Corporate Controllers Resume Samples
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Corporate Controllers Resume Samples
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AR
A Rau
Alexandro
Rau
692 Watsica Lakes
Los Angeles
CA
+1 (555) 574 7722
692 Watsica Lakes
Los Angeles
CA
Phone
p
+1 (555) 574 7722
Experience
Experience
Dallas, TX
Corporate Controllers
Dallas, TX
Funk-Schuppe
Dallas, TX
Corporate Controllers
- Building/automating a price verification/benchmarking process including the calculation of fair value adjustments, price testing and reporting
- Building new / improving existing excel-based tools; working with Tech on developing automated solutions
- Building/automating a price verification/benchmarking process including the calculation of fair value adjustments
- Developing and monitoring market relevant indicators to assist in calibrating pricing parameters
- Building/automating price verification/benchmarking process including the calculation of fair value adjustments
- Provide advice on valuation issues related to large concentrations, revenue on new deals/complex transactions
- Supporting VCG model governance framework, including building monthly review deck, investigating model issues
Dallas, TX
Analyst, Controller Corporate Controllers
Dallas, TX
Schumm Group
Dallas, TX
Analyst, Controller Corporate Controllers
- Provides financial information to management
- Assist in preparation and improvement of monthly accounting package
- May manage a segment of the accounting area
- Develops policies and procedures
- Develop and document processes
- Investigate variances in account balances and provide explanations
- Prepare accurate financial statements and reports for management on a timely basis
present
Los Angeles, CA
Corporate Controllers VCG Equity Associate
Los Angeles, CA
Hackett LLC
present
Los Angeles, CA
Corporate Controllers VCG Equity Associate
present
- Play a key role in price testing of correlation across the whole global equity business
- Price testing and adjustment calculations for the EMEA correlation and hybrids business
- Contribute to the overall Equities Valuation Process including reporting and Analysis as well as process improvement
- Develop strong relationships with key front office personnel, finance, audit and risk partners throughout the firm
- Work with colleagues to develop price-testing and reserve policies – ensure that these are well-considered and capture the economic reality of our valuation risks
- Consider the potential threats to our valuations of products within EMEA Equities business and ensure that all relevant parameters are identified and evaluated
- Enhance existing control framework including reviewing independent pricing processes, assessing potential coverage developments and implementing new tools to enhance control and efficiency
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
University of Florida
Bachelor’s Degree in Finance
Skills
Skills
- Attention to detail, strong control mindset and the ability to challenge constructively
- A self-starter with ability to independently manage work and drive multiple deliverables concurrently
- Strong knowledge of Fixed Income products, particularly derivatives
- Previous working exposure to complex/exotics derivative products (or good knowledge of) is a
- Good existing knowledge of Asia EM markets and onshore/offshore derivative products in general
- Ability to work with limited supervision and be able to reach appropriate decisions / conclusions
- Strong communications skills and be comfortable interfacing senior management
- Good existing knowledge of interest rate products / markets and derivative products in general, including derivative pricing, risk and valuation
- Strong analytical and quantitative skills with the ability to observe and interpret
- Excellent written and spoken communication skills (previous exposure to the trading floor and control groups is desirable)
7 Corporate Controllers resume templates
Read our complete resume writing guides
1
Corporate Controllers Resume Examples & Samples
- Working with Trading, Quantitative Research, Middle Office, Finance and Model Governance to continually monitor the various valuation risks of the business and implement appropriate adjustments
- 4-5 years experience with commodity products mainly NA Power & Gas and Oil, in Finance/Risk-related fields. Analytical and quantitative aptitude as well as managerial experience. Candidates with quantitative backgrounds preferred
- Knowledge of commodity products and markets, including derivative pricing, risk and valuation
- Strong verbal and written communications skills. Must have the ability to lead discussions with all levels of management, be comfortable discussing issues with Trading and Senior Management. Ability to explain complex concepts
- Propensity to handle multiple tasks simultaneously and efficiently
2
Corporate Controllers Resume Examples & Samples
- Partner and interact with global VCG team to devise consistent methodologies for reserves and price testing, and to produce monthly valuation reports
- An ability to use core business systems (eg. Kapital, Athena) to generate prices for vanilla and exotic products would be beneficial
- Commitment to getting things done to tight timeframes and detail focused
- Competency in VBA beneficial Career Development
3
Corporate Controllers Resume Examples & Samples
- Executing a price verification/benchmark process including the calculation of fair value adjustments
- Analysis of Markets, P&L, & Risk on a daily basis with understanding of the factors that drive the valuation risk
- Provide business advisory on valuation issues related to large concentrations, revenue on new deals/complex transactions
- At least 4-6 years experience in financial sector. Experience in asset-backed securities, including cash and derivative pricing, risk, and valuation a plus
