Financial Reporting Team Manager

Strive Solutions; Westborough (MA); On-site; USD 120,000 - 190,000; Full time

Job summary

Strive Solutions is seeking a senior Lead Financial Reporting professional to guide client accounts and investment funds, oversee preparation and review of reports, and ensure compliance with regulatory standards. You will drive process improvements to enhance efficiency and reporting quality.

You will mentor staff, collaborate with auditors and clients, and present fund reporting to boards, shaping how financial information is communicated across the organization.

Qualifications

• Experience leading financial reporting for investment funds and client accounts.
• Deep knowledge of regulatory disclosure standards and corporate policies.
• Proven ability to lead teams and develop staff.

Responsibilities

• Manage end-to-end financial reporting process for client accounts and funds
• Ensure reports meet regulatory, corporate, and disclosure requirements
• Coordinate with internal stakeholders to maintain accurate accounting and disclosures
• Present fund reporting to boards
• Build relationships with auditors and clients; support audit readiness
• Improve workflows and reporting processes
• Develop and mentor staff within the reporting team

Skills

Financial reporting expertise

Regulatory compliance

Leadership & staff development

Stakeholder management

Attention to detail

Job description

Summary

Lead financial reporting teams supporting client accounts and investment funds. Oversee preparation and review of reports, ensuring accurate accounting and disclosure compliance with corporate and regulatory standards. Drive process improvements to enhance reporting efficiency and quality.

Summary

Lead financial reporting teams supporting client accounts and investment funds. Oversee preparation and review of reports, ensuring accurate accounting and disclosure compliance with corporate and regulatory standards. Drive process improvements to enhance reporting efficiency and quality.

Key Responsibilities

• Manage the end-to-end financial reporting process for client accounts and funds
• Ensure reports meet applicable regulatory, corporate, and disclosure requirements
• Coordinate with internal stakeholders to maintain accurate accounting and disclosures
• Present fund reporting to boards
• Build relationships with auditors and clients; support audit and review readiness
• Improve workflows and reporting processes
• Develop and mentor staff within the reporting team

Qualifications & Skills

• Strong accounting and financial reporting expertise for investment funds
• Expertise in regulatory compliance and disclosure standards
• Proven leadership skills with staff development and team oversight
• Effective communication and stakeholder management with auditors and clients
• Strong attention to detail and ability to ensure reporting accuracy and quality