Financial Management Group Resume Samples
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Financial Management Group Resume Samples
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CR
C Rau
Clifton
Rau
617 Klein Circles
Philadelphia
PA
+1 (555) 448 4303
617 Klein Circles
Philadelphia
PA
Phone
p
+1 (555) 448 4303
Experience
Experience
New York, NY
Financial Management Group
New York, NY
Torp, Lakin and D'Amore
New York, NY
Financial Management Group
- Developing and maintaining the operational risk reporting framework to key stakeholders (includes Key Risk Indicators, incident reporting, monthly reporting)
- Liaise closely with Business Unit Finance and Legal Entity Controllers to understand accounting positions, transactions and new products. Highlight potential technical issues with transactions for both accounting and tax purposes
- Prepare audit ready workings and review with management
- Leading and managing the non trading finance team, ensuring continued staff development and high levels of engagement
- Assist in the preparation of complex entity corporate income and franchise tax returns (annual, quarterly, extensions)
- Focus on qualitative improvements to work product
- Continuous drive to find and deliver on opportunities to improve the business
Chicago, IL
Transaction Taxes, Financial Management Group
Chicago, IL
Effertz-Nikolaus
Chicago, IL
Transaction Taxes, Financial Management Group
- Providing on-going support for the Business' GST reporting and accounting
- Assisting in ongoing transaction taxes and accounting focused prudential reviews for Australian and overseas businesses
- Project work in response to legislative changes, business restructure, and system changes
- Management and resolution of transaction taxes related accounting and reporting issues
- Supporting transaction taxes financial control, including reconciliation of transaction taxes accounts and balances
- Documentation and review of key FCS and BCS transaction taxes accounting policies
- Review and preparation of documentation to support apportionment methodologies
present
Philadelphia, PA
Executive Assistant Financial Management Group
Philadelphia, PA
Johnston and Sons
present
Philadelphia, PA
Executive Assistant Financial Management Group
present
- Diary management and phone support for the senior staff in each division
- Expenses processing; including vendor invoices and corporate card expenses
- Co-ordination of team meetings and functions (internal and external) including venues and catering
- Business travel bookings, including co-ordination for international visitors
- Maintain team documentation, including organization charts and phone listings
- Filing and archiving of files
- Provide support and development to junior team members to enhance their effectivenessAlign OSP policies and procedures to comply with Macquarie controlsExpense AnalysisBank account management including coordination of payments and signatory responsibilitiesAlign outsourced service provider policies and procedures to comply with Macquarie controlsParticipate in projects that improve processes and system enhancementsMaintenance of company secretarial books and records
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Drexel University
Bachelor’s Degree in Accounting
Skills
Skills
- Knowledge of and strong interest in financial products
- Ability to develop and maintain strong internal client relationships with business unit executives and external relationships with advisors
- Ability to respond to internal and external tax questions in a timely and professional manner
- Able to develop and maintain strong internal client relationships and external relationships with advisors
- Federal income tax knowledge reflective of 1-3 years of experience
- Strong service ethic
- Comfortable working as part of a global team in an environment of dynamic change
- Attention to detail
- Able to research federal tax questions
- Reliable
2 Financial Management Group resume templates
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1
Transaction Taxes, Financial Management Group Resume Examples & Samples
- Management and resolution of transaction taxes related accounting and reporting issues
- Review and preparation of documentation to support apportionment methodologies
- Supporting transaction taxes financial control, including reconciliation of transaction taxes accounts and balances
- Documentation and review of key FCS and BCS transaction taxes accounting policies
- Assisting in ongoing transaction taxes and accounting focused prudential reviews for Australian and overseas businesses
- Providing on-going support for the Business' GST reporting and accounting
- Preparing divisional analyses for designated business units for including in the monthly Australian Group's GST return
- Project work in response to legislative changes, business restructure, and system changes
2
Financial Management Group Resume Examples & Samples
- Responsible for monthly deliverables to Central Trading Finance team including Statutory Balance Sheet/P&L commentary
- Responsible for calculation and posting of monthly Transfer Pricing calculations
- Responsible for accounting for Equity Investments
- Assisting with Legal Entity Control responsibilities that reside with the Business Unit Accounting teams including consolidated subsidiaries
3
Financial Management Group Resume Examples & Samples
- Daily P&L analysis, verification and sign off
- Ensuring an effective control environment is maintained
- Month end ledger close including reconciliation of daily profit and loss to GL management reports
- Working closely with financial control, management reporting and legal entity control teams
- Participate in ongoing process & system improvement initiatives
- Financial markets experience with a Product Control or quantitative focus
- Knowledge of and strong interest in financial products
- CA/CPA/CIMA or other relevant qualification advantageous but not mandatory
4
Financial Management Group Resume Examples & Samples
- Drive own efficiency (speed of delivery)
- Seek to improve presentation in each report to aid business review
- Liaise and communicate with other internal departments where appropriate, in particular Front Office, Operations, Settlements, Financial Control, Regulatory Reporting, Corporate Reporting and Taxation
- Regularly maintain documentation of various processes and procedures so to keep them up to date
- Continually question and attempt to improve the control environment that the business operates in
- Take initiative in developing new products or processes
- Act as a sounding board and provide advice to more junior staff on areas of product control
5
Financial Management Group Resume Examples & Samples
- Review of daily profit and loss reports
- Review of daily cash reconciliations
- Oversight and review of month-end activities including: posting month end journals, review of intercompany balances, transfer pricing, reconciliation of the balance sheet
- Drive efficiency (speed of delivery) within the team
- Regularly review and improve output quality to aid business review
