FUND ACCOUNTING FINANCIAL REPORTING

Riyadh, Riyadh Career Raiser

Posted 20 days ago

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Job Description

Description

Prepare and assist in the preparation and initial review of the financial statements of entities administered by the Private Equity department in a timely, efficient and accurate manner adhering to the highest standards. More senior levels may also be expected to supervise and train junior staff.

Qualifications

ACCA / ACA / CPA /CIMA / Other equivalent

Knowledge / Skills
  • Knowledge of regulatory issues, book-keeping
  • Technical accounting knowledge (US /UK GAAP and IFRS)
  • Ideally, knowledge of Guernsey Company Law
Skills
  • Intermediate Excel skills (including Excel - Macro skills)
  • Time Management & Organisational
  • Working to Deadlines
  • Accurate with attention to details
  • Effective Communication skills (Verbal & Written)
Major Duties

Timetables:-

  • Prepare and circulate accounts and tax timetables
  • Support in planning activity of team Liaising with fund administrators
  • Preparation and review of management fee calculations
  • Advise on potential accounting issues & best practises

Client Reporting:-

  • Critical background knowledge of entities worked on
  • Effective communication with client, investors and other associated parties (based worldwide)
  • Dealing with investor queries in an efficient and timely manner
  • Issuing tax forms to investors prepared by client tax advisers
  • Able to prepare and issue ad-hoc reports to client

Proforma Accounts:-

  • Design proforma accounts, ensuring they are in accordance with appropriate regulations/standards
  • Agree proforma with clients/auditors
  • Maintain capital accounts for limited partnerships

Preparation of Accounts:-

  • Liaising with other departments.
  • Maintenance of client relationships
  • Liaising re closing down of accounting periods
  • Checking & maintaining ledger integrity
  • Preparing standard accounts file
  • Completion of appropriate checklists
  • Liaising with auditors
  • Preparing accounts for manager review/clearing points
  • Sending accounts for inclusion in board packs
  • Provision of information for US and UK tax returns

Bookkeeping / Cash Management:-

  • Good understanding of bookkeeping including more complex transactions
  • Understands cash management procedures for specific entities
  • Able to check bank account reconciliations on a monthly basis
  • Able to check cash reports on a monthly basis

Calls/Distributions:-

  • Understands the call/distribution process
  • Able to calculate the call/distribution amounts for recommendation by client
  • Liaises with client and investors regarding receipt/payment of monies
  • Liaises with financial institutions receiving or making payment of funds
  • Reviews and maintains records

Company Secretarial Knowledge:-

  • Understands Company Secretarial Procedures
  • Understands how to prepare and review Company Minutes
  • Understands how to prepare and review Company Agenda

Transfer of Shares or Limited Partnership Interests:-

  • Understands the process applicable to the entity
  • Understands anti-money laundering regulations and how to maintain records

Compliance and Regulation:-

  • Has an understanding of the main Guernsey legislation as it effects entities under administration i.e. Guernsey Company Law, POI and FNCC legislation.
Experience
  • Experience in preparing accounts
  • Experience in Funds/Private Equity
  • Previous supervisory experience

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