Mutual Fund Financial Reporting Director

Ameriprise Financial Services, LLC

. Provide strategic leadership and overall accountability for financial and regulatory reporting across investment products .

Posted 10/30/2026full-timeUnited StatesLead💰 $107,500 - $169,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial and regulatory reporting, ensuring compliance with GAAP and SEC standards while leading audits and implementing new accounting standards. Provides strategic leadership and oversight for accounting policies, internal controls, and service provider management.

Highest-signal resume keywords

Financial ReportingRegulatory ComplianceAccounting PoliciesAudit CoordinationLeadership Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial StatementsRegulatory FilingsInternal ControlsProcess OptimizationAccounting StandardsReporting ProceduresService Provider OversightDocumentationMonitoringTesting

Soft Skills

Strategic LeadershipCoachingProblem SolvingCollaborationCommunication

Certifications & Qualifications

CPA

Industry Keywords

GAAPSECMutual FundsETFs529 PlansPrivate FundsHedge FundsCollective Investment Trusts

About the role

Key responsibilities & impact

Provide strategic leadership and overall accountability for financial and regulatory reporting across investment products
Lead shareholder reports, financial statements, and regulatory filings
Serve as the escalation point for reporting issues, exceptions, and complex filing matters
Establish and maintain accounting policies, reporting procedures, internal controls, and service provider oversight
Ensure audit readiness through documentation, monitoring, and testing
Partner with Legal, Tax, Internal Audit, Product Management, Fund Administration, and service providers
Assess financial reporting impacts and lead reporting process and system enhancements
Serve as a technical resource on complex accounting and financial reporting matters
Lead implementation of new accounting standards and regulatory requirements
Coordinate audits and provide expertise on reporting interpretations, policy application, disclosure requirements, and issue resolution
Drive process optimization, automation, emerging technologies, and scalable operating practices
Provide leadership, coaching, and development to staff

Requirements

What you’ll need

Bachelors degree in Accounting or Finance
CPA is a preferred qualification
Compliance with GAAP, SEC, and other applicable regulatory requirements
Knowledge of financial and regulatory reporting for mutual funds, ETFs, 529 plans, separate accounts, private/hedge funds, and collective investment trusts
Expertise in accounting policies, reporting procedures, internal controls, audits, service provider oversight, and regulatory filings

Benefits

Comp & perks

Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
Inclusive and performance-based culture
Growth and career opportunities
Reasonable accommodation support during recruitment and interviews