- Manage relationships with other internal departments where appropriate, in particular Front Office, Operations, Settlements, Financial Control, Regulatory Reporting, Corporate Reporting and Taxation
- Manage and advise on the development new products or processes
- Act as an escalation point for team regarding complex questions, obstacles and decisions
- Provide support and development to junior team members to enhance their effectiveness
6
Financial Management Group Resume Examples & Samples
- Receiving and directing visitors,
- Managing calendars for senior level executives (appointment and meetings) and organising required technologies, spaces etc
- Arranging travel itineraries, and coordinating related travel arrangements (domestic and international including flights, accommodations, visa, etc))
- Taking and maintaining meeting minutes and records
- Ordering office supplies,
- Preparing/editing PowerPoint and Word documents
- Preparing and submitting expense reports for the team, and processing vendor invoices for payment
- Interfacing with the IT department to address issues, upgrades
- Preparing documents including printing, binding, scanning, faxing of documents
- Arranging courier and overnight shipments
- Assisting with vendor and some contract tracking / management
- Take ownership of full end-to-end management support
- General office administration and other administrative duties as required
7
Financial Management Group Resume Examples & Samples
- Coordination and preparation /analysis of complex regulatory returns for Macquarie Bank branches and broker dealer entities to distribute to senior management and external regulators
- Production of complex limit/ratio monitoring reports as per regulatory requirements within stringent timelines
- Liaise with various business divisions, including risk/compliance/technology for various data requests
- Coordinating monthly reconciliations of key balance sheet items, ensuring all balances are appropriately supported
- Coordinate and perform month-end activities including: posting month end journals, review of intercompany balances, transfer pricing, reconciliation of the balance sheet
- Ongoing management and collation of various data input sources required for producing returns and submissions and analysis of business drivers for movement
- Work on various systems and manage data reports in order to ensure timely and accurate data availability for various returns and submissions
- Ensure timely delivery of work and regular updates to all stakeholders
- Regular review of documentation of various processes and procedures to ensure they are up to date
- Analyze and prepare responses to complex queries from stakeholders, auditors and regulators and review with seniors
- Collaborate with other team members within the service line to ensure a consistent approach and quality of outputs
- Act as a sounding board and provide advice to more junior staff on areas of Regulatory Reporting
8
Financial Management Group Resume Examples & Samples
- Manage the review and lodgement of monthly, quarterly and annual internal / external returns for the Macquarie Bank and Non-bank entities as per regulatory requirements in the region
- Responsible for day to day technical support regarding regulatory treatment of new products and transactions
- Balance sheet and P&L analysis and counterparty reconciliations of Macquarie's business units as per return requirements
- Calculation of liquidity / capital requirements and other exposures as per regional requirements
- Close operational interaction with the Risk Management Group, Information Technology Group, Treasury and Project Management Office for various returns and submission related discussions
- Provide support and development to junior team members to enhance their effectiveness particularly on aspects of financial control, regulatory compliances and attention to detail
- Expense analysis and other operational reports including investigation of variances
- Advise on and prepare correspondence and responses to complex queries from clients, auditors, regulators and other service lines
- Liaise and collaborate with the larger regulatory reporting stream to support Macquarie's regulatory reporting obligations in the region
- Identify areas for process improvement / efficiency, and drive process enhancements and simplification
- Ensure timely delivery of work; provide regular updates to all stakeholders including clients
- Manage client relationships and handle first level escalations
- Proactively seek client feedback to further improve service level standards
9
Financial Management Group Resume Examples & Samples
- Preparation and analysis of regulatory returns for Macquarie Bank branches and broker dealer entities to distribute to senior management and external regulators
- Production of various limit/ratio monitoring reports as per regulatory requirements within stringent timelines
- Communicate with various business divisions, including risk/compliance/technology for various data requests
- Performing monthly reconciliations of key balance sheet items, ensuring all balances are appropriately supported
- Perform month-end activities including: posting month end journals, review of intercompany balances, transfer pricing, reconciliation of the balance sheet
- Analyze and prepare responses to queries from stakeholders, auditors and regulators and review with seniors
- Communicate with other internal departments where appropriate, in particular, Corporate Reporting and Taxation
10
Financial Management Group Resume Examples & Samples
- Management oversight and review of the Macquarie Group's Regulatory Reporting service line in region
- Responsible for driving regulatory reporting requirements for Macquarie Bank and select non-bank entities in the region
- Responsible for team engagement in preparation, review and lodgement of internal monitoring and external regulatory returns for the Macquarie Group regulated entities across the region
- Responsible for technical support regarding regulatory treatment of new products and transactions
- Support global strategic, tactical and operational initiatives; and IT system and source data changes required for regulatory reporting submissions
- Facilitate periodic operational meetings with team leads in across relevant offices / region to plan and strategize on priorities and upcoming challenges
- Lead and coach the team, particularly on aspects of financial control, regulatory compliance and attention to detail
- Close interaction with Risk Management Group, Information Technology Group, Treasury and Project Management Office required to service Macquarie's regulatory reporting requirements
- Work with the larger regulatory reporting stream to support Macquarie's regulatory reporting obligations globally
- Identify areas for process improvement/ efficiency, and drive process enhancements and simplification
- Manage senior stakeholders' expectations and provide timely updates on issues / escalations
11
Financial Management Group Resume Examples & Samples
- Prepare basic tax provision, ETR, taxable income and deferred tax computations for legal entities and in respect of individual transactions for financial and management purposes
