Director of Mutual Fund Financial Reporting & Transformation

00036 Columbia Mgmt Invst Adv LLC; Minneapolis (MN); On-site; USD 108,000 - 169,000; Full time

Benefits offered by this job

Vacation time

Sick time

401(k)

Health insurance

Dental insurance

Life insurance

Job summary

Columbia Threadneedle Investments is seeking a leader to drive financial reporting and regulatory oversight across a diverse portfolio of investment products. The role emphasizes governance, control environments, and collaboration with cross-functional teams to support new products and regulatory changes.

The position requires a Bachelor's degree in Accounting or Finance and offers a base salary with potential bonuses, comprehensive benefits, and a focus on continuous process improvements and

Qualifications

• Bachelor's degree in Accounting or Finance.

Responsibilities

• Lead financial reporting and regulatory leadership, including preparation of shareholder reports and regulatory filings in accordance with GAAP and SEC requirements.
• Oversee governance, internal controls, and service provider oversight to ensure audit readiness and compliant reporting.
• Partner with Legal, Tax, Internal Audit, Product Management, and Fund Administration on new products, regulatory developments, and reporting system enhancements.
• Serve as a technical accounting resource for complex reporting matters and coordinate audits and disclosures.
• Drive continuous improvements to the reporting operating model through automation and staff development.

Education

Bachelor's degree in Accounting or Finance

Job description

Columbia Threadneedle Investments is seeking a leader to drive financial reporting and regulatory oversight across a diverse portfolio of investment products. The role emphasizes governance, control environments, and collaboration with cross-functional teams to support new products and regulatory changes.

The position requires a Bachelor's degree in Accounting or Finance and offers a base salary with potential bonuses, comprehensive benefits, and a focus on continuous process improvements and