Role Purpose:

Lead and oversee a team responsible for the collection, input, validation, review, and analysis of historical financial data. Ensure that financial information used in reporting, financial models, analytical matrices, and ratio analysis is accurate, consistent, complete, and traceable to reliable source documents.

Key Responsibilities:

- Lead the team responsible for historical financial data collection and input from financial statements, annual reports, filings, and other relevant sources.

- Review and validate financial data entered into databases, templates, financial models, and reporting tools.

- Ensure accuracy, completeness, consistency, and appropriate classification of Income Statement, Balance Sheet, and Cash Flow data.

- Review financial models for accuracy of historical inputs, formulas, linkages, classifications, and consistency with source financial statements.

- Review of financial matrices, trend analysis, and key financial ratios.

- Investigate unusual movements, inconsistencies, missing information, and discrepancies in historical financial data.

- Maintain clear documentation and audit trails linking analytical outputs to original financial sources.

- Allocate work, monitor deliverables, review team output, and ensure projects are completed within agreed timelines.

- Train and develop team members on financial statements, accounting concepts, financial modeling, data validation, and analytical techniques.

- Establish and improve standard operating procedures, review checklists, quality controls, and data-management processes.

- Identify opportunities for process improvement, automation, and increased reporting efficiency.

- Coordinate with Finance, Research, Data, Technology, and other stakeholders to resolve data and reporting issues.

Key Deliverables:

Historical Financial Data | Financial Models | Reporting Databases | Financial Matrices | Ratio Analysis | Reconciliations | Quality-Control Reviews | Trend & Variance Analysis

Key Performance Indicators:

- Accuracy and completeness of financial data

- First-time-right / error rate

- Timely completion of projects and deliverables

- Accuracy of financial models and analytical outputs

- Quality and consistency of ratio analysis

- Reconciliation and source-data traceability

- Reduction in errors and rework

- Team productivity and development

- Process improvement and automation initiatives

Qualifications & Experience:

- Master's degree in Finance, Accounting, Commerce, Economics, or related field.

- 5 - 10 years of relevant experience in financial reporting, financial analysis, financial modeling, investment research, accounting, or financial data management.

- Prior experience in team leadership, financial model review, and historical financial data analysis preferred.