Expense Admin Team Leader

Massachusetts  ‐ Onsite
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Description

Description:

  • The Expense Administration Team Leader oversees a staff of Expense Administration Supervisors responsible for the daily and ongoing execution of Expense Administration including the administration of invoices, expense related forecasts and budgets, accrual calculations, periodic reporting, process maintenance and improvements, and implementing new client directed and directed initiatives.The position provides support to the Expense Administration Manager while also providing leadership and guidance to the Expense Administration Supervisors.The position also oversees service delivery to assigned client groups and is also responsible for systems enhancements as they relate to Expense Administration and the development of the group as a whole.

Responsibilities:

  • Assists in the evaluation and development of enhancements to systems for control, processing and reporting purposes as dictated by client or internal initiatives
  • Identifies, assigns, manages and reports on special projects and initiatives. Continually meets with direct reports to review current processes and the strengths and weaknesses of those processes; responds appropriately with modifications, maintenance or new implementations
  • Oversees planning, coordination, preparation and reviews of all expense budgeting processes, expense structure implementations, pro forma requests, system implementations and internal and client initiatives
  • Allocates client related services appropriately to each Expense Administration Supervisor and associated team. Participates in development of team metrics and monitors ongoing productivity and volume measures for all processes at a detailed and aggregated level for all internal and client based activities
  • Stays ahead of industry issues, regulatory changes, and best practices for all Expense Administration practices and effectively communicate these internally and externally where required
  • Communicates to and trains staff on applicable laws and regulations as they pertain to the mutual fund and investment services industry. Maintains knowledge over applicable laws, regulations and interpretations governing financial statements and disclosure, including the Investment Company Act of 1940, the Internal Revenue Code, GAAP, Regulation S-X and other applicable requirements
  • Communicates appropriately with Senior Managers and internal contacts with respect to all timetables, workflows and other relevant administrative matters
  • Maintains a leadership role by developing internal relationships with key players in other departments to accomplish goals and resolve issues
  • Provides ongoing feedback and coaching to staff to improve individual and team performance. Works with Manager to monitor performance issues and the disciplinary process for employees failing to meet team expectations
  • Completes and oversees the completion of the annual and mid year performance review process. Participates in selecting and hiring new staff members
  • Provides oversight of client service delivery. Serves as a key point of escalation of contact for client contacts. Participates in client visits to ensure client satisfaction and communicate product related information

Qualification:

  • BS/BA degree and/or equivalent work experience
  • 5 to 7 plus years of related industry experience including 5 plus years of financial experience
  • Prior supervisory or management experience
  • Highly organized and detail oriented
  • Entrepreneurial and self-motivated; capable of monitoring and completing competing tasks and projects
  • Strong verbal and written communication and interpersonal skills.
Start date
n.a
Duration
8 months
From
Software Specialists
Published at
04.01.2017
Project ID:
1263096
Contract type
Freelance
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