Controller, VP Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the controller, vp 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.

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GD
G Dicki
Gordon
Dicki
53759 Haley Manors
Detroit
MI
53759 Haley Manors
Detroit
MI
Experience Experience
01/2014 – present
Dallas, TX
VP Accounting Company Controller
Dallas, TX
VP Accounting Company Controller
01/2014 – present
Dallas, TX
VP Accounting Company Controller
01/2014 – present
  • Primary accounting expert and leader, overseeing all OpCo accounting policies and procedures for a global business with revenues above $4B
  • Coordinates and consolidates the financial planning and reporting activities of geographically and operationally based financial planning and analysis professionals worldwide
  • Provides accounting, finance and associated reporting leadership and expertise to high impact cross-functional projects (e.g., operations, commercial, shared services). Directs the resolution of complex or unusual business challenges
  • Champions continuous improvement initiatives to enhance internal controls over financial reporting as well as budget and forecast accuracy on a consolidated basis
  • Provides leadership and strategic insight on accounting and compliance in highly complex, global environments and directs global associates with respect to specific higher risk and judgmental areas of accounting and reporting
  • Establishes, implements, manages and monitors critical accounting and reporting processes and associated metrics. Protects assets by establishing, monitoring, and enforcing internal controls
  • Manages external and internal auditor relationships to facilitate completion of audit procedures in a timely and efficient manner. Leads, motivates and develops talent within the organization including, but not limited to, immediate direct reports by coaching, counseling, engaging, and evaluating associate performance
07/2008 – 09/2013
Boston, MA
VP-natural Resources Controller
Boston, MA
VP-natural Resources Controller
07/2008 – 09/2013
Boston, MA
VP-natural Resources Controller
07/2008 – 09/2013
  • Maintain the integrity of the Company’s portfolio accounting systems and general ledger records
  • Responsible for the overall accounting and valuation analysis of the University’s Natural Resources portfolio
  • Work closely with our yield & growth experts to estimate volumes/yields
  • Work with independent appraisal firms & other experts to opine on the integrity of long term price assumptions
  • Responsible for supporting the annual financial statement compilation and audit as related to the Natural Resources portfolio
  • Review and authorize all transactions related to the Natural Resources portfolio
  • Facilitate communication with external managers to obtain relevant insight into the accounting and valuation process, including operational and budget oversight, and overall asset management as deemed necessary by the Company
03/2004 – 04/2008
Philadelphia, PA
VP, Assistant Controller
Philadelphia, PA
VP, Assistant Controller
03/2004 – 04/2008
Philadelphia, PA
VP, Assistant Controller
03/2004 – 04/2008
  • Provides leadership to managers of the senior and staff accountants in the month end close and reporting process
  • Provide leadership as a member of the Company’s Disclosure Committee, including preparation and presentation of meeting materials
  • Assist in the preparation of the debt compliance package for purposes of the quarterly compliance certificate
  • Assistance in preparation and review of registration statements, earnings releases and other reports or documents filed with or furnished to the SEC
  • Reviews staff projects to ensure work accuracy and departmental deadlines are achieved
  • Performs complex accounting calculations and transactions
  • Responsible for providing information to external auditors and tax department
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Northwestern University
Bachelor’s Degree in Accounting
Skills Skills
  • Excellent fundamental accounting knowledge, with expertise in accounting consolidation and investment valuation
  • Demonstrated ability to work under pressure and meet deadlines with strong attention to detail, while maintaining the “big picture”
  • Excellent communication skills; confidence and ability to communicate with all levels of management
  • Strong knowledge and demonstrated interest of general financial markets and products
  • Proven ability to assess and evaluate processes and initiate the necessary improvements
  • Experience with investment and/or operational due-diligence
  • Experience with financial reporting issues and fair valuation principles
  • Demonstrated managerial and leadership skills
  • General understanding of the tax and legal aspects of private and alternative investments
  • BS Accounting/Finance (CPA/MSA/MBA a plus)
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1