- Strong verbal and written communications skills
- Ability to explain complex concepts
- Advanced Excel and Powerpoint skills. Experience with Visual Basic, automation and database skills a plus
4
Corporate Controllers Resume Examples & Samples
- Reporting, Coverage, AFR Control & investigations - Analysis and reporting of Allocated Franchise Revenue (AFR)
- Ensuring the integrity of the sales AFR numbers, liaising with relevant groups within the firm to resolve issues as they arise, and working closely with Mumbai control-aligned teams to ensure sales reports and MIS systems function correctly
- Working closely with a Mumbai reporting team to deliver scheduled and ad-hoc reports, to ensure that output is correct and business-relevant, and to develop innovative reports or analysis to help the Business and Sales Desk Heads in their decision-making process
- Working with Business Managers (Sales and Product) and other P&A colleagues for AFR or Sales-related queries
- Assisting in the annual planning process for Sales AFR information, working closely with the Sales Business Managers and assisting with the tie-back to product LOB AFR plans
- Producing Weekly Sales Performance report, EMR for APAC Sales & Marketing team
- Monthly Commentary on AFR
- Driving Sales coverage agenda for Equities and Fixed income
- Traditional Planning & Analysis
- Analysis and reporting of Allocated Franchise Revenue (AFR), headcount, expenses and product sales allocations for various reviews and management reports
- Working closely with the Business Managers for the annual planning process for Headcount and Expenses
- Developing and improving cross-product reporting, sales team reporting and productivity analysis
- Preparing Business Reviews and Ad-hoc analysis
- Projects, Continuous improvement & Ad hoc support
- Connecting with the Mumbai production Centre to drive standardization and best practices across regions
- Working on continuous improvement global & regional projects to achieve productivity and efficiency
- Participating in ad-hoc projects across Markets & Investor Services
- Control
- Working with MO / Product controller / CVC Recon team / Sales BM to define operating model / Control matrix / Policies / Procedures via AFR Governance Forum framework
- Ability to efficiently deal with and draw conclusions from large amounts of data (i.e. Strong Excel skills are required, VBA is a plus)
- Strong commitment to learn and work with the regional and global teammates
- Excellent written and spoken communication skills (previous exposure to the trading floor and control groups is a plus)
5
Corporate Controllers Resume Examples & Samples
- Minimum of 2-3 years experience in the financial sector
- Strong verbal and written communication skills. Must have the ability to lead discussions with all levels of management, be comfortable discussing issues with Trading / Senior Management. Ability to explain complex concepts
- Good Excel and Power-point skills. Experience with Visual Basic and automation. Database skills helpful
6
Corporate Controllers Resume Examples & Samples
- Driving efficient execution of key processes around Reserve Substantiation & Reporting, P&L Analysis and Independent Price Verification
- Play a central role in providing month-end prices to the Totem service on a wide range of products, with particular focus - but not limited to - Rates Exotics products (Bermudan swaptions, quanto structures, spread option trades)
- Work on projects to develop innovative risk measures and implement best practice methodology for fair valuation
- Validate and resolve Valuation issues
- Understand, challenge and quantify approximations which impacts the valuations of assets and liabilities (“approximately loaded” trades)
- Follow interest rate markets closely and ensure that reserves, P&L and market moves can be triangulated on a regular basis
- Ah hoc projects and value - added analysis
- Experience with interest rate products in Finance/Risk-related fields and experience in the financial sector
- Good existing knowledge of interest rate markets and derivative products, including derivative risk and valuation
- Ability to understand complex products and analyze transaction and process flows
- Strong written and spoken communication skills
- Ability to work with limited supervision and be able to reach appropriate decisions/conclusions
7
Corporate Controllers Resume Examples & Samples
- Analysis of Markets, P&L and Risk with understanding of factors that drive valuation and risk
- Building/automating a price verification/benchmarking process including the calculation of fair value adjustments, price testing and reporting
- Development / Re-engineering of fair value adjustments, including the review of illiquid positions, complex transactions, market events effecting valuation
- Enhance existing control framework including reviewing independent pricing processes, assessing potential coverage developments and implementing new tools to enhance control efficiency in partnership with technology
- Strong analytical and quantitative skills with the ability to observe and interpret
- Attention to detail; Keen eye for potential control deficiencies and desire/ability to rectify
- Ability to work in pressure oriented environment with tight recurring deadlines (mid month, month end, quarter end, year end, regulatory, audit)
- Ability to seek efficiencies in work leveraging VCG and firm resources and partners
- Technical Skills (Cash Flow Tools, Working with VCG Technology, Access, Excel, etc.,)
8
Corporate Controllers Resume Examples & Samples
- Partner with the business to agree on subjective marking methodologies and to set Fair Value Adjustment policy
- Partner with Market Risk Management on risk, reserving and valuation issues
