Data Governance Lead: Investment Accounting & Reporting

firstPRO, Inc; Boston (MA); On-site; USD 100,000 - 130,000; Full time

Job summary

A financial services company in Boston is seeking a Manager, Data Oversight to lead data governance and quality controls across investment accounting and reporting. The ideal candidate will ensure data accuracy and completeness for financial reporting, drive automation, and collaborate with various teams. Candidates should have a solid background in investment accounting, with 7+ years of relevant experience and knowledge of tools like Power BI and Snowflake. This role offers an opportunity for leadership and continuous improvement initiatives.

Qualifications

• Minimum 7 years of experience in investment accounting, financial reporting, controllership, or data governance.
• Strong understanding of GAAP and Statutory accounting for investments.
• CPA, CIA, CISA, CFA, FRM or advanced degree preferred.

Responsibilities

• Own and maintain the data governance framework, including standards and lineage.
• Oversee data quality monitoring, exception management, and validation controls.
• Lead reconciliation processes across investment systems and the general ledger.

Skills

Data governance

Investment accounting knowledge

Automation

Reporting tools

Control mindset

Education

BA/BS in Accounting, Finance, Information Systems, Data Analytics, or related field

Tools

Power BI

Alteryx

Snowflake

SharePoint

Cadency

Job description

A financial services company in Boston is seeking a Manager, Data Oversight to lead data governance and quality controls across investment accounting and reporting. The ideal candidate will ensure data accuracy and completeness for financial reporting, drive automation, and collaborate with various teams. Candidates should have a solid background in investment accounting, with 7+ years of relevant experience and knowledge of tools like Power BI and Snowflake. This role offers an opportunity for leadership and continuous improvement initiatives.