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Head of IFRS 9 - Impairment Execution

£140000 - £150000 per annum
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PLEASE CONTACT

SIMON TAYLOR

  • The Head IFRS9 - Impairment Execution and Controls role will report to the Global Head of Wholesale Impairment, and coordinate & manage the end-to-end impairment process and manage key interactions with other related teams (i.e. Group Risk Analytics, Forward Economic Guidance, Finance and Stress Testing teams). The role will involve managing an onshore team as well as interacting with dedicated offshore teams.
  • Tasks include but are not limited to:
  • Periodically deputize for the Global Head of Wholesale Impairment
  • Ensuring smooth running of a new Operating Model and Governance process introduced for IFRS 9
  • Ensure compliance to Group policies and governance and controls framework
  • Ensuring the team are performing Review and Challenge activities for key regions in a timely manner
  • Strong ability to build and manage relationships across a range of seniorities
  • Oversight of the business and data analyst teams
  • Working with Group Risk Analytics teams to understand credit risk methodology's relating to IFRS 9
  • Coordinating activities with Stress Testing, Sovereign Risk & Forward Economic Guidance Teams
  • To be successful in the role, you should meet the following requirements:
  • Strong IFRS 9 subject-matter, business knowledge and technology sense
  • Some understanding of policy setting, model inputs, forward economic guidance, stage allocation, disclosures and financial reporting, SOx controls
  • Solid communication skills with stakeholder at all levels
  • Understanding of accounting and/or credit risk concepts
  • Experience of financial or risk reporting processes
  • Be able to articulate complex information in clear and structured way to suit audience
  • Experience in managing teams and stakeholders across the regions
  • Ability to cope with rapidly changing priorities
  • Well organized, logical thinker, problem solver


Customers/Stakeholders

  • Wholesale Credit Risk Management
  • Group Risk Analytics
  • WMR Stress Testing Teams
  • Regulatory Finance
  • Sovereign Risk and Forward Economic Guidance Teams
  • Global Business finance teams


Role Dimensions

  • The jobholder’s responsibilities cover the Wholesale Credit Risk related sections of the Group’s consolidated external financial statements for key regions.
  • Interacting with Regional and Group senior management on a daily basis, being a trusted partner
  • Working with Group Risk Analytics teams to understand credit risk methodology's relating to IFRS 9
  • Being the main point of contact in Wholesale Credit Risk for IFRS 9 questions coming from local regions, other HGHQ teams and regulators
  • Collaborating on strategic change project, either risk driven or regulatory driven


Qualifications

  • Understanding of IFRS 9 and the IFRS 9 impairment process or alternatively of RWA/stress testing processes
  • Understanding of financial close processes
  • Understanding of financial reporting controls and SOx processes
  • Understanding of Finance & Risk processes of a Global Bank
  • Ability to a provide a proactive focus on risk/issue identification and mitigation, recognising where MI should be escalated for further review
  • Promote a culture of control awareness and best practice across the IFRS 9 impairment process
  • Ability to effectively work with global and regional teams in Risk, Finance and relevant Transformation functions.
  • Ability to lead offshore teams
  • Capability to provide adequate challenge where necessary
  • Ability to demonstrate leadership qualities across the impairment process
  • ACA or ACCA or CISI or CSA qualified, relevant professional qualification, or relevant advanced degree
  • Ideally experience of credit risk management and/or measurement
  • Communication with senior stakeholders, e.g. lead technical discussions, prepare executive-level commentary and technical papers etc.

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

 

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Regulatory Reporting Accountant

SAVE
Negotiable

Our client is an international brokerage with a presence across the globe. Due to a period of growth, they are now looking to recruit a Regulatory Reporting Accountant.

You will own the end to end process for the client’s Regulatory Reporting. This will include the preparation / submission of relevant returns, as well as regulatory policy and systems work.

Reporting into the Head of Regulatory Reporting you’ll need a Financial Services background and a strong understanding of COREP to succeed in this role. Being a qualified accountant will be a bonus but by no means a deal breaker.