- Concise reporting focusing on current issues and discussions with traders
- Self-starting individual with an interest in complex products. Candidates with quantitative backgrounds preferred. Exotics modeling a plus
- Product knowledge in the valuation of Derivatives is required. Capacity to understand complex products, and analyze transaction and process flows
- Advanced Excel skills are required. Experience with Visual Basic and Access database preferred
- Sound decision making skills will be often applied to testing and reporting activities
9
Corporate Controllers VCG Rates Associate Tokyo Resume Examples & Samples
- Play a central role in VCG coverage for Rates products (IRS, Bonds, Bond Options, Swaption, Berms)
- Review ‘approximately loaded’ trades
- Follow interest rate markets closely and ensure that reserves, P&L and market moves can be triangulated on a day-to-day basis
- Ad hoc projects and value – added analysis
- Bachelor degree required
- Preferred 5 years or greater of relevant experience (e.g. Market Risk, Valuation Control or Product Control)
- Ability to use core business systems (eg. Kapital) to generate prices for vanilla and exotic products would be beneficial
- Excellent written and spoken communication skills
- Ability to work with limited supervision and be able to reach appropriate decisions / conclusions
10
Corporate Controllers Resume Examples & Samples
- Play a key role in Price Testing & Provision Validation of the Flow Derivatives Business
- Work with colleagues to develop price-testing and reserve policies – ensure that these are well-considered and capture the economic reality of our valuation risks
- Ability to efficiently deal with and draw conclusions from large amounts of data (i.e. very strong Excel and Access skills are required, VBA/SQL is a plus)
- Ability to and desire understand complex products, and analyze transaction and process flows
11
Corporate Controllers Resume Examples & Samples
- Executing a price verification/benchmark process including the calculation of fair value adjustments on Non Agency or Agency RMBS/CMBS/ABS
- At least 2-3 years experience in financial sector with specific knowledge in mortgage-backed securities. Experience in derivative pricing, risk a plus
- Ability to understand and explain complex products, and analyze transaction and process flows
12
Corporate Controllers Resume Examples & Samples
- Play a central role in providing month-end prices to the Totem service on a wide range of products, with particular focus on rates exotics products (Bermudan swaptions, quanto structures, spread option trades)
- Review 'approximately loaded' trades
- Good existing knowledge of interest rate products / markets and derivative products in general, including derivative pricing, risk and valuation
13
Corporate Controllers Resume Examples & Samples
- Keen eye for potential control deficiencies and desire/ability to rectify
- Strong Excel, Access, PowerPoint skills
- Ability to seek efficiencies in work, leveraging VCG and the firm
- Eagerness to learn new skills and develop knowledge of the Private Equity and valuation role
- Knowledge of Bloomberg and CAPIQ (is a plus otherwise will be required to learn)
- Technical Skills (Cash Flow Tools, Working with VCG Technology support, Access, Excel, etc.)
- CFA (or working towards CFA) is preferred
14
Corporate Controllers VCG Mortgage Banking Group Analyst Resume Examples & Samples
- Executing a price verification/benchmark process including the calculation of fair value adjustments on mortgage assets
- Partnering with clients on the trading desk, and her/his colleagues in the valuation group in executing projects/monthly valuation
- Working with Trading, Controllership, Finance and Model Review to continually monitor the various valuation risks of the business and implement appropriate adjustments
- Analysis of Markets, P&L, & Risk on a daily basis with understanding of the factors that drive the valuation risk
- Enhance existing control framework including reviewing independent pricing processes, assessing potential coverage developments and implementing new tools to enhance control efficiency
- Other value-added projects related to Business, Risk, and Finance initiatives
- Undergraduate degree with Finance and economics major preferred
- Ability to understand complex products, and analyze transaction and process flows
- Work experience if financial industry a plus
- Understanding of valuation concepts as they pertain to financial products and derivatives, basic accounting knowledge
- Analytical and quantitative aptitude. Candidates with quantitative backgrounds preferred
- Strong verbal and written communications skills
- Experience with Advanced Excel, PowerPoint, Visual Basic, automation and database skills a plus
- Ability to prioritize multiple tasks efficiently
15
Corporate Controllers Resume Examples & Samples
- Taking ownership of valuation control process through effective management of NA team
- Maintain strong relationship with Front Office, Product Control, Quantitative Research and Market Risk
- Lead projects to strengthen valuation framework within CIB Risk and CIB Treasury
- Contribute to the core technical knowledge of the team
- Interact with external auditors and regulators as required
- 7 years or more in valuation control, market risk or quantitative role
- Strong leadership and management skills, self-starter and can lead and motivate team members
- Strong control mindset and detail oriented
- Minimum good, numerate degree required (ideally in quantitative/technical discipline such as Physics / Engineering / Math / Computer Science)
- Good derivatives product knowledge
- An understanding of CVA and/or FVA modeling would be beneficial
16
Corporate Controllers Resume Examples & Samples
