Global Head Of Funds Financial Reporting - Director

  • Full-Time
  • Tampa, FL
  • Citi
  • Posted 3 years ago – Accepting applications
Job Description

The Global Head of Funds Financial Reporting is a senior management level position responsible for accomplishing results through the management of a team or department, driving a variety of fund reporting activities in accordance with client and regulatory obligations. The overall objective of this role is to ensure the seamless delivery of activities associated with Funds Financial and Regulatory Reporting.

Responsibilities:

  • Assist in setting and executing strategies to enhance the scalability and quality of operations
  • Work with international locations to ensure global model workflow controls, enhancements, and models are implemented and maintained
  • Oversee local regulatory, audit, and compliance matters and liaise with the Citi Country Officer as required
  • Ensure profitability of client accounts and assist the product management and client relationship teams in identifying opportunities
  • Ensure controls are in place to maintain unqualified annual Service Organization Controls Report (SOC1) as well as track client operation deliverables to meet Service Level Agreements (SLAs) and work with operational partners to maintain high client satisfaction scores
  • Serve as an escalation point for operations team and ensure open communications between operational groups
  • Develop strategies and oversee project plans meeting operational goals, participate in business development including sales pitches, and cost out new pieces of business
  • Monitor service level standards and provide senior management with compliance reporting as well as maintain an environment where processes and controls are monitored, and potential risks escalated on a timely basis
  • Ensure communication to staff regarding changing business needs, ensure appropriate staffing through successful selection/retention of staff, and establish goals.
  • Performance measurements, and write evaluations for senior managers on a semi-annual basis
  • Ensure appropriate operational control procedures and workflows are documented and maintained and are executed in accordance with local regulations
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

  • 15+ years of relevant experience
  • 8-10+ years of managerial experience
  • Demonstrated experience in operational process management, talent assessment, development, and deployment
  • Knowledge of financial services industry and global financial markets
  • Demonstrated organization and people management skills
  • Ability to resolve operational issues and business trade-off

Education:

  • Bachelor’s degree/University degree or equivalent experience
  • Master’s degree preferred

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Job Family Group:

Operations - Transaction Services

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Job Family:

Fund Accounting

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Time Type:

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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