Cfo jobs

Job Description:

Job Description:
This job is responsible for leading business analysis for a Line of Business (LOB) by producing all financial reporting and disclosures in partnership with senior management, front office, and other business stakeholders. Key responsibilities include applying a knowledge and understanding of product(s), processes, and inherent risks of a product, business or function to analyze and substantiate Profit and Loss (P&L) attributes and balance sheets, establish infrastructure for new products, and approve ledger journal entries.

The Chief Financial Officer (CFO) Group

Responsibilities:

• Prepares and analyzes balance sheets and Profit and Loss (P&L) reports and validates postings and balances for a product aligned to a Line of Business (LOB) using knowledge of financial products, market risk profiles, and risk mitigation techniques and strategies
• Supports the development of strategic and annual planning and implementation, performing profitability analysis, forecasting, and financial reporting for a product or general ledger account type
• Oversees a set of product(s) or general ledger account(s) and maintains financial responsibility, including accountability for accuracy of financial reporting for Profit and Loss (P&L) activities
• Partners closely with the front office, Operations, and Technology to define business finance processes and implement related technology solutions
• Supports delivering, designing, maintaining, and enhancing Value at Risk Back-Testing (VBT) data and Management Information System (MIS) processes that may impact multiple product control businesses
• Analyzes regulatory matters, such as the Comprehensive Capital Analysis and Review (CCAR) and Recovery and Resolutions Plans (RRP), to assess risk modeling practices within the bank
• Oversight on the official daily P&L explain, P&L substantiation to market events, significant transaction review and its provision for VaR backtesting and other downstream

• Monthly Independent Price verification on both Derivatives and securities positions. Have a basic understanding and knowledge of financial models,
• Calculation of the Valuation adjustment – Validation of appropriate application and use of models for books & records.
• Maintaining/updating valuation adjustment & IPV Desk Level Procedures (DLP)
• Preparation monthly & quarterly revenue and balance sheet commentary to senior managers and regulators
• Regulatory capital disclosures, Price Testing, Sector analysis, Stress Test and Forecasting.
• Volcker/Capital related validation activities such as Volcker balance sheet review, validation of Volcker and Capital attributes for books to ensure compliance with enterprise guidelines
• Partner with Trading Desk, Trade Support, Operations, ECM and other partners on business support including new product review, accounting assessment, issue resolution
• Coordination of the monthly close process and quarterly financial reporting requirements
• Working on initiatives to simplify/automate manual processes

Required Qualifications:

• 5+ years hands on experience in Product Control or Finance group
• BS/BA Degree required (Finance, Accounting preferred)
• Global Markets experience
• Global Rates market knowledge – familiarity with a broad range of asset classes
• Derivatives product and valuation knowledge – consisting of technical expertise of models used to reprice complex transactions
• Advanced experience skills with Excel and complex spreadsheets
• Control focused, analytical, team oriented, comfortable with complex products
• Excellent organizational, communication, and relationship management skill
• Proven analytical skills including data reconciliation and interpretation.
• Ability to identify and deliver process improvements.
• Good business partnering skills

Desired Qualifications:

• Fixed income or derivative experience
• Inquisitive, willing to challenge the status quo and strive to improve processes

Skills:

• Analytical Thinking
• Attention to Detail
• Financial Accounting
• Financial Management
• Reporting
• Business Analytics
• Data Quality Management
• Financial Processing
• Price Verification and Valuation
• Scenario Planning and Analysis
• Business Acumen
• Critical Thinking
• Influence
• Prioritization
• Problem Solving

Job Description:

Job Description:

This job is responsible for influencing and driving optimal bank-wide liquidity strategies by Lines of Business (LOBs) and legal entity in business as usual (BAU) and stress scenarios. Key responsibilities include overseeing and influencing liquidity utilization across the organization and providing input into process and control designs, operational risk mitigation, issue management, automation, and other initiatives across the bank.

Responsibilities:

• Measures, analyzes, monitors, and reports on the bank's spot and forecasted liquidity position, provides guidance to business units to improve liquidity position, and supports regulatory and management liquidity reporting.
• Oversees processes, risks, and controls and tracks and monitors issues to ensure adherence with policies, risk standards, and compliance with internal and regulatory liquidity reporting requirements.
• Partners with other Lines of Business (LOBs) to determine limits, guidelines, and direction, ensuring alignment with overall business objectives and the bank's risk framework.
• Monitors liquidity risk trends relating to business activities and correlations between business drivers and liquidity usage and builds out enhanced liquidity reporting.
• Streamlines reporting processes and builds out analytic capabilities using emerging technology (e.g., Alteryx, Tableau, etc.)
• Provides input into monthly and quarterly reporting, disclosures, and presentations for Risk Committees, Board of Directors, and enterprise and local regulators.

