Troy Bocksell Email & Phone Number

Lead team of accountants and senior accountants. Review financial statements and related disclosures and accounting matters.Managed production of shareholder reports relating to financial reporting under Investment Company Act of 1940, including annual, semi-annual and quarterly reports for 166 mutual funds for Columbia Threadneedle Investments, meeting regulatory requirements.Provided direct team leadership, coaching and development, creating individual and organizational success.Improved efficiencies and mitigated risk while implementing projects through LEAN principals.Consistently recognized as highly effective manager by team and upper management for growth and development through 1:1 conversations, team huddles and meetings.

Minneapolis, Minnesota, United States

Developed and mentored team of accountants, managed SEC filings processes, supported departmental initiatives and designed performance metrics and trackers.Provided leadership, work direction, training and professional development, fostering collaborative, success-oriented team environment.Led monthly process for preparation, review and filing of various SEC filings (13F, 13G, N-CEN, N-MFP), adhering to regulatory requirements.Played key role in coordinating audits with external auditors and resolving GAAP financial reporting issues, ensuring audit completion.Contributed to supporting department initiatives and projects, including identifying business requirements and procedure changes, meeting regulatory or business impacts on financial reporting.