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Performs research and analysis in areas of key interest and assists in the Company's involvement in the public comment letter process as needed. Maintains current and active knowledge of all pertinent industry accounting developments and relevant SEC developments and communicates to management as needed. Communicates to all internal parties the potential impact of pending accounting developments on the Company's financial statements or financial processes. Actively participates in industry accounting trade organizations.Accounting ImplementationCarries out strategic initiatives of the department and the Company as it relates to assessment of emerging accounting guidance and the impact to the Company's financial statements, acquisition due diligence and related...
Provides financial accounting services for the Touchstone Mutual Funds and corresponding impact to Touchstone's business unit. Assists with the financial reporting responsibilities of the Touchstone Mutual Funds, including the preparation and review of the quarterly, semi-annual, and annual financial statements, management reporting and board reporting materials. Assists with the day-to-day oversight of Fund Accounting and Financial Reporting functions by interacting with third-party service providers and external auditors of the funds. Builds relationships with external service providers and external auditors. Participates with management as a business partner in the regulatory operations of the funds and the Touchstone Business Unit. Assists with potential...
Calculates the daily investable cash position for 20+ companies/portfolios. Analyzes and interpretes various data feeds, reconciling previous day bank activity against projections and making decisions regarding the ultimate investment potential of the cash flows. Protects corporate assets through the use of strong monetary controls, financial judgment skills, an understanding of accounting principles and reconcilement. Maximizes the investment return for Western & Southern Financial Group. Maintains strong relationships with bank representatives, Fort Washington Investment Advisors (FWIA) Portfolio Managers, System Managers and FWIA and Controller (Investment Records & Accounting [IR&A] and Accounting Operations) support staff Provides consulting,...
Under the direction of the Manager, Treasury Systems and Compliance, this position plays a key role within the Treasury department. Ensures that departmental operations and processes are implemented and executed in compliance with Enterprise policies and procedures as well as best-in-class Treasury practice. This associate also performs key tasks with respect to the administration of hundreds of bank accounts, the Enterprise corporate card program, system user administration across 25+ unique systems, and measuring Treasury department KPIs. Updates manager on an as-needed basis and identifies issues for escalation directly to area impacted and ensures remediation takes place.
Directs and manages outsourced tax compliance process in determining Western & Southern Financial Group's income tax liability for financial statement and legal compliance purposes, primarily federal tax. Responsibilities also include the timely completion and filing of all federal tax returns for W&SFG, controlled partnerships and tax-exempt entities. Directs the implementation of changes in tax legislation as they impact the Enterprise's tax and operations; federal, audits; tax cash flow planning and projections; and research on various issues received from the Vice President, Tax, or that arise in the compliance process. Provides assistance on accounting and tax planning for corporate joint ventures, acquisitions, formations, dispositions and...
Develops, documents and maintains specialized processing and client requirements associated with Fort Washington's 3 main business lines - Institutional, Private Client, and Private Equity. Provides technical guidance and leadership for the Account Administrators on daily issues for all FWIA accounts. In conjunction with operations managers, oversees all client account maintenance, including establishment of new accounts, transaction processing, security setup, bank reconciliations, security valuation and various client reports. Position also oversees processing of all capital calls, distributions and valuations for each Fort Washington Capital Partner (FWCP) Fund, the Funds each of those funds invest in, and the underlying investments for the Private Equity business line. Pursues...
Position is a liaison role between all business units within Fort Washington Investments and W&S Systems for all hardware and software needs. Performs role of subject matter expert for all FWIA systems from a business unit/operations perspective. Develops process improvements within FWIA business units for all pertinent systems. Documents and communicates all FWIA system requirements to W&S Systems and facilitates their ultimate resolution, including evaluation and installation of new system hardware and software. Position is also responsible for report evaluation, development and implementation. Works with minimal supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updating manager on a regular basis.
The Advanced Senior IT Vendor Management Specialist executes assigned aspects of the Vendor Management Program for the Company, including the development and implementation of enhancements to the Vendor Management program focused on high complexity/high spend vendors. This individual is responsible for providing leadership and vision in the development and execution of the vendor management program for IT with a focus on high complexity/high spend vendors, which includes the documentation, implementation and maintenance of the IT vendor management processes, standards, and metrics tracking. This role is accountable for all activities associated with effectively building and maintaining external third party partner/vendor/outsourcing relationships, which includes...