Required Qualifications:

• 2+ years of industry experience working with financial products.
• Energetic and self-motivated. Candidate should have a strong intellectual curiosity.
• Strong quantitative background including excel modelling.
• Excellent communication skills – both written and verbal
• Ability to drive project goals across functions with minimal oversight.
• Analytical Thinking
• Financial Forecasting and Modeling
• Attention to Detail

Desired Qualifications:

• Prime Brokerage, derivatives or secured funding (either regulatory, reporting or business)
• Working knowledge of regulatory liquidity framework

Skills:

• Analytical Thinking
• Financial Forecasting and Modeling
• Liquidity Management
• Regulatory Compliance
• Reporting
• Attention to Detail
• Benchmarking
• Data and Trend Analysis
• Financial Analysis
• Scenario Planning and Analysis
• Business Acumen
• Financial Management
• Monitoring, Surveillance, and Testing
• Policies, Procedures, and Guidelines
• Risk Management

Responsibilities:

• Executes audit strategy for the sound application of risk-based auditing by defining audit scope and audit programs, and drafting audit reports leveraging automation and innovative methods in a timely and high quality manner

• Acts as Auditor-in-Charge (AIC) by overseeing audit testing and ensuring it is executed in a timely manner and conforms with quality standards, audit policies, and procedures

• Leads audit testing to independently validate completeness and accuracy of diverse data sets across lines of business

• Assesses impacts to business processes, controls, and strategies to provide recommendations on severity ratings and escalate broad themes or trends accordingly based on existing business knowledge

• Exercises intellectual curiosity and judgment to effectively influence and challenge management to improve the control environment and drive continuous improvements on audit

• Oversees a team of associates and provides day-to-day mentoring and guidance and fosters an inclusive work environment

• Maintains business partner relationships, primarily with line management, to develop business knowledge

• Exercises sound knowledge of product, business, and technical expertise to effectively challenge management to improve the control environment

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.

• Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.

• Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.

• Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.

• People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.

• Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.

• Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.

• Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Skills:

• Analytical Thinking

• Audit Planning

• Internal Audit Review

• Issue Management

• Risk Management

• Business Acumen

• Coaching

• Project Management

• Relationship Building

• Written Communications

• Attention to Detail

• Automation

• Critical Thinking

• Technical Documentation

Required Qualifications:

5+ years of experience in a role in financial services, technology, or other relevant technical field

Prior experience working with data (i.e. analytics; data mining; automation)

Prior experience leading projects, managing against deadlines, and reporting results to management

Analytical / Automation Skills (SQL, SAS, Python. Alteryx, Advanced Excel)

Strong communication and presentation skills

Desired Qualifications:

Big 4 background a plus, including external audit or advisory/consulting

Experience working with Artificial Intelligence (AI) tools in a professional environment

Advanced degree or certifications (CIA, CISA etc. – CPA Preferred)

Audit or risk/controls background in financial services

This job is responsible for complex tax planning, advisory, forecasting, and compliance activities. Key responsibilities include complying with complex tax reporting requirements for various government jurisdictions, researching complex tax issues, developing effective tax optimization strategies, and providing business unit support to business partners on complex issues. Job expectations include leading complex business partner relationships and having in depth subject-matter expertise in the relevant area.

Responsibilities:

• Analyzes and interprets complex tax laws and regulations
• Assists in the preparation of tax planning and compliance strategies
• Prepares and reviews federal, state, and local tax returns
• Researches and analyzes complex tax issues
• Supports the preparation of tax compliance and reporting requirements
• Prepares and reviews tax estimates and projections
• Identifies and implements process improvements

Required Qualifications:

• Minimum 7 years of public accounting firm or industry experience
• Federal and State Income / Franchise tax complianceexperience
• Strong Analytical Skills/Attention to detail
• Strong written and oral communication skills
• Ability to analyze US GAAP accounting and tax laws
• Extensive experience with MS Excel
• Ability to multitask and prioritize work load in a dynamic environment in order to meet internal and external deadlines
• Strong time management skills

Desired Qualifications:

• preferred
• Corptax software experience preferred
• Experience with SAP general ledger platform
• Experience with Emerging Technologies (ex: Tableau, Alteryx) preferred

Bachelor’s degree in related field

Skills:

• Analytical Thinking
• Tax Administration
• Continuous Improvement
• Issue Management
• Problem Solving
• Process Effectiveness
• Stakeholder Management
• Attention to Detail
• Financial Analysis
• Project Management
• Reporting

This job is responsible for conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products.

