What are the responsibilities and job description for the Financial Reporting & Systems Manager position at BRANDMEYER ENTERPRISES?
Financial Reporting & Systems Manager
Position Summary
This role is responsible for financial and investment reporting, technology stack optimization, and operational efficiency across systems supporting individual and family‑level reporting. The position serves as a key internal resource and SME for reporting platform - Addepar, technology tools, and emerging AI capabilities, while supporting ad‑hoc projects and cross‑functional initiatives.
Key Responsibilities
Investment Reporting
- Maintain and update investment reporting systems to ensure data integrity
- Run and distribute investment reports on a monthly, quarterly, annual, and ad‑hoc basis
- Post and reconcile data within Addepar, ensuring alignment across systems and reports
- Support optimization and continued buildout of the Addepar investment reporting platform including developing and maintaining documentation and process support
Technology Stack Management & Optimization
- Oversee and continuously evaluate the effectiveness of the technology stack supporting operations
- Identify opportunities to streamline workflows, improve data visibility, and increase operational efficiency
- Lead buildout and ongoing development of tools and systems to support operational needs
- Manage technology subscriptions, renewals, and contract reviews
AI Subject Matter Expert (SME)
- Research, develop, and manage AI‑driven tools and processes to improve efficiency and scalability
- Identify opportunities to leverage AI for reporting, analysis, documentation, and future content or process development
- Serve as an internal resource for AI‑related strategy, experimentation, and governance
Reporting & Data Analysis
- Research, compile, and analyze data for special projects and recurring reporting
- Prepare and maintain monthly individual spending reports, ensuring accuracy, completeness, and timeliness
- Support leadership and stakeholders with customized reports and insights as requested
IT Management
- Act as an internal IT resource and first point of contact
- Serve as liaison between internal users and external IT service providers
- Coordinate troubleshooting, enhancements, and system improvements
Projects & Ad‑Hoc Support
- Support cross‑functional projects and special initiatives as assigned
- Respond to ad‑hoc reporting, technology, and operational requests with a solutions‑oriented mindset
Qualifications & Skills
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field
- Proven experience and knowledge of financial systems and processes
- Strong analytical skills with the ability to interpret and present complex financial and investment data
- Experience with investment reporting platforms (Addepar preferred)
- Proficiency in financial systems, reporting tools, and Microsoft Office
- Demonstrated ability to manage and optimize technology platforms
- Experience in AI applications for business operations
- Highly organized, detail‑oriented, and comfortable managing multiple priorities
- Strong communication skills with the ability to work across teams and external partners