Director, Mutual Fund Financial Reporting & Compliance

Columbia Threadneedle Investments; Minneapolis (MN); On-site; USD 108,000 - 169,000; Full time

Job summary

Columbia Threadneedle Investments is seeking a strategic leader to own financial and regulatory reporting across mutual funds, ETFs, and other investment vehicles. You will oversee audits, service-provider relationships, reporting governance, and drive improvements to accuracy, scalability, and risk management.

This role partners with Legal, Tax, Internal Audit, and Fund Administration to support new products, regulatory developments, and the implementation of new accounting standards, while

Qualifications

• Bachelor's degree in Accounting or Finance (required).
• CPA preferred.

Responsibilities

• Lead financial reporting and regulatory leadership across a diverse portfolio including mutual funds, ETFs, 529 plans, separate accounts, private/hedge funds, and CITs.
• Oversee audits, service provider relationships, reporting governance, and control activities; drive process improvements, automation, and operational excellence to enhance reporting quality, scalability, and risk management.
• Partner with Legal, Tax, Internal Audit, Product Management, Fund Administration, and service providers to support new products, regulatory developments, and reporting solutions.
• Serve as a technical resource on complex accounting and financial reporting matters; lead implementation of new accounting standards and regulatory requirements; coordinate with audits and provide SME on disclosures.
• Drive continuous improvement of the financial reporting operating model through process optimization, automation, emerging technologies, and staff development.

Education

Bachelor's degree in Accounting or Finance

CPA

Job description

Columbia Threadneedle Investments is seeking a strategic leader to own financial and regulatory reporting across mutual funds, ETFs, and other investment vehicles. You will oversee audits, service-provider relationships, reporting governance, and drive improvements to accuracy, scalability, and risk management.

This role partners with Legal, Tax, Internal Audit, and Fund Administration to support new products, regulatory developments, and the implementation of new accounting standards, while