Skip to Main Content

Financial Reporting Manager (Mutual Funds)

Veterans Sourcing Group Boston, MA

  • Expired: over a month ago. Applications are no longer accepted.
Job Description

A global financial services company is seeking a Financial Reporting Manager for their office in Boston, MA.

• Leading a team and providing guidance to supervisor and staff on treatment of complex financial transactions to ensure proper identification in financial statements
• Overseeing the production of the Fund's quarterly, semi-annual, and annual reports to shareholders and file with the SEC
• Coordinating shareholder report mailings with transfer agent or distributor
• Overseeing the preparation and assist with the filing of Form N-CSR Notices for all appropriate Funds with the SEC
• Acting as the primary contact for client inquiries, requests and ad hoc projects on financial reporting issues
• Actively participating in audits across with multiple departments and responding to internal and external inquiries
• Assisting in developing and adjusting department procedures and systems enhancements
• Coaching and developing staff including formal objective setting, performance reviews and providing ongoing and regular feedback
• Interviewing and hiring new staff for the team.
• Work with the Fund's legal counsel and outside auditors with regard to filings, examinations, and reporting.
• Provide Fund's Board of Directors and Fund Management with timely, essential and accurate reporting of Fund operations.
• Oversee correspondence for distribution to Fund management and Board of Directors when deemed appropriate.

Company Description
Growing NYC company

Veterans Sourcing Group

Global Investment Banking/ Financial Services Firm

Veterans Sourcing Group's Logo


Boston, MA


Finance and Insurance

View all jobs at Veterans Sourcing Group