Team Lead - Financial Controls (Relocation Assistance)

  • Competitive
  • Chicago, IL, USA Chicago IL US
  • Permanent, Full time
  • Oakwood Search
  • 08 May 18 2018-05-08

This is a role with a Global fund administrator, specializing in administering assets of complex hedge funds. The successful candidate will be an ambitious self-starter who has demonstrated the ability to function as an effective and strategic member in a dynamic, fast-paced and demanding environment. This individual will have a strong technical accounting background, experience working within the Financial Services industry and a proven track record of working well with and managing others.

Key Duties and Responsibilities:

•         Manage a team of 2-5 direct reports and guide their professional development

  • Perform final reviews of month end net asset valuation packages and various quarterly regulatory filings (i.e. Form PF, CPO-PQR, AIFMD, etc.)
  • Perform final reviews of year-end Financial Statements and act as a point of escalation with external auditors and client to ensure accuracy of each fund’s annual reports
  • Act as escalation point for internal partners and external clients
  • Provide ongoing feedback and performance evaluations for both partners locally and internationally
  • Lead major technology initiatives focused on increasing the scalability of our process and providing solutions to client mandates
  • Partner with senior leadership to build a high performing team through learning, development, mentoring and recruiting
  • Lead Financial Control working groups responsible for executing strategic initiatives
  • Participate in recruitment efforts

 

Knowledge / Skills:

  • Ability to collaborate both internally and externally to manage a project from idea to implementation
  • Ability to manage multiple tasks simultaneously and maintain accuracy
  • Excellent written and oral communication skills
  • Proficient in Microsoft Excel and other MS Office applications
  • Excellent analytical, organizational and problem-solving skills
  • Ability to work independently and cooperatively within a team environment
  • Client focused

 

Qualifications:

  • A minimum of 4-7 years’ experience, with managerial experience
  • Experience with Investment Management and/or Financial Services; Hedge Fund specific a plus
  • CPA designation a plus
  • Bachelor’s degree with emphasis in Accounting, Master’s degree a plus
  • Big 4 public accounting experience a plus