Management Controller Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the management controller 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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N Lueilwitz
Nicklaus
Lueilwitz
222 Quigley Club
Phoenix
AZ
222 Quigley Club
Phoenix
AZ
Experience Experience
06/2016 – present
Los Angeles, CA
Private Wealth Management Controller
Private Wealth Management Controller
06/2016 – present
Los Angeles, CA
Private Wealth Management Controller
06/2016 – present
  • Provide assistance in covering non-banking products
  • Exposure to Banking Products a distinct advantage
  • Have primary coverage of both Banking products for the Bank e.g. loans, deposits and review loans balances and the funding of the bank via liaison and collaboration with treasury controllers and operations
  • Support the New Product Approval (NPA) process and complete the validation and upfront due diligence for new products prior to go live given the ongoing growth and expansion of bank products
  • Review the current booking model and seek to improve the efficiency and effectiveness of the process and/or controls which will give dynamic exposure to interaction with PWM and internal business units e.g. Technology and Operations in the development of new models
  • Support the production and review of the daily P&L process and reporting for the PWM Asia business
  • Support the role out of the new Hong Kong Bank Phase 1 and to actively contribute to the new booking model for the HK entity (Phase 2)
10/2011 – 04/2016
Philadelphia, PA
Asset Under Management Controller
Asset Under Management Controller
10/2011 – 04/2016
Philadelphia, PA
Asset Under Management Controller
10/2011 – 04/2016
  • Ownership of weekly and monthly AUM/NNA reporting to PB APAC management and business
  • Adhoc analysis and deep-dives on key AUM/NNA topics to support PB APAC management
  • Review and co-ordination of large/special cases with Divisional Finance and PB APAC Management
  • Participation and support for special investigations and periodic internal/external reviews
  • Co-ordination and oversight of reporting for AUM/NNA
  • As part of the Market controlling team, support and backup for market controller functions
  • Development and enhancements of reports in co-ordination with M&BIS team (Management information platform) and Wroclaw CoE based reporting team, oversight of report production and migration of new reports offshore
07/2006 – 04/2011
Dallas, TX
CIB F&bm-management Controller
CIB F&bm-management Controller
07/2006 – 04/2011
Dallas, TX
CIB F&bm-management Controller
07/2006 – 04/2011
  • Identify and implement improvements to the processes; strengthen and improve the control framework wherever possible
  • Responsible for the accuracy and integrity of month end and quarter end Financial and Management reporting
  • Review and sign off on P&L trade out of CIB Mgt P&L across all LEs at month end
  • Prepare monthly financial analysis reports including analysis and commentary of month on month variances
  • Monthly and quarterly regulatory and specialized financial reporting
  • Expense analysis: understand direct and indirect expenses and set up allocation rules to recover these expenses from other LOBs
  • Reconciliation of overall FDW revenues back to the ledgers for each LE. (LOB by LE)
Education Education
Bachelor’s Degree
Oregon State University
Bachelor’s Degree
Skills Skills
  • Proficient in MS Office, specifically a strong command in Excel and PowerPoint
  • Strong planning and prioritization skills with the ability to work on multiple tasks and with multiple stakeholders
  • Strong written and verbal communication skills
  • High regard for attention to detail and accuracy to ensure close control of the P&L reported
  • Awareness and knowledge of emerging industry trends such as Basel capital rules and central clearing
  • Ability to partner and work effectively both with direct team members and with colleagues across the wider organisation
  • High self-motivation and the ability to work both independently and as an effective team member
  • Experience in Fixed Income Product Control and awareness of the role that the CPM/XVA desk performs in mitigating counterparty exposure
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1

Private Wealth Management Controller Resume Examples & Samples

  • Support the production and review of the daily P&L process and reporting for the PWM Asia business
  • Provide assistance in covering non-banking products
  • Have primary coverage of both Banking products for the Bank e.g. loans, deposits and review loans balances and the funding of the bank via liaison and collaboration with treasury controllers and operations
  • Support the New Product Approval (NPA) process and complete the validation and upfront due diligence for new products prior to go live given the ongoing growth and expansion of bank products
  • Review the current booking model and seek to improve the efficiency and effectiveness of the process and/or controls which will give dynamic exposure to interaction with PWM and internal business units e.g. Technology and Operations in the development of new models
  • Support the role out of the new Hong Kong Bank Phase 1 and to actively contribute to the new booking model for the HK entity (Phase 2)
  • Support other new initiatives which will include but not limited to the replacement of legacy systems with the adoption to ISG standardized platforms.*LI-JG1
  • Qualified Accountant with a university degree preferably in a business-related discipline e.g. Accountancy
  • Practical work experience in a product controller role within a similar leading and international investment banking or investment management environment
  • Exposure to re-engineering of processes and understanding of improving upstream data flows
  • Solid understanding of vanilla products
  • Exposure to Banking Products a distinct advantage
  • Ability to work on own initiative and to work independently
  • Demonstrate good problem solving skills
  • Team player and confident communicator
  • Excellent communication skills in English necessary, fluency in Asian languages e.g. Mandarin and/or Cantonese preferred
  • Ability to work well and deliver across multi-functional groups
  • Strong motivation with ability to deliver in a fast-paced environment
  • High level of resilience with a focus on execution
2

Wealth Management Controller Resume Examples & Samples

  • An interest in developing strong Excel skills is required. Familiarity with using and writing SQL and database queries would be useful
  • An interest in financial markets with reference to both Fixed Income and Equity products is preferred
  • Good communication, organisational and relationship building skills are essential due to the level of interaction with a wide range of MS groups
  • Ability to deal with multiple issues and tasks, while prioritising work in a dynamic role
  • A motivated team player who shares knowledge and escalates issues when required
  • A relevant bachelor degree or equivalent qualification
  • Qualified Accountant Preferred
3

Asset Under Management Controller Resume Examples & Samples

  • Control and oversight of AUM/NNA classification
  • Develop and manage the regional AUM/ Net New Asset (NNA) control framework, documentation and sign-offs including co-ordination with PBWM Divisional Finance on policy changes and control improvements/enhancements
  • Consolidation and review of client inflows and follow up with PB regional business on large flows to understand business purpose and client intent
  • Review and co-ordination of large/special cases with Divisional Finance and PB APAC Management
  • Participation and support for special investigations and periodic internal/external reviews
  • Co-ordination and oversight of reporting for AUM/NNA
  • Ownership of weekly and monthly AUM/NNA reporting to PB APAC management and business
  • Development and enhancements of reports in co-ordination with M&BIS team (Management information platform) and Wroclaw CoE based reporting team, oversight of report production and migration of new reports offshore
  • Adhoc analysis and deep-dives on key AUM/NNA topics to support PB APAC management
  • As part of the Market controlling team, support and backup for market controller functions
4

Management Controller Resume Examples & Samples

  • Work cross-functionally to drive business planning process, cover full P/L
  • Drive business analytics, forecasting, controlling and reporting of full P/L
  • Work with business head to ensure adequate analytical & planning support
  • Solve ad-hoc issues and internal client-facing with HQ management
5

Configuration Management Controller Resume Examples & Samples

  • Managing configuration baselines to ensure integrity, traceability and history
  • Monitoring the recording and releasing of configuration information and related technical data
  • Regularly using various databases to capture information based on production requirements
  • Focusing on engineering change management requirements and related processes
  • Liaising with various stakeholders in the receipt and analysis of critical product information
  • Supervising the input from other team members in supporting the maintenance and integrity of the definition, recording and traceability of configuration data
  • Maintaining audit processes and related reporting activity
6

Fixed Income Counterparty Portfolio Management Controller Resume Examples & Samples

  • Production: Managing the teams output in terms of financial statement information and distribution of this information to the business unit and internal clients
  • Control: Attesting to regulators and auditors on the accuracy and completeness of the financial statements
  • Business Performance: Managing the production of monthly business packs for desk heads
  • Experience in Fixed Income Product Control and awareness of the role that the CPM/XVA desk performs in mitigating counterparty exposure
  • Awareness and knowledge of emerging industry trends such as Basel capital rules and central clearing
  • Strong planning and prioritization skills with the ability to work on multiple tasks and with multiple stakeholders
7

CIB F&bm-management Controller Resume Examples & Samples

  • Responsible for the accuracy and integrity of month end and quarter end Financial and Management reporting
  • Understanding of the drivers of the CIB Mgt balance sheet and P&L, monitoring the balances and investigating any unusual variances
  • Review and sign off on P&L trade out of CIB Mgt P&L across all LEs at month end
  • Forecast financials on a monthly basis which includes balance sheet, RWA, revenues and expenses. Support and provide input on semi-annual and annual planning exercises
  • Expense analysis: understand direct and indirect expenses and set up allocation rules to recover these expenses from other LOBs
  • Support the businesses included in CIB Mgt and work with senior Business Partners (Legal, Tax, Diversity, Treasury, Corporate Events, OTS, Real Estate & others)
  • Prepare monthly financial analysis reports including analysis and commentary of month on month variances
  • Reconciliation of overall FDW revenues back to the ledgers for each LE. (LOB by LE)
  • Monthly and quarterly regulatory and specialized financial reporting
  • Work with FC where ledger bookings are required. Ensure FC has adequate information to perform GLRS of accounts they own
  • Regular liaison and meetings with CIBMgt teams in Delaware, APAC and LATAM
  • Maintenance of financial hierarchies & reference data for CIBMgt
  • Liaison with all EMEA LEC teams to understand balances posted to CIB Mgt cost centres
  • Identify and implement improvements to the processes; strengthen and improve the control framework wherever possible
  • Ad hoc requests and projects (e.g. Ledger migrations, LE liquidations)
  • Qualified or part qualified accountant with at least 2 years work experience, preferably with a background in the CIB and MIS
  • Positive, pro-active, can-do attitude and strong control mind-set
  • Able to work independently when necessary
  • Excellent written and oral communication and presentation skills
  • Strong knowledge of JPMorgan systems (SAP general ledger, Paragon, FDW, DRR, SDM, SapCo)
  • Good MS Office skills – especially MS Excel and PowerPoint
8

Derivatives Margin Management Controller Resume Examples & Samples

  • To follow all internal BNYM procedures at all times
  • To advise management on a timely basis of any issues in maintaining such procedures
  • To suggest improvements whenever applicable