Vanguard Australia
Investment Operations Reconciliations Senior Analyst
To take a stand for all investors, treat them fairly, and give them the best chance for investment success.
Finance and accounting
Full-time
Office | Melbourne, VIC, Australia
Visa sponsorship · No
Senior · A role for someone with advanced knowledge and skills. May involve mentoring, leading others or specialisation. Typically at least 5 years of experience.
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Why Vanguard Australia
Since our founding in 1975, helping investors achieve their goals has been our main reason for existence. At Vanguard, we’re built differently. Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard. When you’re surrounded by people who care about the same things, things tend to fall into place.
With no other parties to answer to and therefore no conflicting loyalties, we make every decision—including keeping investing costs as low as possible—with your needs in mind. Because of our unique structure, your goals align with our goals. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side. That’s the value of ownership!
About the role
Today, Vanguard is one of the world’s largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals.
Core Responsibilities
- Coordinate, monitor, and authorize daily functional responsibilities across reconciliations, redistributing resources as necessary.
- Identify, investigate, and resolve exceptions, ensuring timely and accurate deliverables.
- Serve as a subject matter expert and resource for associates while maintaining the capability to complete output in a supporting role as necessary. Act as the primary escalation point for complex issues, addressing and resolving them promptly, and performing review controls.
- Assist in training and cross-training unit, department crew members, and new crew members on various job responsibilities as assigned.
- Create and maintain comprehensive documentation of current policies and procedures.
- Ensure adherence to the risk and control framework established within the team. Understand audit requirements and ensure appropriate documentation is maintained to support audits, ensuring they are completed efficiently and according to established service levels.
- Identify opportunities, make recommendations, and lead process improvement initiatives to gain efficiencies and ensure quality. Provide trend analysis and input for improvement.
- Establish and maintain effective working relationships with both internal and external clients and business partners. Lead regular communication with banks to ensure the resolution of outstanding reconciliation items.
- Participate in and/or lead special projects and perform other duties as assigned.
Qualifications
- Undergraduate degree or an equivalent combination of training and experience
- Minimum two years of business related experience
- High level analytical and problem solving
- Ability to manage multiple priorities under strict deadlines
- Excellent time management and organization skills
- Ability to understand complex technical issues.
- Proficiency with Microsoft applications preferred
- Great leadership, excellent interpersonal and communication (oral and written) skills; team player with positive attitude
What you'll be responsible for
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Development of Finance Strategy
Recommend improvements to optimize and improve financial performance and development of strategic long-term plans
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Operational and Financial Reporting
Analyze financial data to prepare timely reports to support business decisions
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Financial Modeling
Analyze data to create financial models that support planning and projections
Skills you'll need
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Collaboration
Works with others by being open, clear in communication and listening to achieve goals
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Numerical problem solving
Works with numerical information and performs mathematical calculations to solve problems
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Critical thinking
Identifies and synthesizes patterns and trends amongst various sources of information to reach a meaningful conclusion, perspective or insight
Meet the team
