Controller, Associate Job Description

Controller, Associate Job Description

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Controller, associate provides comprehensive support for the day to day Operations for derivatives & other banking products, within the Corporate Investment Bank.

Controller, Associate Duties & Responsibilities

To write an effective controller, associate job description, begin by listing detailed duties, responsibilities and expectations. We have included controller, associate job description templates that you can modify and use.

Sample responsibilities for this position include:

Independently partner / work with stakeholders from Treasury, Accounting Policy, Tax and General Accounting groups
Assistingthe Accounting Manager with the administration of ABS Suite reporting software
Assistingthe Accounting Manager with the redemption rate and cost per point analysis forcredit card reward programs
Assistingthe Accounting Manager with the collateral management of trust
Performing monthly price verification for securities and derivatives, primarily in the Credit markets
Co-ordination and controlling of the Bank’s business activities including Credit risk on loans, bank guarantees and derivatives
Preparation and analysis of financial statements, including resolving complex technical accounting issues and disclosure requirements, and liaising with external auditors (predominately under UK GAAP)
Review and control of monthly and annual local GAAP financial reporting prepared by our external accounting partners across Europe
Manage the takedown of new investments and develop processes with external partners to ensure timely receipt of accurate accounting and management reporting information
Provide oversight of our external accounting partners to assure adherence with local obligations such as tax, regulatory and statutory audits

Controller, Associate Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Controller, Associate

List any licenses or certifications required by the position: CPA, IAT, CIA, CMA, CFA, CIMA, ACCA, ACA, CSA, SCYBER

Education for Controller, Associate

Typically a job would require a certain level of education.

Employers hiring for the controller, associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Accounting, Finance, Business, Associates, Education, Management, Business/Administration, MBA, Communication, Computer

Skills for Controller, Associate

Desired skills for controller, associate include:

Preferably within the Banking industry
Excel
Quality improvement and manufacturing processes
Sales & marketing and distribution processes
Derivatives
Retail banking and products
Accounting
CDGL
Essbase would be an added advantage
MIS

Desired experience for controller, associate includes:

Trustfinancial reporting and forecasting
Communicationwith trustees
Establish and maintain relationships with internal vendors and customers
Excellent organisational skills and the ability to work to a deadline
Participate in Finance related projects
Assist in the preparation of internal and regulatory requests including surveys and questionnaires

Controller, Associate Examples

1

Controller, Associate Job Description

Job Description Example
Our growing company is hiring for a controller, associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for controller, associate
  • Bring the required modifications to the agents’ schedules, and schedule offline activities (training, coaching)
  • Ensure all consumer lending-other reports are completed in accordance with GAAP or other Regulatory guidance and include appropriate supporting documentation
  • Daily reconciliation and reporting of desk profit and loss
  • Monitor market rate movements and funding trends in order to be able to explain daily revenue movements
  • Exercise appropriate oversight to ensure sufficient fiscal and management controls for safeguarding institutional funds while allowing the institution to accomplish its programmatic missions
  • Design, establish, and maintain an organizational structure and staffing to effectively accomplish the organization's goals and objectives
  • Oversee the production of internal and external financial statements and reports related to investments and funds
  • Developing a new sustainable partnership with data submitters in Wholesale Lending including colleagues in Operations and Risk (Credit Middle Office functions)
  • Determining and developing strategic operating model for capturing key data across global wholesale loan platforms and Credit Middle Office teams
  • Manage the monthly Investor Reporting process for the Chase Auto Securitization Portfolio and ongoing valuation analysis of pledged securities
Qualifications for controller, associate
  • Ability to work proactively and independently in a team environment
  • Proven ability to communicate effectively (both oral and written), with high degree of comfort communicating with senior management, internal and external audit peer groups
  • Ability to communicate and negotiate effectively with others (leaders, associates, interdepartmental groups, ) over the phone, face to face and/or in writing
  • Strong communication skills (interpersonal
  • Audit background with financial reporting is required, CPA a plus
  • Knowledge of global multi-asset markets, products and processes is preferred
2

Controller, Associate Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of controller, associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for controller, associate
  • Exposure to challenging quantitative problems such as modeling risks for derivatives, large scale Monte-Carlo simulations of complete portfolios across the firm, fast and accurate approximate market risk measurements, large data analytics
  • Provide operational and technical accounting expertise to ensure compliance with GAAP, IFRS, Statutory requirements and Company policies, rules, regulation and laws
  • Manage the audit process and work with internal and outside auditors regarding accounting and reporting issues
  • Manage an Accounting team including performance reviews, individual development planning and succession planning
  • UHCG Accounting integration lead for acquisitions
  • Reduce the risk of reputational and regulatory failings associated with Client Assets
  • Assist in development and enhancement of Management Information around Client Assets both to CAOC and the Board
  • Assist in production of annual report on the compliance with CASS 10
  • Assist in the development of CASS training and its roll-out to staff
  • Ensure the firm keeps up to date with the FCA CASS requirements and other Client Assets requirements
Qualifications for controller, associate
  • Be able to manage and work in a team
  • Experience with financial institutions or regulatory reporting preferred
  • Expertise in analysis and report presentation
  • Must be detailed oriented possess effective organizational and communication skills
  • Designing exam readiness operating model, including documentation strategy and global response protocol
  • Designing and participating in mock exams to ensure global preparedness for issue closure reviews and upcoming exams
3

