Director, Investment COE

skillventory - A Leading Talent Research Firm

Director leading the development of investment accounting frameworks and ensuring high-quality financial reporting. Collaborating across teams to navigate complex structures and enhance processes.

Posted 6/25/2026full-timeMerrimack • Massachusetts, New Hampshire, New Jersey, Rhode Island, Texas • 🇺🇸 United StatesLead💰 $95,000 - $186,000 per yearWebsite

ATS Keywords

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Hard Skills

investment accountingfinancial reportingU.S. GAAPfinancial statementsaccounting principlesfinancial analysisinternal control frameworksvendor relationship managementaccounting guidanceanalytical tools

Soft Skills

collaborative leadershipcoachingaccountabilityjudgmentinitiativeinquisitive mindsetcommunicationorganizational skillsprocess improvementstrategic mindset

Tools & Technologies

financial systemsreporting platformstechnology platformsinvestment structuresalternative structuresCLOsLPsPrivate CreditPrivate Equityoptimization tools

Certifications & Qualifications

Bachelor’s degree in AccountingCPAMaster’s degree in Accounting

Industry Keywords

investment accounting frameworksfinancial controlsconsolidated investment reportingcomplex organizational structureshigh-quality financial reportingcontinuous improvementinnovationbusiness unitsexecutive-level insightsfast-paced environments

About the role

Key responsibilities & impact

leading the development and execution of investment accounting frameworks
ensuring consistency, strong controls, and high-quality financial reporting across business units
partnering closely with accounting, policy, and business teams to navigate complex investment structures
providing technical guidance and translating detailed analysis into clear, actionable insights for leadership
enhancing processes and driving greater efficiency and scalability in how investment accounting is performed
fostering a collaborative, high-performing environment, coaching talent, strengthening accountability, and contributing to a culture focused on continuous improvement and innovation

Requirements

What you’ll need

Bachelor’s degree in Accounting required; CPA and/or master’s degree in Accounting preferred
10+ years of relevant accounting, including public accounting and/or consolidated investment reporting experience
Strong working knowledge of U.S. GAAP and experience preparing and reviewing financial statements
Deep understanding of accounting principles, financial analysis, and internal control frameworks
Demonstrated technical expertise in investment accounting for both investment and non-investment companies across a range of products (including alternative structures: CLOs, LPs, Private Credit, Private Equity), with the ability to apply accounting guidance to drive consistent, accurate financial reporting
Experience managing vendor relationships and leading the implementation and ongoing optimization of new technology platforms, with an innovative and strategic mindset
Collaborative leadership style with experience coaching and developing others while maintaining accountability for outcomes
Ability to navigate and understand complex organizational and ownership structures
Demonstrated judgment, initiative, and an inquisitive mindset with a focus on strengthening processes and controls
Clear, confident communicator with the ability to translate detailed analysis into executive‑level insights and partner effectively across the organization
Strong organizational skills with the ability to manage multiple priorities in fast‑paced environments
Curiosity for technology and experience working with financial systems, reporting platforms, and analytical tools

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career