Associate Controller Job Description
Associate controller
provides technical guidance on investment related GAAP, Statutory and IFRS accounting and reporting issues and monitor, evaluate and implement new investment related accounting pronouncements.
Associate Controller Duties & Responsibilities
To write an effective associate controller job description, begin by listing detailed duties, responsibilities and expectations. We have included associate controller job description templates that you can modify and use.
Sample responsibilities for this position include:
Support the preparation of management reports and regional/US head office reporting
Reporting of daily P&L, including preparation of actual vs
Provide LEC support to bank-wide projects and initiatives in China
Be accountable for the timely and accurate calculation, verification, reporting of daily P&L
Communication with Trading, MO, Treasury and other functions to resolve booking, valuation, and financial resource query
Provide daily/ weekly/ monthly/ quarterly P&L commentaries
Take on essential reviews of trading activity with the objective of highlighting important items to senior management
Undertake various month end procedure, inclusive of Balance Sheet substantiation
Work on new projects and intiatives
Design & adherence to stringent controls across all the processes
Associate Controller Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Associate Controller
List any licenses or certifications required by the position: CPA, IAT, CIA, CMA, CFA, CIMA, ACCA, ACA, CSA, SCYBER
Education for Associate Controller
Typically a job would require a certain level of education.
Employers hiring for the associate controller job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Accounting, Finance, Business, Associates, Education, Management, Business/Administration, MBA, Communication, Computer
Skills for Associate Controller
Desired skills for associate controller include:
Accounting & financial reporting
BI tools like BW/BO
Fund accounting
Accounting systems
Access
GAAP and new accounting principles/pronouncements
IFRS and exposure to technical research
IRS forms 990 & 990-T preparation
Microsoft Office products
Particularly as it relates to research and grants
Desired experience for associate controller includes:
Bilingualism, French (555) fluent in the language with no significant limitation
General knowledge of US GAAP / IFRS accounting for financial products and relevant accounting standards FAS133, FIN41 etc
Ability to present complicated financial issues to non-financial people in writing verbally
Strong controls mindset ideally gained within Audit
Highly committed and self-motivated with strong attention to detail and accuracy
Strong communication skills essential due to variable nature of interactions – must be able to articulate issues clearly and comprehensively and be able to deal with people at all levels
Associate Controller Examples
1
Associate Controller Job Description
Job Description Example
Our innovative and growing company is hiring for an associate controller. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate controller
- Vendor management with independent audit agency for ongoing AUP
- Support daily funding activities with qualified intermediary for the Like Kind Exchange Program
- Daily/Monthly partnering with existing staff supporting DVP, Florida Doc Stamps and Sales Tax inquiries as needed
- Preparation, analysis, review and presentation of monthly, quarterly and annual financial reporting to senior management, directors, and other key stakeholders under US GAAP
- Take full ownership and become the subject matter expert for entire legal entities
- Understanding the business and strategy of your entities, keeping up-to-date with business and market developments and communicating this effectively to key stakeholders
- Proactively seeking opportunities to improve our workflows, technology, and integrity of reporting information
- Involvement in a broad range of cross-divisional projects and initiatives
- Educate the organization regularly on Master data topics via trainings and e-learnings
- Support month end closing and quarter end closing activities by reconciliation of FI/CO
Qualifications for associate controller
- Experience of using databases like Bloomberg, Thomson One Banker
- Degree holder preferably in Finance/ Economics or Accounting, with CVA/ FVA/ DVA experience
- 3+ years of experience in product control/financial control within investment banking or a large financial services company
- Self starter with strong initiative, ability to take ownership and work independently contribute to the broader team
- Experience with nonprofit accounting software, preferably Great Plains, proficiency in Microsoft Excel and Word is essential
- Associate with about 2 to 5 years of relevant experience
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Associate Controller Job Description
Job Description Example
Our growing company is looking for an associate controller. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for associate controller
- Escalation of issues and incidents to SMF and Head of Client Assets
- Assist with co-ordination of CASS internal and external audits
- Monitoring and closure of CASS related FCA, external and external audit points
- Liaison and interaction with Compliance in relation to CASS monitoring reviews
- Completion of annual CASS RCSA with risk team
- Manage sales contract and order processing for own accounts in coordination with Revenue Controller & Client Service
- Perform daily/weekly/monthly/adhoc analysis & financial reporting activities as well
- Take complete ownership of process/task/activities aligned to drive business oriented results
- Acts proactively, has right level of focus on controls and possesses a flair for the financial numbers
- Participate in various financial analyses, such as reconciliations and variance analysis
Qualifications for associate controller
- Significant project coordination experience-2 years min
- Experience in external reporting for a major financial institution
- Ability to present complex business models and analysis to senior management, prepare these presentations for top management meetings
- Proven track record of improving processes
- Auto Loan Securitization knowledge is a plus
- Associates Degree, Certification in Process Control, or 3 years equivalent work experience
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Associate Controller Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of associate controller. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for associate controller
- Act as a liaison with Corporate to assist in all aspects of financial reporting including sales reporting, financial review, processes assistance
- Coordinate and supports the Company's strategic and operational planning
- Summarize findings on the monthly, quarterly and annual reports to senior management, auditors and regulators
- Assist with budget preparations and monthly budget / actual reporting analyses
- Ownership of the internal control environment including annual SOX testing plans
- Support various Corporate and UHCG special projects as required
- Establish and drive department goals including cross department transactions, training, process efficiencies
- Manage local controllership function and provide financial oversight on the local business
- Provide support to the organisation in areas such as
- Run Risk and P&L explain for the trading desk, with an emphasis on understanding the story behind the numbers from a commercial and trading standpoint
Qualifications for associate controller
- Accounting or Financial degree
- Knowledge in banking and investment products
- Good knowledge of regulatory environment
- Strong team-player, able to manage competing demands and meet tight deadlines
- Local or international Accounting qualification (CA,ACCA,ACMA,orother) preferred
- Fluency in English and local language mandatory; third regional language preferred
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Associate Controller Job Description
Job Description Example
Our growing company is looking to fill the role of associate controller. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for associate controller
- Maintain robust controls and provide oversight in the day-to-day (BAU)
- North America Investment Banking Billing Controller, responsible for timely execution of invoicing for business related fees and expenses
- Communicate with senior bankers/managers on a daily basis
- Perform monthly business reviews to determine appropriate course of action
- Focus on billing strategy ensuring continuous improvement of processes and technology solutions
- Understand the contract document(s).Identify and confirm requirements with the Contracts Administrator and the Program/Project Manager(s) to include reporting and invoicing obligations and other items that may affect the project’s set up in Costpoint
- Set up and maintain subcontractor funding/reporting to ensure expenditures within available funds
- Ensure compliance with the Company& work-at-risk and revenue-at-risk policies
- Consolidation of daily/weekly/monthly reports which include Profit & Loss analysis, trade vs
- Provide appropriate documentation of system events proper notification of such events
Qualifications for associate controller
- Strong knowledge of Equites & derivatives Financial Products (Swaps, Futures, option, Stock loan etc)
- Knowledge of valuation of Financial products (Equites / Fixed Income )
- Proven ability to interface with various partners and customers Strong interpersonal and presentation skills
- Fully qualified professional
- Knowledge of Hyperion Finance Management (HFM)
- Experience with Shared Service Centres
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Associate Controller Job Description
Job Description Example
Our growing company is hiring for an associate controller. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for associate controller
- Analyze business lines by accounts, segments, perform trend analysis, identify and correct mapping errors and address root cause issues
- Deliver the financial results, analysis and commentary to the US Energy management team in support of operating cadence (weekly, monthly, quarterly as required)
- Coordinate with Global Supply Chain to understand profitability levers related to productivity, inflation and mix
- Work with finance peers in a strong team atmosphere, collaborating, influencing and improving items outside of hierarchical ownership
- Lead and develop the finance team of four
- Direct the monthly closing and variance analysis of the monthly financial results
- Provide monthly summary of results to the local operations team and to the Aftermarket Operations FP&A team
- Coordinate the monthly forecasting and annual OMM processes for the income statement, balance sheet, shop cost per hour, shop workload, and manpower planning
- Proactively develop risks and opportunities with the site’s operations leadership, and ensure timely communication to the Aftermarket Operations finance team
- Lead all Sarbanes-Oxley and internal control activities
Qualifications for associate controller
- Ability to interpret and integrate complex financial data to formulate appropriate controls and courses of action
- Strong academic record with Master’s degree or equivalent in Accounting, Finance, Economics or a related discipline required
- Must have a qualification as a Chartered Accountant or other relevant professional financial qualification
- Knowledge of UK GAAP and IFRS required
- Must have had full life cycle project management experience with a special focus on Controls implementation assignments
- Commercial focus and a desire to learn more about Finance/Financial products required