Controller, Associate Job Description

Job Description Example
Our growing company is looking for a controller, associate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for controller, associate
  • Participate in the review of project baseline estimates and assist with the set-up of projects giving special focus to contracts containing Special Terms (unbillable, special G&A, capped rates, GSA contract vehicles, Workforce and PLC stipulations ) through review of Cost Proposal, Contract Award and involvement in the Project Kickoff
  • Review and report financial performance of contracts to ensure compliance and the appropriateness of revenue recognition
  • Work with the Federal Centralized Billing group to prepare client invoices and follow up with client offices on collections
  • Monitor Labor, Subcontractor, ODC, and Material costing across projects including internal reporting and PO commitments
  • Assist with the vouchering process
  • Ensure compliance with applicable policies and procedures, Federal regulations and guidelines and contractual requirements
  • Analyze project expenditures and ensure timely and accurate processing, including accounts payable, subcontracting, and procurement charges
  • Financial Reporting – preparation of Board Packages and Legal Entity Financial Reports
  • Treasury Operations – monitor legal entities’ daily cash movements and transfers, oversight liquidity and regulatory exposure, provide appropriate funding of the legal entities DDA accounts assist with the local account payable functions
  • Prepare and analyze financial statements, including balance sheets and statements of financial position
Qualifications for controller, associate
  • Partnering with dedicated Wholesale Lending Quality Assurance to design opportunities for continuously monitor operating model effectiveness
  • Partnering with Financial Reporting Infrastructure architecture and design teams to appropriately source and aggregate lending related data to support current and future reporting needs
  • Ability to attain TWIC (Transportation Worker Identification Credentials) as offered by TSA (Transportation Security Administration)
  • Must be able to pass Operation Qualification test after training
  • Daily commute should not exceed one hour each direction
  • Daily commute should not exceed one hour each direction The above statements describe the general nature and level of work being performed
4

Controller, Associate Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of controller, associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for controller, associate
  • Records and reconciles associated compensation and tax liabilities and expenses in the general ledger and manage commitment accounting activities
  • Month end and quarter end management, preparing all relevant information for quarterly filings
  • Handle ad-hoc business requests, projects, testing and new product features implementation independently
  • Communicate with overseas offices on routine for projects
  • Financial reporting and analysis.Develop and oversee financial reports, dashboards, and key performance indicators to executive management, deans and vice presidents, financial managers, and others on a monthly and an ad hoc basis
  • Project year-end results.Several times per year, in collaboration with schools, colleges, and divisions, the Controller will prepare a detailed projection of year-end operating results
  • Financial systems.Improve and monitor financial related computer systems
  • Business risk and compliance issues.Monitor and improve business processes and procedures to ensure the safeguarding of university assets and to promote the efficient use of resources by providing timely and accurate information
  • Lead and manage North America Billing Controllers such as setting goals, proactively identifying trends and devise action plan to improve team performance and productivity
  • Foster an inclusive and collaborative work environment to build engagement and trust
Qualifications for controller, associate
  • A minimum of 5 years of experience in Banking or Financial Services audit experience in a Big Four
  • Analysis of large financial market and transaction datasets to gain insight on business indicators such as transaction costs and regulatory capital usage
  • Tendency to think beyond a prescribed process – considers if it is working for the client, for the team, for the manager
  • Regular periodic reporting of financial results and variance commentary to senior business leads and functional senior management
  • Participate in Internal Audit and/or Risk driven product reviews and products deep dives
  • Knowledge of ERP/JDE/Oracle Systems is preferred
5

Controller, Associate Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of controller, associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for controller, associate
  • Creation of dashboards, MIS templates, business review decks and presentations
  • Communicate efficiently and professionally with inside and outside entities
  • Observe safety rules and procedures at all times
  • Ensures payment of compensation to all University employees and employees of related entities
  • Calculates mandatory and optional tax, benefits and other withholdings
  • Oversees payment of withholdings and associated payroll liabilities to taxing authorities, government agencies, benefits providers, and others
  • Ensures compliance with applicable federal, state, and local regulations, including record retention requirements
  • Increases effectiveness to decrease transaction costs, transaction cycle times, transaction errors, taxing and regulatory authority penalties and interest, and increase internal and external client satisfaction
  • Manages tax filing and reporting
  • Develops, implements and monitors customer service and communications program that includes standards, measurement against standards and analysis of patterns of customer inquiries and resolution times for continuous process and communications improvement
Qualifications for controller, associate
  • 5+ years of supervisory experience with a global foot print
  • Experience with Purchase Order processes
  • Critical in a constructive manner
  • Relevant professional experience in a medium to large international company
  • Knowledge and experience with UK statutory requirements (UK GAAP, statutory financial statements, tax calculations, VAT returns)
  • In-depth knowledge and experience in grants and contracts accounting and reporting post award financial management

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