Financial Planning and Analysis Lead
6 days ago
As a leading global professional firm, Amethyst Partners offers a range of services to clients in the Trust, Corporate and Fund sectors.
Responsibilities:- Manage client portfolios in the trust department, providing expert accounting services to clients
- Lead a team in preparing and reviewing financial statements for trust structures, ensuring accuracy and compliance
- Liaise with auditors and tax accountants to facilitate audit and tax filing processes for clients
- Collaborate with trust relationship managers and administrators to manage and oversee financial records of trust portfolios
- Supervise and guide team members to enhance performance and productivity
- Coordinate with other offices, such as the Philippine accounting team, to streamline work processes
- Work closely with senior management to provide management reporting and updates on key initiatives
- Assist in streamlining accounting work processes and enhancing operational efficiencies
- Perform other ad-hoc tasks related to client accounting as needed
- At least 10 years of accounting experience, preferably in corporate accounting or trust accounting service providers
- Exposure to the Trust Industry or Trust Accounting is an advantage
- Bachelor's degree in Accounting or other relevant accounting qualification
- Excellent communication and interpersonal skills
- Strong supervisory and leadership skills
- Ability to work effectively with different stakeholders
- Motivated, detail-oriented, and a team player
This position requires a highly skilled individual to lead our trust accounting team at Amethyst Partners.
Seniority Level:Mid-Senior level
Employment Type:Full-time
Job Function:Accounting/Auditing and Finance
Industries:Accounting, Financial Services, and Trusts and Estates
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