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Job Description

Senior leadership role overseeing financial reporting teams, ensuring accurate, compliant reporting for assigned clients and funds on an onsite basis in Westborough, MA.

Responsibilities

  • Oversee and set priorities for multiple teams producing and reviewing financial reports for assigned clients and funds
  • Support initiatives to transform existing processes by identifying improvement areas and implementing best practices to increase efficiency and effectiveness
  • Manage team performance and establish area priorities across the reporting organization
  • Provide guidance on processes that validate completeness and accuracy of financial statement disclosure
  • Resolve complex, escalated issues raised by team members
  • Maintain oversight of relationships with senior-level auditors and clients to ensure reporting meets expectations and depicts fund performance accurately
  • Ensure financial reporting aligns with Corporate requirements and applicable regulatory standards
  • Lead analysis of changes in accounting and disclosure standards and drive required process updates to support compliance
  • Present fund reports to the Board of Directors, supporting strong governance and clear communication of complex or difficult concepts
  • Recruit, direct, motivate, and develop staff to maximize individual contributions, professional growth, and effective teamwork
  • Manage the Fund Reporting area primarily through subordinate managers
  • Own financial reporting area goals, talent management, and supervision of teams

Requirements

  • 10+ years of experience managing small to medium sized professional teams, ideally within a fund administrator or a Big 4 firm with exposure to fund investments
  • Strong accounting knowledge across relevant accounting standards and regulations, including US GAAP and investment fund structures (Mutual funds, hedge funds, etc.)
  • Bachelor’s degree in accounting or an equivalent combination of education and experience
  • Experience in accounting and/or finance required

Location

  • Westborough, MA 01581 (onsite)

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