Key responsibilities:

  • Prepare + submit quarterly and monthly regulatory reporting submissions to the Financial Conduct Authority. COREP will take up most of the role, but there will also be other FCA returns to complete
  • Ensure regulatory monitoring is correctly carried out
  • Maintain strong working relationships with stakeholders in other departments (product / financial control, the FO, middle office)
  • Ensure consistency of regulatory reporting across subsidiaries of the group in the EMEA region, through frequent communication with LE controllers.
  • Work with the Regulatory Reporting head on issues surrounding reg policy, such as CRD impact

Skills / experience required:

  • Superlative COREP knowledge + familiarity with relevant templates
  • Ability to work out capital requirements in within credit, market & ops risk
  • A background in Financial Services, ideally within a fast paced & global organization
  • Strong interpersonal skills
  • Able to work under pressure
  • Hands on experience of Oracle GL & Lombard Risk systems
  • Good Excel

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

Financial Reporting Manager

SAVE
£50000 - £55000 per annum

Key Responsibilities:

  • Review (and enhance, where required) the monthly group timetable and ensure that timetable is sent out to regions 5 days prior to month-end closing
  • Preform follow up on each of the items on the month-end timetable
  • Ensure that the monthly closing process is followed by regional finance teams and take charge of the following processes:
    • Ensure all entities have uploaded monthly financial packs on Consolidation tool, presently Hyperion (to be updated to One-stream).
    • Follow-up on global SAP to Hyperion mapping and reconciliation for each of the legal entity
    • Review, accumulation and tracking of ‘exceptional items’ reported across group
    • Review and follow-up of inter-company balances reconciliation. Work along the Hyperion specialist to ensure that the I/co reports are sent out on time (According to the monthly time-table)
    • Ensuring the inter-company balances and corporate recharges are netting out after consolidation
    • Work with Hyperion Consultant on review of monthly consolidation once all regions have uploaded financial packs
  • Gate-keeper of Hyperion and SAP Access and maintain a log of all staff with access right and ensure there is appropriate segregation of duties.
  • Support European entities in audit readiness and preparing on the audit schedules (where required)
  • Independently review or support to regional teams where requested. Also manage accounting for small European entities as requested by Global Head of Controlling – Romania, Italy, others.
  • Provide support to the group Senior Accounting Managers and able to work on adhoc projects as requested
  • Documentation of group processes and support group senior managers in documenting group accounting policies and adherence
  • Good understanding of IRFS framework and someone who can advise regional controllers on accounting issues

The ideal candidate will have:

  • Prior Group Reporting / Accounting experience
  • Analytical mind set + problem solving mindset
  • Team player with ambition and self-motivation
  • Excellent communication and influencing skills
  • Experience of matrix organisations, ideally within ICT / Technology

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

Investigations Manager

SAVE
£50000 - £55000 per annum

Our client is a large Financial Services firm who are recruiting for a Complaints Manager. In this position, you will be handling day to day complaints in relation to Financial Services as well as leading a team. The role will involve shift work with potential shifts either 8am to 4pm or 12pm to 8pm thorughout the week and occasional Saturdays shifts from 9am to 1pm.

Role Overview

Leading a team of staff in the investigation of financial services complaints relating to both customers and businesses. You’ll be making final decisions on difficult cases with legal implications.

This will require a manager who is happy to get their hands dirty; you’ll be expected to not only manage, but actively develop and mentor those in your team as you achieve fair results on all cases. Understanding the difference between performance management and leadership is key and will require you to buy into the client’s culture of continuous development.

To do this you’ll knowledge share, work on development plans, give feedback and motivate your colleagues while ensuring help is tailored to each customer

For every decision you make you’ll need to explain your reasoning in a simple & easy to understand way; the decision-making process much be transparent all the way through.

