Workplace Solutions - Executive Director, Head of Financial Reporting (North America)

Job Title: Executive Director (ED) - Head of Financial Reporting, North America
Business: Workplace Solutions (WPS) / Financial Reporting
Location: Jersey City, NJ (in-office)
Employment Type: Full-time
Reports To: Global Head of Financial Reporting

Role Overview

The Executive Director, Head of Financial Reporting - North America is accountable for end-to-end financial reporting delivery across the region, spanning client onboarding/implementation through day-to-day reporting operations.

This leader owns the regional portfolio and operating cadence, drives predictable and on-time delivery, elevates client experience, and enforces strong risk and control practices in partnership with Sales/Client Relationship Management, Implementation/Equity Plan Management, and Technology.

Key Responsibilities

This role includes the responsibilities below.

North America Portfolio & Delivery Leadership (Onboarding → BAU)


* Own the regional pipeline/portfolio for client financial reporting onboarding and ongoing delivery, from scoping through go-live and handover.


* Establish standards for requirement gathering, solution design, controls, reconciliation/sign-off, and handover to BAU; run governance cadences (intake, weekly portfolio reviews, retrospectives).

People Leadership, Capacity & Regional Operating Model


* Directly manage the current U.S.

associate and build the team over time; set clear role expectations, coaching, and performance management.


* Forecast capacity, prioritize work, and allocate resources across North America demand, leveraging EMEA resources where appropriate; ensure consistent delivery against SLAs/KPIs.

Client Service Delivery & Escalation Management


* Ensure high-quality client delivery under relevant reporting frameworks (US GAAP/ASC 718, IFRS 2, and local GAAPs where applicable); maintain strong ongoing client communications.


* Serve as the senior escalation point for complex client issues and delivery risks across onboarding and recurring reporting cycles.

Operational Excellence, Risk & Controls


* Ensure audit controls, tickets, reconciliation issues, errors, and client complaints are triaged promptly and resolved within defined SLAs.


* Drive root-cause analysis, document preventative measures in approved tracking systems, and enforce implementation playbooks, documentation standards, and change-control procedures.

Governance, Metrics & Reporting


* Track, analyze, and report delivery/operational metrics on a weekly/monthly cadence to the Global Head of Financial Reporting, producing data-driven insights and action plans.


* Ensure non-standard client requests and exceptions follow the appropriate governance forum and approvals before commitment.

Product Development Partnership, Requirements & Testing


* Partner closely with Technology to enhance system-generated financial reporting by identifying gaps, writing requirement specifications, and supporting sys...