Director, Fund Reporting Manager

BNY; Boston (MA); On-site; USD 136,500 - 270,000; Full time

Benefits offered by this job

Paid time off

401(k) plan

Healthcare benefits

Job summary

BNY in Boston seeks a senior leader to direct the regional Financial Reporting organization, guiding client relationships and ensuring accurate, compliant financial statements and regulatory filings across the fund and investment operations.

You will shape strategy, oversee GAAP interpretations, coordinate with auditors, and drive automation and AI-enabled enhancements to reporting quality and efficiency, while building high-performing teams.

Qualifications

• Bachelor's degree in Accounting, Finance, Business or related field required.
• CPA/ACC A/CIMA or equivalent preferred.
• 15+ years of leadership experience in financial reporting.

Responsibilities

• Lead regional Financial Reporting organization, overseeing client relationships and service delivery.
• Provide leadership on GAAP/IFRS disclosures and regulatory requirements.
• Oversee external auditors, regulators, and internal stakeholders for accurate reporting and timely filings.
• Establish governance, controls, and policies to ensure high-quality financial statements.

Skills

Leadership

Stakeholder management

Communication skills

Strategic thinking

Risk management

Education

Bachelor's degree in Accounting/Finance/Business

CPA or equivalent

Job description

Job Description

• Lead and manage a regional Financial Reporting organization, providing strategic oversight of client relationships and ensuring exceptional service delivery across the jurisdiction.


• Develop and execute business plans, contribute to functional strategy, and establish operating frameworks, priorities, and performance standards that drive organizational success.


• Provide leadership and technical guidance on complex financial statement disclosures, accounting matters, and regulatory requirements, including the interpretation and application of GAAP and other relevant accounting standards.


• Serve as the senior escalation point for complex reporting, accounting, and client issues, driving timely resolution while maintaining strong risk and control discipline.


• Oversee relationships with external auditors, clients, regulators, and internal stakeholders to ensure the accuracy, compliance, and timely delivery of all financial reporting and regulatory filings.


• Establish reporting policies, governance standards, and quality controls to support the preparation and review of high-quality financial statements and investor reporting.


• Partner with senior client representatives and audit leadership, effectively communicating complex accounting and reporting matters while fostering trusted advisor relationships.


• Lead client relationship management activities, ensuring service levels consistently meet or exceed expectations, proactively resolving issues, and supporting business growth initiatives including RFPs, RFIs, and client presentations.


• Act as a trusted advisor to senior management by identifying emerging risks, strengthening internal controls, and promoting a strong compliance and governance culture.


• Drive operational excellence by identifying and implementing process improvements, automation opportunities, and technology solutions that enhance reporting quality, scalability, and efficiency.


• Champion innovation through the identification, development, and deployment of AI and advanced analytics use cases that improve accuracy, reduce manual effort, and accelerate reporting processes.


• Build, develop, and lead high-performing teams, with accountability for talent management, succession planning, employee engagement, and achievement of strategic and operational objectives.

In this role, you'll make an impact in the following ways:

• Lead and manage a regional Financial Reporting organization, providing strategic oversight of client relationships and ensuring exceptional service delivery across the jurisdiction.


• Develop and execute business plans, contribute to functional strategy, and establish operating frameworks, priorities, and performance standards that drive organizational success.


• Provide leadership and technical guidance on complex financial statement disclosures, accounting matters, and regulatory requirements, including the interpretation and application of GAAP and other relevant accounting standards.


• Serve as the senior escalation point for complex reporting, accounting, and client issues, driving timely resolution while maintaining strong risk and control discipline.


• Oversee relationships with external auditors, clients, regulators, and internal stakeholders to ensure the accuracy, compliance, and timely delivery of all financial reporting and regulatory filings.


• Establish reporting policies, governance standards, and quality controls to support the preparation and review of high-quality financial statements and investor reporting.


• Partner with senior client representatives and audit leadership, effectively communicating complex accounting and reporting matters while fostering trusted advisor relationships.


• Lead client relationship management activities, ensuring service levels consistently meet or exceed expectations, proactively resolving issues, and supporting business growth initiatives including RFPs, RFIs, and client presentations.


• Act as a trusted advisor to senior management by identifying emerging risks, strengthening internal controls, and promoting a strong compliance and governance culture.


• Drive operational excellence by identifying and implementing process improvements, automation opportunities, and technology solutions that enhance reporting quality, scalability, and efficiency.


• Champion innovation through the identification, development, and deployment of AI and advanced analytics use cases that improve accuracy, reduce manual effort, and accelerate reporting processes.


• Build, develop, and lead high-performing teams, with accountability for talent management, succession planning, employee engagement, and achievement of strategic and operational objectives.

To be successful in this role, we're seeking the following:

• Bachelor's degree in Accounting, Finance, Business, or a related field, or an equivalent combination of education and relevant experience.


• 15+ years of progressive leadership experience managing large teams of financial reporting professionals, preferably within a fund administrator, asset servicing organization, asset manager, or Big Four accounting firm with investment funds experience.


• Deep technical accounting expertise across IFRS, U.S. GAAP, Lux GAAP, and other relevant regulatory frameworks, with strong knowledge of investment fund structures, including mutual funds, hedge funds, private equity, and alternative investments.


• Professional accounting qualification preferred (CPA, ACA, ACCA, CIMA, or equivalent).


• Proven success serving as a strategic partner to senior executives and cross-functional stakeholders, influencing decisions and driving organizational outcomes.


• Demonstrated ability to lead large-scale transformation initiatives, balancing strategic priorities with disciplined execution and risk management.


• Self-motivated leader with a continuous improvement mindset and a track record of driving operational excellence, innovation, and organizational change.


• Experience leveraging digital capabilities, automation, and data-driven decision making to improve business performance.


• Proven experience delivering Generative AI and AI-enabled solutions into production environments, with measurable business impact.


• Strong client-facing, communication, and stakeholder management skills, with the ability to navigate complex environments and build credibility across all levels of an organization.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $136,500 and $270,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.

This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

About Us

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

About The Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

Here’s a Few Of Our Recent Awards

• America’s Most Innovative Companies, Fortune, 2025


• World’s Most Admired Companies, Fortune 2025


• \"Most Just Companies\", Just Capital and CNBC, 2025

Our Benefits And Rewards

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an \"at will\" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.