Accountabilities

  • Managing and driving your team to deliver against targets & objectives. You’ll be responsible for monitoring and adjusting their performance while dealing with any issues along the way.
  • Ensuring fair decisions are reached
  • Maximising team’s use of resources + time
  • Continuous development and mentoring of your team ensuring constant improvement of their skills
  • Dealing with escalated complaints + making key decisions on difficult cases. As an extension of this, knowing when to escalate the complaint yourself
  • Explaining rational behind decisions in an easy to breakdown format
  • Promoting our client’s reach by speaking at external events when necessary
  • Creating a culture where people in your team are motivated and inspired to affect real change

Experience

  • Having managed a team in a customer first environment
  • Strong experience actively developing + mentoring a team
  • Evidence of decisive decision making + ability to use evidence
  • A collegiate approach to working + empathetic style of investigation

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

Financial and Regulatory Accountant

SAVE
Up to £65000 per annum

Our client is rapidly growing and as such has a genuine start-up environment. The culture within the organisation has been rated as excellent with lots of company events, lunches and a strong emphasis on family.

The Financial Accountant is responsible to support the Finance Manager with financial accounting, financial reporting, and regulatory reporting for London Branch.

Stakeholders

  • Finance Manager
  • Head of Finance, daily as required.
  • Associate Head of Finance, Deputy General Manager Finance, IT and Operations, as required.
  • Head Office and other Bank branches as necessary during daily work.
  • External & Internal Auditors when required.
  • London branch staff and management, particularly Finance, Risk, Information Technology and Treasury Departments.

Main Responsibilities:

  • Internal expenses management and review;
  • Internal accounts (Fixed assets, prepayment and accruals, receivables and payables, etc) management and review;
  • Nostros accounts reconciliations;
  • Monthly/Quarterly/Annual financial reports preparation;
  • Assist in general ledger maintenance and review;
  • Assist in regulatory reporting to BOE, PRA and FCA on regular basis;
  • Ad hoc requirements/projects;
  • The role may from time to time be required to undertake additional or other duties as necessary to meet the needs of the bank's business/operation.

Experience

  • Bachelor degree with 2.1 at minimum from University;
  • Fully qualified with ACA/ACCA/CIMA preferred;
  • Minimum 3 years of strong financial accounting work experiences in banking/financial services sector;
  • Strong IT skills;

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

Group Accounting Manager

SAVE
£50000 - £55000 per annum

Key Responsibilities:

  • Review (and enhance, where required) the monthly group timetable and ensure that timetable is sent out to regions 5 days prior to month-end closing
  • Preform follow up on each of the items on the month-end timetable
  • Ensure that the monthly closing process is followed by regional finance teams and take charge of the following processes:
    • Ensure all entities have uploaded monthly financial packs on Consolidation tool, presently Hyperion (to be updated to One-stream).
    • Follow-up on global SAP to Hyperion mapping and reconciliation for each of the legal entity
    • Review, accumulation and tracking of ‘exceptional items’ reported across group
    • Review and follow-up of inter-company balances reconciliation. Work along the Hyperion specialist to ensure that the I/co reports are sent out on time (According to the monthly time-table)
    • Ensuring the inter-company balances and corporate recharges are netting out after consolidation
    • Work with Hyperion Consultant on review of monthly consolidation once all regions have uploaded financial packs
  • Gate-keeper of Hyperion and SAP Access and maintain a log of all staff with access right and ensure there is appropriate segregation of duties.
  • Support European entities in audit readiness and preparing on the audit schedules (where required)
  • Independently review or support to regional teams where requested. Also manage accounting for small European entities as requested by Global Head of Controlling – Romania, Italy, others.
  • Provide support to the group Senior Accounting Managers and able to work on adhoc projects as requested
  • Documentation of group processes and support group senior managers in documenting group accounting policies and adherence
  • Good understanding of IRFS framework and someone who can advise regional controllers on accounting issues

The ideal candidate will have:

  • Prior Group Reporting / Accounting experience
  • Analytical mind set + problem solving mindset
  • Team player with ambition and self-motivation
  • Excellent communication and influencing skills
  • Experience of matrix organisations, ideally within ICT / Technology

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

Finance Business Partner (IT / Technology)

SAVE
£55000 - £65000 per annum


Our client (Financial Services) is seeking a Business Partner for their Group IT & Technology department.

