CareerPlan

Senior Specialist, Financial Administration

Bethesda, MDFull-time$90k2026-07-29 → 2026-11-11
Hybrid

Core

Manage and support core financial processes for ETFs and mutual funds, acting as a bridge between internal teams and external service providers.

Role type

Senior Specialist, Financial Administration

Builds

Financial reporting, expense management, distributions, and tax reporting for funds

Domain

Financial Services / Fund Administration

Required skills

Fund accounting, financial reporting, auditing, vendor management, regulatory compliance, process improvement, problem-solving

Preferred skills

CPA, SEC experience, innovative thinking

Technologies

None stated

Responsibilities

Manage financial reporting, expense management, distributions, and tax reporting; Oversee financial vendors (administrators, accountants, auditors); Collaborate on product launches and fund enhancements; Engage in process improvement and internal controls; Provide subject-matter expertise on fund administration; Contribute to risk management and regulatory compliance

Seniority

Senior, hands-on IC