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Senior Financial Associate
3 months ago
With a strong partnership network involving institutional investors, investment funds, and asset managers, Waystone is dedicated to building, supporting, and safeguarding investment frameworks and strategies on a global scale. With over two decades of experience and a diverse portfolio of specialized services, Waystone manages assets exceeding $2 trillion.
Position Summary: Reporting directly to the Associate Director, the Finance Officer - Senior Associate plays a crucial role in the success of the team.
Key Responsibilities:
- Serve as the outsourced Finance Officer for regulated clients.
- Ensure timely submission of prudential regulatory returns and relevant notifications, acting as the primary contact with regulatory bodies.
- Develop, implement, and update finance and accounting policies and procedures to ensure compliance with financial regulations.
- Provide ongoing support to clients and colleagues in executing regulatory finance tasks.
- Assist in training sessions related to Regulatory Finance.
- Manage client expectations effectively.
- Participate in and contribute to internal meetings.
- Help promote the firm at industry events and contribute to publications.
- Stay informed about relevant laws and regulations.
- Commit to ongoing professional development as per internal and external standards.
- Engage in continuous learning and knowledge sharing regarding internal standards and business objectives.
- Maintain daily timesheets and meet weekly performance targets as set by management.
- Ensure client files are accurate and up-to-date.
Qualifications:
To excel in this role, candidates must meet the following criteria:
Experience:
- A minimum of 3 years' experience in Accounting and Finance or in a related consulting role.
- A strong background in Accounting and Regulatory Finance, demonstrating the ability to independently develop policies and foster a positive organizational culture.
Education:
A degree or equivalent qualification is preferred.