Manager - Financial & Regulatory Reporting

About the Role

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve.

Responsibilities

• Manage the preparation, review, and timely submission of assigned financial and regulatory reports.
• Provide leadership, coaching, and subject matter guidance to team members while promoting accountability and continuous development.
• Interpret reporting instructions and accounting guidance, assess impacts, and coordinate implementation of new or revised requirements.
• Maintain effective controls, reconciliations, documentation, and evidence to support accurate reporting and audit readiness.
• Analyze reporting data, investigate variances and data-quality issues, and partner with upstream owners to resolve root causes.
• Lead process improvement and automation initiatives that strengthen accuracy, efficiency, scalability, and transparency.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field; advanced degree or professional certification is a plus.
• Five or more years of progressive accounting, financial reporting, regulatory reporting, or related financial services experience.
• Strong knowledge of U.S. GAAP, financial reporting, internal controls, and data governance principles.
• Demonstrated ability to lead complex deliverables, manage competing priorities, and meet firm deadlines.
• Strong analytical and problem-solving skills, including the ability to evaluate data, identify issues, and drive resolution.
• Excellent written, verbal, and interpersonal communication skills, with the ability to explain complex topics clearly.

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance