Reporting Team Leader Job Description
Reporting team leader
provides client service for financial services industry clients, specifically Broker Dealers, Hedge Funds, Investment Partnerships and Registered Investment Advisors.
Reporting Team Leader Duties & Responsibilities
To write an effective reporting team leader job description, begin by listing detailed duties, responsibilities and expectations. We have included reporting team leader job description templates that you can modify and use.
Sample responsibilities for this position include:
Attendance of RFP and Due Diligence client meetings where required covering all aspects of client reporting
Coordinates the production of MIS, ad-hoc analysis and KPIs/KRIs
Lead assigned engagements including planning, budgeting, client relationship management and delegating to staff
Ensure accuracy of footnote disclosures in accordance with accounting, reporting, and regulatory standards
Identify errors or problems and independently investigate
Management and oversight of workload allocations within the team
Quality assurance/controls for accuracy and timeliness
Managing cover for sickness and holiday
Review of RFPs and IMAs, on-boarding and the set up of new accounts
Building relationships within JPMAM, including Client Relationship Managers and Front office
Reporting Team Leader Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Reporting Team Leader
List any licenses or certifications required by the position: CECRL, B2, V3, ITIL, FINRA, CMA, MBA, CPA, PMP, ACCA
Education for Reporting Team Leader
Typically a job would require a certain level of education.
Employers hiring for the reporting team leader job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Finance, Economics, Business, Computer Science, Management, Mathematics, MBA, Technical, Education
Skills for Reporting Team Leader
Desired skills for reporting team leader include:
EDGAR and Merrill Reports systems
IFRS
Any other European language
Client Reporting
Complex derivatives
Excel
Individual client requirements and deadlines
Microsoft Office products
Performance principles and calculations
Pronouncements specifically related to the alternative funds industry
Desired experience for reporting team leader includes:
Production and oversight of MIS/KPI reporting to senior management
Work with Client Relationship teams on sensitive client issues
Contribute to and manage vendor relationships with Investment Accountants
Efficiencies and process improvements
Continuous people development through ongoing one to one meetings and mid/end year appraisals
Project implementation for new processes/new technology
Reporting Team Leader Examples
1
Reporting Team Leader Job Description
Job Description Example
Our company is growing rapidly and is looking for a reporting team leader. 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 reporting team leader
- Establishing and developing service offering responding to the clients expectations
- You and you team will work with Liquidity Analysts and various Stakeholders globally to assist in gathering information and documenting requirements, represent the team on calls and discussions
- Regular process and documentation reviews
- Ensuring operational control is in place and documented and identify failures, missing controls and seek for solutions, and ensure controls are properly reflected on the process control sheets
- Manage risk and ensure full compliance of daily operations
- Manage stakeholders and collaboration on-site front-to-back and globally
- Co-ordinate and facilitate staff training, problem resolution and defect communication to IT
- Represent LMR Poland in IT related projects such as system re-platform or data sourcing and ensure proper information flow between IT, Change, Liquidity teams & Treasury
- Responsible to Hire, Train, Develop and correctly allocate the required personnel as per the Hand Shake with the customers
- Responsible to have the Individual Performance Management (IPM) discussions and ensure development of resources both for their competences and careers
Qualifications for reporting team leader
- Prioritisation of team outputs
- Minimum experience • 6 to 8 years of work experience with team management skills managing a analytics or MIS and Quality control team
- 5+ sales analysis and reporting experience
- 5+ COBOL/Mainframe experience
- IMS/DB/DC skills
- Experience leading mid-sized teams
2
Reporting Team Leader Job Description
Job Description Example
Our growing company is hiring for a reporting team leader. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for reporting team leader
- Supervise direct reports’ tasks (eg Period End reporting, journal processing)
- Representative for Internal and External Audit
- Regularly hold P4G and call-over meetings to his/her direct reports
- Acts as a coach and mentor for the General Accountant
- Has general overview of own market, solves arising issues, liaises with and
- Co-ordinate analysts within the team to solve specific issues and complete projects
- Provides first line support to the Manager on specific issues/projects and
- Act as a deputy of the Manager
- Proactively suggests improvements/additional control points to build in and
- Take an active part in the implementation and in the follow up
Qualifications for reporting team leader
- Outstanding business relationship skills
- A can do attitude and a desire to move the business forward
- Outstanding relationship with Sales Analysis business partners
- University degree in Accounting, Finance or related discipline with accounting qualification
- Challenge bad data quality to ensure clear and concise communication to the relevant audience
