Finance Team Leader, Reporting and Data Management – Role Overview

Lead the accurate and timely delivery of management reporting, data management, reconciliations, reporting controls and audit-support schedules for the North America business. Act as the functional lead for coordinating reporting workloads, reviewing output quality, guiding colleagues, monitoring delivery and escalating risks or issues. Retain oversight of budgeting, forecasting and variance analysis where these activities support reliable reporting and informed decision-making.

Key Responsibilities

Planning, Forecasting & Variance Analysis

• Coordinate inputs to the annual budget and periodic forecast processes, maintaining robust planning models and clear supporting documentation

• Review forecast updates and variance analysis against budget, prior forecast and actual performance for completeness, accuracy and consistency

• Maintain financial models used for scenario analysis and ensure planning assumptions are traceable and aligned with reporting outputs

Management Reporting & Delivery

• Coordinate and deliver monthly management reporting across revenue, costs, EBITDA and cash, ensuring outputs are complete, accurate and issued to agreed deadlines

• Review reporting packs, variance commentary and supporting analysis for quality, consistency and clarity before circulation

• Analyse performance against budget and forecast, identify key drivers, trends, risks and opportunities, and provide evidence-based commentary

• Monitor the reporting timetable, dependencies and outstanding inputs, escalating delivery risks and control issues promptly

Functional Team Leadership

• Act as the functional lead for the reporting and data-management workload, allocating activities and coordinating priorities across contributors without formal line-management responsibility

• Provide day-to-day guidance on reporting requirements, methods, controls and standards, and support resolution of complex data or reporting queries

• Review work for accuracy and completeness, monitor progress against deadlines, and escalate capacity, quality or delivery concerns to the appropriate manager

• Work with operational, commercial, Financial Control and other finance stakeholders to obtain inputs, resolve issues and provide controlled analysis for decision-making

Data Integrity, Reconciliations & Reporting Controls

• Ensure consistency between source systems, planning outputs, management reports and actuals in collaboration with Financial Control

• Oversee and review reconciliations across systems and datasets, investigate variances, and ensure reconciling items are resolved or clearly documented

• Maintain data quality, lineage and integrity across reporting processes, with appropriate checks and evidence of review

• Operate and monitor key reporting controls, document exceptions and remediation actions, and escalate material issues promptly

Process Improvement

• Identify and implement opportunities to improve reporting efficiency, accuracy, control and automation

• Develop and maintain standardised reporting, reconciliation and planning templates with clear ownership and review requirements

• Document reporting processes and controls, supporting consistent execution, knowledge transfer and continuous improvement

Audit Support & Documentation

• Coordinate timely responses to internal and external audit requests relating to management reporting, data, reconciliations and controls

• Prepare, review and maintain audit-support schedules, reconciliations and evidence, ensuring information is complete, traceable and appropriately approved

• Track open audit queries and agreed follow-up actions, liaising with relevant control owners and escalating delays or issues where required

• Maintain organised supporting documentation and retention records for key reporting outputs and controls

Key Outputs (Exec-ready)

• Accurate, timely monthly management reporting packs with reviewed variance commentary

• Controlled budget and forecast submissions aligned to management reporting

• Reviewed EBITDA and P&L bridges comparing actuals with budget and forecast

• Completed reconciliations, reporting-control evidence and documented issue resolution

• Audit-support schedules and supporting documentation delivered in response to agreed requests

• Delivery trackers covering workload status, dependencies, quality review and escalatio

Skills & Experience

Essential

• Qualified or part-qualified accountant (ACA / ACCA / CIMA), or equivalent relevant experience

• Substantial experience in management reporting, financial analysis, data management, reconciliations or FP&A, including responsibility for delivering outputs to defined deadlines

• Demonstrable experience coordinating workloads, reviewing the quality of others’ work, providing guidance and escalating delivery or control issues

• Strong Excel and financial modelling capability, with confidence working across large or complex datasets

• Experience operating reporting controls, maintaining supporting documentation and responding to audit or assurance requests

• Ability to produce and review clear, concise financial commentary for management audiences

Desirable

• Experience coordinating budgeting and forecasting processes in support of management reporting

• Experience improving or automating reporting, reconciliation or data-control processes

• Experience working with finance systems and multiple data sources in a fast-paced environment

Personal Attributes

• Highly analytical, detail-oriented and committed to data integrity and control

• Proactive and accountable, with a practical problem-solving approach and strong focus on timely delivery

• Confident coordinating work, setting clear expectations, providing constructive guidance and escalating issues appropriately

• Strong communicator with the ability to simplify complex financial and data matters for stakeholders

• Collaborative and responsive, with sound judgement when balancing priorities and deadlines

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).

Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.