Financial Reporting, Officer

State Street•Kansas City, KS

About The Position

The Financial Reporting Officer will lead and oversee a global team responsible for client deliverables, service quality, and financial reporting operations. The role requires in-depth knowledge of SEC, IRS, and GAAP accounting requirements and laws as they apply to investment companies, along with the ability to manage client relationships and contribute to department-wide initiatives, including technology improvements. The 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, managing operational effectiveness and risk, and supporting consistent service delivery and client satisfaction.

Requirements

Equivalent to a bachelor'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 a financial services organization.
In-depth knowledge of SEC, IRS, and GAAP accounting requirements and laws as they apply to investment companies.
Strong critical-thinking, problem-solving, and decision-making skills.
Strong interpersonal skills and ethical decision-making.
Ability to work collaboratively in a team environment with clients and internal service teams.
Ability to independently lead a global team and provide oversight.
Ability to manage clients and oversee client deliverables while maintaining high quality.

Nice To Haves

CPA or MBA.

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.
Manage the team to ensure proper oversight of joint-venture operations (Syntel/HCL).
Manage key relationships with client companies and relevant regulatory and vendor organizations to ensure requests receive satisfactory service.
Execute the overall business plan in assigned areas.
Manage conversions of new business, plan for and review client-specific agreements, and review internal policies.
Collaborate with global operational teams to ensure consistent service delivery, client solutions, and client satisfaction.
Assess operational effectiveness and implement plans to streamline functions and optimize service environments and technology use.
Manage the team, provide coaching and development opportunities, and make staffing recommendations.
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.