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5 дней назад

Mutual Fund Financial Reporting Director

107 500 - 169 200$
Формат работы
hybrid
Тип работы
fulltime
Грейд
director
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Mutual Fund Financial Reporting Director (Investment Products): Leading financial and regulatory reporting across mutual funds, ETFs, 529 plans, separate accounts, private and hedge funds, and collective investment trusts with an accent on GAAP, SEC compliance, controls, audits, and reporting governance. Focus on implementing accounting standards, improving processes through automation, managing service-provider relationships, and developing financial reporting teams.

Location: Hybrid in Minneapolis, Minnesota, United States; other location: Boston, Massachusetts

Base salary: $107,500–$169,200 per year, plus potential variable compensation and benefits.

Company

hirify.global connects investment management, financial services, and insurance businesses through Columbia Threadneedle Investments and RiverSource.

What you will do

  • Lead financial and regulatory reporting, including shareholder reports, financial statements, and regulatory filings.
  • Oversee reporting governance, accounting policies, internal controls, audit readiness, and service-provider relationships.
  • Partner with Legal, Tax, Internal Audit, Product Management, Fund Administration, and service providers on products, regulations, and strategic initiatives.
  • Provide technical leadership on complex accounting matters, reporting interpretations, disclosure requirements, accounting standards, and regulatory changes.
  • Drive process optimization, automation, scalable operating practices, reporting quality, risk management, and operational excellence.
  • Coach and develop staff while fostering technical excellence, accountability, innovation, and continuous improvement.

Requirements

  • Bachelor’s degree in Accounting or Finance.
  • Experience leading reporting and regulatory functions across investment products, including mutual funds, ETFs, 529 plans, separate accounts, private or hedge funds, and collective investment trusts.
  • Knowledge of GAAP, SEC requirements, financial reporting, technical accounting, controls, audit coordination, and regulatory compliance.
  • Ability to lead reporting issue resolution, control monitoring and testing, service-provider oversight, and implementation of reporting solutions.

Nice to have

  • CPA certification.

Culture & Benefits

  • Hybrid work environment with growth and career opportunities.
  • Benefits include vacation time, sick time, 401(k), and health, dental, and life insurance.
  • Potential eligibility for bonuses, commissions, and long-term incentives based on the role.
  • Inclusive, performance-based culture focused on diversity of thought, development, and continuous improvement.

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