Team Leader, Operations Team Leader, Operations

Key Accountabilities and Main Responsibilities

Strategic Focus

These responsibilities relate to long-term planning, innovation, and aligning with organizational goals:

• Thought Leadership and Continuous Improvement

1. Identify opportunities for automation/process improvements and implement changes to enhance team efficiency. Automate and document processes as needed. Identify risks, cost efficiencies, and operational improvements

• Support senior leadership

1. Support senior leadership in adoption and execution of accounting review standards and best practices

Operational Management

These tasks involve the day-to-day execution of duties and ensuring smooth operations:

• Team Management

1. Provide guidance and support to a team of accounting reviewers. Foster a collaborative and high-performance team culture. Supervise employees to ensure quality and productivity

• Project Management

1. Oversee the review and delivery of financial statements and other accounting reports, ensuring they are reviewed to a quality standard and completed on time.

• Technical Oversight

1. Ensure the team follows established procedures and appropriate practices in accordance with US GAAP and IFRS. Manage technical research and application of accounting standards

• Client Service Delivery

1. Maintain a high client service level and review client reports and financial statements for accuracy and completeness while meeting deadlines.

• Stakeholder Management

1. Act as the primary point of contact for stakeholders, provide regular updates, and address concerns.

• Documentation

1. Ensure all accounting review activities are well-documented and comply with organizational standards.

• Problem Solving

1. Address and resolve issues related to technical pronouncements, disclosures, etc.

Governance & Risk

This includes compliance, risk mitigation, and adherence to regulatory and internal standards:

• Escalation Management

1. Escalate issues/incidents at the right time and to the right levels to address operational and business risks

• Performance & Risk Management

1. Prepare and present performance reports and identify and mitigate risks, ensuring compliance

• Ability to effectively liaise with senior-level stakeholders

1. Communicate issues, risks, and solutions clearly and effectively

*The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.

Experience & Personal Attributes

Educational and Professional Qualifications:

1. Chartered Accountant / Master s degree in Business Administration, Commerce, Finance
2. Minimum of 2 years of experience in operations within the financial services industry.

Personal Attributes:

1. Sound analytical and problem-solving skills with a keen attention to detail and ability to lead a medium-sized team
2. Ability to analyse, resolve and document problems and resolutions.
3. Ability to work as part of a cross-cultural team.
4. Strong organization and time management skills
5. Basic understanding of private equity operations, investment management, and financial markets.
6. Continuous improvement focus, with the ability to identify risks, cost efficiencies, and operational improvements.
7. Strong presentation and communication skills with ability to communicate clearly and effectively at all levels.
8. Self-driven and motivated with a focus on operational efficiency and continuous improvement.
9. Proficiency in using financial software and tools, as well as Microsoft Office Suite.