- Prepare month end provisions and necessary monthly accounting journals for simple transactions using the OneSource tax provision system
- Work closely with the Tax Compliance area with respect to providing necessary information for tax returns and other third-party reporting
- Prepare tax basis calculations based on balance sheet approach for book/tax differences and roll-forward accounting for simple transactions
- Prepare deferred tax reports by category of deferred for accounting and regulatory capital purposes
- Liaise closely with Business Unit Finance and Legal Entity Controllers to understand accounting positions, transactions and new products. Highlight potential technical issues with transactions for both accounting and tax purposes to key contacts for transactions/entities
12
Financial Management Group Resume Examples & Samples
- Prepare corporate federal and state income and franchise tax returns (as well as annual, quarterly, extensions
- Assist in the preparation of complex entity corporate income and franchise tax returns (as well as annual, quarterly, extensions)
- Work with the Finance Department and other areas to understand the operations and therefore data required to prepare compliance obligations
- Prepare quarterly US tax instalment calculations
- Monitor and track upcoming tax compliance obligations on tax calendar system
- Liaise with the Tax Legal team on, and supervise the preparation of returns dealing with international transactions – Forms 1120 F (US income tax return of foreign corporation), 5471 (Non-US subsidiary, eg, CFC return), 5472 (Informational return for Non-US affiliates inbound and outbound payments) and 1042 (Withholding tax return)
- Raise potential tax technical concerns and clarify treatment with management or Tax Advisory
- Prepare audit ready workings and review with management
- Respond to correspondence and notices from states and cities
13
Financial Management Group Resume Examples & Samples
- Prepare month end provisions and necessary monthly accounting journals for more complex individual transactions using the OneSource tax provision system
- Prepare tax basis calculations based on balance sheet approach for book/tax differences and roll-forward accounting
- Liaise closely with Business Unit Finance and Legal Entity Controllers to understand accounting positions, transactions and new products. Highlight potential technical issues with transactions for both accounting and tax purposes
- Act as a sounding board and provide advice to more junior staff on areas of tax accounting
14
Financial Management Group Resume Examples & Samples
- Prepare corporate federal and state income and franchise tax returns (annual, quarterly, extensions) and review of the same
- Assist in the preparation of complex entity corporate income and franchise tax returns (annual, quarterly, extensions)
- Highlight potential tax technical issues, such as combined/consolidated filing positions, new products or new transactions and investigate
- Assist with federal and state audits
15
Financial Management Group Resume Examples & Samples
- Supervise the preparation of corporate federal and state income and franchise tax returns (annual, quarterly, extensions) prepared by the support team
- Prepare complex entity corporate income and franchise tax returns (annual, quarterly, extensions)
- Review quarterly US tax instalment calculations
- Assist in the administration and ongoing refinement to tax compliance software (Thompson OneSource)
- Liaise with the Tax Advisory team on, and supervise the preparation of, returns dealing with international transactions – Forms 1120 F (US income tax return of foreign corporation), 5471 (Non-US subsidiary, eg, CFC return), 5472 (Informational return for Non-US affiliates inbound and outbound payments) and 1042 (Withholding tax return)
- Perform research on tax technical issues, such as combined/consolidated filing positions, reporting federal changes
- Respond to correspondence and notices from federal, states and cities
- Set expectations and key objectives, and provide regular feedback to junior members of the team
- Provide support and development to junior team members to enhance their knowledge and effectiveness
16
Financial Management Group Resume Examples & Samples
- Financial accounting, including month end general ledger close
- Monthly reconciliations of key balance sheet items, ensuring all balances are appropriately supported
- Provide specific monthly business unit level reporting
- Legal entity control and reporting, ensuring assets and liabilities and any associated profit and loss are recorded in the appropriate legal entity
- Provide tax, regulatory and financial reporting information as required for Macquarie Group purposes
- Basic statutory reporting activities including tax compliance for non consolidated funds or entities where applicable
- Liaising with auditors (internal and external) and responding to queries
- Exposure to the Macquarie Financial Control Framework as a compliance baseline
- Support Third Party Administrators used by Macquarie
- Participate in continuous process improvement to ensure finance service is delivered in an effective manner
- Ensuring timely delivery and quality of work to all stakeholders including clients
- Ensuring all work performed is consistent with Macquarie's goals and values
- Communicate with other internal departments where appropriate, in particular, Regulatory Reporting, Corporate Reporting and Taxation
- Regularly maintain documentation of various processes and procedures
17
Financial Management Group Resume Examples & Samples
- Execute financial accounting activities, with specific reference to month end general ledger close
- Compliance with statutory reporting obligations including tax compliance for non consolidated fund or entities where applicable
- Liaising with auditors (internal & external) and responding to queries
- Ensuring compliance with the Macquarie Financial Control Framework
- Partner with and support Third Party Administrators used by Macquarie
- Participate in process improvements to ensure finance service is delivered in an effective manner
- Ensuring timely delivery of work and regular update to all stakeholders including clients
- Act as a sounding board and provide advice to more junior staff on areas of Non-Trading Finance
18
Financial Management Group Resume Examples & Samples
- Building and maintaining external relationships with statutory authorities, fellow industry peers, local community forums, bankers, consultants and various other external parties
- Building and maintaining strong internal relations with internal customers
- Collaborating with other business areas including
19
Financial Management Group Resume Examples & Samples
- Perform periodic balance sheet and P&L analytical review of the entity
- Work with Business teams to understand the key drivers of the legal entity's performance and balance sheet fluctuations
- Perform legal entity capital management activities including monitoring of legal entity solvency, as well as proposing dividends, recapitalizations, and capital returns
