Assistant Vice President
Current• Perform risk-based and targeted reviews on client financial statements, NQ, Form N-MFP, N-SAR and ensure all regulatory filings are made on time.• Manage relationships with client companies, making sure that requests are being met and that clients are satisfied with the level of service. • Administer the financial reporting production calendar and process; ensures all production schedules completed by the 1st day of the previous month.• Responsible for client communication and implementation of new regulatory requirements that impact the financial statements.• Identify and assess risk regarding financial statement disclosure, the reporting process, and the business.• Proactively manage risk at the business level. Ensure appropriate procedures are in place for team, recommend additional controls and risk management strategies.• Collaborate with appropriate teams globally to ensure consistent service delivery, client solutions and client satisfaction. Oversee the effective coordination of activities between multiple departments within State Street. • Provide staff assistance on researching and resolve disclosure issues on financial statements. • Provide guidance, mentoring and performance feedback to managers and staff.• Develop and promote career opportunities for staff by evaluating, advising and coaching to attain desired business strategies.• Support oversight on complex projects, system enhancements, hiring, training, mentoring new hires and lead organization changes.• Manage the implementation of all standard practices, processes, tools, and initiative and technology enhancements.