The role will provide support to business unit heads, and will contribute to a number of key processes (Budgeting, Business Case Analysis, Monthly Finance MI etc.)

Candidates must have strong Finance Business Partnering / Management Accounting experience, and must have partnered with an IT / Technology department. Banking experience is highly preferable.

Key Duties

  • Providing analytical support to new business initiatives. Assessing and contributing to business cases for tactical and strategic investments in any Function and monitoring progress and benefits realisation.
  • Providing analytical support for new (or renewed) contracts with major suppliers of any Function
  • Ensuring all budgets and plans for each Function are produced in a timely manner and to quality required for submission to executive committees and the Board of directors.
  • Managing the production of the monthly financial MI (including insightful, actionable commentary) for each Function by working day 3 of each month.
  • Managing a view of financial risks and opportunities within each Function’s cost base on an ongoing basis.
  • Creating analytical insight to help identify opportunities to drive change and improve efficiency (including driving revenues, reducing costs) within each Function
  • Documentation of key Finance processes including identification of key controls



Essential Experience

  • Minimum 3 years as a Management Accountant or a similar Finance role partnering an IT / Technology team
  • Experience working within the banking industry.
  • Proficient in Microsoft Office products including Word, Excel, and PowerPoint.
  • Degree – ideally in quantitative subject eg Mathematics, Accounting or Statistics



Desirable Experience

  • Excel at Macro level desirable.
  • ACA/CIMA/ACCA

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

Regulatory Reporting Accountant

SAVE
Negotiable

Our client is an international brokerage with a presence across the globe. Due to a period of growth, they are now looking to recruit a Regulatory Reporting Accountant.

You will own the end to end process for the client’s Regulatory Reporting. This will include the preparation / submission of relevant returns, as well as regulatory policy and systems work.

Reporting into the Head of Regulatory Reporting you’ll need a Financial Services background and a strong understanding of COREP to succeed in this role. Being a qualified accountant will be a bonus but by no means a deal breaker.


Key responsibilities:

  • Prepare + submit quarterly and monthly regulatory reporting submissions to the Financial Conduct Authority. COREP will take up most of the role, but there will also be other FCA returns to complete
  • Ensure regulatory monitoring is correctly carried out
  • Maintain strong working relationships with stakeholders in other departments (product / financial control, the FO, middle office)
  • Ensure consistency of regulatory reporting across subsidiaries of the group in the EMEA region, through frequent communication with LE controllers.
  • Work with the Regulatory Reporting head on issues surrounding reg policy, such as CRD impact

Skills / experience required:

  • Superlative COREP knowledge + familiarity with relevant templates
  • Ability to work out capital requirements in within credit, market & ops risk
  • A background in Financial Services, ideally within a fast paced & global organization
  • Strong interpersonal skills
  • Able to work under pressure
  • Hands on experience of Oracle GL & Lombard Risk systems
  • Good Excel

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

Accounting Policy Senior Manager

SAVE
Up to £120000 per annum

  • Our client will be looking to you to define, articulate and oversee bank wide policy for accounting and reporting
  • You'll provide expert technical support to the businesses in both the ring-fenced and non ring-fenced banks
  • Sitting within the Accounting & Valuation Policy team, you'll be recognised as a subject matter expert regarding valuation and accounting best practice
  • You'll drive the development of responses to changes in accounting practice and requirement


The Role

This senior level role will see you developing the bank’s accounting policies, and you'll be responsible for the oversight of all key judgments in external reporting. You'll also be responsible for transaction advice on complex trades and corporate actions.

