Financial Reporting Team Leader
Boston, MA 
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Posted 14 days ago
Job Description

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm. We encourage a culture of inclusion that values each employee's unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

1. Financial Reporting:

-Supervise, coordinate, review and/or prepare annual, semi-annual and quarterly financial statements and Form N-CEN, N-PORT 24F-2, and N-CSR for registered investment companies.

- Serve as an escalation point in assisting team members and reports with problem solving and issue resolution; Utilize best judgment to escalate issues to senior managers as appropriate.

- Maintain a working familiarity with applicable laws, regulations and interpretation of governing financial statements and disclosure, including the Investment Company Act of 1940, the Internal Revenue Code, GAAP, IFRS, Regulation S-X and other applicable requirements.

- Coordinate fund audits with all applicable internal and external parties.

-Communicate appropriately with the Financial Reporting Manager with respect to all timetables and workflow and communicate to the extent appropriate about all relevant matters with other department members within BBH.

-Perform special projects as directed by the Financial Reporting Manager.

-Maintain knowledge related to regulatory changes affecting funds.

2. Technology/Innovation:

-Assist in the implementation of proprietary and external systems.

-Evaluate and develop enhancements to BBH Accounting Systems (Eagle STAR) and Unity Financial Reporting platform to automate procedures for financial reporting purposes.

-Maintain a working knowledge of Unity Financial Reporting and regulatory reporting systems.

-Communicate appropriately with other department members as well as the Financial Reporting Manager with respect to all timetables, workflows and relevant matters.

3. Leadership/Staff Supervision:

-Complete and oversee the completion of the BBH annual performance review process for assigned analysts.

-Maintain a leadership role by developing internal relationships with key people in other departments to accomplish goals and resolve issues.

- Provide ongoing feedback and coaching to staff to improve individual and team performance.

-Participate in the recruiting and hiring process for new staff.

Education level and/or relevant experience(s):

-BS/BA degree in Accounting or equivalent discipline and/or equivalent work experience.

-7+ years of mutual fund industry experience including at least four years of direct financial reporting experience.

-Prior supervisory experience strongly preferred.

Knowledge and skills (general and technical):

-Highly organized, detail oriented.

-Self-motivated, capable of monitoring and completing a variety of projects simultaneously.

-Strong verbal and written communication skills.

-Strong interpersonal skills.

-Proven ability to work well in a deadline oriented, client-driven environment.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
7+ years
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