Team Leader, Financial Reporting
Has day-to-day management responsibilities for a small team. Responsible for the assignment of work to the Financial Reporting team in the Client Accounting area. Conducts performance management and career development processes. Possesses the leadership and organizational skills required to prioritize assignments and provide feedback to staff. Conducts performance management and career development processes, and staffing and disciplinary actions. Organizes the work of the team, assigns tasks, sets short-term priorities, monitors all activities and ensures timely and accurate completion of the workConducts performance management and career development processes, and staffing and disciplinary actionsProvides input and support to budget management processCarries out complex activities with significant financial, client, and/or internal business impactMay have direct interaction with committees and/or Senior ManagementAble to serve as a key subject matter expert and mentor to other more junior level employeesMay manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role)More technically sound in area of expertise and has broader knowledge of other areasDelivers a work product that requires less revisionAble to facilitate discussions and reach decisions
Competencies Leadership/People Management – inspires and motivates the team. Selects, trains and develops top talent to NOSAI positionsFocused Client Relationships – strong client servicing mind set and skillsPersonal Courage – Adaptable to change, adopting new processes and seeks continuous development opportunities, shows accountability to ensure team targets are achievedExcellence in Execution – Quality & deadline focused, strong organization skills and the ability to prioritize tasks, strong attention to detailDiversity, Inclusion & Respect – demonstrates a polite and friendly manner when working with colleagues and clients, works to assist others in a courteous mannerInnovative Thinking – ability to identify and communicate ways to improve processes, services and drive productivityEffective Communication – communicates effectively (verbal and written) up to senior levels Northern Trust Savvy – Demonstrates good knowledge of Northern Trust and builds knowledge of function (post joining) including standard, processes/procedures required for tasks and has the ability to impart this knowledge effectively with more junior staff members
Knowledge/Skills Strong leadership skillsStrong knowledge of financial / capital markets (e.g., Good understanding of financial instruments, operation of capital markets, lifecycle of trade, valuations etc.)Evidence of strong operations knowledge including secondary review and controls, risks and mitigation.Demonstrate through examples evidence of day to day team management, mentor/coach team members and sharing feedback.Analytical ability, problem solving and escalation issues when the need arises.Excellent desktop, IT and systems skills. Knowledge of Microsoft Office (especially MS Excel and Power Point) is essential.Knowledge of related systems: Bloomberg, Reuters (preferred)Excellent written and verbal language skills, ability to address technical and non-technical issues independently, knowledge share/training sessions conducted, proactively troubleshoot and manage escalation and work with global teams,Excellent interpersonal skills, as this role requires interaction at all levels of the organisation and externallyQualifications 6 - 8 years of experience in reporting functions like financial reporting, regulatory reporting, client reporting and board reporting in an Audit Firm, Hedge Fund, Mutual Fund or Financial institution. Working as a Technical Coordinator (24 months in the role)/ Team Leader with at least 2 years in supervising teamsBachelor’s degree in Accounting or FinanceCertified Public Accountant (CPA) is highly desirablePeople management experience gained within a financial services organizationBackground in regulatory / statutory reporting will be preferredMinimum of 24 months experience in the process areaInternal candidates must meet the IJP eligibility requirements of Northern Trust
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