  • Provide advice throughout the bank on accounting issues and queries, and act as a senior point of contact for auditors and regulators
  • Identify and review best practice for accounting and reporting issues in the financial services industry
  • Provide written reports to the bank’s executive and Group Audit Committee
  • Contribute to the development of accounting and reporting policy and practices in the UK and internationally, principally though UK Finance, ISDA and EBF
  • Help develop the bank’s response to a changing regulatory framework by providing advice and support to projects such as prudential valuation, stress testing or resolution valuation
  • Provide oversight to legal entity teams in their reporting on accounting matters to the subsidiary bank executives and audit committees
  • Be a member of the Group’s Pension Task Force, which provides expert advice to the Pensions Committee


Skillset

Our client is looking for someone with direct experience in developing and delivering expert accounting advice and interpretation. You'll have a professional accounting qualification and ideally experience in a Top 10 technical accounting and advisory role.

With a background in banking, you'll have an understanding of treasury and excellent communication and stakeholder management skills.

You'll Also Demonstrate

  • Extensive experience of corporate and banking accounting issues and their resolution
  • Current knowledge of regulations and standard industry practice as they pertain to financial reporting
  • Experience of corporate actions, including mergers and acquisitions, debt and equity raising and redemptions
  • Detailed knowledge of accounting and reporting processes and control infrastructures
  • The ability to interpret new accounting requirements with a view to their practical application and implementation within the bank
  • Strong communication skills both verbal and written
  • The ability to nurture key relationships, and the credibility to successfully influence, challenge and persuade

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

Regulatory Reporting Officer

SAVE
Up to £45000 per annum


Responsibilities

  • Comply with the FCA/PRA’s Individual Conduct Rules, as outlined below.
  • Assist with the production of regulatory returns (COREP, LIQREP, FINREP, BoE Statistical Reports)
  • Assist with the production of ICAAP, ILAAP and Pillar 3 disclosures
  • Assist with the company's growth strategy for Regulatory reporting
  • Assist with the development and maintenance of both internal and external capital and liquidity calculation and reporting tools on ad hoc daily, weekly and quarterly basis.
  • Assist with the implementation/enhancement of regulatory reporting software.
  • Work with the regulatory reporting manager to review processes relating to Regulatory Reporting to identify improvements and thus enhance control / system capabilities
  • Reconcile balance sheet on periodic basis
  • Keep up to date developments and changes in regulatory issues
  • Analyse and help with the implement new legislation
  • Cover for other team members when required


Skills and Knowledge required

  • Ability to work under pressure, if necessary under deadline-driven conditions
  • Strong Regulatory reporting background - Experience with COREP is essential
  • Experience within a banking organization or a similar financial institution
  • Exposure to regulatory reporting and awareness of regulatory reporting rules
  • Self-motivation and ability to work with minimal supervision within a team structure
  • Intermediate Microsoft Office skills (especially Ms Excel, PowerPoint)
  • Excellent writing skills
  • Good listening and communication skills
  • Through working style and excellent attention to detail
  • Fast learner with good problem solving skills
  • Ability to challenge and influence
  • Strong interpersonal skills
  • Excellent analytical and reporting skills


Experience & Qualifications

  • Part qualification (ACCA, ACA, ACMA, CIMA preferred) would be preferable but not a pre-requisite

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

Investigations Manager

SAVE
Up to £55000 per annum

Our client is a large Financial Services firm who are recruiting for a Complaints Manager. In this position, you will be handling day to day complaints in relation to Financial Services as well as leading a team. The role will involve shift work with potential shifts either 8am to 4pm or 12pm to 8pm thorughout the week and occasional Saturdays shifts from 9am to 1pm.

Role Overview

Leading a team of staff in the investigation of financial services complaints relating to both customers and businesses. You’ll be making final decisions on difficult cases with legal implications.

This will require a manager who is happy to get their hands dirty; you’ll be expected to not only manage, but actively develop and mentor those in your team as you achieve fair results on all cases. Understanding the difference between performance management and leadership is key and will require you to buy into the client’s culture of continuous development.

To do this you’ll knowledge share, work on development plans, give feedback and motivate your colleagues while ensuring help is tailored to each customer

For every decision you make you’ll need to explain your reasoning in a simple & easy to understand way; the decision-making process much be transparent all the way through.

