Applies technical or product specific accounting knowledge to ensure strong financial controls and reporting output; Approves resolution of accounting exceptions for product / specialty – transaction-level orientation; Review and approve one or more of the following: data, GL balances, disclosures, SEC reporting.
Responsibilities:
- Perform and review service fee data sourcing, calculations, and bookings.
- Provide and review analysis and commentary to facilitate service fee reviews.
- Act as escalation point to resolve operational data or other issues emanating from the team.
- Provide data and analysis for TP documentation, regulatory and tax audit queries.
- Work with Corporate Tax and other stakeholders to design and implement new and improved TP models.
- Senior individual contributor with added responsibilities to oversee operations of the India-based team.
- Design process controls
- Identify and implement process standardization and improvements.
- Help recruit, train, and retain resources with adequate skills for the team.
Skills and Qualifications:
- Minimum10 years experience in Finance/ Accounting
- Bachelors' degree or relevant work experience
- Demonstrates ability to influence individuals spread over global teams both with and without direct authority
- Prior people management experience ideal
- Accounting and Controllership
- Excellent spreadsheet skills
- Good working knowledge of financial services including various components like capital, traders, related operations
- Self-driven, curious to learn, assimilate and able to draw conclusions
- Confident interactions and presentations over email, phone, video conference and in person
- Team player
- Organized, with ability to prioritize demands from multiple stakeholders, and diligent documentation of discussions and learnings
- Financial Accounting
- Financial Analysis
- Reporting
- Stakeholder Management
- Attention to Detail
- Continuous Improvement
- Data Quality Management
- Financial Management
- Written Communications
- Advisory
- Regulatory Relations
- Risk Management
Desire Skills:
- Bachelors' degree in Accounting preferred
- 15+ years experience in Finance/ Accounting preferred
- CPA preferred
- Alteryx / Tableau / Power query are a plus
- Accounting and Controllership background ideally with Tax Transfer Pricing experience
- Knowledge of Bank of America’s general ledger environment; added awareness of any subledgers is a plus
1st shift (United States of America)