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Wilson · 3 days ago

Manager, Financial Statement and Regulatory Reporting

Malvern, PA

Full-time

Hybrid

Mid, Senior Level

4+ years exp

Wilson is seeking a Manager of Financial Statement and Regulatory Reporting who will lead a team focused on delivering accurate and compliant reporting for alternative investment funds. This role involves supervising reporting staff, maintaining client relationships, and ensuring adherence to industry regulations while driving process improvements.

ConsultingCustomer ServiceEmploymentHuman ResourcesOutsourcingProfessional ServicesRecruitingSocial Recruiting

Culture & Values

Hiring Manager

Jennifer Nickless

Responsibilities

Supervise, monitor, and review the reporting staff's daily and periodic completed assignments

Compile and advise on monthly, quarterly, and annual regulatory reports such as Form PF, Form SLT, and others

Contribute to strong relationships through interactions with internal parties, clients, and audit firm personnel

Train staff on established regulations and updated rules, establish department and individual goals, prepare performance evaluations, and direct individual and group staff meetings

Manage career development for all Regulatory Reporting Accountants through group and individual training

Write and/or review various reports related to engagements

Prepare ad hoc reports for clients upon request

Troubleshoot fund accounting and client issues

Attend meetings and trainings to enhance knowledge and pass it down to Regulatory Reporting Accountants

Support reporting and fund accounting-related duties during peak periods as defined by the Senior Manager

Contribute to identifying, researching, and communicating recent authoritative pronouncements to offices and clients

Understand engagement economics as it relates to managing budgets for individual engagements and projects

Recognize and communicate potential opportunities for new clients as well as value-added service enhancements for existing clients

Qualification

Regulatory Compliance knowledgeFinancial statement preparationU.S. GAAPIFRSSupervisory experienceAdvanced derivatives knowledgeBachelor’s Degree in AccountingProfessional designation CPAProfessional designation CFAExperience in financial productsCommunication skillsWriting skills