Manager, Financial Reporting

We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.

At our core, we are a membership‑owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

Accountable for the mutual fund financial reporting function which includes the production and review of shareholder reports and related regulatory filings for the Thrivent funds. Lead financial reporting team to ensure initiatives are executed appropriately, that information is shared effectively, and best practices are implemented. Work closely with internal and external business partners on financial reporting matters and projects including board reporting.

Responsible for the accuracy of financial reporting and development and maintenance of internal controls.

Responsibilities include:

• Develop and implement financial reporting and accounting policies, procedures and controls.
• Responsible for research and documentation of technical accounting and disclosure issues that may arise in connection with changes in accounting standards, the funds’ financial statements and new instruments.
• Responsible for compliance of fund shareholder reports and other regulatory filings (Forms N-CSR, N-PORT, N-CEN, 24F-2, N-MFP) with U.S. GAAP and regulatory regulations. Act as a subject matter expert for various filings including financial disclosures in prospectuses.
• Assist the auditors with their audit requests to ensure the release of the financial statements in a timely manner. Produce and manage the shareholder report production cycle.
• Ensure critical deadlines are communicated to business partners and met in accordance with set expectations.
• Responsible for various board and financial reporting including but not limited to expense reporting, performance reporting and annual contract renewal.

Responsible for the overall management of the Financial Reporting team.

Responsibilities include:

• Coach and develop team including formal goal setting, performance reviews and provide ongoing and regular feedback and mentorship.
• Provide leadership and direction to Financial Reporting staff to ensure department objectives are met.
• Inspire engagement, growth and accountability while creating environment of open communication.
• Ensure employees are trained and are receiving on‑going development opportunities.
• Participate in hiring decisions.

Lead various financial reporting projects affecting or involving the department.

Responsibilities include:

• Act as a subject matter expert and provide business oversight to ensure initiatives are executed appropriately.
• Maintain positive working relations with internal and external business partners.
• Seek to continuously improve the quality of processes and internal controls in Financial Reporting to minimize the business exposure to compliance, operational and financial risks.
• Ensure that departmental documentation, including policies and procedures and reporting checklists, are accurate, effective and current. Lead departmental initiatives and other projects.
• Identify opportunities for process improvements and implement changes to increase efficiency and accuracy. Develop and maintain key metrics for assessing accuracy and timeliness.

• Bachelor’s Degree in Accounting or Finance is required.
• Advanced degree (MBA) or certification (CPA or CFA) strongly preferred.
• Big 4 public accounting experience strongly preferred.
• 5-7 years’ experience in mutual fund or investment related accounting/reporting role with increasingly progressive career track.
• 1-2+ years’ supervisory/management experience is required.
• Advanced understanding of U.S. Generally Accepted Accounting Principles surrounding the accounting and reporting of mutual…