About Waystone
Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehensive range of specialist services to its name, Waystone helps our clients structure, operate and grow through our expertise, innovation and digitisation, backed by the operational scale to support global expansion.
The Finance Manager will lead a team of junior and senior associates who together will deliver a high-quality professional service to a portfolio of clients. The Finance Manager will assist the Corporate Services team in the ownership and management of ongoing client company service requirements and will report to an Associate Director / Director of Corporate Services. This role will support the Irish team in the preparation and review of management accounts, Financial Statements and ensuring tax compliance by these companies within their respective local regulatory regimes.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Plan, organise and complete tasks to ensure client engagement requirements are met including adherence to monthly and quarterly reporting deadlines.
- Managing staff and assisting team development along with your manager by providing guidance, training and mentoring, setting their goals and monitoring performance.
- Continuously seek to improve and develop methods and processes with the key to making the team more effective and efficient.
- Work within a team to ensure:
- Delivery of accurate monthly/quarterly/annual cash management, management and statutory financial information to clients and auditors
- Provision of financial information to clients and customers.
- Corporation tax, VAT and Central Bank returns adhere to strict filing deadlines;
- Liaise with payroll department to run payroll and associated payroll reports for all clients and ensure tax returns adhere to strict filing deadlines
- Perform and review regulatory reporting filing, tax reporting filing, quarterly and annual management accounts and year-end financial statements.
- Ensures all regulatory and compliance requirements are met for assigned portfolio of clients.
- Keep abreast with all financial reporting and regulatory changes.
- Actively leads and monitors team projects for the Corporate Services business unit.
- Follows Waystone Code of Conduct and leads by example.
- Working with colleagues across the Waystone Group, ensuring effective collaboration, communication and development of solutions
- Build and maintain excellent relationships with all key internal and external stakeholders
- Adhere to internal procedures to meet professional standards, ensuring all learnings are completed on time and propose changes that can improve service delivery and quality
- Assist in ad-hoc and project requirements as required by the Director/Associate Director.
- Escalation to the Director/Associate Director of any issues as they arise.
- Preparation/Review of board meeting packs and presentation at board meetings
Education:
- Partly qualified accountant but working towards fully qualified (ACA/ACCA/CIMA)
- University degree in accounting or business
Experience:
- A minimum of 2 years PQE in a similar Finance role.
- Experience managing people.
- Have strong technical accounting skills including tax, financial reporting and financial statements.
- Previous use of accounts package such as Xero, Sage or SAP would be desirable.
- A high level of customer focus towards both internal and external customers.
- Be very organised and have excellent attention to detail.
- A quick learner and work at speed in a fast-paced environment.
- It is essential to be trustworthy and understand the need for confidentiality.
- Strong client services experience at management level within the structured finance industries/ corporate services.
- Team player and self-starting, with ability to use initiative and produce high quality output.
- Effective communication skills and adept at building relationships
- Strong MS Office Skills with a focus on Excel.
- Ability/experience working in a fast-paced environment with outstanding time management, organizational, oral/written communication skills, critical thinking and attention to detail.
- Respect of different views, cultures, and methods with a willingness to embrace them.
Skills Required
- Partly qualified accountant working toward full ACA, ACCA, or CIMA qualification
- University degree in accounting or business
- Minimum of 2 years post-qualified experience in a similar finance role
- Experience managing people
- Strong technical accounting skills, including tax, financial reporting, and financial statements
- Strong client-services experience at management level within structured finance or corporate services
- Strong Microsoft Office skills, particularly Excel
- Excellent organization, time management, communication, critical-thinking, and attention-to-detail skills
- Ability to work effectively in a fast-paced environment
- Trustworthiness and ability to maintain confidentiality
- Team-oriented, self-starting, and able to use initiative
- Effective communication and relationship-building skills
- Respect for different views, cultures, and working methods
- Experience using Xero, Sage, or SAP
What We Do
Waystone is the leading provider of institutional governance, risk and compliance services to the asset management industry. Partnering institutional investors, investment funds and asset managers Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now supporting asset managers with more than US$2Tn in AUM Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence
