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Job Description Summary
This role reports to the Corporate Product Controller within the Global Legal Entity Controller organization.
Key Responsibilities:
• Oversee and execute month-end close responsibilities, including accounting calculations, journal entries, and product reviews.
• Review and analyze monthly financial results, ensuring accuracy and adherence to internal reporting standards.
• Execute and document SOX compliance requirements, enhancing controls and mitigating risk where necessary.
• Lead process improvements, focusing on reducing risks, lowering costs, and optimizing operations within Corporate Treasury.
• Support the evaluation and implementation of new technologies to improve stakeholder engagement and enhance overall efficiency.
• Collaborate across teams, including Balance Sheet Management, Chief Investment Office, and Business Finance, to ensure seamless financial reporting.
Required Qualifications:
• 4+ years of experience in finance, accounting, or a related field, ideally within banking or professional services.
• Bachelor’s Degree.
• Demonstrated experience in financial reporting, treasury functions, or product control within capital markets.
• Proven experience in process re-engineering and leading operational improvements.
• Ability to navigate complex financial data, with strong analytical skills.
• Proficiency in leveraging technology to optimize financial processes.
Desired Skills:
• Bachelor’s Degree in Finance, Accounting, or a related discipline (Master’s Degree or CPA certification is a plus).
• Knowledge of hedge accounting (Note: Expertise is not required, but hedge accounting is a selling point for this role as part of an exciting learning opportunity).
• Experience with Alteryx, Tableau, or other automation tools is highly preferred.
• Familiarity with SOX compliance and the ability to design and implement internal controls.
• Ability to thrive in a fast-paced, dynamic environment and embrace ambiguity.
• Strong communication and interpersonal skills, with the ability to influence business partners and work collaboratively across functions.
• Experience working with emerging technologies and a forward-thinking mindset to evolve processes over time.
Key Attributes:
• Proactive problem-solver with a can-do attitude, capable of driving results with minimal supervision.
• Comfortable working in a role that requires continuous process improvements and cross-functional collaboration.
• Strong teamwork and leadership skills, with a proven ability to manage multiple priorities simultaneously.
• Excellent time management skills and a keen attention to detail.
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