External Reporting Associate - Corporate & Investment Banking
Aumni
Job Description
Join our dynamic External Reporting team as an Associate controller, and play a pivotal role in our line of business results, feeding into firmwide reporting.
Job summary:
As an External Reporting Associate within the Commercial & Investment Bank team, you will have the chance to cooperate and work across various business lines and corporate stakeholders in support of the Commercial & Investment Bank's reported figures. Your role demands strong attention to detail, communication, and influence across these stakeholders, during tight deadlines for external reporting. Moreover, this role provides high visibility to senior stakeholders in the Commercial & Investment Bank and Corporate functions, with your analysis playing a crucial role in steering communications.
Job responsibilities:
- Apply up-to-date product/industry/market knowledge in specialty areas of reporting
- Consolidate, review, and analyze quarterly financial data for accuracy and completeness including articulation of variance analysis in tight timeframe of external reporting calendar.
- 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
- Clearly communicate financial information to the lines of businesses and able to flag potential issues
- Adhere to control procedures to ensure accurate reconciliation between regulatory filings, SEC filings and other published financial reports (e.g., Earnings, Form 10-Q, Annual Report/Form 10-K, Call Report & FR Y-9C, Pillar III, etc)
- Ensure accurate and complete data submission to Regulators
- Interpret and define regulatory and/or SEC requirements and coordinate internal and external policies
- Establish and manage relationships with the line of business, corporate functions, as well as with external regulatory agency constituents through ongoing partnership and dialogue
- Participate in continuous improvement efforts around data quality review and external reporting improvement projects
Required qualifications, skills, and capabilities:
- 5+ years in a Finance organization with exposure to accounting, financial statements, and/or regulatory reporting
- Bachelor's degree in Accounting or Finance
- Experience in External Reporting, Product Control, or Financial Control
- Strong skills in time management, problem solving, written and oral communication
- Team player, with ability to lead effectively across diverse functions, locations, and businesses while seeing items to their conclusion
- Excellent Excel, power-point and ability to create/drive efficiencies
- Strong analytical skills
- Extremely strong organizational and time management skills
Preferred qualifications, skills, and capabilities:
- Project management experience/skills helpful
- CPA
- Experience in SEC Reporting or Regulatory Reporting