EPIC Investment Partners
2 days ago
- We are seeking a qualified and experienced Senior Manager - Client Reporting to oversee the preparation, review, and delivery of high-quality reporting for our clients.
- The candidate will ensure timely, accurate, and insightful reporting, drive process enhancements, and foster client satisfaction while managing and mentoring a dedicated reporting team.
- This role offers an opportunity to contribute to the seamless operation of a global financial services platform with a focus on reporting excellence and operational efficiency.
Roles and Responsibilities:
- Oversee the preparation, review, and submission of client reports, including financial statements, performance summaries, and portfolio analyses.
- Ensure compliance with IFRS, FRS 102, and other relevant accounting standards.
- Develop and implement reporting frameworks to meet client-specific and regulatory requirements.
- Monitor and enhance processes to ensure efficiency, accuracy, and scalability in reporting.
- Collaborate with internal stakeholders to ensure seamless integration of data and insights into reporting deliverables.
- Address client queries and provide detailed explanations of financial statements and reports.
- Prepare Board packs and other key presentations for stakeholders.
- Lead the development and delivery of training to the reporting team to ensure adherence to best practices.
- Coordinate with auditors, tax advisors, and regulatory bodies for compliance and reporting accuracy.
- Drive continuous improvement initiatives to enhance reporting quality and operational efficiency.
Skills and Qualifications:
- Qualified CA/ACCA with 8+ years of post-qualification experience.
- Extensive knowledge of financial reporting, accounting for SMEs, and multi-jurisdictional rules.
- Advanced proficiency in MS Excel and financial modeling.
- Proven experience in managing and mentoring a reporting or financial team (minimum 3 years).
- Strong analytical skills with attention to detail and the ability to explain complex financial data.
- Excellent written and spoken English for effective communication with clients and stakeholders.
Key Characteristics:
- Embody EPIC values: Clients First, Intellectual Integrity, Collegiate.
- Demonstrates sound judgment, commercial acumen, and attention to detail.
- Builds collaborative relationships and fosters teamwork with energy and focus.
- Calm and focused under pressure, ensuring deadlines are consistently met
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noida, India EPIC Investment Partners Full timeEPIC Investment Partners About Us EPIC Investment Partners (“EPIC”) is a global financial services platform with 230 people across four integrated divisions Capital, Markets, Administration and Advisory.EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the...
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