External Reporting Controller - Associate

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Financial Analyst in our Finance team, you will be primarily responsible for the end-to-end preparation, consolidation, and reporting of financial data, ensuring adherence to applicable regulatory reporting instructions and policies. Your role will involve defining, refining, and delivering set goals for our firm.

Our Finance team is dedicated to executing the firm's financial reporting requirements with accuracy and consistency. We are responsible for the preparation, consolidation, reconciliation, and reporting of various financial reports, including FR Y-14Q, FR Y-14A, Pillar 3, FFIEC 101, FFIEC 102, and more. Our mission is to ensure the completeness and accuracy of data through activities such as data sourcing, validation, adjustment processing, and reconciliations.

Job Responsibilities:

• Manage BAU activities, including data sourcing, data validation and completeness, adjustments processing, and performing reconciliations.
• Execute overall operating model and procedures for functional areas in the reporting space.
• Manage client relations, communications, and presentations.
• Support business users of the Neutron application with user queries and issue resolutions.
• Identify and execute process improvements to the existing operating model, tools, and procedures.
• Interact and collaborate with other report owners e.g. FR Y-14A, FR Y-9C etc.
• Review and ensure adherence to regulatory reporting instructions.
• Escalate issues as needed to the appropriate team(s) and management.
• Partner with projects team through the full project life cycles.
• Lead programs and initiatives for reporting automation and operating model optimization. 

Required Qualifications, Skills, and Capabilities: 

• Bachelor’s degree in Accounting, Finance, or a related discipline
• 8+ years of financial services or related experience 
• Strong oral and written communication with the ability to effectively partner with managers and stakeholders at all levels 
• Strong working knowledge of MS office applications (MS Excel, MS Word, MS PowerPoint), specifically with reconciliations, summarizing and formatting data 
• Experience using data management & visualization tools in a reporting setting:  AWS Databricks, Alteryx,  SQL, Tableau, Visio 

Preferred Qualifications, Skills, and Capabilities:

• Familiarity with US Regulatory reporting (E.g. Y9C, Call, CCAR etc.), controllership functions, banking & brokerage products, and US GAAP accounting principles 
• Control mindset and exposure to establishing or enhancing existing controls
• Strong verbal and written communication skill with the ability to present information at varying levels of detail depending on the audience
• Strong process and project management skills
• Enthusiastic, self-motivated, effective under pressure and strong work ethic and keen attention to detail and accuracy
• Aptitude and desire to learn quickly, be flexible, and think strategically
• Client & business focused; able to work collaboratively and build strong partnerships with clients and colleagues at all levels