Mutual Fund Financial Reporting Director

Ameriprise Financial Services, LLC • Boston, MA

1d • $107,500 - $169,200

About The Position

Provide strategic leadership and overall accountability for financial and regulatory reporting across a diverse portfolio of investment products, including mutual funds, ETFs, 529 plans, separate accounts, private/hedge funds, and collective investment trusts (CITs). Oversee audits, service provider relationships, reporting governance, and control activities while driving process improvements, automation, and operational excellence to enhance reporting quality, scalability, and risk management.

Lead financial and regulatory reporting functions, governance and controls, strategic business partnerships, technical accounting and audit activities, and operational transformation. Provide leadership, coaching, and development to staff, fostering technical excellence, accountability, innovation, and continuous improvement.

Requirements

• Bachelor's degree in Accounting or Finance.

Nice To Haves

• CPA.

Responsibilities

• Lead financial reporting and regulatory functions, including shareholder reports, financial statements, and regulatory filings; ensure timely, accurate, and complete reporting in compliance with GAAP, SEC, and other applicable requirements.
• Serve as the escalation point for reporting issues, exceptions, and complex filing matters.
• Establish and maintain accounting policies, reporting procedures, internal controls, and a service provider oversight framework.
• Maintain audit readiness through effective documentation, monitoring, and testing, and monitor reporting quality while resolving control, reporting, and compliance issues.
• Partner with Legal, Tax, Internal Audit, Product Management, Fund Administration, and service providers on new products, regulatory developments, and strategic initiatives.
• Assess financial reporting impacts, identify process and system enhancements, and lead implementation of reporting solutions for evolving business and regulatory needs.
• Serve as a technical resource on complex accounting and financial reporting matters and lead implementation of new accounting standards and regulatory requirements.
• Coordinate audits and provide subject matter expertise on reporting interpretations, policy application, disclosure requirements, and issue resolution.
• Drive continuous improvement through process optimization, automation, emerging technologies, and scalable operating practices.
• Provide leadership, coaching, and development to staff.

Benefits

• Vacation time
• Sick time
• 401(k)
• Health insurance
• Dental insurance
• Life insurance
• Variable pay may be available through bonuses, commissions, and/or long-term incentives, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Director