Job Summary:
A leadership position responsible for driving operational excellence and team performance within the fund accounting department. This role manages a team of accounting professionals (Accountant 1-3, Senior Accountant, and Assistant Manager), oversees complex client relationships, and ensures delivery of high-quality accounting services. The position focuses on people management, strategic planning, and operational efficiency while maintaining overall accountability for team performance and client satisfaction.
Core Responsibilities:
- Lead and develop a team of fund accounting professionals
- Drive operational performance and quality standards
- Build and manage cluster and client relationships and service delivery
- Oversee resource allocation and capacity planning
- Direct implementation of strategic initiatives and process improvements
- Ensure regulatory compliance and risk management
- Establish and monitor team performance metrics
- Champion technology adoption and process optimization
Tasks:
- Conduct regular performance reviews and career development discussions
- Approve complex financial reports and client deliverables
- Manage escalated client issues and relationships
- Lead team meetings and performance improvement initiatives
- Monitor and report on key performance indicators
- Oversee workload distribution and resource allocation
- Review and approve staff scheduling and time management
- Lead client onboarding and transition projects
- Facilitate client review meetings and presentations
- Coordinate with other departments on service delivery
- Monitor compliance with policies and procedures
- Lead change management initiatives
- Review and approve team training plans
- Oversee system implementation and optimization
- Conduct regular service delivery reviews
- Perform other related duties as assigned for role and business needs