- Perform audits of Programs to confirm compliance with best practice framework
3
Reporting Team Leader Job Description
Job Description Example
Our company is growing rapidly and is looking for a reporting team leader. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for reporting team leader
- Ensure daily tasks are produced accurately and in a timely manner
- Coaching, monitoring, supervision of approximately two Team Members to ensure they have the skills and knowledge to perform their role to be compliant with local regulator and external legislation in a professional & ethical manner
- Leading and undertaking investigation and analysis of root causes to ensure the timely resolution of any/all complex trade reporting and Portfolio Reconciliation breaks
- Working with the Senior Associate to identify and implement changes to workflow that support sharing of G20 operational, reporting and service related tasks across various time-zones
- Providing input and contributing to operational risk events when detected, ensuring control failures/gaps in process are clearly identified, escalated and documented
- Manage CRS/UK FATCA Team - day to day duties
- Serve as central point of contact for clients, investment managers and internal parties, for tax and proxy documentation issues, ensuring that all queries are addressed in a timely and accurate manner
- Coordinate production of the reporting to local Tax Authorities (TA) as per scheduled deadlines
- Participate in client visits, presentations, calls and/or meetings as appropriate
- Play a leading role in ensuring the department remains up to date with respect to the latest tax regulations
Qualifications for reporting team leader
- Action all inter-affiliate service moves to EMEA & NA in line with IAS policy & standards
- Take ownership of chasing Program Managers for their contribution to exercises
- Manage alignment of portfolio with governance model and framework
- Participate where required in projects involving
- Good usage of MS Office product suite and Sharepoint
- Comfortable with implementing & enforcing exercise delivery
4
Reporting Team Leader Job Description
Job Description Example
Our company is growing rapidly and is looking for a reporting team leader. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for reporting team leader
- Set and agree team objectives and managing the team workload to ensure service levels are not impacted
- Lead and mentor a team of HR reporting and insights analysts and coordinators to deliver actionable insights and data for the whole Kier business to allow data lead decisions to be made
- Support the HR Systems and Reporting Manager in delivering the team goals and the wider HR Service Centre goals
- Escalate any slippage
- Responsible for maintaining the team’s Key Performance Indicators (KPIs) as per the agreed Service Level Document (SLD) with home country
- Work closely with counterpart in home locations to resolve queries
- Review and sign off on reports of other team members
- Assist with recruiting, training and coaching of new team members
- Assist the Manager(s) in the production and enhancement of revised departmental procedures for use as training tools
- Work with the Manager(s) to continually assess the team’s processes to improve efficiency, reduce risk and/or cost, to increase the engagement and motivation of staff
Qualifications for reporting team leader
- Be innovative and suggest improvement capabilities
- Comfortable with running repeatable tasks while looking for ways to automate
- Produce accurate KPI stats for client presentations
- To take an active part in the quality controlling of client reports prior to dispatch
- Work with the Manager and Technical Co-ordinators to identify training requirements and encourage staff development
- Overseeing the monitoring of client data provided by the IOO client and recording on internal systems
5
Reporting Team Leader Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of reporting team leader. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for reporting team leader
- Provide leadership of team and across other groups by sharing knowledge as appropriate
- Provide objective and regular feedback to team members
- Conduct performance review and appraisal of team members
- Working closely with Manager(s) on various processes/projects, such as being assigned to take the lead and/or assist to implement new processes in order to help the team be successful in its goals and KPIs
- Ensure Statement processes & controls are compliant with regulations and firm policies, prepared for growth, and supportive of successful business continuity
- Manage service relationship and communication around client statement changes
- Manage the tax onboarding team tasked with reviewing documentation received for new customers and ensure accuracy from a FATCA perspective
- Identify situations that could arise which indicate U.S indicia or inconsistencies between the KYC documents received and the W-8 form
- Identify Changes in circumstances on existing accounts in accordance with requirements under the Internal Revenue Code
- Tax form validation
Qualifications for reporting team leader
- Work closely with the relevant contacts within our investment management clients to provide the best possible service
- Monitoring of IMA Disclosure reports, ensuring all deadline are achieved
- Experience in a relevant client administration and reporting role
- An understanding of the operations processes
- The ability to communicate effectively, both with clients and internally
- The ability to adapt to multiple demands and priorities in a pressurised environment