Commercial & Investment Banking - Financial Controller - Associate

Description

Join the Financial Controller team! As a Financial Controller in the Commercial & Investment Banking team, you will help ensure the accuracy, integrity, and timeliness of the Firm’s books and records. You will own key monthly close and financial control activities, with a strong focus on general ledger (GL) reconciliations, balance sheet substantiation, inter-entity governance, and the design and execution of infrastructure and financial reporting controls. You’ll partner closely with stakeholders across Finance, Operations, Technology, and the business to understand end-to-end processes, identify control gaps, and drive sustainable improvements.

Job responsibilities

• Support a specific line of business within the Commercial & Investment Bank: Lending, Banking, Payments, or Securities Services.
• Maintain the integrity and accuracy of the line of business income statement and balance sheet across monthly, quarterly, and year-end close cycles.
• Own and execute reconciliations, including investigation and resolution of breaks, root-cause analysis, and issue remediation.
• Lead balance sheet substantiation activities, ensuring completeness, quality of supporting documentation, and adherence to General Ledger Attestation (GLA) governance standards.
• Develop a strong understanding of the end-to-end booking model, including product configurations, reference data, and upstream/downstream interfaces, to apply accounting policy and strengthen the control framework.
• Communicate with stakeholder teams to plan and deliver a timely close, including clear dependency management, escalation, and communication of key risks/issues.
• Manage intercompany activity, including intercompany eliminations and inter-entity breaks, partnering with relevant teams to resolve discrepancies and strengthen governance.
• Proactively identify and drive process, data, and infrastructure enhancements to simplify workflows, reduce operational risk, and improve control effectiveness.
• Contribute to ongoing efforts to enhance the financial reporting control environment, including standardization, automation, and measurable reduction of manual touchpoints.

Required qualifications, skills, and capabilities

• Bachelor’s degree required (Accounting, Finance, Economics, or related field).
• Minimum 3+ years of relevant experience in financial control, accounting, reporting, or close functions.
• Demonstrated general ledger accounting experience, including reconciliations and close ownership.
• Experience supporting financial reporting and month-end close, ideally in a complex, regulated environment.
• Working understanding of financial products and the related operational processes that generate accounting entries.
• Strong stakeholder management skills; comfortable partnering with business managers, operations, technology, and risk teams.
• Ability to understand business drivers and requirements and influence partners to deliver practical solutions.
• Strong analytical capability: able to quickly learn complex processing and GL system flows, including dependencies across systems and data flows.
• Strong organization, problem-solving, and communication skills (written and verbal), with the ability to document issues clearly and drive decisions.
• Advanced proficiency with spreadsheets and desktop tools; comfortable working with large datasets and investigating variances.
• Proven ability to multi-task in a fast-paced environment, critically challenge processes, and identify control risks.