External Reporting Controller - Associate

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

As an Associate in our External Reporting team, you will spend each day defining, refining, and delivering set goals for our firm. You will be responsible for overseeing the financial statements and management reporting, ensuring a sound control environment. Your role involves understanding and applying accounting treatments to ensure compliance with appropriate corporate and regulatory requirements. You will coordinate the preparation of quarterly regulatory requirements, validate balance sheet items, and understand balance sheet usage and reporting.

Job Responsibilities:

• Apply up-to-date product, industry, and market knowledge in specialty areas of reporting. Consolidate, review, and analyze quarterly financial data for accuracy and completeness, performing quarter-over-quarter variance analytics.
• Coordinate data collection and quarterly business results with various lines of business, Regulatory Controllers, and SEC reporting teams.
• Assist in the thorough assessment of issues and outcomes.
• Communicate financial information clearly to the lines of businesses and flag potential issues.
• Participate in various aspects of the production, review, and filing of monthly, quarterly, semi-annual, and annual reports for various regulatory agencies, which are used by regulators to compile widely-used statistics on domestic and international portfolio positions.
• Adhere to proof and control procedures to ensure accurate reconciliation between regulatory filings, SEC filings, and other published financial reports (e.g., Form 10-Q, Annual Report/Form 10-K, Call Report & FR Y-9C, Pillar III, etc.).
• Adhere to various control procedures and edit checks to ensure the integrity of reported financial results.
• Ensure accurate and complete data submission to the Regulators.
• Interpret and define regulatory and/or SEC requirements, coordinating internal and external policies.
• Establish and manage relationships with the line of business and external regulatory agency constituents through ongoing partnership and dialogue.
• Participate in continuous improvement efforts around data quality review and external reporting improvement projects.
• Leverage automation tools such as Alteryx, UiPath and Python to streamline and eliminate repetitive manual processes, thereby increasing efficiency and reducing the potential for human error manual processes which are more of repeated in nature using automation tools.

Required qualifications, capabilities, and skills:

• 3+ years in a Finance organization with exposure to accounting, financial statements, and/or regulatory reporting
• Strong skills in time management, problem solving, written and oral communication
• Team player, with ability to work effectively across diverse functions, locations and businesses
• Excellent Excel and analytical skills
• Strong automation skills including tools like Alteryx, Python, UiPath SQL etc.
• Extremely strong organizational and time management skills

Preferred qualifications, capabilities, and skills:

• Project management experience/skills helpful
• Bachelor's degree in Accounting or Finance preferred
• Experience in Product Control, Financial Control or knowledge of SEC reporting/Reg Reporting a plus