Director, Accounting Transformation, Client Data & Reporting Join to apply for the Director, Accounting Transformation, Client Data & Reporting role at CIBC Mellon Director, Accounting Transformation, Client Data & Reporting 1 week ago Be among the first 25 applicants Join to apply for the Director, Accounting Transformation, Client Data & Reporting role at CIBC Mellon Get AI-powered advice on this job and more exclusive features. Lead, mentor, and develop assigned analysts dedicated to client data usage and reporting. Foster a collaborative and innovative team culture that prioritizes client satisfaction and operational excellence. Perform people management responsibilities; set performance objectives for direct reports, conduct performance reviews, train, coach, motivate, lead, and recruit new staff. Client Data Support Assist in defining existing client data usage patterns for all Fund Accounting clients. Engage with clients to ensure a smooth transition to the strategic accounting system. This includes transparency of what the change entails for the clients in terms of any information delivery interfaces such as reports or APIs to exchange data to/from CIBC Mellon Fund Accounting. Assist with the collection, analysis, and reporting of client data from the fund accounting platform. Consult with clients on data needs and report access and provide training and support as needed. Reporting and Insights Understand and deliver solutions developed for and by the global Accounting & Administration Platform. Process Improvement. Work closely with the digital product teams to enhance and improve the product suite. This includes providing insights and feedback based on client data usage patterns, identifying opportunities for new features, and ensuring that product developments align with client needs and strategic objectives. Implement best practices and standard operating procedures for data management and reporting. Stakeholder Engagement Serve as a primary point of contact during transition for clients regarding data usage and reporting inquiries. Foster a collaborative environment by working closely with other departments to ensure that Fund Accounting client data is integrated seamlessly across the organization. Responsibilities Leadership Lead, mentor, and develop assigned analysts dedicated to client data usage and reporting. Foster a collaborative and innovative team culture that prioritizes client satisfaction and operational excellence. Perform people management responsibilities; set performance objectives for direct reports, conduct performance reviews, train, coach, motivate, lead, and recruit new staff. Client Data Support Assist in defining existing client data usage patterns for all Fund Accounting clients. Engage with clients to ensure a smooth transition to the strategic accounting system. This includes transparency of what the change entails for the clients in terms of any information delivery interfaces such as reports or APIs to exchange data to/from CIBC Mellon Fund Accounting. Assist with the collection, analysis, and reporting of client data from the fund accounting platform. Consult with clients on data needs and report access and provide training and support as needed. Reporting and Insights Understand and deliver solutions developed for and by the global Accounting & Administration Platform. Process Improvement. Work closely with the digital product teams to enhance and improve the product suite. This includes providing insights and feedback based on client data usage patterns, identifying opportunities for new features, and ensuring that product developments align with client needs and strategic objectives. Implement best practices and standard operating procedures for data management and reporting. Stakeholder Engagement Serve as a primary point of contact during transition for clients regarding data usage and reporting inquiries. Foster a collaborative environment by working closely with other departments to ensure that Fund Accounting client data is integrated seamlessly across the organization. Qualifications University or College graduate in business or equivalent working knowledge 7-10 years of progressive experience; knowledge of fund accounting, data analysis and asset servicing Demonstrated leadership experience with a successful history of team management Strong analytical skills with the ability to interpret complex data sets and present findings clearly. Excellent communication and interpersonal skills, with a client-focused mindset Proficiency in data analysis tools and reporting software (e.g., Excel, SQL, BI tools) Project planning, analytical and problem-solving skills Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Accounting/Auditing and Finance Industries Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at CIBC Mellon by 2x Sign in to set job alerts for Director of Accounting roles. Director of Financial Reporting - Canada (Remote) North York, Ontario, Canada CA$120,000.00-CA$140,000.00 9 hours ago Greater Toronto Area, Canada CA$150,000.00-CA$200,000.00 1 day ago Director, Accounting and Reporting - Hybrid Richmond Hill, Ontario, Canada 1 week ago Senior Vice President, Finance & Controllership Mississauga, Ontario, Canada 19 hours ago Were unlocking community knowledge in a new way. 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Job Title
Director, Accounting Transformation, Client Data & Reporting