Product Manager, Reporting & Financial Ops

Equiforte; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Equiforte, based in Boston, seeks a Product Manager for Reporting to own the roadmap for its core reporting capabilities. You will translate client needs into precise specifications for LP letters, quarterly close work streams, valuation documents, audit packages, and regulatory filings.

You will conduct rigorous discovery with CFOs and fund finance professionals, write clear user stories, and define success metrics.

Qualifications

• 5+ years of product management, fintech/financial services/enterprise SaaS favored.
• Rigorous customer discovery to translate insights into product specs.
• Experience shipping complex data-heavy products with strong quality standards.
• Comfort in a technical environment: data models, API contracts, architecture discussions.
• Excellent written communication: PRDs, user stories, and product decisions.
• Proven ability to build relationships with clients and engineering teams.

Responsibilities

• Own the product roadmap for Equiforte's reporting capabilities (LP letters, quarterly close workflows, valuation docs, audit packs, regulatory filings).
• Conduct discovery with CFOs, controllers, and fund finance professionals to map reporting workflows and pain points.
• Write detailed product specs and user stories to guide engineering execution.
• Define and track success metrics for reporting features (accuracy, turnaround, adoption).
• Collaborate with ML Engineering to set AI content accuracy requirements and evaluation frameworks.
• Represent the reporting product in cross-functional planning and balance client urgency with capacity.
• Maintain awareness of the competitive landscape in private capital reporting and fund administration.

Skills

Product roadmapping

Customer discovery

Data-intensive products

Technical communication

Stakeholder management

Job description

Equiforte, based in Boston, seeks a Product Manager for Reporting to own the roadmap for its core reporting capabilities. You will translate client needs into precise specifications for LP letters, quarterly close work streams, valuation documents, audit packages, and regulatory filings.

You will conduct rigorous discovery with CFOs and fund finance professionals, write clear user stories, and define success metrics.