Controller, VP Resume Examples & Samples

  • Manage a sound accounting control environment
  • Provide regulatory accounting support for the business
  • Review regulatory filings and ensure accuracy of data submission
  • Identify process efficiencies and implement changes
  • Lead and support regulatory accounting-related projects
  • Implement new regulatory reporting requirements that result from examinations or new fed requirements
  • Coordinate and assist in financial systems and data improvement initiatives
  • Partner with Finance on understanding key elements of forecast and potential downstream impacts to regulatory reporting
  • BS/BA and/or MBA preferred
  • Experience filing banking regulatory reports preferred
  • Experience interacting with regulatory agencies or regulatory personnel
  • Strong Financial experience in a fast paced environment
  • Strong analytical and trouble shooting experience
  • Strong reporting and presentation skills
  • Proven ability to lead complex initiatives or projects
  • Strong relationship management experience
2

Assistant VP-intercompany Controller Resume Examples & Samples

  • To Ownership of the intercompany reporting process for an allocated business area (eg. Fixed Income or Equities)
  • Reconciliations production for complex relationships (for instance derivatives reconciliations
  • Management of 2 to 3 analysts including objectives setting and appraisals
  • Management of item at risks for relevant area in line with senior management’s expectations
  • Review of intercompany schedules to be included in Letter of Representation meeting
  • Review of Financial Statement Line Items and Quality Assurance Review reconciliations for reporting periods
  • Support tactical and strategic intercompany related projects
  • Drive resolution of mismatches root causes through engagements with colleagues in Finance, Operations and Front Office
  • Contribute towards building a client service and controls driven culture in the team
  • Actively encourage innovative thinking and nurture ideas directed towards problem-solving and efficiencies
  • Good knowledge of IFRS and financial products, strong understanding of front-to-back process flow
  • Ability to manage and lead a team and interact with senior staff across multiple jurisdictions in multiple functions
  • Proven experience in leadership and excellent people management. Mentor and coach the team through the development of new or change in policies, protocols, control practices. Ensure appropriate training strategies are deployed to promote staff and talent development
  • Ability to initiate change and continuously drive process improvements and/or re-engineering
  • Customer focused – consistently meets internal client needs within constraints of time, resources and budget
  • Clear understanding of impact of accounting transactions on financial statements
  • Has good understanding and is up to date on relevant business knowledge
  • Should be Qualified Accountant – CA, CPA, ACCA with minimum 7 years of post qualification experience
3

PA to VP DNI Controller & VP Inttreasury Resume Examples & Samples

  • To provide full support including acting as first point of contact for all internal and external contacts, clients and service providers
  • Extensive diary management
  • Schedule, organise and co-ordinate meetings and facilities (including Finance department events)
  • Organise travel, transport & hotel arrangements and arrange travel itineraries for VP DNI Controller, VP International Treasury and, from time to time, other Accounting Directors. Check and keep track of air miles, travel insurance and other schemes
  • Answer telephone and screen calls, route callers, take detailed messages, respond to internal and external enquiries, and provide routine information
  • Prepare purchase orders, submit and track monthly expense claims for VP DNI Controller, VP International Treasury and some Accounting Directors
  • Type and compose letters, memorandums, presentations and other documents (Filing and Secretarial)
  • Dealing with ad-hoc admin queries and support to any Finance Projects
  • Photocopying, binding, filing, archiving, arranging couriers, stationery orders
  • Finance team sickness and holiday reporting to HR
  • Any other ad hoc duties that may be reasonably required from time to time
4

VP, Assistant Controller Resume Examples & Samples

  • Review monthly actual results compared to budgets/forecasts; participate in monthly pre-close meetings
  • Review of quarterly analysis (balance sheet and income statement)
  • Ensure accounting policies are consistently applied across all business units
  • Identify areas where accounting policies and practices are not consistently applied
  • Act as central point of contact for AMNI accounting matters
  • Prepare/review of accounting for holdco (AMCNI) activity
  • Review and analyze quarterly reporting packages for purposes of external reporting. Work collaboratively with AMCNI Central team (London) and External Reporting (NY)
  • Utilization of Oracle general ledger, Hyperion consolidation software and Smartview excel tools, as necessary
  • Advise of opportunities for efficiencies and ideas to offer better service to business unit heads
  • Assist in the preparation of the debt compliance package for purposes of the quarterly compliance certificate
  • Review of international accounting position papers. Work with Controller and External Reporting on the adoption of new accounting standards
  • Responsible for assisting in the accounting for acquisitions and the integration of new businesses from an accounting perspective
  • Ensures the integrity of balance sheets, income statements, applicable financial statement analysis, and other supporting documentation pertaining to annual audit/SEC, and other stand-alone financial statement reports as required
  • Responsible for providing information to external auditors and tax department
  • Work closely with legal and tax in respect to the unique nature of these relationships and compliance with local tax laws in the countries in which a business operates
  • Evaluate and identify areas of potential exposure and internal control weaknesses. Periodically review SOX documentation to ensure it is updated timely. Assist in the overall implementation of the COSO 2013 Framework in 2015
  • Participate with Financial Systems Department on the development, implementation of new systems, as necessary, to support the accounting needs
  • Periodic travel overseas may be required
  • Management Skills
  • Technical/Functional Competencies
  • Key Experiences/Achievements
5

Controller / VP Resume Examples & Samples

  • 8-15 years' accounting experience with Mortgage REIT's OR Mortgage REIT products
  • MBS/CMBS/RMBS
  • Senior, manager or senior manager experience in a Big 4, as well as relative fund administration experience (possibly in hedge fund or related investment portfolios)
6

VP-expense Controller Resume Examples & Samples

  • Manage team responsible for the preparation of monthly, quarterly and ad hoc financial analysis with focus on expenses and expense reporting. Communication of results to the bank’s CFO
  • Work closely with and in support of the Bank’s COO office on Service Level Agreements with Morgan Stanley Affiliates ensuring compliance with Regulation W and monitoring expense to ensure they are in line with said agreements
  • Participate in the preparation of the bank’s external financial reports for public filings and regulators
  • Work closely with other Morgan Stanley areas including Morgan Stanley Private Bank, N.A
  • Provide leadership, effective management and development to team members
  • Well organized, detailed, analytical individual with 10-15 years of public/private accounting experience with a strong banking background
  • Strong PC skills (Microsoft Excel, Access, PowerPoint)
  • Strong understanding of financial reporting, analysis and internal controls
  • Certified Public Accountant a plus
7

CIB F&BM Credit Costs Product Controller VP-ny Resume Examples & Samples

  • Oversee the production of the CIB Credit Costs package, used by the Credit Costs Committee to evaluate the firm’s retained credit risk
  • Lead discussions at credit costs committee meetings around CIB’s retained loan exposures, loan loss reserves, key coverage ratios and other credit risk management related topics
  • Assist credit risk management in defining and managing special portfolio reserves and asset specific reserves placed on criticized and non-performing portfolios
  • Assist in creating the architecture, framework and policy write-ups of credit portfolio loan loss allowance reserves
  • Partner with Special Credits Group (SCG) to compute the credit costs impact related to restructuring transactions, troubled debt restructurings and changes in the nonperforming loan portfolio
  • Participate in wholesale stress testing for CCAR and other stress testing initiatives. Responsibilities include reviewing of model outputs on the P&L projected on the loans and submitting finalized results to the central team
  • Review GL entries on a monthly basis for booking credit costs to the ledger at LOB and legal entity levels for CIB
  • Assist in moving the team agenda forward: project planning, defining operating models related to credit costs and adding controls to the existing framework
  • Maintain and motivate staff by setting clear objectives, providing timely feedback and developing employees for additional skills
  • BA / BS degree required, Master in relevant area of study preferred
  • 5-8 years experience in finance area, especially knowledge of loan products, accrual accounting and loan loss reserves
  • 2-3 years of experience as a team manager
  • Strong accounting background and excellent communication skills: verbal, written and presentation
8

Controller, VP Treasury Resume Examples & Samples

  • Become a strategic, valued partner to the lines of business as well as to control related functional teams throughout the firm (finance, operations, technology, legal, compliance, risk, internal audit)
  • Communicate key messages, recommendations, and responses to senior management (e.g. CCB Treasurer, CCB CFO), internal audit, and external auditors and regulators
  • Partner with CCB Treasury teams in the development of controls and operating protocols for major capital, liquidity, funding, and model related processes as well as New Business Initiatives
  • Provide guidance as to best practices for an effective internal control environment appropriate for highly regulated businesses
  • Facilitate the semi-annual Risk Control Self Assessment (RCSA) processes across the coverage area
  • Drive and perform the annual control testing across the coverage area
  • Monitor for and communicate new Firmwide and LOB policies and guidance to partner teams
  • Provide feedback and guidance on model implementation and control design
  • Execute business resiliency planning and testing within CCB Treasury
  • Finance, Accounting or Business four-year undergraduate degree or equivalent
  • 2+ years public accounting, internal audit, compliance or regulatory experience
  • 5+ years financial services industry experience
  • Ability to understand and interpret legal debt agreements and related documents
  • Desire to improve and /or reengineer processes
  • Strong Excel spreadsheet skills
  • Ability to work independently and manage multiple priorities in a fast-paced environment
  • Strong customer service skills & excellent business writing and verbal communication skills
9

CIB F&BM Securities Prime Brokerage & Financing Product Controller VP Resume Examples & Samples

  • Producing next day risk reporting for the business, identifying and resolving issues with risk view
  • Ensuring processes and controls are in line with corporate minimum standards, creating a culture of continual challenge and improvement in the control environment & where possible eliminating manual processes
  • Supporting the month end financial close – including provision of forecast to central teams and providing commentary on business drivers against plan and prior periods
  • Review and reporting of movements in the business’s balance sheet. Investigation and communication of business drivers underpinning significant financial movements for Senior Management, Corporate Controllers, Regulatory Reporting, Legal Entity Reporting and other finance groups
  • Working as a Finance contact on projects including working on the requirements, testing and implementation. Supporting the business on new business initiatives
  • Ensuring resource allocation is optimal to balance the need for getting the business as usual processes correct and supporting key initiatives (both functional and business)
  • Line of business Product Control experience essential
  • Knowledge of different functions within finance and their interactions essential
  • Understanding of Accounting concepts in order to interpret accounting policy
  • Proven track record of people management & team development
  • Control mindset and drive to continually improve controls, increase efficiency and challenge the status quo
  • Ability to face off with multiple stakeholders (e.g. Front Office, Financial Control, Legal Entity Control) and manage demands
  • Ability to multi-task with flexible working style to balance numerous priorities and work through environment of change
  • Ability to articulate vision, identify requirements and timelines to work towards that vision and follow through to deliver
10

VP, Assistant Controller Resume Examples & Samples

  • Directing the process for preparing Tribune Media Company’s periodic consolidated financial statements, including quarterly reports on Form 10-Q and annual reports on Form 10-K prepared in accordance with generally accepted accounting principles and in compliance with Securities and Exchange Commission rules and regulations
  • Assistance in preparation and review of registration statements, earnings releases and other reports or documents filed with or furnished to the SEC
  • Lead role in facilitating the relationship with Tribune Media Company’s external auditors including quarterly reviews and the annual audit
  • Leading the preparation of monthly internal consolidated reporting
  • Responsible for maintaining Tribune Media Company’s accounting policies and practices
  • Providing technical accounting guidance and support for Tribune Media Company’s significant, unusual and complex transactions, including acquisitions and divestitures and other routine and non-routine transactions
  • Researching, documenting and implementing new accounting pronouncements; communicating and educating teams on new accounting policies to ensure consistent and accurate application at Tribune Media Company and its subsidiaries
  • Documenting and designing internal controls related to corporate financial reporting to ensure compliance with the Sarbanes-Oxley Act
  • Provide leadership as a member of the Company’s Disclosure Committee, including preparation and presentation of meeting materials
  • Leading the quarterly evaluation of certain significant judgmental reserves, including self-insurance and litigation reserves, and accounting for pensions and other postemployment benefit obligations
  • Oversight of the corporate accounting function, including review of corporate entity monthly close, monthly projections and annual budget
  • Key point of contact for all business unit and division finance teams on accounting matters
  • Directing the preparation of financial covenants and financial reporting required under the Company’s credit facility
  • Leading or participating in other significant projects, which vary based on Tribune Media Company’s business transactions and priorities
11

Controller, VP Consumer & Business Banking Resume Examples & Samples

  • Lead in documenting the narratives and flows related to key processes and controls within CCB, specifically focusing on Consumer and Business Banking
  • Lead the risk assessment and scoping process for the Consumer and Business Banking business
  • Bachelor's degree in Finance or Accounting required
  • 6 to 7 years + experience in Auditing, Accounting, Internal Control and/or Finance
  • Big Four public accounting experience and /or CPA/CIA certification preferred, internal audit or financial reporting experience required, working knowledge of SOX 302 and 404 required
  • Strong understanding of internal controls, particularly internal controls over Financial Reporting
  • Ability to maintain high ethical standards with a drive to achieve the right answer in difficult and/or ever changing situations
  • Attention to detail and ability to work independently
  • Ability to work in an evolving environment, manage multiple projects and support a growing business
12

Assistant VP-fixed Income & Derivatives P&L Controller Resume Examples & Samples

  • Reconciliation of Middle Office estimate to Official P&L
  • Production of a MO estimate and reconciliation to the trader’s estimate after the close
  • Daily P&L Attribution (delta, vega, theta, intra-day)
  • Working with Trade Support and Front Office to resolve operational and booking issues, as well as, Front Office, Finance, and Market Risk to finalize month-end P&L
  • Discussing and reviewing trading P&L’s with management
  • Ensuing that all appropriate controls and processes are executed and well documented
  • Contributing to ongoing process and control improvements/efficiencies
  • Interacting with other departments including Finance, Middle and Back-Offices, Market Risk, Audit, Sales, Structuring, and IT
  • Close liaison with the trading floor to ensure the timely and efficient resolution of trader queries
  • Liaise with other Operation functions and other infrastructure groups to support a ‘one team approach&#8217
  • Resolve all issues / conflicts in a timely and customer orientated fashion
  • Adhere to deadlines and objectives
  • A strong desire to learn the processes and products
  • A spirit of continuous improvement
  • Knowledge of the Greeks
  • Work in a fast paced environment
  • Consistently meet deadlines
  • Have an ‘can-do’ approach to enhance relationships
13

VP-natural Resources Controller Resume Examples & Samples

  • Maintain the integrity of the Company’s portfolio accounting systems and general ledger records
  • Responsible for the overall accounting and valuation analysis of the University’s Natural Resources portfolio
  • Work closely with our yield & growth experts to estimate volumes/yields
  • Work with independent appraisal firms & other experts to opine on the integrity of long term price assumptions
  • Responsible for supporting the annual financial statement compilation and audit as related to the Natural Resources portfolio
  • Review and authorize all transactions related to the Natural Resources portfolio
  • Facilitate communication with external managers to obtain relevant insight into the accounting and valuation process, including operational and budget oversight, and overall asset management as deemed necessary by the Company
  • Liaise with other departments within the Company to ensure adequate and timely communication of accurate financial information
  • Facilitate reporting to the Company’s Board of Director’s for review and authorization of valuation matters
  • Work closely with the tax & legal departments to provide necessary accounting information for tax & legal reporting
  • Provide daily supervision and direction of the portfolio accounting team, including coordinating technical learning and continuous professional development of team members, as well as administrative oversight (hiring, performance evaluations, etc.)
  • Assist with the operational due diligence process of the Company’s external investment portfolio
  • Coordinate special projects, events, firm-wide initiatives, and other duties as needed
  • Excellent fundamental accounting knowledge, with expertise in accounting consolidation and investment valuation
  • Experience with financial reporting issues and fair valuation principles
  • Experience with investment and/or operational due-diligence a plus
  • Detailed understanding of the accounting and reporting requirements of alternative investments
  • General understanding of the tax and legal aspects of private and alternative investments
  • Strong knowledge and demonstrated interest of general financial markets and products
  • Demonstrated managerial and leadership skills
  • Demonstrated ability to work under pressure and meet deadlines with strong attention to detail, while maintaining the “big picture”
  • Excellent communication skills; confidence and ability to communicate with all levels of management
  • Strong ethical foundation and a high degree of professionalism
  • Proven ability to assess and evaluate processes and initiate the necessary improvements
  • Must be able to effectively manage and lead projects while maintaining proper supervision of group responsibilities
  • BS Accounting/Finance (CPA/MSA/MBA a plus)
  • Prior experience in Natural Resource accounting & management reporting
  • Approximately 10-15 years relevant accounting experience (Big 4 public accounting experience, direct investment industry experience is mandatory)
14

Assistant VP-portfolio Controller Resume Examples & Samples

  • Manage a team of 4 direct reports responsible for the PnL reporting of Equity, Credit and Commodity portfolios
  • Responsible for overseeing the daily, weekly, and monthly profit and loss reporting to portfolio managers and the performance team. Includes providing coverage when appropriate
  • Review and sign off on monthly and yearly general ledger reporting and work with auditors on the review; confirm our process is completed efficiently, accurately, and in a timely manner
  • Maintain integrity of the current portfolio accounting system and general ledger
  • Develop strong relationships with the portfolio management teams through value added service and thoughtful analysis
  • Structure employee development plans and delegate tasks where appropriate to meet deadlines
  • Meet with and provide direct reports with both constructive and positive feedback on a regular basis
  • Develop management reporting and review team KPIs to deliver key information while maintaining a strong control environment, accurate financial reporting and safeguard our assets
  • Compile the team’s Change Control Forms & Business Requirements Documents to review, quantify and prioritize the team’s initiatives as it relates to all IT work
  • Work closely with IT to manage change, project testing and implementation
  • Responsible for staff’s alignment with departmental core principles and a culture focused on people development, process improvement & innovation, client service and control
  • Proven management experience with ability to lead others by motivating, challenging and developing team members
  • Proficiency with multi-currency accounting principles and methodologies and general ledger systems
  • Excellent organizational skills, extremely detail oriented, self-starter
  • Fixed Income experience preferred
  • Team oriented individual
  • Excellent communication, interpersonal and organizational skills are required
  • BS Accounting/Finance & CFA or CPA is desired
  • 8+ years of portfolio accounting or related experience
  • Experience with Sungard VPM
15

VP Accounting Company Controller Resume Examples & Samples

  • Primary accounting expert and leader, overseeing all OpCo accounting policies and procedures for a global business with revenues above $4B
  • Coordinates and consolidates the financial planning and reporting activities of geographically and operationally based financial planning and analysis professionals worldwide
  • Evaluates alternatives, recommends and implements appropriate global accounting policy in the context of a publically listed SEC registrant independently and also in consultation with Corporate accounting and finance leadership, as necessary
  • Provides accounting, finance and associated reporting leadership and expertise to high impact cross-functional projects (e.g., operations, commercial, shared services). Directs the resolution of complex or unusual business challenges
  • Champions continuous improvement initiatives to enhance internal controls over financial reporting as well as budget and forecast accuracy on a consolidated basis
  • Provides leadership and strategic insight on accounting and compliance in highly complex, global environments and directs global associates with respect to specific higher risk and judgmental areas of accounting and reporting
  • Assesses and manages high risk, complex compliance environments to drive necessary change and improvement across OpCo
  • Provides direct oversight to the North American accounting leadership team including all general ledger, cash management and revenue recognition activities
  • Leads team responsible for Global Sarbanes Oxley compliance in accordance with parent company requirements
  • Manages external and internal auditor relationships to facilitate completion of audit procedures in a timely and efficient manner. Leads, motivates and develops talent within the organization including, but not limited to, immediate direct reports by coaching, counseling, engaging, and evaluating associate performance
  • Directs the activities of finance business partners supporting global functional leaders
  • Identifies opportunities and drives projects to improve business processes and business support
  • Establishes, implements, manages and monitors critical accounting and reporting processes and associated metrics. Protects assets by establishing, monitoring, and enforcing internal controls
  • Supports Executive Leadership with special assignments, initiatives, and ad hoc reporting requirements
  • Sets standards and drives financial compliance across the entire OpCo
  • Influences Corporate and OpCo Leaders, and external business and industry leaders
  • Skills: Strong interpersonal skills and ability to influence through creating followership; exceptional team leadership skills and ability to develop, engage, and evaluate team members
  • Certifications: CPA and MBA required
  • Education and Experience: Masters/Doctoral degree with 18+ years’ experience; experience includes 6+ years managing people
16

VP Data Controller Resume Examples & Samples

  • Oversee the Control & Reconciliation framework, processes, policies and procedures
  • Oversee and provide guidance to the team on the work involved in defining new data controls, improvements in existing data controls, identify risks in data flows and build risk & control matrix, oversight and monitoring of controls/reconciliations
  • Define the requirements for control/reconciliation monitoring metrics, dashboards and co-ordinate with IT in development, performing and validating UAT’s
  • In the “Business As Usual” mode, monitor the control framework through dashboards & metrics observations and outcomes. Communicate both to management and core team members
  • Participation in data quality investigation and root cause analysis
  • Interact with senior business leaders across workstreams to manage the Data control process
  • Continually drive improvements to the existing reconciliations and control processes, reporting and delivery methods through effective usage of data governance processes and framework
  • Coordinate with offshore team on data control monitoring, metrics, and dashboards
  • Work extensively with Issue Management & Remediation team for remediations around the identified data control issues
  • Be a self-directed individual with the ability to work autonomously
  • Set, communicate and manage project expectations / defining success criteria with stakeholders
  • Effectively communicate relevant project information to senior management and project team
  • Provide guidance and share expertise with the project teams’ members and sponsors
  • Produce and distribute daily/weekly team Status reports
  • Follow appropriate change control and configuration management procédures
  • Bachelor's degree in accounting/finance or equivalent combination of education and experience
  • Eight+ years of professional level data management or financial controls experience
  • 3 to 5 years’ experience in Project management / Business Analysis in a financial institution
  • 2 – 3 years’ experience in managing Data Quality within a Bank / Financial institution
  • Prior direct managerial responsibility for a group of individuals with multi-disciplinary backgrounds
  • Experience in evaluating and implementing internal controls
  • Experience in change management and cross-functional work teams
  • Strong Negotiation skills, Presentation skills & Composition skills Team/consensus building & Excellent Time management
  • The ability to plan, execute and deliver on projects in a timely manner
  • Draws information from the market and applies broad knowledge base to make timely and logical decision that provides practical solutions for customers and others
17

VP of Rates / Product Controller Resume Examples & Samples

  • 5+ years of Product Control experience
  • Previous experience with Daily Profit & Loss
  • Strong knowledge in Accounting fundamentals and the business, including Price Verification and PAA Risk, Repo, Bonds, Swaps and Futures
  • Excellent communication skills *LI-HD#ACCT
  • Experience supporting Fixed Income Derivatives / Trading Desks
18

VP-cib Management Product Controller Team Resume Examples & Samples

  • Ownership for the accuracy and integrity of month end HO and MIS reporting
  • Understanding all the individual transactions which make up the CIBMgt balance sheet and P&L. Monitor and investigate material/unusual variances
  • Forecasting revenues and expenses on a monthly basis including reconciliations between CDGL, DRR and Paragon. Understand direct and indirect expenses
  • Annual planning exercise
  • Setting up allocation rules to recover CIBMgt costs from other businesses (CIB and others)
  • Supporting the businesses included in CIBMgt including SCOs and other general LE support groups and LE specific expenses
  • Preparation of a monthly financial analysis report for distribution to management including analysis and explanation on month on month, actual vs. forecast variance
  • Prepare monthly report to be submitted to Asia Regional P&A team
  • Prepare monthly headcount reconciliation and forecast
  • Coordinate and collate monthly and quarterly regulatory and specialized financial reporting to NY
  • Perform QA of GLRS accounts as necessary
  • Responsible for reviewing and monitoring suspense and cash wash accounts
  • Regular liaison and meetings with CIBMgt teams in NY, APAC and EMEA
  • Identification and resolution of intercompany breaks in the CIBMgt business
  • Maintenance of MIS hierarchies and other reference data for CIBMgt
  • Liaison with all LEC teams in the region to understand numbers posted to CIBMgt cost centres
  • Monitor and ensure consistency of controls around the regional processes and compliance with local and global requirements
  • Adhoc requests and projects
  • Qualified accountant with at least 8 years post qualification experience, preferably with a background in the CIB and MIS
  • Positive, pro-active, can-do attitude and strong control mindset
  • Excellent written and oral communication and presentation skills including Excel and PowerPoint
  • Ability to develop and leverage strong network of contacts throughout the organisation
  • Strong knowledge of working with general ledger systems, e.g. Oracle general ledger
  • Good MS Office skills – especially MS Excel
  • Ability to work with teams in multiple locations across different time zones
  • Strong orientation to details and strong analytical and problem-solving skills
19

