • Prepare formal project documentation including requirement and scope documents
  • Assist in preparing project and resourcing plans
  • Track project progress against key milestones
  • Update the risks register
  • Co-ordinate working group and steering committee meetings
3

Financial Management Group Job Description

Job Description Example
Our growing company is hiring for a financial management group. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial management group
  • Complete ad-hoc requests/analysis
  • Oversees and provides operational framework guidance on Middle Office policies between front and back office operations
  • Lead the monthly forecasting and planning process for SG IBG Ops and ensure compliance to the financial KPIs
  • Drive the annual budgeting exercise and manage the related follow-up activities for SG IBG Ops
  • Monitor, track and ensure quality reporting on the status of productivity saves on a monthly basis
  • Prepare and analyze monthly MTK, headcount and financial reports, any internal management reports
  • Support in various report automation and programming effort within the department
  • Provide secondary support in various people initiatives under CARE and Employee Engagement programs, where necessary
  • Underwriting and analyzing new and renewal business
  • Coaching and guiding a team of Underwriters
Qualifications for financial management group
  • Preparation of federal and state returns sales and use tax returns
  • Proven experience in a similar role either within the business, legal, compliance department or within a regulator in relation to asset management products and services
  • Fluency in an additional European language such as Spanish or German
  • 5 to 7 years of relevant experience or similar experience in Finance/Business Management
  • Degree holder in Business Administration, Finance or related disciplines
  • Minimum 2 years of sales or marketing experience in financial institutions, with proven track record in selling insurance products
4

Financial Management Group Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of financial management group. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial management group
  • Lead and manage small projects and initiatives or participate in larger projects driven by FIG or the wider ICB
  • Managing multiple calendars including booking internal & external meetings, managing conflicts, booking rooms
  • Processing purchase orders, invoices and monthly Amex /expense claims
  • Assistance with coordination of team meetings including booking conference rooms, video conference/ arranging catering
  • IT requests for the team
  • Acting as coordinator & main point of contact for the team
  • Arranging international/domestic travel (including coordination of approval)
  • Preparation and review of GST returns involving analyses of transactions and underlying GST data
  • Resolution and management of Indirect taxes related accounting and reporting issues
  • Reconciliation of indirect taxes accounts and balances for the purposes of statutory reporting
Qualifications for financial management group
  • Previous experience with GAAP, General Ledger, Month-end Close, and SEC Reporting
  • Excellent professional qualifications - BA/BSc (or equivalent) in Legal or Financial disciplines
  • Bachelor Degree with a minimum of 8 years working experience in the middle office or back office management with broad understanding of product management, particularly in insurance and investment products
  • Strong ability to spot and develop / revise process and procedures to improve the overall efficiency of the business and operations
  • Sound banking, financial, compliance, control and regulatory knowledge
  • Interest in development and enhancement of systems and process / workflow and ability to implement it across different locations
5

Financial Management Group Job Description

Job Description Example
Our growing company is looking to fill the role of financial management group. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial management group
  • Building code to extract data from a warehouse into an R model
  • Documentation of any modelling
  • Development of Test plans, Test estimations, Test cases/Scenarios and QA metric in support of test execution
  • Develop knowledge of Investment Management and apply knowledge to creating business reviews and ad hoc reports
  • Assist the COO and CFO with financial and operational analysis and execution of strategic business projects/initiatives
  • Establish and build accounting group and infrastructure and processes to transact in expanding businesses
  • Make recommendations to enhance efficiency of accounting, reporting functions, valuations, computer systems, and data quality
  • Support management and the business in assessing the accounting treatment for proposed transactions
  • Exercise leadership and expertise for process improvement, effective management to motivate and develop staff
  • Interact extensively with key business unit staff, structurers, traders, internal and external counsel, compliance officer, operations, middle office, IT
Qualifications for financial management group
  • Able to adapt to changes and manage multiple priorities
  • Strong ability to deliver under tight deadlines
  • Experience working with Banks
  • Currently enrolled in a Bachelor Degree majoring in Accounting or Finance
  • College degree with major in accounting or business administration or equivalent
  • Experience with financial reporting and forecasting Internal

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