Responsibilities:

• Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers
• Supports the planning related to setting quantitative work priorities in line with the bank’s overall strategy and prioritization
• Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation
• Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite
• Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk
• Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes
• Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches

Required Qualifications:

• Minimum of 5 years'
  strong experience
  with RedHat Linux
• Experience with Netapp NAS storage
• Scripting and automation experience
• Ability to work well in a cooperative, time-sensitive, market-driven environment
• Ability to manage multiple priorities with minimal supervision
• Analytical skills, critical thinking and strong desire to learn

Desired Qualifications:

• Bachelor's or Master's degree (preferably in Information Technology, Computer Science)
• Working knowledge of general bank policies, programs, and procedures
• Big Data, Data Management & Data Analytic experience: SAS, Hadoop, Vertica, Spark, Oracle DB, SQL DB

Skills:

• Critical Thinking
• Quantitative Development
• Risk Analytics
• Risk Modeling
• Technical Documentation
• Adaptability
• Collaboration
• Problem Solving
• Risk Management
• Test Engineering
• Data Modeling
• Data and Trend Analysis
• Process Performance Measurement
• Research
• Written Communications

Key Responsibilities

• Strategic Partnership: Collaborate closely with BU executives to drive business performance, deliver on strategic objectives, and provide actionable insights through rigorous financial analysis.

• Financial Leadership : Own all aspects of financial planning andanalysis—forecasting,budgeting, scenario modeling, portfolio prioritization, and strategic planning.

• Operational Excellence : Partner with manufacturing and supply chain teams to setup and enable global operations and planning processes, develop robust unit cost models, and meet performance targets.

• Systems & Infrastructure : Lead ERP and process implementations to support scalable business and manufacturing operations.

• Commercial Enablement : Support contract negotiations and order fulfillment cycles to maximize market adoption, pricing strategies, margins, and cash flow.

• Investment Stewardship : Ensure capital allocation aligns with long-term growth and profitability goals, with funding tied to measurable milestones.

• Growth Initiatives : Drive both organic (NPD) and inorganic (M&A, partnerships) growth strategies, presenting directly to the CFO and M&A committee.

• Team Leadership : Lead and mentor a high-performing finance team, fostering a collaborative culture and supporting broader talent development initiatives.

Key Competencies / Qualifications

• Proven P&L ownership and business acumen with a track record of successful P&L management to achieve business targets; Ability to balance the delivery of programs while managing to budgets; Problem solving and project management skills.

• Capacity for Complexity –Thrive in ambiguity in a rapidly growing startup type environment and lead with confidence and balanced temperament.

• Strong influencing skills across cross-functional teams and executive levels, backed by deep financial expertise.

• Strategic thinker with agility and foresight, capable of anticipating challenges and driving proactive solutions.

• Exceptional communication skills , with the ability to distill complex financial concepts into clear, compelling narratives for diverse audiences.

• Demonstrated success in building organizational capacity , developing talent, and implementing scalable processes.

• Self-starter with a high degree of ownership, resilience, and execution discipline.

• Bachelor’s degree in Finance, Accounting, or related field; MBA or advanced degree preferred.

• Strong preference for candidates with BU CFO experience and/or background in component manufacturing.

Job Responsibilities:

• Provide senior stakeholders with comprehensive financial reviews, helping them understand profitability drivers to make informed decisions.

• Conduct in-depth variance analysis on financial results to identify trends and opportunities.

• Dive into activity-based costing models to uncover and implement expense efficiencies, driving cost-effective strategies.

• Collaborate with desk heads to develop key performance metrics

• Deliver monthly and quarterly financial reports that inform and guide senior management decisions.

• Lead efforts to enhance month end controls and streamline processes through automation, boosting efficiency and accuracy.

• Champion global consistency and foster synergies across the product team, uniting efforts to achieve shared goals and drive collective success.

• Participate in month end activities to ensure accurate and timely financial reporting, maintaining the integrity of financial data.

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree in Accounting, Finance, or a technical subject.

• Minimum of 2 years of relevant Financial Services experience.

• Proficiency with Excel, PowerPoint, Essbase, and financial applications.

• Strong analytical skills and experience with Alteryx

• Excellent verbal and written communication skills.

• Ability to maintain composure in a fast-paced environment.

• Integrity in handling sensitive and confidential information.

• Understanding of financial principles and MIS reporting systems.

• Team player with the ability to be a trusted partner.

Preferred Qualifications, Capabilities, and Skills:

• Experience in Asset Management or related financial services.

• Accounting or professional qualification (CPA, CFA, MBA).

• Familiarity with investment management across asset classes.

• Strong problem-solving skills and attention to detail.

• Ability to work independently and manage multiple projects.

• Enthusiastic and proactive approach to work.

• Experience in developing financial models and tools.

• Knowledge of global financial markets and trends.