- Work with various stakeholders on legal entity related projects, including Group acquisitions, reorganizations, liquidations, and disposals
- Perform legal entity foreign exchange risk management activities
- Reconciliation and attestation of legal entity specific balances
- As you demonstrate your competency in performing these responsibilities, you take on the title of Legal entity Controller for a Cluster of Low – Medium Complexity business entities
20
Financial Management Group Resume Examples & Samples
- Develop a strong business understanding and use it to provide context to accounting and financial matters
- Extensive International Financial Reporting Standard (IFRS) based financial reporting, reviewing financial statements and supporting them with well-developed analytical summaries
- Manage statutory audit of the above mentioned financial statements, ensuring the correct and relevant responses have been provided, all audit requirements have been met and audits are completed to schedule
- Compile financial papers for Board meetings, ensure the accuracy and correctness of the information presented and substantiates by providing financial context to business information
- Assist Group Tax in their preparation of tax returns / information supporting the tax returns
- Oversee regular compliance activities which form part of ongoing monitoring and control – monthly financial review of entity balances, attestation of all LE owned balances, impairment reviews, Dividend transactions etc.,
- Review of the financial performance of the entity on a regular basis and presenting to the senior leaders in the finance and tax team
- Reviewing balance sheet commentaries, legal entity recaps and funding for transaction investments, settlements of intercompany transactions as well as managing FX exposure and reviewing journals for hedging
- Identify and proactively resolve issues that could result in financial misstatements and classification errors
- Reviewing and improving processes, controls and systems that impact the financial information related to legal entities
- Undertake and deliver projects, improvement initiatives and standardization approaches
- Take responsibility and ownership over the work performed within the team, ensuring adherence to the timetable and work plan and maintaining high quality deliverables
21
Financial Management Group Resume Examples & Samples
- Preparation of financial statements and board reports under International Financial Reporting Standards (IFRS
- Support the audit requirements and query management process
- Perform balance sheet and P&L analytical review
- Preparation of financial information to support Board reports
- Assist Tax Reporting by providing accurate financial information supporting tax returns
22
Financial Management Group Resume Examples & Samples
- Review of Financial statements and analytical summaries prepared by the team to ensure their adherence with the International Financial Reporting Standard (IFRS) requirements
- Management of the Statutory audit process for the entities assigned to you, involved from the Audit engagement and planning stage up until the conclusion of the audit assignment and obtaining the audit clearances
- Identify, escalate and assist with resolution of financial reporting issues impacting the legal entities, including non-compliance with International Financial Reporting Standards (IFRS), managing audit issues and resolving and obtaining audit clearances for subsidiary financial statements
- Review of financial reports for Board Meetings
- Representing Finance in Board meetings, summarizing and presenting the information to senior stakeholders and Directors and being able to provide relevant financial context to the business information
- Perform legal entity controller responsibilities for a cluster of high and super high complex legal entities, review of their statutory balance sheet and P&L, annual tax questionnaires, legal entity capital management initiatives, etc
- Assist Group tax in providing the financial information required to support the tax returns. Plan and support the tax return process by ensuring accurate and timely financial inputs are provided to the tax team
- Possess expertise on concepts, practices and procedures relevant to LEC and make appropriate judgments
- Demonstrate innovation with a focus to improve processes; enhance efficiencies and add value, ensuring quality consciousness in all aspects of the team
- Demonstrate strong planning and organising skills that helps balance between often competing priorities
- Involvement in migration of finance responsibilities between regions
- Manage a team (5 – 8 staff) financial reporting staff
- Talent management – recruitment of appropriate talent level, provide relevant training and develop new starters
23
Financial Management Group Resume Examples & Samples
- Operational risk governance and policy- Ownership of the Financial Control Framework ("FCF")
- Operational risk identification and mitigation- maintenance of an operational risk self assessment process and performance of control quality assurance assessments
- Operational risk escalation and reporting- escalation and reporting to CFO/ GFC and key internal and external stakeholder relationship management for operational risk matters (e.g. Internal Audit, External Audit, finance teams, RMG)
- Assessing and monitoring the design and operation of control standards which support the FCF to provide assurance that financial risks are identified and managed across Macquarie
- Managing and facilitating periodic self-assessments against the control standards by Finance teams to identify gaps and remediation needed
- Scoping and managing the completion of independent Quality Control Reviews across high risk areas on effectiveness of key controls and compliance with the FCS
- Developing and maintaining the operational risk reporting framework to key stakeholders (includes Key Risk Indicators, incident reporting, monthly reporting)
- Coordinating and facilitating Operational Risk Self Assessments (half yearly updates)
- Building strong working relationships with business unit accountants and other Finance staff involved in the operation of the FCF
- Sharing and communicating best practice ideas and initiatives across the Finance teams, including formal training regarding aspects of the FCF
- Responsible for the development of tools, processes and systems which support the FCF and FCS
- Analysing operational incidents (including their causes) to identify control framework improvements necessary
- Communicating new or amended RMG Operational Risk policies or procedures to relevant Finance staff
- Planning, issue resolution and report review of Internal Audits where related to Finance
- Co-ordinating the Business Continuity Management for Finance
- Co-ordinating the quarterly representation process by senior management
- Assessing and managing components of information risk, including user access management and reviews across Finance globally
- Ad-hoc work on projects or other tasks
