Financial & Regulatory Reporting Manager jobs in United States
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U.S. Bank · 1 hour ago

Financial & Regulatory Reporting Manager

U.S. Bank is committed to helping customers and businesses make smarter financial decisions. The Financial & Regulatory Reporting Manager will supervise a team responsible for preparing financial statements and work cross-functionally to provide key deliverables, while also serving as a trusted advisor to clients.

BankingFinancial ServicesInsuranceMortgageWealth Management
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H1B Sponsor Likelynote

Responsibilities

Supervises a team of administrators who are responsible for preparing quarterly and annual financial statements for private equity and hedge funds and other investment companies and advisers
Work cross-functionally with accounting operations, investor allocations and investor services team in order to provide key deliverables to multiple clients
Serves as trusted advisor to clients by continually assessing changing business and strategies, as well as providing expertise, tools, and information to focus on growing investments
Acts as the escalation point for all clients assigned to the team and directs issue resolution and process changes to support client needs
Proactively identifies risk-related issues through review of qualitative and quantitative data, anticipates obstacles, and then implements mitigating solutions
Reviews the accounting and financial statement information provided for audit and tax reviews, documentation, and set-up of the accounting principles for unusual investment types

Qualification

Portfolio accountingAlternative investmentsAdvent applicationsCPA certificationCFA certificationMicrosoft OfficeVerbal communicationWritten communicationLeadership skillsOrganizational skills

Required

Bachelor's degree in accounting, finance or related field, or equivalent experience
Seven to nine years of experience in alternative investments industry

Preferred

Working knowledge of Microsoft Office products
Thorough knowledge of Advent applications preferred
Thorough knowledge and understanding of portfolio accounting and the investment management industry
Excellent verbal and written communication skills
Proven team-oriented, leadership and organizational skills
CPA or CFA certification preferred

Benefits

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Company

U.S. Bank

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At U.S.

H1B Sponsorship

U.S. Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (679)
2024 (508)
2023 (545)
2022 (806)
2021 (549)
2020 (403)

Funding

Current Stage
Public Company
Total Funding
$991M
Key Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO

Leadership Team

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John C Stern
CFO
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Daniel Crozier
Senior Vice President Operations
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Company data provided by crunchbase