Financial Reporting Manager

Company:

Mercer

Description:

We are seeking a talented individual to join our Fund Administration team at Mercer. This role will be based in Boston, MA. This is a hybrid role that requires working at least three days a week in the office.

The Fund Administration team supports a growing number of collective investment trusts and mutual funds. As the Financial Reporting Manager, you will lead all aspects of financial statement production for our investment portfolios and support other fund administration functions, ensuring compliance with regulatory and accounting standards.

We will count on you to:

• Lead the preparation and review of financial statements for mutual funds, collective investment trusts, and other investment vehicles.

• Ensure compliance with SEC, GAAP, and regulatory reporting requirements.

• Coordinate audit processes with external auditors, service providers, and internal teams.

• Develop and maintain internal controls over financial reporting and drive process improvements and automation.

• Monitor changes in accounting standards and assist with implementation of new regulatory requirements.

• Provide training and technical guidance to staff on regulatory changes and procedures.

What you need to have:

• Bachelor’s degree in Accounting, Finance, or related field; CPA certification or candidate preferred.

• 10+ years of experience in mutual fund administration, investment company financial reporting, or related field.

• Strong knowledge of U.S. GAAP, Regulation S-X, SEC reporting, and investment company accounting practices.

• Excellent organizational, communication, and relationship-building skills.

What makes you stand out:

• Experience managing staff and collaborating with clients and stakeholders at all levels.

• Hands-on experience with financial reporting systems and reconciliation tools.

• Proven track record of driving process automation and efficiency improvements.

Why join our team:

We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected].

The applicable base salary range for this role is $90,000 to $180,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.