Mutual Fund Financial Reporting Manager

Columbia Threadneedle Investments - Minneapolis, MN

Hiring: Mutual Fund Financial Reporting Manager Company: Columbia Threadneedle Investments Location: Minneapolis, MN Job Posted Time: 2026-09-02 18:05:00 Target Skills & Keywords : Compliance, TestNG About the job Required Skills: •Lead the accurate and timely production of shareholder reports, financial statements, and regulatory filings for a diverse portfolio of investment products, including mutual funds, ETFs, 529 plans, separate accounts, private/hedge funds, and collective investment trusts (CITs). Provide oversight of audits, service provider relationships, and control activities while driving process improvements, automation, and operational excellence to enhance reporting quality, scalability, and risk management. •Key Responsibilities •35% Financial Reporting & Regulatory Compliance: Lead reporting and regulatory activities for assigned funds, including shareholder reports, financial statements, and regulatory filings. Ensure timely, accurate, and complete reporting in compliance with GAAP, SEC, and other applicable regulatory requirements. Serve as the escalation point for reporting issues, exceptions, and complex filing matters. •20% Governance, Controls & Risk Management: Establish and maintain a robust control environment by overseeing accounting policies, reporting procedures, internal controls, and service provider oversight framework. Ensure audit readiness through effective documentation, monitoring, and testing activities while maintaining compliance with regulatory and organizational requirements. Monitor reporting quality and lead resolution of control, reporting, and compliance-related issues. •15%: Strategic Business Partnership & Change Execution: Partner with key stakeholders across Legal, Tax, Internal Audit, Product Management, Fund Administration, and service providers to support new products, regulatory developments, and strategic business initiatives. Assess financial reporting impacts, identify required process and system enhancements, and lead implementation of reporting solutions that support evolving business and regulatory requirements. •15%: Technical Accounting, Audit & Regulatory Leadership: Serve as a technical resource on complex accounting and financial reporting matters and lead the implementation of new accounting standards and regulatory requirements. Lead coordination with audits and provide subject matter expertise on reporting interpretations, policy application, and disclosure requirements and issue resolution. •15%: Operational Excellence, Transformation & Talent Development: Drive continuous improvement of the financial reporting operating model through process optimization, automation, emerging technologies, and scalable operating practices. Provide leadership, coaching, and development to staff, fostering technical excellence, accountability, innovation, and continuous improvement. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!