Job Description
Step into a pivotal role with the Commercial and Investment Banking (CIB) Lending Product Controllers team where your expertise will drive financial excellence and strategic innovation. The team is looking for a candidate that can leverage technology and AI adoption to help the Controller organization transform into a world where we must do things quicker, better, and faster, all while maintaining a focus on controls. This role is a perfect fit for someone with an accounting degree that thinks beyond debits and credits and seeks to understand how their role fits into the bigger picture. ** **
You will learn about the Lending business, which is part of the Global Banking and Payments business within the Commercial and Investment Bank. The Lending businesses offers a variety of financing alternatives to larger corporations, financial institutions, start-ups, small and mi-sized companies, local governments, municipalities, and nonprofits, as well as commercial real estate clients. Products include, but are not limited to, term loans, revolving lines of credit, asset-based structures, leases, and standby letters of credit. This role will give you the chance to interact with a variety of stakeholders across the Lending business and the broader Finance and Business Management organization.
Job Responsibilities
- Ensure integrity of the balance sheet and income statement for the business
- Provide insightful analysis and commentary on the financials to the Global Banking Finance and Business Management organization as well as senior management
- Partner with the Lending business to provide business advisory and accounting support
- Continuously drive improvement and efficiencies in what we do leveraging automation and data analysis tools such as Alteryx, large language models (LLM), and Tableau
- Produce ad hoc reporting and recurring deliverables to meet team and stakeholder needs
- Ensuring compliance with accounting standards, corporate policies, legal entity controls, and regulatory requirements
- Bachelor’s degree in Accounting
- CPA or equivalent professional credential; or working towards
- Demonstrated experience in leveraging automation and data analysis tools improve processes, reporting, and controls
- Experience working with large data sets
- At least 2 years of previous experience as a Controller or auditor at a large public accounting firm
- Strong analytical skills and attention to detail, including a strong control focus
- Excellent communication skills and ability to develop strong working relationships
- Schedule flexibility to meet deadlines and work flexible hours as required, including working certain weekends during quarter-end close
- Proficiency in Microsoft Office Suite, with advanced Excel and PowerPoint capabilities
- Previous banking or other financial services industry experience
- Knowledge of lending products
Required qualifications, capabilities, and skills
- Bachelor’s degree in Accounting
- CPA or equivalent professional credential; or working towards
- Demonstrated experience in leveraging automation and data analysis tools improve processes, reporting, and controls
- Experience working with large data sets
- At least 2 years of previous experience as a Controller or auditor at a large public accounting firm
- Strong analytical skills and attention to detail, including a strong control focus
- Excellent communication skills and ability to develop strong working relationships
- Schedule flexibility to meet deadlines and work flexible hours as required, including working certain weekends during quarter-end close
- Proficiency in Microsoft Office Suite, with advanced Excel and PowerPoint capabilities
Preferred qualifications, capabilities, and skills
- Previous banking or other financial services industry experience
- Knowledge of lending products