Senior, Wealth Solutions Finance jobs in United States
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Macquarie Group · 9 hours ago

Senior, Wealth Solutions Finance

Macquarie Group is a global financial services group operating in 31 markets, and they are seeking a Senior Manager for Wealth Solutions Finance within their Asset Management division. This role involves financial control, reporting, and treasury management across multiple funds, alongside participating in the audit process and providing accounting support.

BankingFinanceFinancial Services
Hiring Manager
Christian Josh Pichay
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Responsibilities

Partner with the finance, compliance, legal and fund administration teams to deliver client focused solutions
Provide oversight for the finance and accounting that supports the creation, distribution, and servicing of Alternative Investment products
Participate in the audit process, helping coordinate with both internal and external stakeholders to ensure timely completion
Provide general accounting and transaction support, drive management and corporate reporting, as well as provide thoughtful input to resolve technical accounting issues

Qualification

CPA/CA designationFinancial fund reportingTreasury managementAlternative financial servicesPublic accounting experienceProactive managementAutomation effortsDigitalization effortsTeam collaboration

Required

Self-motivated with the ability to work autonomously through complex structures in a fast-paced, collaborative environment and accustomed to working with a team, both in-person and virtually
Bachelor's degree or equivalent, plus 5+ years of related work experience with a mix or public accounting and private sector accounting
Experience in alternative financial services and/or private equity structures with a CPA/CA designation
Highly motivated, able to work independently, and consistently apply diligence and care
Proactive in managing priorities and fostering a culture of improvement and strong controls
Demonstrable experience working on automation and / or digitalization efforts

Preferred

Experience in Registered Investment Companies

Benefits

1 wellbeing leave day per year and a minimum of 25 days of annual leave
20 weeks’ paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks’ paid leave for secondary caregivers
2 days of paid volunteer leave and donation matching
Benefits and initiatives to support your physical, mental and financial wellbeing such as medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short/long term disability
Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services
Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
Recognition and service awards
Hybrid and flexible working arrangements, dependent on role
Reimbursement for work from home equipment

Company

Macquarie Group

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Macquarie Group is a provider of banking, financial, advisory, investment, and funds management services.

Funding

Current Stage
Public Company
Total Funding
$2.14B
Key Investors
Australian Renewable Energy Agency
2023-09-12Post Ipo Debt· $500M
2021-11-08Grant· $1.11M
2018-06-15Post Ipo Equity· $664.15M

Leadership Team

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Shemara Wikramanayake
Managing Director and Chief Executive Officer
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Frank Kwok
Deputy Chief Financial Officer and Group Treasurer
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Company data provided by crunchbase