- A solid understanding of the key elements of a financial control environment via external/internal audit, operational risk or financial control roles
- Strong communication skills, both written and verbal, to enable presentations and reporting to senior management
- The ability to demonstrate initiative and to follow through on issues
- Attention to detail and an organised and methodical approach to work
- Broad knowledge and understanding of a financial services business (incl investment banking, asset management, trading) would be an advantage
- The ability to make high level judgments and work closely with peers
24
Financial Management Group Resume Examples & Samples
- Bachelor's degree in Accounting; CPA or CPA candidate preferred
- 2-4 years accounting experience with an international organisation or top professional firm, preferably in financial services
- Experience in US GAAP. IFRS knowledge and broker dealer regulatory reporting would be an advantage
- Good people skills
- Excellent time-management and organisational skills
25
Financial Management Group Resume Examples & Samples
- Overseeing the delivery of month end general ledger close, ensuring associated balance sheet and profit and loss reporting and commentary are of a consistently high quality
- Managing the team in delivering monthly reconciliations of key balance sheet items, ensuring all balances are appropriately supported
- Overseeing the provision of specific monthly business unit level reporting
- Providing critical input to new business product approvals where required, including ensuring appropriate financial reporting support is provided for all new products
- Ensuring compliance with Legal entity control and reporting requirements, meaning assets and liabilities and any associated profit and loss are recorded in the appropriate legal entity
- Overseeing the delivery of efficient and accurate tax, regulatory and financial reporting information as required for Macquarie Group purposes
- Ensuring all required statutory reporting activities are performed, including tax compliance for non consolidated funds or entities
- Appropriately managing internal and external auditor relationships
- Implementing a control environment which ensures compliance with the Macquarie Financial Control Framework
- Ensuring that the work of Third Party Administrators used by Macquarie is appropriately reviewed
- Embedding a culture of continuous improvement, ensuring finance services are delivered in an effective and efficient manner
- Leading and managing the non trading finance team, ensuring continued staff development and high levels of engagement
- Managing key client relationships and appropriately handling and addressing all escalations
- Ensuring Macquarie's goals and values are demonstrated in all work performed by the team
- Communicating and encouraging collaboration with other internal departments, in particular, Regulatory Reporting, Corporate Reporting and Taxation, to ensure an efficient and effective finance service
- Ensuring all team processes and procedures are appropriately documented
- Providing appropriate support and oversight to enable team to effectively resolve complex queries and make appropriate decisions
- Ensuring the team continually question and improve the control environment, ensuring that risks are appropriately managed
- Setting clear expectations and objectives with regard to key team performance metrics, providing timely feedback on team performance against key metrics
- Continually focus on providing support and development to team members to enhance their effectiveness
26
Executive Assistant Financial Management Group Resume Examples & Samples
- Business travel bookings, including co-ordination for international visitors
- Expenses processing; including vendor invoices and corporate card expenses
- Co-ordination of new starters, leavers and staff transfers, such as desk and technology requirements and system access
- Co-ordination of team meetings and functions (internal and external) including venues and catering
- Maintain team documentation, including organization charts and phone listings
- Filing and archiving of files
- Independent thinker, ability to carry out duties with minimal supervision
- Attention to detail, including planning and organization
- Ability to manage workload and deadlines effectively
- Excellent interpersonal skills and relationship building abilities
- Enthusiasm, motivation and the ability to be proactive
27
Junior Executive Assistant Financial Management Group Resume Examples & Samples
- Diary management and phone support for the senior staff in each division
- Co-ordination for visitors including security access and desk requirements
- Liaison with IT and Business Services areas as required
- Co-ordinate papers required for team meetings
- Maintain stationery orders and printer requirements
- Distribute all incoming mail, and arrange couriers when required
- Strong MS Suite skills – in particular Outlook, Excel, Word; and
- Knowledge in Powerpoint a plus
28
Financial Management Group Resume Examples & Samples
- Manage the month end general ledger close and associated balance sheet and profit and loss reporting and commentary
- Overseeing specific monthly business unit level reporting
- Involvement in new business product approvals, including providing financial reporting support for all new products
- Overseeing the provision of tax, regulatory and financial reporting information as required for Macquarie Group purposes
- Reviewing work performed by Third Party Administrators used by Macquarie
- Continuously challenging and improving processes to ensure finance service is delivered in an effective manner
- Managing key client relationships and handling first level escalations
- Ensure team maintain documentation of various processes and procedures
29
Financial Management Group Resume Examples & Samples
- Working with Business Unit Finance teams, review of deals/business recorded within MBL US. Reviewing and communicating with Business Unit Accountants and product control team on the monthly results/development in the business
- Review of the balance sheet and financial performance of the entity on a monthly basis and presenting to senior leaders within Finance and Tax Advisory
- Liaise with Tax Advisory to understand the global transfer pricing methodologies relevant to MBL US and other legal entities
- Participate and guide the Pre tax forecasting process for MBL US
- Working with US Tax Reporting team and the MBL US Legal Entity Controller, support the preparation of the US effectively connected balance sheet and income statement
- Assist Group Tax in their preparation of Tax Return for MBL US
- Bachelors Degree, in accounting and/or finance, and/or CPA
- 2-4 years experience in a financial control role
- Strong attention to detail with good intuitive reasoning skills
- Financial Services industry experience preferred
30
Financial Management Group Resume Examples & Samples
- Review consolidation and equity accounting entries for principal investments as well as 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, etc.)
