Temporary and
Consulting Positions

Responsibilities:

• Prepare client workpapers for scanning
• Scan client workpapers
• Perform quality controls in order to ensure accuracy.
• Perform other duties assigned.

Qualifications:

• Previous tax experience preferred
• Strong attention to detail is a must
• Ability to manage clients as well as perform detailed work
• Ability to work independently with little supervision
• Accounting Software experience, preferably QuickBooks
• Must be self-motivated
• Well organized and detail oriented

Responsibilities:

• Consults and coordinates with stakeholders to design and map business processes and procedures
• Leads detailed requirement phases identifying, tracking, escalating and/or resolving requirements issues
• Prepares and consolidates requirements documentation
• Prepares or assists in the preparation of the implementation plan
• Support User Acceptance Testing by supporting planning, development of test cases, execution of tests
• Facilitates small to large meetings and conducts information gathering sessions

Qualifications:

• Bachelor’s degree in Business Administration, a related discipline, or equivalent education/experience 
• PMP certification, and/or CA/CPA/CMA/MBA/CFA 
• Strong verbal and written communication skills to deliver well-structured business documentation and deliver client presentations
• Strong time management and organizational skills with the ability to manage multiple projects with competing deadlines 
• Demonstrated ability to work independently and in team environment
• Advanced knowledge of business and management principles involved in strategic planning, resource allocation, and change management 
• Expert user proficiency with computer applications, such as Microsoft Office Suite 
• Advanced user proficiency with MS Project
• Ability to analyze business trends and project future revenues and expenses 

Responsibilities 

• Assist with the production of presentations for a range of stakeholders highlighting achievements, reporting metrics, and other relevant material

• Contribute to the review and analysis of new business, rule changes or system changes that impact reporting processes and perform associated testing / checkouts

• Maintain a strong focus on streamlining processes by identifying and implementing automation opportunities

• Document and revise procedures as required In addition to the principal responsibilities, the individual in this role may also be asked to:

• Produce and/or validate for accuracy daily, weekly, or monthly regulatory reports including: Electronic Blue Sheets, LOPR, Short Interest, TRACE, MSRB (and any other reports as determined by manager)*

• Investigate and resolve exceptions through critical thinking and data analysis*

• Support the development and implementation of controls to ensure the timeliness, accuracy and completeness of reporting, and resolve any exceptions identified*

• Assist with coordinating the remediation of reporting anomalies (raise JIRAs, document requirements, and perform checkout etc.)

• Once live, support the Firm’s Consolidated Audit Trail (CAT) reporting obligations

Qualifications 

• Bachelor’s Degree or Equivalent Required, preferably in Engineering or Business or a related subject

• Big 4 Consulting / Advisory experience (2+ years preferred)

• Previous experience in a business manager / project manager role preferred

• Understanding of financial products (Equities, Listed Derivatives, Fixed Income, and/or OTC Derivatives)

preferred • Understanding of the trade life cycle (Orders, Executions, Allocations) preferred

• Understanding of Middle Office Trade Processing is a plus