Financial Reporting Team Ldr

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships.  We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

The Financial Reporting Team Leader draws upon experience, knowledge and expertise to review the annual, semi-annual and quarterly financial statements and Forms (N-CEN, N-PORT, 24F-2, TSR, N-CSR, FAR and Form PF) for registered investment companies and Cayman/Bermuda investment funds.  The individual is also responsible for systems enhancements as they relate to financial reporting needs and development of the group.

1. Financial Reporting:

- Review annual, semi-annual and quarterly financial statements and Forms N-CEN, N-PORT, 24F-2, TSR, N-CSR, FAR and Form PF for registered investment companies and Cayman/Bermuda investment funds.

- Serve as an escalation point in assisting team members 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.

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. 

- 7-10 years of mutual fund industry experience including at least five 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.

   

Salary Range

MA: $80,000 - $120,000 base salary + annual bonus target

BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. 

 

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. 

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.  As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

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.