CareerPlan

Financial Reporting, Officer

Kansas City, Missouri, USFull-time$55k–$89k2026-11-06 → 2026-11-10

Core

Lead global team to oversee financial reporting, regulatory compliance, and client deliverables for investment companies.

Role type

Senior Financial Reporting Officer (Management)

Builds

Financial statements, regulatory disclosures, and operational processes for asset managers and fund administrators.

Domain

Financial Services / Investment Management / Accounting

Deliverable

dashboards & analysis

Required skills

SEC/GAAP/IRS accounting expertise, global team leadership, client relationship management, regulatory change management, process re-engineering, risk management, staff coaching and development

Preferred skills

CPA or MBA, public accounting audit firm experience, financial services organization experience

Technologies

System conversion tools, ESP Re-Engineering platforms

Responsibilities

Oversee client communication and implementation of new regulatory requirements; manage team and oversee JV partners; manage key relationships with clients, regulators, and vendors; execute business plans and review client agreements; collaborate globally for consistent service delivery; assess operational effectiveness and streamline functions; proactively manage business-level risk.

Seniority

Senior, hands-on IC with management responsibilities