Associate Director - Finance

Saffery Trust • Allen, TX

12d • Onsite

About The Position

Saffery Trust is a director-led firm of individually expert, collectively exceptional people. We help clients to optimise their personal and business wealth and to create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long-term. Established in Guernsey in 1977, we are one of the largest independent private client firms in the island. As an accredited STEP Platinum Employer Partner, we offer great benefits, including: a competitive salary, flexible working and dress for your day policies, full financial support and study leave for professional development, top-level health insurance for our people, annual performance-based bonuses, e-bikes free for staff use and opportunities to take part in green initiatives, regular sports and social events as well as opportunities to support local charities. We’re looking for an experienced finance professional who has extensive technical knowledge gained within the Internal Finance arena and a minimum of five years in a senior management role. In this role you will assist the Finance Director to prepare, control and report on the financial performance of the trust group, to include the preparation of consolidated monthly reporting, annual budgets and financial targets to be included in strategic business plans.

Requirements

• Extensive technical knowledge and demonstrated technical ability gained within the internal finance arena, along with previous experience of raw data implementation and management of data visualisation software, to include a minimum of 5 years within a senior management position
• Successful attainment of ACA/ACCA qualification (or equivalent) along with meeting your CPD requirements
• Excellent communication skills and the ability to converse with a diverse range of people, often key stakeholders, along with the ability to develop and maintain effective internal and external relationships
• Ability to produce, review and understand a range of documentation, usually of a highly complex nature, relating to comprehensive advice and legislation or managing complex transactions, with acute attention to detail and accuracy
• Demonstrated critical analysis skills to enable review of existing processes and procedures, along with the ability to formulate ideas and concepts and present these to the Board along with commitment to carry through to fruition
• Demonstrated ability to work to deadlines and project plans (some of which are likely to involve long-term planning) without direction to ensure that objectives are achieved
• Ability to consider and select the most appropriate solutions to a given situation while adopting a commercial approach so that consideration is given to an activity’s impact on the business and client service excellence
• Strong leadership skills which demonstrate the ability to understand, inspire and develop others along with personal qualities of integrity, discretion and tact
• Compliance with the firm's Information Security Policy and associated procedures, as updated from time to time

Responsibilities

• Providing strategic oversight of the Finance function, ensuring delivery of high-quality outputs, consistency of standards, and effective resourcing and acting as the escalation point for complex technical, operational and client-related matters
• Leading, supporting and developing the Finance Manager and Assistant Managers, and drive a high-performance culture with clear expectations, accountability and ongoing coaching
• Monitoring workflow, capacity and utilisation across the team, ensuring work is effectively allocated and deadlines are met
• Identifying inefficiencies and leading improvements to processes, systems and controls, including automation and transformation initiatives and effectively collaborate with relevant colleagues
• Contributing to the development and management of the budgetary process and monitoring performance against targets and identifying areas of improvement through supporting the leadership to cost control, recovery and profitability
• Providing guidance on complex accounting and financial matters, ensuring adherence to relevant standards and best practice and maintaining oversight of regulatory developments and ensure appropriate implementation within the team
• Ensuring robust controls and governance are in place across the Finance team to support audits and regulatory reviews, ensuring issues are identified, managed and resolved appropriately
• Supporting the senior management team to shape the future direction of the Finance function, including operating model, structure and service delivery and contributing to wider business initiatives, including growth, system enhancements and multijurisdictional alignment

Benefits

• competitive salary
• flexible working and dress for your day policies
• full financial support and study leave for professional development
• top-level health insurance for our people
• annual performance-based bonuses
• e-bikes free for staff use and opportunities to take part in green initiatives
• regular sports and social events as well as opportunities to support local charities

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree