Controller, Associate Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the controller, associate job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired. Read the complete guides below for more details.

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  • Pick from the thousands of curated job responsibilities used by the leading companies

  • Tailor your resume by selecting wording that best fits for each job you apply

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KB
K Bogan
Kasandra
Bogan
240 Wisozk Loaf
Chicago
IL
240 Wisozk Loaf
Chicago
IL
Experience Experience
02/2016 – present
Boston, MA
Associate Workforce Controller, Seasonal
Associate Workforce Controller, Seasonal
02/2016 – present
Boston, MA
Associate Workforce Controller, Seasonal
02/2016 – present
  • Coordinate workload and workforce activities in real time
  • Make sure to respect the quality of service queues
  • Capacity to work under pressure
  • English working knowledge
  • Provide support reactively to employees and other stakeholders
  • Establish and adjust the planning of the schedules for D-2 days
  • Analyze study and solve the unusual and complex situations
06/2009 – 10/2015
Boston, MA
Associate Workforce Controller
Associate Workforce Controller
06/2009 – 10/2015
Boston, MA
Associate Workforce Controller
06/2009 – 10/2015
  • Plan and coordinate off-line activities
  • French, fluent in the language with no significant limitation
  • MS Excel intermediate
  • MS Outlook basic
  • Thorough knowledge of Bell organization and practices, and collective agreements
  • Contribute to the organization’s operational excellence
  • Team player
07/2003 – 12/2008
New York, NY
Controller, Associate
Controller, Associate
07/2003 – 12/2008
New York, NY
Controller, Associate
07/2003 – 12/2008
  • Establish strong relationships and provide support to Firmwide Regulatory Reporting & Analysis and related control groups
  • Manage relationship between technology, regulators, and management team, to outline timelines and milestones to align reporting with target end state
  • Constructively escalate issues and present complex information in a clear and concise manner to Management
  • The individual will work closely with representatives of the Mortgage Finance and business areas to support new initiatives/products, etc
  • Performing and reviewing variance analyses
  • Supporting wholesale lending external reporting governance and report validation, including lending sections in the earnings press release supplement, SEC and regulatory filings and other credit related external reporting
  • Continuous process improvement
Education Education
Bachelor’s Degree in Accounting
Drexel University
Bachelor’s Degree in Accounting
Skills Skills
  • MS Outlook basic
  • Ability to get others to adjust their work according to changing priorities
  • Ability to analyze data, identify anomalies and trends
  • Ability to calculate percentages, averages and other functions, and to draw logical conclusions from these
  • Thorough knowledge of Bell organization and practices, and collective agreements
  • English, working ability to carry out normal business in the language
  • Knowledge of workforce management system (IEX, symposium or others…)
  • Strong communication skills (interpersonal, presentation)
  • English = Working ability to carry out normal business in the language
  • French = Fluent in the language with no significant limitation
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1

Cib-f&bm Securitized Products Controller Associate Resume Examples & Samples

  • Daily preparation, analysis, and verification of the trading estimate and reported P&L for Front Office sign-off. Requires daily interaction with Front Office traders, trading assistants and Middle Office trade support. Products covered include: ABS Secondary, Non-Economic Residuals, 3rd Party Syndicate
  • Daily preparation of Market Risk reconciliations
  • Provide financial oversight over month-end close working closely with Financial Control hub in Delaware
  • Conduct investigations of breaks between P&L reporting system and the general ledger
  • Provide detailed analysis to Front Office for significant P&L events
  • Prepare daily P&L report by trading type to ensure proper classification of P&L (e.g., Day 1 P&L, Clean P&L, carry)
  • Prepare reconciliation of market risk data to ensure risk sensitivities used to calculate VaR
  • Monitor and report on daily Front Office sign-off statistics
  • Prepare end of day P&L summary email that is sent to Senior Management
  • Prepare aging report to send to Desk Heads to monitor aged inventory against targets
  • Ensure appropriate legal entity reporting
  • Finance background
  • Experience of working in an Investment Banking environment
  • Masters degree or equivalent in a related subject
  • Solid understanding of financial products such as Loans, Derivatives, and Bonds in a trading environment
2

Controller, Associate Resume Examples & Samples

  • Ensurereporting is in compliance with trust legal documents
  • Demonstrateresolve and urgency to get things done timely, completely and accurately
  • Ensureadequate workpaper documentation
  • Supportinternal and external audits
  • Supportteam and department goals
  • Gaina working knowledge of ABS Suite
  • Preparethe necessary general ledger entries and the related account reconciliations
  • Participatein the creation and maintenance of procedures and documentation
  • Assistin managing ad hoc requests
  • Bachelor’sdegree in Accounting or Finance
  • Advanceddegree or certification preferred
  • 5 years of related accounting experience
  • Proficiencywith Microsoft Office products
  • Stronganalytical and problem solving skills
  • Workingknowledge of SQL
  • Experiencewith financial computer software
  • Effectivecommunication skills
  • Detailoriented
  • Workindependently and effectively while managing time and competing priorities
  • Takeownership of issues, processes and projects
  • Abilityto effectively interact with various levels of management
3

Controller, Associate Resume Examples & Samples

  • Advanced degree or professional certification preferred
  • 6 years of professional accounting experience
  • Teamwork and communication (written and verbal) required
  • SAP experience –Required
  • Essbase – Preferred
  • Strong multitasking and organizational skills
4

Controller, Associate Resume Examples & Samples

  • Ensuring that all MB Finance User Tools/Models and Applications are registered with the appropriate internal Governing body as well as making sure proper controls and test plans are in place
  • The individual would also work with the appropriate internal Governing body to determine CCAR / ICCAP, P L, and SOX impact across the entire inventory of User Tools
  • Additional responsibilities will include analysis and reporting for internal, external and regulatory requirements, developing procedures and controls and working on special projects that are common place in the Finance area
  • The individual will work closely with representatives of the Mortgage Finance and business areas to support new initiatives/products, etc
  • Working outside of normal business hours will be necessary on a periodic basis, and the ability to coordinate multiple responsibilities within tight reporting deadlines is essential
  • This individual would have the ability to compile and present complex information in a clear and concise fashion to senior management
5

CIB & F&BM Credit Markets Controller Associate Resume Examples & Samples

  • Senior Associate level employee with previous experience of working within the Derivative P&L or Risk or RWA/Balance Sheet functions and will be responsible for
  • Managing the implementation and delivery of the Capital/RWA and Regulatory projects for Credit and wider Markets Businesses
  • Work closely with Product Controllers, Market Risk, RCMO, MR MO and Technology leads and other key stakeholders to ensure timely execution of the project deliverables
  • Execute and maintain program plan - address/resolve all key issues, risks and resource constrains
  • During implementation responsible for tracking progress, escalating issues, risks and challenges
  • Chair weekly status updates call and ensure adherence of proper governance is established for the project and processes
  • Develop an end to end understanding of F&BM / Product Controls initiatives / issues / objectives
  • Perform analysis to review controls and identify opportunities to improve efficiencies / effectiveness across LOBs
  • Good understanding of Products and P&L/Risk functions. In addition, RWA and Balance Sheet understanding would be advantages
  • Good relationship building skills and stakeholder management skills
  • Positive can-do attitude looking to add value across the breadth of the businesses
  • Strategic thinking, attention to detail and ability to work independently
  • Strong analytical, data management and problem solving skills
  • Strong written, verbal and presentation communication skills. Capacity to summarise complex information and deliver it at business executive level
  • Ability to execute tasks under aggressive targets and effectively manage to changes in plan
6

Controller / Accounting Associate Resume Examples & Samples

  • Assist with the Control Agenda program within Corporate Sector Accounting including Third Party Program oversight, General Ledger Reconciliation & Substantiation (GLRS) standards, SOX framework compliance etc
  • Prepare accurate reports for management on a timely basis
  • Participate in project and engagement reviews
  • Develop and document processes
  • Establish and maintain relationships with vendors and internal customers (i.e. Corporate Controllers, Global Finance Operations, Finance Control, Planning and Analysis teams, Business leads, Sourcing, Procurement, Accounts Payable, etc.)
  • Communicate control agenda information to appropriate parties
  • Understand control agenda policies and procedures
  • 3-5 years of relevant experience required in accounting or finance, with demonstrated career progression
  • Strong interpersonal and presentation skills
7

CIB & F&BM Cleared Derivatives Controller Associate Resume Examples & Samples

  • Proven extensive relevant experience
  • Exceptional written and oral communication skills; this role requires the candidate to face off to senior business leads in a professional and consultative manner
  • Strong project management skills to coordinate projects responsibilities with the other regional controllers and partners
  • Solid foundation in accounting concepts, operations and process flows
  • Experience across clearing products (F&O and OTC) not required but desired
8

Cib & F&bm Prime Brokerage Capital & Balance Sheet Controller Associate Resume Examples & Samples

  • Collation and reconciliation of balance sheet, capital and RWA information from a variety of source systems and groups across F&BM. Objective is to provide granular insight at a trading desk level and to provide true view of asset, RWA and capital useage which is not possible given system design and ledger frameworks
  • General Ledger – responsibility for the forecasting, review, understanding and sign-off of Financing balance sheet, and adherence to regulatory and financial disclosure requirements
  • Investigation and explain of business drivers underpinning significant financial movements across B/S, funding and RWA for LOB’s, senior management, LEC’s, Corporate Reporting and others
  • Provide guidance / insight to the Front Office on efficient B/S, RWA, Leverage Ratio management
  • Education agenda across Basel I, II, II.5, III and other capital / leverage / ratio requirements emanating from the Reg Reform agenda
  • Calculation of RWA and oversight of RWA calculations to ensure appropriate allocation and calculation
  • Drive and support the Control environment – compliance and accordance with recent Basel regulations (Basel II.5, Basel III, Leverage Ratio, etc)
  • Bachelor's Degree or equivalent
  • Exceptional relationship building and influencing skills
  • Control/efficiency mindset
  • Understanding of accounting and regulatory principles and their application in practice
9

Controller, SOX Associate Resume Examples & Samples

  • Perform control design and key process walkthroughs and maintain current narratives and flows related to key processes and controls within CBB
  • Partner with the CCB SOX Program Manager to perform bi-annual risk assessment and scoping analysis
  • Monitor ongoing changes to the business, assess impact on key controls and adjust design and operational effectiveness testing, as needed
  • Perform SOX management testing and maintain work papers and evidence related to the testing
  • Maintain current inventory of SOX Models, User Tools and applications and ensure appropriate testing coverage
  • Work with the CCB IT SOX team to provide oversight over the IT SOX Controls testing and issue management
  • Regular production of SOX metrics
  • Assist in developing training materials and delivering SOX training
  • Partner with Internal and External Audit teams to provide information and support, as needed
  • Participate in corporate and business level S404 working group meetings representing CBB
  • CPA certification preferred, internal audit or financial reporting experience preferred, working knowledge of SOX 302 and 404 preferred
  • A problem solver with proven ability to evaluate processes, controls and issues to determine the inherent risks
  • Proven ability to communicate effectively (both oral and written), with high degree of comfort communicating with senior management, internal and external audit as well as peer groups
  • Strong interpersonal skills - verbal communications, written communications, with the ability to collaborate
  • A self starter, with a drive for improvement and efficiency, thinks out of the box and is creative
10

Associate Workforce Controller, Seasonal Resume Examples & Samples

  • Provide support in a reactive way for the employees as well as the other interveners
  • To make sure to respect the quality of service of the queues
  • Plan and coordinate off-line activities
  • Coordinate workload and workforce activities in real time
  • Ability to communicate and negotiate effectively with others (leaders, associates, interdepartmental groups, etc.) over the phone, face to face and/or in writing
  • Thorough knowledge of Bell organization and practices, and collective agreements
  • Strong communication skills (interpersonal; presentation)
  • Bilingualism, French (555) fluent in the language with no significant limitation; English 333 working ability to carry out normal business in the language
  • Knowledge of workforce management system (Symposium, IEX or others…)
  • Knowledge of MS Excel (Intermediate)
  • Knowledge of MS Outlook
11

Programming Controller & FP&A Associate Resume Examples & Samples

  • Ensure timely review and submission of daily, weekly, and monthly reports
  • Review and consolidate monthly financial information
  • Conduct ad hoc business analysis, projects and business plans
  • Prepare ad hoc reports for management and Corporate as necessary
  • Reporting: Provide the FP&A link to the Content Team
  • Business Support and Analysis: Assist the CFO in supporting the Content business
  • Manage but not keep the books: Assist the Accounting team in providing accurate tracking information
  • Preparation of content analysis, reports and presentations for senior management
12

Associate Workforce Controller Resume Examples & Samples

  • The successful candidate will be expected to do the following
  • Build, assign and coordinate the workload based on objectives proactively or in real time
  • Analyze, plan and adjust (short/medium/long term) activities and work in accordance with needs
  • Analyze data and results to produce statistical reports
  • Revise work volume forecasts taking into consideration various parameters
  • Identify opportunities to reduce operating costs, make recommendations and/or take appropriate action
  • Explain results, procedures and justify discrepancies to diverse stakeholders
  • Contribute to the organizations operational excellence
  • Strong knowledge of SAP
  • MS Excel intermediate level (formulas, projections)
  • MS Word intermediate level (creating documents)
  • MS Outlook intermediate level
  • Motivated self starter with a proven high capacity to learn
  • Innovative and creative with a positive attitude
  • Strong team focus and the ability to work well with internal and external customers
  • Ability to communicate and negotiate effectively with others (leaders, associates, interdepartmental groups etc) over the phone, face to face and/or in writing
  • Ability to deal with ambiguity using judgement and experience
  • Ability to motivate others to adjust their work to the changing priorities
  • Solid focus on the Leadership Attributes
  • High degree of diplomacy and confidentiality
  • Knowledge of Action Scheduling system
  • Ability to work in a very fast paced, ever evolving job environment
  • Willing to take on new challenges and solve problems with minimal direction
13

Fixed Income Controller Associate to VP Resume Examples & Samples

  • Cover a variety of Fixed Income products including flow, structured, vanilla and exotic
  • Analyse P&L generated by the business and provide commentary
  • Partner the business and add value to ensure the fixed income desk continues to grow
  • Help with monthly accounting close, ensuring that daily P&L is recorded accurately
  • Work closely with valuations helping to complete price testing and exotic deal review
  • Get involved in global projects and work with infrastructure to improve systems and processes
  • Respond to Ad hoc reporting requests
  • 5+ years experience in financial services
  • Good experience within Fixed Income
  • Strong Microsoft Office skills
  • Post degree qualifications like CPA, CFA, CIMA or ACA
  • Experience within product control
  • Knowledge of Rates products
14

Associate Workforce Controller Resume Examples & Samples

  • Provide support reactively to employees and other stakeholders
  • Establish and adjust the planning of the schedules for D-2 days
  • Analyze study and solve the unusual and complex situations
  • Make sure to respect the quality of service queues
  • Contribute to the organization’s operational excellence
  • Ability to get others to adjust their work according to changing priorities
  • Ability to analyze data, identify anomalies and trends
  • Ability to calculate percentages, averages and other functions, and to draw logical conclusions from these
  • Autonomous
  • Strong communication skills (interpersonal, presentation)
  • French = Fluent in the language with no significant limitation
  • English = Working ability to carry out normal business in the language
  • Excel (intermediate)
15

CIB F&BM Credit Costs Controller Associate Resume Examples & Samples

  • The candidate will work as part of a Finance team, responsible for the record keeping & reporting of Allowance of Credit Losses for the Corporate and Investment Bank’s retained Loan & Lending related commitments
  • Contribute to the production & presentation of the CIB Credit Costs package, used by the Credit Costs Committee (comprised of Senior Management from Risk & Finance) to evaluate CIB retained credit risk
  • Act as a Central contact for CIB Credit Costs forecasting & reporting with various stakeholders – Credit Risk Management, Accounting Policy, CPG, Planning & Analysis, Corporate Financial Reporting etc
  • Prepare Ledger entries on a monthly basis & coordinate ledger booking with Financial Controllers & CIB Product Controllers
  • Assist Credit Risk management in defining & managing Special portfolio reserves & Asset specific reserves
  • Support Ad hoc requests & analysis from Portfolio Managers and Credit Executives
  • Develop detailed analysis covering SCG restructuring activities, criticized portfolio exposures and various historical credit statistics
  • Assist in CIB’s stress testing agenda from a Credit Costs perspective as needed; including ICAAP, Risk appetite and CCAR exercises for Credit portfolio
  • Review & validate External reporting schedules - Non Performing Assets, Troubled debt restructuring, Criticized reporting, ASR, Allowance roll forward, key ratios etc
  • BA / BS degree required
  • 4-6 years experience in finance area, especially knowledge of banking-book products, Loan Accounting & Allowance for Credit Losses
  • Strong Accounting background & Controller mindset
  • Team player with the ability to create an effective working relationship with a senior management and other F&BM groups
  • Excellent communication skills; verbal, written and presentation
  • Knowledge of Microsoft products - Word, Excel, Power point, Outlook. Knowledge of Advanced excel, macros or VBA will be an added advantage
16

CIB F&BM Risk Loan Controller Associate Resume Examples & Samples

  • Work with analyst within the team to support month end close, VaR reconciliations, PnL production, balance sheet analysis, and risk metrics sign offs of SCG portfolio
  • Responsible for the monthly/quarterly disclosures and management reporting relating to SCG business activity
  • Coordinate and present at monthly business meetings
  • Partner with Portfolio Managers, Treasury, Balance Sheet group and Technology to give the business insights as to how SVA/Liquidity/Leverage/Collateral impacts the business
  • Work with other business partners on the bookkeeping of defaulted derivative assets in centralized databases and provide guidance to the business on proper PnL recognize such as recovery items and/or write-offs
  • Work with supporting partners to streamline existing MIS reports and ensure accuracy across multiple source systems and resolve data integrity or other reporting issues
  • Participate in team and business specific ad-hoc projects as required
  • 5+ years experience in finance area, particularly a plus to have knowledge of loan and/or credit products and preferably with prior controller experiences
  • Must be able to work well with others under fast-pace environments
17

Associate VP / Assistant Controller Resume Examples & Samples

  • Excellent management, analytical, written, verbal, organizational and interpersonal skills
  • Demonstrated experience as a strategic thinker with an organization-wide perspective
  • Demonstrated ability to collaborate as a thought partner with Finance Department leadership
  • Demonstrates sound judgment
  • Experience with nonprofit accounting software, preferably Great Plains, as well as proficiency in Microsoft Excel and Word is essential
  • Knowledge of GAAP and remains current with all relevant accounting and auditing pronouncements, especially as related to not-for-profit organizations
18

CIB F&bm-ts Product Controller for Prepaid Card Associate Resume Examples & Samples

  • Understand accounting treatment and ensure compliance with appropriate GAAP, corporate and regulatory requirements
  • Prepare monthly reports used to support key functions in Finance and within impacted groups in Operations, Product and Business Management
  • Support sale of Prepaid Card Business from Finance perspective, and understand downstream finance and ledger impacts
  • Lead monthly calls communicating sale status to senior management
  • Monthly PnL and Balance Sheet variance analysis to interpret business drivers and add support to business managers forecasting process
  • Managerial oversight on manual ledger entry calculations sent to Financial Control counterparts
  • Actively participate in month-end reporting, status, and metrics calls
  • Support various ad-hoc requests including, but not limited to: Internal and External Audit, Project Initiatives, Issue Investigation
  • 3- 5 years of experience with an accounting / financial services background
  • Experience with prepaid card products desirable
  • Ability to quickly grasp concepts and learn processes
  • Excellent technical skills in Microsoft Office Suite, including extensive experience with financial presentations
19

Associate Workforce Controller Resume Examples & Samples

  • Manage the call center queues, in order to meet Service Level and Occupancy objectives
  • Establish and adjust the call forecasts and AHT forecasts (short term), according to historical data, most recent information and current trends, as well as special events
  • Bring the required modifications to the agents’ schedules, and schedule offline activities (training, coaching, etc.)
  • Produce, on time and error free, various reports and results indicators, and analyze the results
  • Analyze, on a daily basis, key indicators for service level, identify opportunities of improvement and provide recommendations
  • Train colleagues and new partners, document and update all procedures related to managing the Intraday
  • Proactively implement contingency / reverse contingency plans and emergency plans
  • English, fluent in the language with no significant limitation
  • French, fluent in the language with no significant limitation
  • MS Excel intermediate level (PivotTables, charts, formulas) - validation test
  • MS Word basic level
  • MS Outlook basic level
  • Strong resistance to stress and pressure
  • Ability to adapt to constant changes
  • Capacity to handle priorities and frequent changes in priorities
  • Strong analytical/mathematical skills
  • Excellent communication and computer skills
  • Possess to following qualities: sense of urgency, autonomy, attention to detail, initiative and flexibility
  • Must be discrete when confronted with delicate issues involving the balance between company needs and employee satisfaction
  • Experience in Workforce management (call forecasts, scheduling and queue management)
  • Knowledge of the following Workforce management softwares: IEX TotalView, Symposium, Meridian Max
20

Associate Workforce Controller, Seasonal Resume Examples & Samples

  • French proficient without restriction
  • English working knowledge
  • MS Excel intermediate
  • Knowledge of workforce management system (IEX, symposium or others…)
21

Associate Divisional Controller Resume Examples & Samples

  • Preparing and consolidating financial statements
  • Establish and maintain internal controls related to assigned property accounting
  • Providing monthly, quarterly and year-end client reporting & analyses
  • Analyzing financial statements and making appropriate, related variable explanations in Client Reporting
  • Serving as a liaison to external auditors
  • Assessing current accounting operations, offering recommendations for improvement and implementing new processes
  • Mandarin is a plus
22

Controller / Associate Resume Examples & Samples

  • A bachelor’s degree in accounting, finance or related discipline
  • Preferably 1-3 years of professional accounting experience
  • Prior experience with financial institutions or experience with regulatory reporting preferred
  • SAP experience -Required
23

CIB F&bm-cib Risk CPG Product Controller Risk-associate Resume Examples & Samples

  • Review of daily / weekly CVA & FVA Market Sensitivities and validation with the desk
  • Investigation of Predict vs. Actual Market Residuals with the P&L team
  • Proactively identifying opportunities to improve the risk reporting and the overall control environment
  • Interaction with CPG Market Risk and P&L Team
  • Experience of derivatives – either from P&L and Risk (Product Control) or trade support
  • Diligent with high attention to detail
  • Ability to build and influence partnerships with the desk, technology and QR
  • Demonstrated track record of process improvement and improving controls in previous roles
24

Controller, Associate Resume Examples & Samples

  • Supporting schedule preparation
  • Control testing
  • Continuous process improvement
  • 5 years of professional experience
  • 2 years of experience in external reporting (SEC and Regulatory) for banking
  • Accounting degree required, CPA a plus
  • Superior organization and documentation skills
25

Associate Workforce Controller Resume Examples & Samples

  • English - Fluent in the language with no significant limitation
  • French - Fluent in the language with no significant limitation
  • Possess the following qualities: sense of urgency, autonomy, attention to detail, initiative and flexibility
26

Associate Workforce Controller Resume Examples & Samples

  • Monitor various call queues service levels and calls offered compared to forecast for IPTV and DSL
  • Ensure calls are appropriately allocated and answered in a timely manner across all call centers
  • Provide quality support to internal customers. Daily workforce management for queues, ensuring proper information captured in reporting systems (MRS) and various projects (IEX, Symposium, CBARE)
  • Monitoring of ticket volumes in CBARE
  • Maximize occupancy and efficiency of scheduled staff
  • Take appropriate action according to test results obtained (offering overtime when busy or reducing staff when slow by implementing training or offering time off)
  • Determine improvements on the basis of analysis results
  • Manage intraday email requests
  • Monitor technician schedule adherence
  • MS Word intermediate (creation of documents)
  • MS Excel intermediate (creation of spreadsheets and formulas – Validation test)
  • MS Outlook intermediate
  • Maintain an atmosphere of trust and partnership at all levels
  • Analytical skills required to recognize opportunities
  • French, working ability to carry out normal business in the language
  • Familiar with TIMng, SAP, ACUT, IVR, TES, IEX
  • Ability to multitask in a fast paced environment
  • Marked organizational/planning skills
  • Detail-oriented and accurate; able to perform in high pressure environment
  • Able to prioritize in times of stress while demonstrating patience, respect and adaptability
  • Positive attitude and outgoing nature
  • Able to handle a high degree of uncertainty
  • Autonomous, resourceful, solid decision-making skills
  • Ability to share, discuss and make decisions as part of a team
  • Highly open to adopting new approaches
  • Team player in a constantly changing environment
  • Flexible must demonstrate discretion (Privacy Act)
  • Maintain positive relations with the CEP technicians
  • Highly familiar with the CEP collective agreement
  • Familiar with test ticket routing, ticket time codes and MTTR
  • Minimum 6 months – 1 year experience with IEX, Action and Symposium
27

CIB F&bm-rates & FX Derivatives Risk & P&L Controller Associate Resume Examples & Samples

  • Production of daily P&L and Risk for the Interest Rate Derivatives/FX Forwards. P&L production will involve substantiation through current risk, market moves and comparison to trader predicts
  • Providing explanations of P&L and Risk to other stakeholders: Business Managers, Valuation Control Group (VCG), Market Risk
  • Monitoring potential risks across the whole trade cycle, e.g. breaks between the risk management system and the ledger, nostros, and trade booking errors
28

Controller, CCB, Associate Resume Examples & Samples

  • Preferably 4-6 years of professional accounting experience
  • Teamwork and communication skills (written and verbal) required
  • Microsoft Excel – Required
  • Microsoft Access – Preferred
  • SAP experience – Preferred
  • Tableau or similar data mining tools - Preferred
29

Associate Ops Controller Resume Examples & Samples

  • Relevant professional experience in accounting or financial controlling
  • External auditor public accounting experience - preferred
  • Knowledge and experience with local statutory requirements and statutory audits (Local GAAP, statutory financial statements, taxcalculations, VAT returns) - preferred
  • Knowledge and experience with USGAAP and Sarbanes Oxley (SOX) - preferred
  • Experience with ERP systems (preferably SAP) - preferred
  • ITPC literate (Google for Work, Microsoft Office)
  • Strong communication skills, teamplayer, leadership traits
30

Associate Workforce Controller Resume Examples & Samples

  • Indentify workforce requirements and define staffing availability to meet business needs allocation in order to ensure quality of service objectives and staff productivity
  • Collaborate and communicate efficiently with all levels of the organization to meet shared objectives
  • MS Excel basic level
  • Strong analytical
  • Good knowledge of the Collective Agreement
  • Expeience with offline management tools (meeting scheduler, BM portal, SAP, agent data, micro portal GGE)
  • Good knowledge of IEX TotalView, Web station
31

CIB F&bm-prime Brokerage Capital Controller Associate Resume Examples & Samples

  • RWA forecasting ensuring accurate forecasts are submitted in a timely manner and properly syndicated and understood by the business review
  • Analyse Global Sec PB RWA results. Investigate and explain of business drivers, underpinning significant financial movements for LOB’s, senior management, CIB Treasury, LEC’s, Corporate Reporting and others. Oversee timely and fastidious commentary requirement on all items under remit
  • Work with team in establishing process to enable team meeting new accelerated RWA timelines and to continue to tighten the controls around RWA and Reporting space for Sec PB EF
  • Work with the Global Clearing capital controller to identify best practices across PB EF & Global Clearing to establish best in class controls across the combined Prime Services of business and ensure accuracy of JPM external reporting and internal MIS that drives internal charges
  • Establish a reporting framework that will support the Prime Services business view as well as meeting individual sub LOBs business needs
  • Ensure LOB is in compliance with all CIB and Corporate policies such as Product Controller Standards. Ensuring controls are documented and transparent
  • Work with the members from the balance sheet and liquidity sub teams to progress on Balance Sheet, GSIB, Leverage, optimization agenda for the business and act as conduit between the teams located in New York with the EMEA & Asia front office
  • Training/knowledge share across balance sheet, capital & liquidity sub teams and identify areas for synergies and efficiencies
  • Ability to execute on a variety of deliverables
  • Derivatives experience preferred
32

Associate GRC Controller Resume Examples & Samples

  • To independently assist and support the testing of Controls for Damco entities globally which involve validating that they are compliant with Damco Control Manual (latest version) and guidelines, identify non compliances there-in and prepare reports to senior Finance Management based on the reviews
  • To independently assist and support the implementation of Controls for Damco entities globally which involve review of control IOP’s, perform dry runs and take active part in coordinating with Regions on testing and validating that they are compliant with Damco Control Manual (latest version) and guidelines, identify non compliances there-in and prepare reports to Key stakeholders based on informal Control reviews
  • Be independent and thorough in reviewing the control requirements of the Damco Control Manual and support the Lead Auditor in informing Head of GRC and Regional CFO’s on any potential non-compliance to the Control Requirements
  • Liaise closely with performers of the control (based throughout the world) and Area CFOs/Controllers (based throughout the world) to ensure a fact based assessment is made during the reviews
  • Develop an in-depth understanding of Damco process and systems especially the operational and finance systems to ensure the data integrity of Damco and GRC MIS requirements
  • To ensure that the Damco Control Manual requirements are met satisfactorily in the form and periodicity of the control performance of Center Controls and report the review results to key stakeholders
  • Assist in performing special Damco process and system reviews with focus on “controls” completely, effectively and efficiently and report conclusions in a clear and concise manner to Senior Finance Management
33

Associate Workforce Controller Resume Examples & Samples

  • Monitor various call queues service levels and calls offered compared to forecast
  • Ensure calls are appropriately allocated and answered in a timely manner across all 7 call centers
  • Take appropriate action according to test results obtained
  • Familiar with IVR, TES, IEX
  • Highly familiar with Unifor collective agreement
34

CIB F&BM Securities & Margin Financing Ccar Controller Associate Resume Examples & Samples

  • Becoming an expert in the Firm’s regulatory CCAR requirements and processes as they relate to the activity
  • Performing detailed analytics of NII, NIR, Balance Sheet and RWA drivers for both actual and projected activity supplemented by business insight into market and economic variables
  • Owning the CCAR segment narrative as it relates to this activity including overview of activity, framework on which assessment is based and key drivers involved in forecasting
  • Designing and implementing a revised operating model which will integrate the CCAR methodologies into business as usual including reporting of actuals and forecasting
  • Knowledge of balance sheet, income statement and basic accounting concepts
  • Ability to work effectively, meet challenging deadlines and to work under pressure
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CIB F&bm-debt Capital Markets Controller Associate Resume Examples & Samples

  • Key responsibilities include daily P&L and risk reporting, month end close, analysis of revenue drivers, balance sheet movements and linkage of business activity to full financial results
  • Support of the month-end close process in partnership with the Financial Control team (based in Delaware and Mumbai) through review of the EMEA GIB DCM balance sheet and P&L including associated investigation and resolution of large and complex variances
  • Ensure rigorous compliance with control policies, standards and procedures – e.g. P&L and Risk minimum standards compliance (Risk & P&L sign-off and comprehensive P&L explain), Product Control accountability standards, Income attribution (GMRA) and SAPCo (GMSA) compliance and Volcker compliance
  • Strong control mindset, with an attention to detail who can challenge the status quo, set the agenda, generates ideas and solutions to problems, embraces change and drives it through to completion
  • Ideally candidate is a proven product controller who can bring knowledge and experience to the wider team along with a track record of execution on finance and business deliverables
  • Strong interpersonal, communication and team-building skills. Ability to manage several projects and tasks concurrently
36

Associate CCB Controller Resume Examples & Samples

  • Performing and reviewing the daily pnl for specific desks
  • Performing and reviewing various reconciliations
  • Reviewing the attribution on the pnl
  • Sending the EOD pnl mails to the desk
  • Responding to the queries of the desk and stakeholders on a timely manner
  • Reviewing the other tasks done by the others in the team
  • CA with 6+ years of experience with good product control knowledge
  • 4+ years professional experience in product control roles; including 1+ years of experience in T+1 roles
  • Willing to work in evening shift
  • Strong data mining, problem solving, & analytical skills with ability to summarize findings
  • Ability to manage multiple tasks. Ability to learn and respond on the fly
  • Ability to communicate and influence convince people / teams at various levels up and down
  • Proactive, independent and self-managing; Organized, Detail Oriented & Results-driven
  • Partnership oriented and Team player with ability to communicate with all staff levels within and outside of own area
  • Proficiency with standard desktop applications including MS Excel, MS PowerPoint, MS Access
  • · Candidate is expected to work in EMEA shift which may extend to US hours depending the business needs
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Controller Assistant / Associate Resume Examples & Samples

  • Supervises the operational and personnel activities of assigned accounting divisions in the Controller's Office
  • Prepares periodic and special reports, including the University's Annual Financial Report
  • Assists in developing and implementing policies and procedures that impact assigned areas of responsibility
  • Monitors and reviews University financial activities and accounts, including Federal financial aid accounts, overdraw accounts and cash balances
  • Coordinates, implements and supervises Controller functions at registration
  • Interviews, hires, trains and evaluates support staff
  • Acts as a liaison with outside auditors, including the IRS and coordinates necessary support
  • Assists in developing University practices and procedures with regard to tax matters
  • Participates in directing systems development activities
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Associate System Controller Resume Examples & Samples

  • Direct and coordinate field switching and clearance activity (by radio, telephone, or supervisory control) to ensure safety of personnel and equipment
  • Analyze Energy Management System (EMS) data to verify accuracy and to stay abreast of power system changes
  • Monitor and control voltage as prescribed by the System Voltage Profile. Make appropriate voltage changes using static and dynamic voltage sources
  • Coordinate with ERCOT System Operators to ensure voltage stability and reliability
  • Implement the commissioning and interconnection of new electrical facilities safely and reliably
  • Work with ERCOT System Operators to minimize transmission congestion when initiating planned outage switching.Be aware of transmission corridor loading at all times
  • Review and initiate sequences of steps for handling multiple system problems to minimize risk
  • Control transmission/substation electrical equipment such as regulators, capacitor banks, transformers, and breakers to maintain system stability
  • Provide appropriate documentation of system events as well as proper notification of such events
  • Communicate efficiently and professionally with inside and outside entities. Provide excellent customer support to all entities
  • Be available for duty when system events require additional resources at the Control Center
  • Initiate appropriate emergency responses and notifications as required by system conditions and events
  • Observe safety rules and procedures at all times. Ensure that these rules/procedures are followed in field activities as well
  • Ability to remain calm in emergencies and give clear, specific instructions to others amidst a variety of visual and auditory stimuli
  • Ability to communicate system activities to others using a variety of communication vehicles (written instruction, computer generated graphic displays and reports, radio, and telephone)
  • Ability to use learned knowledge of system operations and own judgment to make decisions with regard to system activities
  • Ability to effectively demonstrate good listening and verbal skills when interfacing with other entities and customers
  • Ability to act on multiple shifting priorities on a daily basis
  • Ability to utilize mainframe computers to respond to system conditions
  • Ability to apply knowledge of basic electricity and three phase power principles
  • Ability to use high school algebra and trigonometry to calculate basic power system equations
  • Ability to write and document system activities and events
  • Ability to prepare for and pass the North American Electric Reliability Council (NERC) and Electrical Reliability Council of Texas (ERCOT) operator tests
  • Ability to comply with the CenterPoint Energy Safety Manual and all applicable safety rules/procedures
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CIB F&BM Asia Clearing Controller Associate Resume Examples & Samples

  • Support Asia Clearing Product & Financial Control within CIB F&BM
  • Help to execute P&L processes for both the F&O and OTC Clearing desks
  • Provide an effective reconciliation of general ledger and F&O sub system (GMI) on the daily and monthly basis
  • Help provide detailed analysis on the financials to desk heads, business managers, and senior finance management
  • Partner with the business to drive forth and implement robust controls and new business initiatives
  • Work closely with Operations and various back office support functions to ensure resolution of control and reporting issues in an accurate and timely manner
  • Understand Legal Entity financials including expenses
  • Responsible for daily and month end closing entries to GL
  • Serve as an analytical and project support resource for product control and business management
  • Assist in the quarterly regulatory disclosures
  • Own ad hoc requests
  • Independent, self-motivated and results driven
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Associate, Product Controller Resume Examples & Samples

  • Five to seven years of combined experience in financial services audit and product control
  • Working knowledge of product control processes and trade lifecycle in accordance with USGAAP as well proper internal controls framework
  • Knowledge of derivatives and other financial instruments
  • Big 4 financial services audit experience preferred
  • Bachelor’s degree in Accounting or Finance or equivalent
  • Proficiency in Excel including working knowledge of advance functions
  • Writing/documentation skills
  • Building professional relationships/teamwork skills