VP, Operational Controller Resume Examples & Samples

  • Partner as trusted advisor with the CFO and EVP of Finance and Operations for Telemundo Enterprises
  • Work with the leadership at Telemundo as a subject matter expert to assure best practices and continuous improvement in the way the business operates from an GAAP and audit perspective
  • Manage compliance and capital plan as part of Project Beacon, Studios and other areas of the business
  • Ensure that operational and design effectiveness of internal controls over financial reporting is maintained and oversee all aspects of Sarbanes-Oxley (SOX) compliance
  • Manage the relationship with both external and internal audit (CAAT) in the planning of audits. Lead the audit plan for business including best practices, policies, procedures, divisional CAAT recommendations (i.e. MAPS) and other opportunities
  • Oversee that all transactions are recorded, documented, reviewed and supported in accordance with company policies; generally accepted accounting principles and SOX controls
  • Perform divisional financial statement reviews (i.e. Balance Sheet, Income Statement and Cash Flows)
  • Ensure the accurate and timely preparation and delivery of all regular and ad hoc management reports
  • Mentor and develop staff using a supportive and collaborative approach: assign accountabilities; set objectives; establish priorities; and monitor and evaluate results
  • Minimum of ten (10) years successful, relevant financial management experience and a track record in managing teams
  • Proven business partner with the ability to guide and counsel on a wide variety of internal reporting priorities
  • Managed large capital projects
  • Big 4 Accounting firm experience
  • Prior experience in a divisional/business controllership function
  • Oracle or SAP experience
  • Strong Project management skills
  • Experience in a business transformation
  • Certified Public Accountant and/or MBA preferred
  • Relevant media and cable industry experience a plus
20

VP, Assistant Controller Resume Examples & Samples

  • The VP Assistant Controller is responsible for overseeing the month end close and reporting process, and providing leadership to the managers of the Senior and Staff Accountants that perform daily and month end close and reporting operations. In addition, the Assistant Controller is responsible for managing and maintaining the General Ledger account structure
  • Determines and ensures implementation of proper accounting procedures for new business initiatives
  • Provides leadership to managers of the senior and staff accountants in the month end close and reporting process
  • Responsible for managing and maintaining the General Ledger account structure
  • Responsible for overseeing the Cargabal submission process
  • Reviews staff projects to ensure work accuracy and departmental deadlines are achieved
  • Designs and implements month end closing procedures
  • Performs complex accounting calculations and transactions
  • Reviews journal entries produced by staff
  • Reviews bank and other GL reconciliation sand advises on outstanding issues
  • Analyses upon request any fluctuation in Income, Expense and Balance Sheet trends
  • Special projects as requested
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VP Consumer Banking Controller Resume Examples & Samples

  • 50% - Business Unit Liaison: Identify significant and unusual accounting and reporting issues within the business units and propose solutions to the Business Unit Controller. Keep business unit accounting and reporting processes current to meet ongoing and new requirements. Review and approve all new products and requests for new G/L accounts and RCs. Keep Business Unit Controller advised of emerging risks and other issues that may have accounting and reporting consequences. Work closely with business unit risk managers and business unit finance staff to share information and identify issues. Review business requirements for new or modified systems which have accounting or financial reporting impacts
  • 25% - Month-End Close and Financial Reporting: Research and provide variance explanations in support of the month-end close. Coordinate the gathering of information for SEC reporting, regulatory reporting, management reporting, and tax filings. Review and certify SEC reports
  • 25% - Advisory/Projects: Advise business unit accounting staff on accounting and reporting matters. Interpret MUAH Accounting Policy Manual. Work on projects (e.g., systems upgrades, new reporting requirements, etc.) as needed to ensure accurate accounting results
  • B.A. / B.S. degree in Accounting or Finance is required
  • CPA and/or previous public accounting experience is preferred
  • Requisite accounting skills and experience needed in a complex financial services organization including financial reporting, accounting policy, internal controls, systems implementations and change management
  • 7 or more years of Accounting experience within Banking and/or Financial Services with specific expertise in Loans, Securities, Derivatives or other financial products
  • Excellent verbal, written and presentation skills are essential
  • A strong knowledge of databases and reporting solutions (e.g., MS Access) required
  • Maintain a process improvement mindset and continually find ways to improve the reporting and control structure
  • Proficient in the use of MS Office: Excel, Word, PowerPoint and Access