- Independent pricing of credit names and hedge instruments such as IR swaps / IR options / FX options
- Review counterparty specific characteristics and assumptions
- Work in partnership with internal (FO, Product Control, Management, Market Risk, MO, VCG lines-of-business) and external (Auditors) partners primarily to obtain market data, perform research, obtain relevant pricing information and maintain a strong control environment
- Execute on ad-hoc queries from FO, Senior Management and Regulators
- Financial industry experience, within Valuation / Market Risk / Finance / Trading / Research / Operations roles
- Knowledge of Fixed Income products, particularly derivatives
- Experience with Microsoft Office (Excel, PowerPoint, Word, VBA)
- Willingness to operate outside comfort zone
- A willingness to learn
- A degree, or equivalent qualification, from a top tier university or institution. Numerate degree a plus
17
Director, Corporate Controllers Acc Z Resume Examples & Samples
- GAAP financial Reporting at the Consolidated PFI and/or subsidiary level, including resolution of reporting issues and coordination of restatement and affiliated elimination processes
- Preparation of quarterly Form 10-Q and annual Form 10-K filings with the Securities and Exchange Commission (SEC), including development of Managements Discussion and Analysis and other disclosures as well as supporting the quarterly earnings release process
- Analyzing emerging accounting and reporting issues from the FASB, EITF, SEC, NAIC and other standard setters and, at times, authoring Comment Letters to such standard setters
- Developing various presentations for use by senior management, such as for the Disclosure and/or Audit Committee
- CPA license or foreign equivalent
- 6-12 years of Big 4 experience strongly desired
- Knowledge of Statutory insurance accounting preferred
- Strong management and staff development skills
- Highly motivated team player
18
Corporate Controllers Resume Examples & Samples
- Assist the VCG BCO in planning and executing the VCG Sarbanes-Oxley (SOX) program: includes partnering with VCG management to identify significant balances/footnotes and associated controls that require SOX scoping. This position also performs management’s testing
- Ability to challenge the business on control issues
- Manage VCG business continuity process: includes partnering with VCG to formalize a resiliency plan, determining acceptable recovery times to meet business/regulatory/legal obligations, and coordinating the testing (in country and out of country) of these plans
- Participate in monthly/quarterly calls with business partners based on a control agenda (e.g., Business Control Committees)
- Execute risk-based process reviews and pre/post audit reviews
- Identify opportunities to streamline regional practices (NA, EMEA, APAC) into firmwide global practices
- 5+ years of financial services experience, with large part of experience in trading products and valuation processes
- Accountable- upholds high standards for self, in producing and delivering high quality work
- Self-motivating
- Can work within a team and is comfortable in a virtual environment
- Ability to interact with ease with various teams and levels of management
- Strong team player able to effectively partner and build relationships across different LoBs and Corporate functions
- Attention to detail with understanding of materiality
- Willingness to learn on the job and through training courses as appropriate
- Strong desktop skills - Excel, PowerPoint, Word, Notes
19
Associate, Controller Corporate Controllers Resume Examples & Samples
- Participate in the production, review and submission of weekly, monthly and quarterly filings with Corporate Financial Reporting
- Interpret and define processes around new/revised Regulatory reporting requirements and communicate those changes to constituents across Corporate Sector Accounting and the Line of Business
- Enhance proof and control procedures to ensure accuracy and consistency between Corporate segment financials and published financials
- Establish and manage relationships with Line of Business and Corporate constituents through ongoing partnership and communication
20
Corporate Controllers VCG Equity Associate Resume Examples & Samples
- Price testing and adjustment calculations for the EMEA correlation and hybrids business
- Contribute to the overall Equities Valuation Process including reporting and Analysis as well as process improvement
- Develop strong relationships with key front office personnel, finance, audit and risk partners throughout the firm
- Enhance existing control framework including reviewing independent pricing processes, assessing potential coverage developments and implementing new tools to enhance control and efficiency
- Ability to efficiently deal with and draw conclusions from large amounts of data (i.e. very strong Excel skills are required, experience with VBA is desirable, Access/SQL is a plus)
- Ability and desire to understand complex products, and analyze transaction and process flows. Understanding of option pricing/sensitivities is required
- Excellent written and spoken communication skills (previous exposure to the trading floor and control groups is desirable)
21
Analyst, Controller Corporate Controllers Resume Examples & Samples
- Independently analyzes, reports on, and explains financial data
- Provides direction for and conducts moderate to complex accounting projects and transactions analysis
- Develops policies and procedures
- Has a good understanding of all financial applications
- Provides financial information to management
- Investigate variances in account balances and provide explanations
- Establish and maintain relationships with internal vendors and customers (i.e. Planning and Analysis teams, Business leads, Sourcing, Procurement, Accounts Payable, etc.)
- Large corporate experience is desired
22
Corporate Controllers Vcg Credit Markets Analyst Ny Resume Examples & Samples
- Building/automating price verification/benchmarking process including the calculation of fair value adjustments
- Owning the relationship between the trading desk and valuation group
- Oversee the review and analysis of non-standard transactions
- 2+ years experience in the financial sector
- Knowledge of credit products/markets, including derivative products, risk and valuation preferred
- Understanding of valuation concepts as they pertain to financial products/derivatives, some accounting knowledge
23
Corporate Controllers Resume Examples & Samples
- Experience of credit products or in a Valuation / Risk-related field
- 4+ years experience in the financial sector
- Strong knowledge of credit products/markets, including derivative products, risk and valuation preferred
- Strong Excel and Power-point skills; experience with Visual Basic or database skills preferred
24
Associate Corporate Controllers Vcg Controls Office Resume Examples & Samples
- Manage the risk and control self-assessment process for multiple VCG business units in India. This includes partnering with VCG to identify key risks/controls/ issues, implementing standards, and meeting frequency requirements
- Execute strategic initiatives and projects as needed (e.g. controls around models, User Tools, etc) in partnership with VCG management
- Managing the local VCG business continuity process
- Experience in SOX testing, Risk & Control Self Assessment (RCSA), Internal Audits, Process Risk Reviews for Trading Products & valuation process; Business Contingency Planning (BCP), Information Risk Management (IRM), etc
- Previous experience in a ‘Big 4’ Accounting Firm, Internal Audit, or other control function with strong understanding of internal controls, is a plus
- Strong control mind-set with an aptitude to identify & assess operational risk issues
- Excellent relationship management skills with ability to deal effectively with management at all levels
- Ability to understand the risk impacts of technology change projects
- Self-motivating and carry a proactive & positive approach
- Ability to understand when to escalate
- Willingness to work on flexible working hours ( UK Shift - 1:00 pm to 10:00pm IST )
25
Corporate Controllers Valuation Control Group FAS Coverage Senior Analyst Resume Examples & Samples
- Executing a price verification/benchmark process including the calculation of fair value adjustments on consumer and wholesale loans
- Working with Trading, Controllership, Finance and Model Review to continually monitor the various valuation risks of the business and implement appropriate adjustments
- Enhance existing control framework including reviewing independent pricing processes, assessing potential coverage developments and implementing new tools to enhance control efficiency
- At least one year experience in financial sector with specific knowledge in one of the following: mortgage or other consumer loans, mortgage or asset -backed securities, CDS. Experience in derivative pricing, risk a plus
- Experience working with traders a plus
- Understanding of valuation concepts as they pertain to financial products and derivatives, basic accounting knowledge
26
Corporate Controllers VCG Commodities Associate Resume Examples & Samples
- Review and approval of new model releases as it relates to valuation
- Other value-added projects related to Business, Risk, and Finance initiatives
- Experience with commodity products, mainly covering Agricultural, Metals and Cross Asset Products in Finance/Risk-related fields. Analytical and quantitative aptitude (candidates with quantitative backgrounds preferred)
- Knowledge of commodity products, including derivative pricing, risk and valuation
- Ability to understand complex products, analyze transaction and process flows
- Understanding of valuation concepts as they pertain to financial products and derivatives, some accounting knowledge desirable
- Strong verbal and written communications skills. Must have the ability to participate in discussions with all levels of management, be comfortable discussing issues with Trading and Senior Management. Ability to explain complex concepts
27
Corporate Controllers VCG Credit Trading Senior Analyst Resume Examples & Samples
- Provide advice on valuation issues related to large concentrations, revenue on new deals/complex transactions
- Experience in the financial sector
- Ability to understand complex products, and analyze transaction and process flows
28
Corporate Controllers, Associate Resume Examples & Samples
- Responsibilities
- Partner with various Controller and P&A teams across the entire firm to help maintain and advance the Capital Stress Testing Control Framework
- Support the Firm’s regulatory process to address completed issues and remediation efforts and liaise with the Issue Management team in monitoring and closing Capital Stress Testing related issues (e.g. internal audit, regulatory, self-identified)
- Administer Phoenix for Capital Stress Testing Control documentation and testing
- Handle complex regulatory requests that may require some VB and JavaScript programming in Excel / SharePoint
- Proven ability to facilitate discussions and influence with minimal oversight
- Experience in internal controls design and implementation, in particular over regulatory and financial reporting
- Regulatory capital management experience , knowledge of Basel III and Capital Stress Testing a significant plus
- Results driven professional with strong focus on high quality end products
- Technical capability in process flows and data manipulation
- Ability to work with large data sets in Excel / Access
- A problem solver with proven ability to evaluate processes, controls and issues to determine the inherent risks, bringing ideas to improve processes
- Proven ability to communicate effectively (both oral and written), with high degree of comfort communicating with internal management, external audit, peer groups, regulators and internal audit
- Ability to influence colleagues and peers without direct authority, to partner effectively with colleagues from different lines of businesses/divisions
- Ability to prioritize and manage multiple workstreams effectively (Proven Project Management experience)
- Computer proficient – MS Excel, MS Visio, MS PowerPoint, Access, SharePoint
- Programming experience and specifically JavaScript and VB a significant plus
- 4+ years of experience
- 2+ years of experience as an auditor at a Big 4 accounting firm
- 2+ years of control testing
29
Corporate Controllers Resume Examples & Samples
- Play a central role in providing month-end prices to the Totem service on a wide range of products, with particular focus on rates products (Bermudans, accreters, complex swaps)
- Scientific Bachelor degree required, Masters preferred
- Familiarity with Totem service. An ability to use core business systems (eg. Kapital) to generate prices for vanilla and exotic products would be beneficial
- Familiarity with advanced IDE beneficial
30
Director, Corporate Controllers Resume Examples & Samples
- Directing implementation of new or changing accounting guidance by impacted areas within Corporate and the Businesses
- Analyzing complex transactions, including those related to investments, insurance/reinsurance, financing as well as mergers and acquisitions
- SEC reporting and GAAP accounting experience
- Strong technical, analytical, organizational and problem solving skills
- Ability to manage multiple responsibilities under tight time frames
- Excellent interpersonal and communication skills, including the ability to explain complex technical issues in a concise and understandable manner to non subject matter experts, both verbally and in writing
31
Corporate Controllers Associate VCG Bangalore Rates Resume Examples & Samples
- Assist with various VCG established practices and control initiatives as well as perform necessary work relating to management reporting, regulatory mandates and consistency within the broader VCG framework
- Graduate degree with finance, economics, mathematics, engineering a plus
- Analytical and quantitative aptitude. Candidates with quantitative backgrounds preferred
- Ability to prioritize multiple tasks efficiently
32
Corporate Controllers Resume Examples & Samples
- Play a key role in price testing of correlation across the whole global equity business
- Previous working exposure to complex/exotics derivative products (or good knowledge of) is a
- Ability to efficiently deal with and draw conclusions from large amounts of data (i.e. very strong
- Ability and desire to understand complex products, and analyse transaction and process flows
- Lateral thinker, strong commitment to learn and operate outside of comfort zone
- Excellent written and spoken communication skills (previous exposure to the trading floor and
33
Corporate Controllers Valuation Control Group Resume Examples & Samples
- Partnering with clients on the trading desk, and her/his colleagues in the valuation group in executing projects/monthly valuation
- Working with Trading, Middle Office, Finance and Model Review to continually monitor the various valuation risks of the business and implement appropriate adjustments
- At least 2-3 years’ experience in financial sector with specific knowledge in securities (RMBS, Corp, Sovereign) as well as experience in derivative pricing (Fixed Income and Equities)
- Advanced Excel and PowerPoint skills. Experience with Visual Basic, automation and database skills a plus
34
Corporate Controllers Resume Examples & Samples
- Help plan and execute the VCG Sarbanes-Oxley (SOX) program: includes partnering with VCG management to identify significant balances/footnotes and associated controls that require SOX scoping. This position also performs sox management’s testing
- Assist in managing the risk and control self-assessment process for multiple VCG business units globally (US, EMEA and APAC). This includes partnering with VCG to identify key risks/controls/ issues, implementing standards, and meeting frequency requirements
- Assist in managing VCG business continuity process: includes partnering with VCG to formalize a resiliency plan, determining acceptable recovery times to meet business/regulatory/legal obligations, and coordinating the testing (in country and out of country) of these plans
35
Corporate Controllers VCG Global Credit Lead ED Resume Examples & Samples
- Analysis of Markets, P&L & Risk on a periodic basis with understanding of the factors that drive valuation and risk
- Building/automating a price verification/benchmarking process including the calculation of fair value adjustments
- Working with Trading, QR, Middle Office, Finance and Model Review to continually monitor the various valuation risks of the business and implement appropriate adjustments
- 5-7 years experience with credit products in Finance/Risk-related fields. 7-10 years experience in the financial sector
- Ability to effectively and credibly challenge the business around all valuation matters
- Knowledge of credit products/markets, including derivative pricing, risk and valuation
- Analytical and quantitative aptitude
- Strong verbal and written communications skills. Must have the ability to lead discussions with all levels of management, be comfortable discussing issues with Trading / Senior Management. Ability to explain complex concepts
36
IMD Corporate Controllers Expense Analysis Group EAG Resume Examples & Samples
- Develop a broad understanding of the Global Private Wealth Management (PWM) business and the related monthly, quarterly and annual reporting requirements of this growing and dynamic business
- Work closely with PWM Management, Operations and Technology to provide tactical and strategic business solutions
- Develop and maintain a strong teamwork approach while providing business solutions
- Calculate variable expenses and book to the firm’s G/L including commissions, equity amortizations and bonus accruals
- Weekly, Monthly and Annual variable expense projections
- Monthly balance sheet substantiation and quarterly Sox assessments
- Ad hoc reporting requirements and business analysis for compliance, legal and PWM management
- 2 to 3+ years work experience
- Strong accounting and/or finance background, CPA preferred
- Strong analytical skills and detailed/deadline oriented
- Excellent organizational and multi task skills
- Ability to work independently and within a team environment
- Researcher / problem solver / critical thinker / able to grasp new concepts
- Advance PC skills, specifically MS Office skills (Word, Excel, Access)
- Must be flexible and adopt to change
- Inquisitive and enthusiastic
- Able to work in a team under pressure
37
Corporate Controllers Resume Examples & Samples
- Independent pricing of funding and discounting curves and instruments such as IR swaps / IR options / FX options
- Review counterparty specific characteristics and assumptions such as Credit Support Annex or
- Three or more years of financial industry experience, within Valuation / Market Risk / Finance / Trading / Research / Operations roles
38
Corporate Controllers VCG Rates Associate Resume Examples & Samples
- Play a central role in providing month-end prices to the Totem service on a wide range of Rates products (Swaptions, Bermudans, complex swaps)
- Counterparty valuation review and disputes investigation
- Bachelor degree required, Masters preferred; quantitative subjects (Finance, Maths, Physics, Engineering) strongly preferred
- Good existing knowledge of interest rate markets and derivative products
- Familiarity with Totem service. An ability to use core business systems to generate prices for vanilla and exotic products would be beneficial
- Being able to act in a project management role on Tech development projects
- Track record of dealing with Front Office and coordinating with wide variety of other control groups
- Advanced competency in Excel
39
Corporate Controllers Resume Examples & Samples
- Advanced analytical and quantitative skills. Quantitative backgrounds are preferred
- Solid Excel and Power-point skills
- Private equity/fundamental company valuation knowledge is a strong plus
40
Corporate Controllers Resume Examples & Samples
- Knowledge of fixed income products
- Specific background in mortgage and/or asset-backed securities is a plus
- Ability to understand and explain complex products and concepts
- Experience with Bloomberg and Intex as well as a history of working with discounted cash flows and security analysis a plus
- Bachelor’s degree in either Finance/Economics. MBA a plus
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Corporate Controllers VCG Equities Associate Resume Examples & Samples
- Play a key role in Price Testing & Provision Validation of the Flow Derivatives Business, including complete and detailed documentation of methodologies and processes
- Previous experience working with Investment Banking Products
- Previous experience working with Financial Models
- Bachelor’s Degree (or equivalent)
- Previous experience working in a bank
- Advanced Excel VBA skills
- Ability to efficiently deal with and draw conclusions from sets of incomplete data
42
Corporate Controllers VCG Equities VP Resume Examples & Samples
- Consider the potential threats to our valuations of products within EMEA Equities business and ensure that all relevant parameters are identified and evaluated
- Ability and desire to understand complex products, and analyze transaction and process flows
- Lateral thinker, tenacious, commitment to getting things done
43
Corporate Controllers Resume Examples & Samples
- Addressing valuation issues across a wide range of products
- Particular attention to the design of controls
- Review counterparty specific characteristics and assumptions such as Credit Support Annex or Funding Confidence Factor
- Work in partnership with internal (FO, Product Control, Management, Market Risk, MO, VCG lines-of-business) and external (Auditors, Market Data providers) partners primarily to obtain market data, perform research, obtain relevant pricing information and maintain a strong control environment
- Three or more years of banking/financial industry experience, within Valuation / Market Risk
- Strong knowledge of Fixed Income products, particularly derivatives
- Ability to interpret and analyze complex information
- Knowledge of derivative pricing methodologies
- Bachelor’s degree in either Finance/Economics
44
Corporate Controllers Resume Examples & Samples
- Responsible for all aspects of valuation control across the business; including understanding of risk, validation of market data inputs and reporting
- Ongoing monitoring of risk exposures, concentrations and market activity across the business to understand impact on reserves and parameter calibration in the book
- Drive efficient execution of key processes and implement best practice Fair Value methodology for reserve substantiation, P&L analysis and price testing
- Be a good partner to the business, market risk, model review, compliance and finance groups
- Play a central role in providing month-end prices to the Totem service on a wide range of products, with particular focus on rates products (Bermudans, accreters, structured exotics)
- Validate and resolve price testing issues, review ‘approximately loaded’ trades
- Follow interest rate markets closely and ensure that reserves, P&L and market moves can be explained on a day-to-day basis
