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Tax Oriented Investments Controller - Associate

Aumni

Aumni

Accounting & Finance
Chicago, IL, USA
Posted on Friday, August 16, 2024

Job Description

Join the Tax Oriented Investments team as an Associate!

As a Tax Oriented Investments Associate within CIB, you'll be responsible for product control, legal entity control, and financial control.

Job Responsibilities:

  • Building relationships with the business, middle office, and technology colleagues
  • Maintaining LOB portfolio via finance subledger
  • Maintaining and overseeing LOB legal entity structure reporting
  • Reconciliation and analysis of portfolio data to support controller function
  • Month end and quarterly reporting deliverables
  • Assist with implementation of process improvements across LOB applications
  • Developing subject matter expertise such as portfolio GAAP and LOB controls and understanding how those concepts apply to the LOB’s technology platform.
  • Other reporting and analysis activities as needed

Required Qualifications, Capabilities, and Skills:

  • Accounting degree
  • 3+ years of work experience in an accounting position
  • Experience month-end close process (SAP a plus)
  • Strong Excel skills
  • Ability and desire to problem solve
  • Aptitude for numbers and financial analysis