- Oversee statutory reporting activities including financial statement reporting and tax compliance for non-integrated investments where applicable
- Ensuring compliance with the Macquarie Financial Control Framework and that Macquarie's goals and values are demonstrated in all work performed
- Review financial reporting information prepared for other internal departments where appropriate, in particular, Regulatory Reporting, Corporate Reporting and Taxation
- Review and validation of monthly books and records for MacCap consolidated investments
- Completion of ad-hoc requests from deal teams, Regulatory Reporting, other Finance areas, and Tax Reporting
31
Financial Management Group Resume Examples & Samples
- Establish and maintain a continuous improvement behaviours in line with Macquarie Financial Management Group's operational excellence approach
- Coach staff to become proficient and self sustaining at process improvement
- Establish a daily operations rhythm with a team huddle at a visual management board
- Document the activities of the team to identify improvement opportunities
- Improve processes end-to-end
- A university degree in a Finance or Engineering discipline from a premier institution, and may have a post-graduate qualification in Finance or Management
- A minimum of 5 years industry or operations/management consulting experience, preferably in the Financial Services industry
- Relevant hands-on experience delivering operational excellence utilising Lean Six Sigma tools, techniques and methodologies
- Stakeholder influencing skills plus excellent visual and verbal communication skills
32
Financial Management Group Resume Examples & Samples
- Provide support and development to junior team members to enhance their effectivenessAlign OSP policies and procedures to comply with Macquarie controlsExpense AnalysisBank account management including coordination of payments and signatory responsibilitiesAlign outsourced service provider policies and procedures to comply with Macquarie controlsParticipate in projects that improve processes and system enhancementsMaintenance of company secretarial books and records
- Recapitalisations of group entities, as required
- Co-ordination of annual audit and tax return lodgments
- Co-ordinating information flow from third parties (business/office operations management)
- Month-end activities including: oversight of global financial services team posting month end journals, review of intercompany balances, transfer pricing, ultimate responsibility for reconciliation of the balance sheet balances, review and coordination of monthly tax returns
- Review and validation of third party administrator and / or outsource service provider (OSP) monthly books and records for CFM entities
33
Financial Management Group Resume Examples & Samples
- Management oversight and review of the Macquarie Group's Regulatory Reporting service line within the region related to broker-dealer and future clearing entities
- Responsible for team engagement in preparation, review and lodgement of internal monitoring and external regulatory returns for broker-dealer and futures clearing entities
- Oversee statutory reporting activities including financial statement reporting and tax compliance for regulated entities
34
Financial Management Group Resume Examples & Samples
- Assist in the month end general ledger close and associated balance sheet and profit and loss reporting and commentary
- Prepare and post consolidation and equity accounting entries for principal investments as well as those related to acquisition and disposal transactions
- Prepare monthly reconciliations of key balance sheet items, ensuring all balances are appropriately supported
- Produce specific monthly business unit level reporting
- Participate in new business product approvals, including providing financial reporting support for all investment activities (acquisition, disposals, etc.)
