Financial Reporting Manager

Marsh McLennan • Boston, MA

4d • $90,000 - $180,000 • Hybrid

About The Position

We are seeking a talented individual to join our Fund Administration team at Mercer. This role will be based in Boston, MA. This is a hybrid role that requires working at least three days a week in the office. The Fund Administration team supports a growing number of collective investment trusts and mutual funds. As the Financial Reporting Manager, you will lead all aspects of financial statement production for our investment portfolios and support other fund administration functions, ensuring compliance with regulatory and accounting standards. We will count on you to: Lead the preparation and review of financial statements for mutual funds, collective investment trusts, and other investment vehicles. Ensure compliance with SEC, GAAP, and regulatory reporting requirements. Coordinate audit processes with external auditors, service providers, and internal teams. Develop and maintain internal controls over financial reporting and drive process improvements and automation. Monitor changes in accounting standards and assist with implementation of new regulatory requirements. Provide training and technical guidance to staff on regulatory changes and procedures.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field; CPA certification or candidate preferred.
• 10+ years of experience in mutual fund administration, investment company financial reporting, or related field.
• Strong knowledge of U.S. GAAP, Regulation S-X, SEC reporting, and investment company accounting practices.
• Excellent organizational, communication, and relationship-building skills.

Nice To Haves

• Experience managing staff and collaborating with clients and stakeholders at all levels.
• Hands-on experience with financial reporting systems and reconciliation tools.
• Proven track record of driving process automation and efficiency improvements.

Responsibilities

• Lead the preparation and review of financial statements for mutual funds, collective investment trusts, and other investment vehicles.
• Ensure compliance with SEC, GAAP, and regulatory reporting requirements.
• Coordinate audit processes with external auditors, service providers, and internal teams.
• Develop and maintain internal controls over financial reporting and drive process improvements and automation.
• Monitor changes in accounting standards and assist with implementation of new regulatory requirements.
• Provide training and technical guidance to staff on regulatory changes and procedures.

Benefits

• We help you be your best through professional development opportunities, interesting work, and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
• health and welfare benefits
• tuition assistance
• 401K savings and other retirement programs
• employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees