Product Controller, Associate Resume Samples

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VL
V Langosh
Vince
Langosh
86236 Stanley Turnpike
Philadelphia
PA
86236 Stanley Turnpike
Philadelphia
PA
Experience Experience
01/2015 – present
Detroit, MI
CIB F&BM Securities Prime Brokerage & Financing Product Controller Associate
CIB F&BM Securities Prime Brokerage & Financing Product Controller Associate
01/2015 – present
Detroit, MI
CIB F&BM Securities Prime Brokerage & Financing Product Controller Associate
01/2015 – present
  • Driving discussions with the Business on P&L performance, balance sheet movements and Treasury charges
  • Drive process and system improvements through leading and participating in various Product Control initiatives
  • Participate in various forums (PC team meetings, FO weekly revenue review, MO adjustments review)
  • Supporting the month end financial close
  • Building and maintaining relationships with the wider Global Product Control team and with other teams within Finance including legal entity controllers, regulatory controllers, internal and external auditors
  • Daily substantiation and reconciliation of Financing P&L on a T+1 basis for sign off by the Front Office, responding to P&L related queries from the Front Office
  • Review current processes, identify control weaknesses and deliver solutions to enhance the current control environment and increase the effectiveness of the processes performed
08/2011 – 08/2014
Houston, TX
CIB F&BM Credit Costs Product Controller Associate
CIB F&BM Credit Costs Product Controller Associate
08/2011 – 08/2014
Houston, TX
CIB F&BM Credit Costs Product Controller Associate
08/2011 – 08/2014
  • Partner with Credit Risk Management and in particular with Special Credits Group (SCG) to evaluate the credit risk for CIB’s retained loan & lending related commitment portfolio
  • Produce the CIB Credit Costs package, which is used by the Credit Costs Committee (comprised of Senior Management from Risk & Finance) to evaluate CIB’s retained credit risk
  • Work with Accounting Policy and Wholesale Credit Analytics and Solutions to improve the architecture, framework and policies for loan loss allowance reserves
  • Responsible for the analytics and general ledger bookings of Allowance of Credit Losses. Prepare monthly ledger entries and coordinate ledger bookings with Financial Controllers & CIB Product Controllers
  • Review external disclosures for credit related metrics and provide input into the Investor Relations earnings preparation material
  • Actively participate in the TCP re-engineering agenda, which includes implementing technology solutions to automate processes and reporting
  • Assist in the firm’s stress testing platform and regulatory agenda
04/2005 – 02/2011
New York, NY
Product Controller, Associate
Product Controller, Associate
04/2005 – 02/2011
New York, NY
Product Controller, Associate
04/2005 – 02/2011
  • Operational Risk focuses on the development of risk assessment frameworks that identify, measure, monitor and manage operational risk exposures
  • Market Risk Management and Analysis measures, analyses and controls the market risk of the firm globally
  • To interact effectively and pro-actively with traders and their management
  • Developing an in depth knowledge of products and market awareness
  • The Tax teams work in offices around the world to ensure that the Firm complies with the tax laws of the countries in which we do business
  • Credit Risk Management & Advisory is responsible for protecting the firm's capital against counterparty default
  • Intelligently reviewing trading activity to help assess the valuation of the portfolio and to highlight anything unusual or material to management
Education Education
Bachelor’s Degree
Quinnipiac University
Bachelor’s Degree
Skills Skills
  • Have a qualification as a Chartered Accountant, or other relevant professional financial qualification (e.g CFA). We will also consider part-qualified candidates currently on other bank ACA/or similar programmes
  • That you are highly motivated, with commercial focus and strong analytical and communication skills
  • You enjoy being challenged, are team orientated and have good attention to detail
  • You should have integrity, professional scepticism, a strong work ethic and a desire for excellence
  • You have good interpersonal skills as complement to technical aptitude
  • A desire to learn and interest in financial markets and products
  • A track record of improving processes and adding value to clients/stakeholders
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1

Cib-f&bm Global Emerging Markets Product Controller Associate Istanbul Resume Examples & Samples

  • Reporting and substantiation of daily P&L, including Estimate to Actual variance analysis
  • Reporting and substantiation of daily risk
  • Financial Commentary for trading results, linking trading revenues to desk strategies and changes in market conditions
  • General ledger reconciliation and substantiation process
  • Interact with Front Office and Operations colleagues along with business partners in Finance, Market Risk, Technology and Audit to meet strategic goals, improve efficiencies and to improve the P&L processes along with the overall control environment
  • Provide active input in identifying possible solutions as well as ensuring end-to-end implementation of the agreed plan
  • Provide inputs and actively participate in new products/systems implementation in the bank
  • University degree education in finance, accounting, or economics
  • Relevant product control experience with Turkish or International Investment Bank
  • Sound knowledge of accounting and reporting according to IFRS or US GAAP
  • Excellent PC skills - Advanced Microsoft Excel, is a must
  • Sound understanding of financial products and their valuation methods
  • Product control experience and knowledge of accounting processes/systems
  • Assertive, results-oriented
  • Excellent communication skills (verbal and writing) - both Tukish and English
  • Proactive, able to respond to changing demands in a dynamic environment
  • Able to work in team environment and develop solid working relationships
2

Cib-f&bm Credit Hybrids Product Controller Associate Resume Examples & Samples

  • Product controllers are responsible for the accuracy and integrity of LOB books and records. This responsibility encompasses
  • Preparation of Commentary for trading results, linking trading revenues to desk strategies and changes in market conditions
  • Project Management for new business initiatives and strategic upgrades
  • Direct work on new regulatory and capital processes for the Credit Hybrids such as Leverage Ratio and CRM
  • Strong interpersonal/communication skills
  • Professional attitude, team player with an approachable manner
  • Attention to detail and ability to work effectively to tight deadlines
3

CIB & F&BM Funds Services Product Controller Associate Resume Examples & Samples

  • Understanding the make up of the Fund Services balance sheet and P&L from a ledger perspective including key variances, associated drivers and implications
  • Review financial statements for the reporting month/quarter in the ledger and management reporting system
  • Liaise with the business managers to provide reporting required by the product on a timely basis
  • Provide reporting on product, to senior management on a monthly basis
  • Perform other adhoc tasks and investigation
  • Undergraduate accounting degree
  • Accounting / financial experience
  • Proven skills in identifying and solutioning control issues that may impact financial results
  • Strong interpersonal, communication and relationship-building skills
  • Ability to deal with multiple tasks and requests in a fast moving environment coupled with proven ability to prioritise and meet key deliverables
  • Excellent communication skills including the ability to present complex and sensitive matters
  • Advanced Excel skills (formulas, pivots ,etc)
  • Previous financial industry experience an advantage
4

Cib-f&bm-rates Product Controller Associate Resume Examples & Samples

  • Strong numerate background - ideally a numerate degree
  • Banking experience, preferably in the product control role
  • Good financial product knowledge, preferably fixed income products
  • Ability to work effectively & meet challenging deadlines and be able to work under pressure
  • Analytical and quantitative aptitude. Ability to identify and solve problem
  • Team player with ability in managing daily processes and interacting with the business
  • Strong technical skills (Advanced Excel, Access an advantage)
  • Control focused
5

Cib-f&bm Prime Brokerage & Financing Product Controller Associate Resume Examples & Samples

  • Successful candidate will be an associate Product Controller within the synthetics controller team and will be covering the following functions
  • Performing next day P&L reconciliation and substantiation for the business, identifying and resolving issues resulting in breaks between the estimate and the actuals reported in Front Office P&L systems
  • Supporting the month end financial close
  • Production of daily front office risk packs highlighting movements and exposures
  • Regulatory and External reporting for product specific disclosures. Ensuring correct accounting policy treatment is adhered to / adopted
  • Product Control experience essential with awareness of daily P&L reporting processes
  • Derivative experience preferred with basic knowledge of risk factors (“Greeks”)
  • Excellent team player able to work with team members across the globe and front office
  • Very strong analytical skills and attention to detail
6

CIB & F&BM Credit Hybrids Product Controller Associate Resume Examples & Samples

  • Trader P&L/Risk reporting and control
  • Daily revenue reporting of estimate and actual P&L
  • Month-end close process, working in partnership with Financial Control, VCG and Legal Entity Controllers
  • Ensuring correct risk sensitivity is sent to VaR and resulting back testing results
  • Establish a thorough understanding of the technology platform & associated feeds/downstream systems
  • Direct work on new regulatory and capital processes for the Credit Hybrids such as Leverage Ratio and CRM Surcharge
  • Good Excel knowledge
  • Bachelors degree or equivalent in a related subject
7

CIB & F&BM GEM Product Controller Associate Resume Examples & Samples

  • Production of daily P&L and Risk. Substantiation through comparison to trader predicts, current risk and market moves. Obtaining trader sign off
  • Strong interpersonal skills as the role requires frequent interaction with Front Office and other groups
  • The ability to meet deadlines and work under pressure commensurate with the trading environment
  • Professional attitude, strong team player with a personable / approachable manner
  • Good technology skills - including MS Office (Excel Advanced, Access an advantage)
  • Understanding of derivatives, fixed income securities and general market awareness
8

CIB & F&BM Currencies & Emerging Markets Product Controller Associate Resume Examples & Samples

  • Understand and review the balance sheet and comment on key drivers, comparatives and significant trends
  • Meet corporate regulatory reporting requirements for the business
  • Meet regulatory risk reporting requirements for the business
  • Implement new accounting policies; provide guidance on accounting for products, liaising with Accounting Policy group where appropriate and ensuring compliance with Corporate Regulatory requirements
  • Strong knowledge of vanilla trading products and risks, expertise in interest rate and FX derivatives preferred
  • Highly motivated individual
9

CIB & F&BM Equities Exotics Product Controller Associate Resume Examples & Samples

  • Greek exposure reporting and P&L recs
  • Month end FX trade in/out management
  • Involvement in projects and process improvements specifically around P&L and risk reporting, product development and pricing
  • Generate risk reports and investigate risk reporting related queries
10

CIB & F&BM Rates Options Product Controller Associate Resume Examples & Samples

  • Production and consolidation of daily profit & loss (P&L) reports
  • Validating daily explains and understanding the model parameter remarks
  • Provide commentary and explains to senior finance management on significant P&L drivers
  • Partner with the financial control team to ensure the general ledger ties to front end P&L
  • P&L reporting experience with product knowledge in Rates products, including interest in pricing models
  • Thorough understanding of transaction cycle and experience of risk management systems
  • Ability to multi-task and deliver quality work under pressure
11

Corp-argentina & Chile Banking Product Controller Associate Resume Examples & Samples

  • Professional Accounting Qualification (CPA)
  • 5+ years of accounting / financial experience
  • Ability to deal with multiple tasks and requests in a fast moving environment coupled with proven ability to prioritize and meet key deliverables Ability to deal with multiple tasks and requests in a fast moving
  • Excellent communication and English skills
  • Previous experience in financial banking is desirable. (with TS and GIB products as plus)
12

Cib F&bm Currencies & Emerging Markets Product Controller Associate Resume Examples & Samples

  • Monitoring potential risks across the whole trade cycle, e.g. breaks between the risk management system and the ledger, nostros, and trade booking errors. Continuous improvement of the control environment
  • Good inter-personal and communication skills
  • Good time management skill, ability to work under pressure
  • Demonstrable self-motivation and initiation
  • Fluent written and oral communication skills in English
  • Minimum Basic MS Excel skills required
13

Cib F&bm Fx Product Controller Associate Resume Examples & Samples

  • Ownership and reporting of daily T+1 P&L to Front Office and Management
  • Providing Risk basked P&L explain commentary to Management and Regulators
  • Drive selected projects on behalf of the team. Projects are regulatory changes or system upgrades
  • Providing review, analysis and input to Regulatory submissions as required by the Business
  • Ownership of Legal Entity Tax Attribution reports for the businesses
  • Oversight of controls and adhering to the Product Control minimum standards
  • Significant and complex deal reporting, off-market reporting
  • Good work ethics and the ability to challenge Front Office when necessary
  • A Motivated Individual who is has the desire to succeed
  • Ability to work across teams e.g. Middle Office, VCG, Financial Control, etc
  • Analytical and quantitative aptitude. An out of the box thinker
  • Experience in Product Control / Financial Control desirable but not necessary
  • Fair understanding of derivatives and fixed income products
  • Strong ability in Excel
14

CIB F&BM Rates Product Controller Associate Resume Examples & Samples

  • Validating daily explains and working with technology to improve the quality of the system generated explains
  • Daily interaction with the front office to resolve P&L estimate to actual differences and ensure 100% P&L and Risk position sign-off
  • Risk or Product Control experience is a pre-requisite and ideally with exposure to Rates products
  • Positive can-do attitude and strong control mindset
  • Track record of delivering tangible improvements to production processes
  • Strong analytical and problem-solving skills with good attention to detail
15

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

  • Daily substantiation and reconciliation of P&L movements on a T+1 basis for sign off by the Inventory Management Group (IMG) Front Office as well as responding to P&L related queries
  • Daily attributed (Greeks) P&L to explain daily P&L
  • Understanding and monitoring of the balance sheet, recognising how the products are represented and be able to investigate and provide commentary on material movements
  • Analysis and commentary of P&L vs. comparative periods and vs. plan
  • Building and maintaining relationships with the wider Global Product Control team and with other teams within Finance including legal entity controllers, regulatory controllers, internal and external auditors
  • Regular interaction with the Front Office and the various Operations and Technology groups that support the business
  • Review current processes, identify control weaknesses and deliver solutions to enhance the current control environment and increase the effectiveness of the processes performed
  • Participate in various forums (PC team meetings, FO weekly revenue review, MO adjustments review)
  • Strong communicator to escalate, discuss and solve issues
  • Strong analytical skills and high attention to detail
16

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

  • 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 and other ad hoc finance groups
  • Driving discussions with the Business on P&L performance, balance sheet movements and Treasury charges
  • Drive process and system improvements through leading and participating in various Product Control initiatives
  • Work with other regional controllers to enhance current processes and controls by implementing best practice in line with the Corporate and Investment Bank’s Product Control minimum standards for P&L and Risk reporting
  • Working as a Finance contact on business initiatives including working on the requirements, testing and implementation
  • Product Control / Financial Control experience is preferred
  • Derivative experience preferred with knowledge of risk factors (“Greeks”)
  • Awareness of P&L reporting and general ledger reporting processes are essential
  • A self starter driving initiatives to improve controls, P&L transparency and process efficiencies
17

CIB F&BM Depositary Receipts Product Controller Associate Resume Examples & Samples

  • 3-5 years accounting/finance experience
  • Familiarity with securities market products and depositary receipts accounting and operations a plus
  • Experience reviewing/creating complex operational and general ledger process flows
  • Team player, able to work well with teams and across a wide variety of functions
  • Ability to deal with multiple tasks and requests in a fast moving environment coupled with proven ability to prioritize and meet key deliverables
18

CIB F&BM TS Product Controller Associate NY Resume Examples & Samples

  • Ensuring a sound control environment
  • Understanding accounting treatment of the Liquidity portfolio and ensuring compliance with appropriate corporate and regulatory requirements
  • Preparation of quarterly regulatory reporting requirements
  • Analyzing Liquidity Reports/Models, Interest Income Rate-Volume, and Key-Driver schedules in support of Business Managers, Product, CIB Treasury, Corporate Treasury and P&A submissions
  • Assist in the month-end close to ensure accuracy of the Financials, Management Reporting, & Client Profitability
  • Ad-hoc business and financial analysis
  • Assisting in development of new internal control frameworks; Control self assessment (CSA), SOX, New Business Initiative Approvals, among other items
  • Participating in round table review forums for specific products/processes, carefully opining on both qualitative and quantitative factors and risks
  • Transaction Services Balance Sheet reporting; understand global flows and timing thereof to ensure accuracy & consistency of forecast submissions, walk-forwards, and any other Central Requests throughout the month
  • Excellent technical skills in Microsoft Office Suite, including extensive experience of financial presentation
  • 3-5 years of experience in a Controller function, preferably in a Balance Sheet & Interest Income capacity
  • Proven track record of strong performance
  • Clear, concise oral & written communication skills
19

CIB & F&BM Currencies & Emerging Markets Product Controller Associate Resume Examples & Samples

  • Meet corporate regulatory reporting requirements for the business (such as FVO& FVM reporting)
  • Strong knowledge of risks, expertise in FX Options preferred
  • Work experience in Product Control or Financial Control preferred
20

CIB F&bm-trade Product Controller Associate Resume Examples & Samples

  • Validate balance sheet items for appropriate classification for regulatory, corporate and legal entity reporting
  • Monthly PnL and Balance Sheet variance analysis to interpret business drivers
  • Support the month-end close to ensure accuracy of financials, management reporting, and client profitability
  • Prepare monthly reports used to support key functions in Finance and Business Management
  • Prepare reporting and analyze monthly RWA for Global Trade
  • Validate existing and develop (as needed) new performance analytics and reporting to increase transparency around the financials
  • Understand and contribute to control framework including control self-assessment (CSA), SOX, New Business Initiative Approvals, as well as support internal and external audits
  • Ad hoc business and financial analysis, including, but not limited to: Issue Investigation and Requests from Business Managers and Product
  • Bachelors Degree in Finance/Accounting; C.P.A. a plus
  • Strong organizational and time management skills: able to work on multiple projects with competing deadlines
21

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

  • Partner with Credit Risk Management and in particular with Special Credits Group (SCG) to evaluate the credit risk for CIB’s retained loan & lending related commitment portfolio
  • Produce the CIB Credit Costs package, which is used by the Credit Costs Committee (comprised of Senior Management from Risk & Finance) to evaluate CIB’s retained credit risk
  • Work with Accounting Policy and Wholesale Credit Analytics and Solutions to improve the architecture, framework and policies for loan loss allowance reserves
  • Responsible for the analytics and general ledger bookings of Allowance of Credit Losses. Prepare monthly ledger entries and coordinate ledger bookings with Financial Controllers & CIB Product Controllers
  • Review external disclosures for credit related metrics and provide input into the Investor Relations earnings preparation material
  • Actively participate in the TCP re-engineering agenda, which includes implementing technology solutions to automate processes and reporting
  • Assist in the firm’s stress testing platform and regulatory agenda
  • Support ad hoc requests and analysis from various stakeholders including Portfolio Managers, Credit Executives, F&BM, Wholesale Credit Analytics & Solutions, Investor Relations and External Reporting
  • 3-5 years of experience in Finance - knowledge of banking-book products, loan accounting and allowance for credit losses is helpful but not mandatory
  • Energetic team player with the ability to build strong working relationships within the team and can partner with multiple stakeholders effectively
  • Strong Accounting background and Controller mindset
  • A self-starter who is organized and consistently meets deliverables with tight deadlines
22

Product Controller, Associate Resume Examples & Samples

  • P&L reconciliation [liaising with Operations, Technology and Strats]
  • Capital requirements for new trades and ongoing business [Regulatory Capital controllers, Market Risk Controllers, Credit Risk Controllers]
  • Price verification [Traders and Controllers PV group]
  • Financial Reporting disclosures [Accounting Policy, Legal Entity Controllers]
  • Developing an in depth knowledge of products and market awareness
  • Understanding of the impact of Regulatory Capital rules on a trading desk’s ongoing and new business
  • Liaising with other Federation departments in a collaborative and problem-solving capacity
  • To be fully informed of all department developments and issues in their trading areas
  • Have a qualification as a Chartered Accountant, or other relevant professional financial qualification (e.g CFA). We will also consider part-qualified candidates currently on other bank ACA/or similar programmes
23

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

  • Partner with Wholesale Credit Analytics & Solutions to support IFRS 9 implementation and evaluate the credit risk for CIB’s retained loan & lending related commitment portfolio under this methodology
  • Develop CIB Credit Costs package for IFRS 9, which is used by the Credit Costs Committee (comprised of Senior Management from Risk & Finance) to evaluate CIB’s retained credit risk
  • Explain impairment results clearly and concisely to the Credit Costs Committee in Quarterly Meeting
  • Develop framework for analysis, understand model inputs, and provide stakeholders with main drivers behind the movement of impairment numbers under IFRS 9
  • Define reporting requirements for implementation of IFRS 9
  • Develop control document outlining all deliverables and dependencies
  • Continually work with Accounting Policy and Wholesale Credit Analytics and Solutions to improve the architecture, framework and policies for loan loss allowance reserves under IFRS 9
  • Responsible for the analytics and general ledger bookings of Allowance of Credit Losses under IFRS 9. Coordinate ledger bookings with Financial, Product & Legal Entity Controllers
  • Understand the firm’s stress testing platform and regulatory agenda to form strong foundation of credit costs under IFRS 9
  • Knowledge of Microsoft products - Word, Excel, Power point, Outlook
  • Knowledge of Advanced excel, macros will be an added advantage
24

CIB F&BM Investor Services Liquidity Product Controller Associate Resume Examples & Samples

  • Participate in monthly close activities including but not limited to review of financial data, investigating significant variances and transactions, fluctuation analysis, preparation of financial reporting deliverables, etc
  • Manage Daily Revenue Reporting internal compliance team; provide threshold breaks commentaries and monthly certifications
  • Advanced communications and presentation skills
  • Excellent time management skills, being flexible to handle multiple tasks at the same time and prioritize the tasks in the order of importance
  • Knowledge of liability balances, net interest income, funds transfer pricing and liquidity premium preferred but not require