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Job Description
Job Summary:
A leadership position responsible for driving operational excellence and team performance within the fund accounting department. This role manages a team of accounting professionals (Accountant 1-3, Senior Accountant, and Assistant Manager), oversees complex client relationships, and ensures delivery of high-quality accounting services. The position focuses on people management, strategic planning, and operational efficiency while maintaining overall accountability for team performance and client satisfaction.
Core Responsibilities:
- Lead and develop a team of fund accounting professionals
- Drive operational performance and quality standards
- Build and manage cluster and client relationships and service delivery
- Oversee resource allocation and capacity planning
- Direct implementation of strategic initiatives and process improvements
- Ensure regulatory compliance and risk management
- Establish and monitor team performance metrics
- Champion technology adoption and process optimization
Tasks:
- Conduct regular performance reviews and career development discussions
- Approve complex financial reports and client deliverables
- Manage escalated client issues and relationships
- Lead team meetings and performance improvement initiatives
- Monitor and report on key performance indicators
- Oversee workload distribution and resource allocation
- Review and approve staff scheduling and time management
- Lead client onboarding and transition projects
- Facilitate client review meetings and presentations
- Coordinate with other departments on service delivery
- Monitor compliance with policies and procedures
- Lead change management initiatives
- Review and approve team training plans
- Oversee system implementation and optimization
- Conduct regular service delivery reviews
- Perform other related duties as assigned for role and business needs
Qualifications
Must haves
• CPA or at least 6 year's relevant experience working in the Fund Accounting field
• Experience in managing service operations and managing client deliverables
• Experience in managing staff and conducting appraisals
• Experience in preparation and review of Financial Accounts with notes
• Excellent organizational, prioritization, and interpersonal skills
• Comfortable communicating with Senior Management
• Intermediate Microsoft Office skills with a particular focus on Excel skills
• Can do’ attitude, ability to cope with tight deadlines, work under pressure, and lead by example.
• Must be willing to attend onsite training and onboarding for the first three months of employment.
• This position is only open to Philippine citizens.
Our current work set-up is Hybrid Work from Home wherein you need to be in the office at least 2 to 3 days a week and the rest is WFH. To qualify you must have a stable internet connection (DSL/Fiber with at least 25mbps).
To speed up your application please have your government ID's ready.
Additional information
- At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.
Company description
IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.
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