- Ensure compliance with Legal entity control and reporting, ensuring assets and liabilities and any associated profit and loss are recorded in the appropriate legal entity
- Liaise with the local Finance teams for MacCap investments on the consolidation of monthly books and records
- Coordinate statutory reporting activities including tax compliance for non-integrated investment entities where applicable
- Prepare documents for internal and external auditors
- Coordinate compliance with the Macquarie Financial Control Framework
- Prepare financial reporting information for other internal departments where appropriate, in particular, Regulatory Reporting, Corporate Reporting and Tax Reporting
- Maintain documentation of various processes and procedures
- Completion of ad-hoc requests from deal teams, Regulatory Reporting, other Finance areas, and Tax including time zone support for invoice production
35
Financial Management Group Resume Examples & Samples
- Align OSP policies and procedures to comply with Macquarie controls
- Bank account management including coordination of payments and signatory responsibilities
- Participate in projects that improve processes and system enhancements
- Maintenance of company secretarial books and records
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Financial Management Group Resume Examples & Samples
- Review daily P&L report and associated reconciliations
- Assist with the month-end close and ongoing monitoring of the daily global energy P&L processes for 10+ legal entities
- Assist with meeting monthly close deadlines, including balance sheet controls, and various other internal/external reporting requirements
- Prepare journal entries ensuring clerical accuracy and appropriate support documentation
- Reconcile general ledger accounts with daily review of the daily P&L report
- Ensure compliance with all Macquarie financial policies and processes
- Assist in the continued development of finance policies and procedures
- Prepare compliance and support documentation for internal control and review purposes
- Document job processes and procedures, including identification of process enhancements and improvements
- Prepare other ad-hoc reports/schedules
- Review forward book ensuring proper derivative accounting standards are followed
- Work with the trading organization and management to help communicate variances in the daily general ledger from the reported daily P&L
- Facilitate discussions across the various reporting businesses to ensure consistency is applied across all of the businesses
37
Financial Management Group Resume Examples & Samples
- FORM is a central function that provides support to the CFO in managing and monitoring Macquarie's operational risk framework and oversight of Finance operations globally
- Maintenance of an operational risk self assessment process and performance of control quality assurance assessments; Operational risk reporting- escalation and reporting to team lead and key internal and external stakeholder relationship management for operational risk matters
- Assist in assessing and monitoring the design and operation of control standards which support the FCF to provide assurance that financial risks are identified and managed across the organization
- Assist in the completion of independent Quality Control Reviews across high risk areas of Finance
- Monitor the maintenance of the operational risk reporting framework to key stakeholders (includes Key Risk Indicators, incident reporting, monthly reporting)
- Build strong working relationships with business unit accountants and other Finance staff involved in the operation of the FCF
- Assist in the facilitation and review of the Operational Risk Self Assessments (half yearly updates)
- Participate in analyzing operational incidents (including their causes) to identify control framework improvements necessary
- Perform user access management and reviews across Finance globally
- Share and communicate best practice ideas and initiatives within the Finance teams, and participate in providing formal training
38
Financial Management Group Resume Examples & Samples
- Leadership of the Tax Reporting team based in Jacksonville including accountability for delivery of the following activities undertaken by the team
- The tax accounting process, including tax provisioning, the tax balance sheet including the preparation of reconciliations for all Macquarie Group entities in the Americas region
- Preparation of federal and state returns as well as sales and use tax returns
- Regulatory reporting for tax items for the Americas region
- Responsible for ensuring the Jacksonville team works with the New York, Houston and Philadelphia teams as part of one tax reporting team
- Review of the outputs of the Jacksonville team as required
- Accountable for collaborating with the New York team to drive process improvement and change management initiatives including an ongoing focus on utilising tax technology
- Working with the Head of the Americas Tax Reporting team to drive the strategic direction of the function
- Accountable for the resourcing requirements of the Jacksonville team including recruitment and developing staff
- Responsible for implementing in Jacksonville the strategic vision for the Tax Reporting team
- Responsible for identifying, communicating and resolving issues relating to tax reporting Jacksonville
- This role will report to the Head of Americas Tax Reporting based in New York
- The role would also include a seat on the Jacksonville management committee
39
Financial Management Group Resume Examples & Samples
- Tax accounting for group entities worldwide
- Income tax calculations / preparation of corporate tax returns for various Macquarie Group entities
- Preparation of indirect tax returns (VAT, GST) and making tax calculations
- Global withholding tax processes
- Tax related balance sheet reconciliations
- Tax registrations
- Group transfer pricing process
40
Financial Management Group Resume Examples & Samples
- Acting Chief Financial Officer for US regulated broker-dealer and futures clearing entities
- Management oversight and review of the Macquarie Group's Regulatory Reporting service line within the region which includes the US and Canadian broker-dealer and future clearing entities, as well as Group Australian Prudential regulatory reporting
- Monitor regulatory capital levels to ensure that regulated entities are appropriately capitalized and have sufficient liquidity at all times
- Report to the Board of Director's and regulatory management committee on FOCUS and other US regulatory submissions, financial performance of regulated entities, as well as regulatory capital and liquidity levels
- Responsible for technical support regarding regulatory treatment and impact on capital and liquidity levels for new products and transactions
- Close interaction with Risk Management Group, Information Technology Group, and Group Treasury required to service Macquarie's regulatory reporting requirements
41
Financial Management Group Resume Examples & Samples
- The income tax accounting process, the preparation of current and deferred tax reconciliations for all Macquarie Group entities in EMEA
- Tax reporting within the statutory accounts for the EMEA entities
- The income tax returns of the Macquarie EMEA entities
- The regulatory, reporting and accounting for VAT in EMEA
- The financial and regulatory control framework covering direct and indirect taxes in EMEA; and
- Analysis of new transactions within the EMEA region, to ensure tax reporting requirements are captured appropriately
