Funds Reporting Lead - Board-Ready, Compliance & Growth

Strive Solutions; Westborough (MA); Presencial; USD 120.000 - 190.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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

Conocimientos

Financial reporting expertise

Regulatory compliance

Leadership & staff development

Stakeholder management

Attention to detail

Descripción del empleo

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.