Systems Project and Compliance Coordinator ensuring robust compliance and effective controls across Finance Systems. Collaborating with IT and business stakeholders on governance and risk management practices.
SF
Hybrid Director, Fund Financial – Tax Reporting
Posted last month
About the role
- Director of Fund Financial & Tax Reporting at Fidelity assessing regulatory impacts and changes for the Shareholder Reporting Team. Collaborating with team leaders and maintaining documentation for new requirements.
Responsibilities
- Responsible for assessing how new and changing requirements affect regulatory reports and filings
- Assemble critical information and coordinate comprehensive end to end analyses for production team leads
- Create requirement summaries to inform the broader Shareholder Reporting staff
- Facilitate meetings and collaborate with internal team leaders to capture operational demands of new requirements
- Summarize and communicate impacts of new requirements to Senior Management and key business partners
- Coordinate and maintain documentation for ongoing reference
- Coordinate and deliver training to improve staff's understanding of new requirements
Requirements
- Bachelor’s Degree or equivalent experience
- 8+ years of experience preferred including financial services experience with an asset manager, audit firm or custodian bank
- CPA preferred
- Familiarity with regulatory reports and filings for investment companies including their operational support processes
- Investment product knowledge including investment structures and their regulatory and compliance frameworks
- Research skills including the ability to capture information about a topic, review that information and analyze and interpret the details in a way to support a solution
- Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines
- Strong written and verbal communications skills
- Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint
- Power BI preferred.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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