- Able to interact effectively with senior stakeholders in the organisation, both within and outside of the Tax functions
- Excellent communication skills with all levels of the organisation
- A collaborative yet decisive leadership style with the ability to drive change and influence stakeholders across the organisation
- Acts as positive role model, inspiring and empowering those around them, providing clear direction and goals
- Accepts accountability for self and team
- Engages in development and career planning for team and openly recognises and rewards success
- Actively consults and collaborates with others and continuously builds network across the organisation and externally
- Have 13+ years relevant experience
- Be currently operating at a director or partner level within a tax role
- Be experienced in managing large teams, setting and delivering the strategy
- Be experienced in using technology for delivery
- Be ambitious with a high level of energy and commitment
- Be able to work well under pressure
- Have a strong financial control mindset
- Be able to set high standards for self and adopt a "right first time" approach
- Be flexible to handle on-going change in businesses
- Be a competent and confident leader
- Demonstrate strong leadership and influence stakeholders across the organisation (incl cfo)
- In a short period, demonstrate the ability to take on more and progress one's career
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Financial Management Group Resume Examples & Samples
- Service driven and client focused
- Comfortable working as part of a global team
- Ability to work as a cooperative team member within an environment of dynamic change
- Ability to develop and maintain strong internal client relationships with business unit executives and external relationships with advisors
- Ability to respond to internal and external tax questions in a timely and professional manner
- Demonstrate a commercial focus
- Ability to form a technical view and make timely decisions, within the parameters set for the role, and discuss those views with senior members of the Business Unit Advisory Team
- Superior research skills
- Federal income tax knowledge reflective of 1-3 years of experience
- Quantitative and Excel spreadsheet skills
- Well organised and ability to co-ordinate multiple assignments and successfully manage work plans
- Actively take responsibility and ownership for corporate tax technical issues impacting the Macquarie Group
- Open communication of issues to their Manager and the Americas Head of Tax
- Ability to support other Tax Division members globally when situations arise to ensure requirements and goals are met
43
Financial Management Group Resume Examples & Samples
- Develop a strong business understanding over time and use it to provide context to accounting and financial matters
- Extensive IFRS based financial reporting; preparing and reviewing financial statements and supporting them with well-developed analytical reviews – both at Group and/or at subsidiary levels
- Regular compliance activities which form part of ongoing monitoring and control – monthly financial review of entity balances, attestation of all LE owned balances, impairment reviews, preparation of financial reports for Board Meetings
- Preparing and reviewing balance sheet commentaries (quarterly), legal entity recaps and funding for transaction investments, cash settlements of intercompany balances as well as managing FX exposure and reviewing journals for hedging
- Review of the financial performance of the entity on a regular basis (especially during the year end process) and presenting to the senior leaders in the finance and tax team
- Take responsibility and ownership over the work performed within the GFS team, ensuring adherence to the timetable and work plan and maintaining high quality deliverables
- This role is a combination of team management as well as individually managed and delivered responsibilities
- 6-7 years of relevant post qualification experience with a strong focus on the technical / specialist skills mentioned above
- Prior experience in Consolidation / Group Reporting / Financial Statement Preparation & IFRS exposure is a key preference
- A willingness to travel overseas
- A willingness to work in different time zones to support requirements across geographies
44
Financial Management Group Resume Examples & Samples
- Manage a team (5 – 8 staff) with responsibility, ownership and accountability of the Legal Entity Controller (LEC) function for the assigned set of Macquarie Group subsidiaries
- The role requires extensive engagement with business teams & external stakeholders (Auditors, Directors etc.) and well demonstrated communication and presentation skills; along with the ability to independently deal with and resolve issues with appropriate escalation
- The role also requires strong technical skill sets on IFRS based financial reporting, including managing audit issues, resolving and obtaining audit clearances for these subsidiaries
- Responsibilities of the team includes the below
- Perform legal entity controller responsibilities for a cluster of high and super high complex business entities
- Regular compliance activities which form part of ongoing monitoring and control; monthly financial review of entity balances, board reporting, attestation of all LE owned balances, FX risk management, and impairment reviews
- Preparation of financial reports for Board Meetings
- Extensive IFRS based financial reporting; preparing financial statements and supporting them with well-developed analytical reviews including audit query management; this project will span over 6 months each FY – and will involve, coordination and continued monitoring across a large team and stakeholder group
- Develop a strong business understanding over time and use it to provide context to accounting and financial matters Demonstrate capability and willingness to be "hands-on"
- Demonstrate established competency in planning and organizing; you need to be a well organized self-starter who can manage a range of competing priorities and projects
- Involvement in migration of any additional finance responsibilities which includes developing and maintaining process maps and supporting documentation for all finance functions managed by the team
- Train and develop new starters; lead and manage the team, and conduct effective appraisals
- This role requires engagement with stakeholders working across multiple time zones, hence the flexibility to work across regular and early / late hours is important
- 10+ years of post-qualification experience including 5+ years of people management experience
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Financial Management Group Resume Examples & Samples
- Independent and self-starter
- Self-directed in managing tasks
- Able to research federal tax questions
- Comfortable working as part of a global team in an environment of dynamic change
- Strong communication skills including the ability to escalate issues to senior team members as needed
- Able to develop and maintain strong internal client relationships and external relationships with advisors
- Able to form a technical view and make timely decisions based on information provided by non-tax colleagues, and discuss those views with senior team members
- Able to handle multiple assignments by prioritizing tasks
- 1-3 years of experience in a tax role in a law firm, Large Multinational Corporation or accounting firm
- Preference is for candidates with a law degree, but strong candidates with an accounting degree will also be considered (particularly if they have also completed a Masters of Tax)