Accountabilities

  • Managing and driving your team to deliver against targets & objectives. You’ll be responsible for monitoring and adjusting their performance while dealing with any issues along the way.
  • Ensuring fair decisions are reached
  • Maximising team’s use of resources + time
  • Continuous development and mentoring of your team ensuring constant improvement of their skills
  • Dealing with escalated complaints + making key decisions on difficult cases. As an extension of this, knowing when to escalate the complaint yourself
  • Explaining rational behind decisions in an easy to breakdown format
  • Promoting our client’s reach by speaking at external events when necessary
  • Creating a culture where people in your team are motivated and inspired to affect real change

Experience

  • Having managed a team in a customer first environment
  • Strong experience actively developing + mentoring a team
  • Evidence of decisive decision making + ability to use evidence
  • A collegiate approach to working + empathetic style of investigation

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

Regulatory Reporting Officer

SAVE
Up to £40000 per annum


Responsibilities

  • Comply with the FCA/PRA’s Individual Conduct Rules, as outlined below.
  • Assist with the production of regulatory returns (COREP, LIQREP, FINREP, BoE Statistical Reports)
  • Assist with the production of ICAAP, ILAAP and Pillar 3 disclosures
  • Assist with the company's growth strategy for Regulatory reporting
  • Assist with the development and maintenance of both internal and external capital and liquidity calculation and reporting tools on ad hoc daily, weekly and quarterly basis.
  • Assist with the implementation/enhancement of regulatory reporting software.
  • Work with the regulatory reporting manager to review processes relating to Regulatory Reporting to identify improvements and thus enhance control / system capabilities
  • Reconcile balance sheet on periodic basis
  • Keep up to date developments and changes in regulatory issues
  • Analyse and help with the implement new legislation
  • Cover for other team members when required


Skills and Knowledge required

  • Ability to work under pressure, if necessary under deadline-driven conditions
  • Strong Regulatory reporting background - Experience with COREP is essential
  • Experience within a banking organization or a similar financial institution
  • Exposure to regulatory reporting and awareness of regulatory reporting rules
  • Self-motivation and ability to work with minimal supervision within a team structure
  • Intermediate Microsoft Office skills (especially Ms Excel, PowerPoint)
  • Excellent writing skills
  • Good listening and communication skills
  • Through working style and excellent attention to detail
  • Fast learner with good problem solving skills
  • Ability to challenge and influence
  • Strong interpersonal skills
  • Excellent analytical and reporting skills


Experience & Qualifications

  • Part qualification (ACCA, ACA, ACMA, CIMA preferred) with strong academic background

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

»Financial Adviser- Protection Products- Retail Banking

SAVE
£50000 - £70000 per annum

Financial Adviser- Protection Products- Retail Banking-up to £70K Perm

Location: canary wharf

Retail Investment Products including Offshore Bonds, Pensions and Protection.

Requirements

  • Manage and drive the Protection and Offshore Bonds Solutions & services in partnership with the existing customer Relationship Managers for High Net-Worth individuals.
  • Holds relevant regulatory qualifications to advise on Retail Investment Products including Offshore Bonds, Pensions and Protection, or you have worked as an IFA before.
  • RDR qualified e.g. IAD Level 4, IMC Level 4, PCIAM Level 6
  • Work closely with relationships managers and deliver superior advice to HNW clients on our protection proposition (currently Insurance and Offshore Bonds). Thereby increasing client satisfaction and share of wallet of existing clients and successfully acquiring new clients.
  • Responsible for delivering Protection revenue through direct contact with client and driving it through the Relationship Manager teams, across protection, Offshore Bond and other products as they are launched.
  • Support the individual Relationship Managers and Relationship Officers within the UK Sales Team to identify potential protection opportunities in their client bank and work with them to generate Protection Review meetings for you to attend.

Please email to yyuan@mcgregor-boyall.com or call 0207 422 9374 to find out more.

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.