Acceleration Center- Financial Services - Asset Management - Director

Join to apply for the Acceleration Center- Financial Services - Asset Management - Director role at PwC México

Join to apply for the Acceleration Center- Financial Services - Asset Management - Director role at PwC México

At PwC, our people in audit and assurance focus on providing independent and objective assessments of financial statements, internal controls, and other assurable information enhancing the credibility and reliability of this information with a variety of stakeholders. They evaluate compliance with regulations including assessing governance and risk management processes and related controls. In financial statement audit at PwC, you will focus on obtaining reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes the auditor’s opinion.

Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.

Skills

• Lead in line with our values and brand.
• Develop new ideas, solutions, and structures; drive thought leadership.
• Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
• Balance long‑term, short‑term, detail‑oriented, and big picture thinking.
• Make strategic choices and drive change by addressing system‑level enablers.
• Promote technological advances, creating an environment where people and technology thrive together.
• Identify gaps in the market and convert opportunities to success for the Firm.
• Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.

Key Responsibilities

Lead the month‑end, quarter‑end, and year‑end close process including journal entries, reconciliations, consolidations, and financial reporting.

Oversee and review loan‑level accounting and related subledgers supporting mortgage servicing and lending portfolios (e.g., GNMA / FHA / agency loans, loan sales, loan loss reserves).

Ensure accurate and timely recognition of servicing revenue, interest income, deferred fees, and amortization related to loan portfolios.

Support the preparation and analysis of financial statements under U.S. GAAP, ensuring compliance with internal policies and external audit requirements.

Drive process improvement and automation by leveraging Workday Financials and AI‑enabled tools for reconciliation, reporting, and exception management.

Collaborate cross‑functionally with PwC’s onshore teams and client stakeholders to support controllership, financial operations, and regulatory reporting.

Lead the design and execution of transition and steady‑state operating models for the outsourced finance function.

Identify and implement opportunities to standardize and streamline accounting workflows within Workday and other systems.

Support transformation initiatives including offshore delivery expansion, control rationalization, and data analytics adoption.

Qualifications & Experience

Bachelor’s or master’s degree in accounting, Finance, or related field; CPA / Chartered Accountant qualification preferred.

Proven expertise in Workday Financials (core accounting, reporting, and integrations).

Strong knowledge of U.S. GAAP and exposure to financial services or real‑estate accounting (mortgage servicing, lending, securitization preferred).

Demonstrated experience managing or supervising accounting staff.

Excellent analytical, problem‑solving, and communication skills.

Proficiency with Excel, AI‑driven finance tools, and automation platforms; demonstrated interest in applying digital solutions to accounting.

Ability to work in a fast‑paced, global delivery environment with cross‑border teams.

Preferred Attributes

Experience supporting outsourced or managed service delivery models.

Familiarity with loan servicing systems, subledgers, and agency reporting processes.

Comfort navigating complex stakeholder environments and tight reporting deadlines.

Continuous improvement mindset, with focus on control, efficiency, and scalability.

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