Financial Reporting, Officer

State Street•Kansas City, MO

4d•$55,000 - $88,750

About The Position

The Financial Reporting Officer will oversee client financial reporting and service delivery for investment companies, with an emphasis on SEC, IRS, and GAAP accounting requirements and laws. The role leads and provides oversight to a global team, manages client relationships and deliverables, and maintains high-quality service. It also contributes to department-wide initiatives, including process and technology improvements. This position is part of State Street Global Services (SSGS), which provides asset owners and managers with financial tools and operational services, including custody, accounting, fund administration, shareholder recordkeeping, and servicing for alternative assets. The officer is responsible for executing the business plan in assigned areas, assessing operational effectiveness and risk, responding to regulatory changes, and supporting staff development. The position requires a degree equivalent to a B.S. in Business, Accounting, or a related field. A CPA or MBA is preferred. Ten or more years of related management experience is required, preferably with a public accounting audit firm or financial services organization. The listed annual salary range is $55,000–$88,750 for the primary location; the range may differ for other locations.

Requirements

Equivalent to a B.S. degree in Business, Accounting, or a related field.
Ten or more years of related management experience, preferably with a public accounting audit firm or financial services organization.
In-depth knowledge of SEC, IRS, and GAAP accounting requirements and laws as they apply to investment companies.
Ability to independently lead and provide oversight to a global team.
Ability to manage clients and oversee client deliverables while maintaining high quality.
Strong critical-thinking, problem-solving, and decision-making skills.
Strong interpersonal skills and ethical decision-making.
Ability to work collaboratively with clients and internal service teams.

Nice To Haves

CPA or MBA.
Management experience with a public accounting audit firm or financial services organization.

Responsibilities

Oversee client communication and implementation of new regulatory requirements and disclosures affecting financial statements.
Oversee implementation of standard practices, processes, tools, initiatives, and technology enhancements, including system conversions.
Manage the team to ensure proper oversight of joint ventures (Syntel/HCL).
Manage key relationships with client companies and regulatory and vendor organizations to ensure requests receive satisfactory service.
Execute the overall business plan in assigned areas.
Manage new-business conversions and plan for and review client-specific agreements and internal policies.
Collaborate with global operational teams to support consistent service delivery, client solutions, and client satisfaction.
Assess operational effectiveness and implement plans to streamline functions and ensure an optimal service environment and technology usage.
Manage the team, coach and develop staff, make staffing recommendations, and direct and train subordinate managers and staff.
Assess the impacts of regulatory changes.
Proactively manage risk at the business level.
Act in accordance with Risk Excellence and model ethical behavior and decision-making.
Perform other duties as assigned.