Financial Reporting, Officer
At a glance
Mid-level Accounting role at Statestreet. Toronto · full-time · CA$67,000–CA$109,750 base.
financeroles summary, based on the employer's posting.
What you'll do
- Coordinate daily work across client accounts and keep client expectations and relationships on track
- Oversee financial statements and related regulatory filings, checking that each is accurate and delivered on time
- Improve service and reduce costs by reviewing processes, controls and reporting systems
- Coordinate new fund launches and client conversions, including planning and work across departments
- Guide staff through training and performance feedback while supporting staffing and internal training plans
What you bring
- A university degree in accounting, finance, business administration or another related field
- At least six years of experience, with a minimum of two years supervising staff
- Strong organization, communication and interpersonal skills
Who this fits
This mid-level role suits someone with financial services experience who can lead staff and manage client relationships. It is based in Toronto, Canada. An accounting designation is a plus.
From the employer
Who we are looking for
We are looking for bright, enthusiastic and hard-working individuals with a keen interest in learning about and accounting for complex investment transactions and structures in a dynamic, challenging and fast-paced work environment. Your success will be facilitated by the leading-edge technology infrastructure supported by well-developed procedures and controls. We offer you a challenging career in a rapidly expanding international company with a professional, yet casual, work environment.
Why this role is important to us
The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for
As Financial Reporting Officer you will:
Deliver the highest quality of client Plans, schedules, and manages the daily workflow of client relationships. Maintains strong client relationships. Evaluates and recommends process improvements, resulting in better client service and cost reduction.
Plans, schedules, and manages the daily workflow of one or more client relationships.
Ensures timely and accurate production of financial statements and related regulatory filings, as applicable, for each client.
Plays an active role in managing the relationships with clients and State Street coworkers.
Sets clear client expectations.
Oversees the effective coordination of activities with other departments.
Ensures all personnel are appropriately selected, thoroughly trained and given timely and complete performance evaluation feedback.
Ensures all controls and procedures are adhered to as well as recommends for changes.
Facilitates the successful start-up of new funds and conversion of new clients. Ensures thorough and proper planning.
Ensures effective use of reporting system and makes recommendations for system enhancements.
Remains informed of regulatory and reporting requirement changes and new industry and competitor developments.
Evaluates staffing needs while continually striving for greater efficiencies.
Develop internal training classes with the training liaison.
Completes other special projects or tasks assigned.
Plays a key role in staff management.
What we value
These skills will help you succeed in this role
Excellent communication and interpersonal skills
Confident and decisive
Ambitious and energetic
Strong work ethic - flexible and adaptable
Can-do attitude with high energy
Self-motivated with a passion for learning and growth
Education & Preferred Qualifications
Must have a minimum University degree in a related field (Accounting, Finance, Business Administration, etc.)
6 plus years’ experience, Experience in the financial services industry preferred.
Minimum 2 years supervisory experience required.
Strong organizational and interpersonal skills necessary.
Accounting designation (CPA, CA, CGA, CMA) a plus.
Salary Range:
$67,000 - $109,750 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
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