- Bachelor’s or Master’s degree in a quantitative discipline preferred; including but not limited to Financial Engineering, Physics, Math, Economics
- 5-8 years of experience in a valuations control, market risk or quantitative role
- In-depth knowledge/experience with interest rate derivative products
- Advanced competency with Excel is required and VBA is a plus
- Track record of dealing with Front Office and coordinating with a wide variety of other control groups is desired
- A control focused mind-set with strong process improvement capabilities
- Ability to operate effectively outside comfort zone and in a rapidly changing high pressure environment
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Corporate Controllers Resume Examples & Samples
- Experience with rates and credits products in Valuation/Risk-related fields. Analytical and quantitative aptitude
- Good existing knowledge of Asia EM markets and onshore/offshore derivative products in general
- Understanding of valuation concepts in rates and credits products and related accounting knowledge
- Track record of dealing with Front Office and coordinating with other control groups
- Strong communications skills and be comfortable interfacing senior management
- Experience of dealing with Asian regulators would be beneficial
- Proficient in Bloomberg, Reuters and familiarity with Totem/Mark-it service preferred
- Advanced Excel skills. VBA is a plus
46
Corporate Controllers VCG CIO Associate Resume Examples & Samples
- Interface with internal (front office, middle office, back office, technology) and external (research, brokers, vendors, rating agencies) partners to collect market data, perform research, obtain independent pricing information and oversee the entire price testing process, including analysis and reporting
- Consider the potential threats to our valuations of products within EMEA CIO business and ensure that all relevant parameters are identified and evaluated
- Work on projects to develop innovative, new risk measures and implement best practice methodology for fair valuation and reserve methodology
- Relationship Building & Management
- Eagerness to learn new skills and develop knowledge of the CIO and valuation role
- Knowledge of Bloomberg (is a plus otherwise will be required to learn)
- Technical Skills (Cash Flow Tools, Working with VCG Technology support, Access, Excel, etc.,)
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Corporate Controllers VCG Currencies & Emerging Markets VP Resume Examples & Samples
- 4-5 years experience in the financial sector
- Ability to use core business systems (e.g. Kapital, Athena, Orion) to generate prices for various products would be beneficial
- Strong commitment to learn and operate outside of comfort zone
48
Corporate Controllers Resume Examples & Samples
- Enhance existing control framework by reviewing processes, tools, and coverage
- Review new approximate load trades, and provide approval where appropriate
- Experience in trading, quant research, or a control function would be appropriate for the role
49
Corporate Controllers Resume Examples & Samples
- Play a key role in Independent Price Verification & Valuation Adjustments for a number of Equity desks, including complete and detailed documentation of methodologies and processes
- Contribute to the overall Equities valuation process including reporting and analysis as well as process improvement
- Work with colleagues to develop price-testing and reserve policies, consistent with principles of valuation and control
- Consider the potential threats to valuations within the Americas Equities business and ensure that all relevant parameters are identified and evaluated
- 3-5 years or more of experience in a control, market risk or quantitative role
- Strong knowledge of equity derivative products
- Previous exposure to the trading floor and control groups is desirable
- Minimum good, numerate degree required, ideally in a quantitative or technical discipline, such as physics, engineering, math, computer science
- Advanced competency with Excel is beneficial
- Previous experience in a control function (preferably Valuation control) is highly desirable
50
Corporate Controllers Resume Examples & Samples
- Executing a price verification process including the calculation of fair value adjustments using various valuation approaches and principles
- Developing and monitoring market relevant indicators to assist in calibrating pricing parameters
- Applying fair value concepts to comply with FASB guidance on Fair Value Hierarchy disclosure
- Contributing to the ongoing efforts around the development of efficiencies and innovations to enhance existing processes and control frameworks
- Acting in a challenger capacity to ensure proper vetting of price valuation takes place
- Leading projects to strengthen VCG’s control agendas
- At least three years experience in financial sector with specific knowledge in one of the following: mortgage or other consumer loans, mortgage or asset -backed securities, credit derivatives/CDS. Experience in derivative pricing, risk a plus
- Ability to understand and explain complex products / concepts
- Experience working with traders and/or in a Risk / Structuring capacity is a plus
- Financial and accounting knowledge
- Analytical and quantitative aptitude; data analysis a plus
- Bachelor’s degree in Finance/Math/Economics preferred. MBA a plus
51
Corporate Controllers VCG Currencies & Emerging Markets Senior Associate Resume Examples & Samples
- Driving efficient execution of key processes around Reserve Substantiation & Reporting, P&L Analysis and Price Testing
- Play a central role in providing month-end prices to the Totem service on a wide range of products, with particular focus on rates and FX products (swaps, IR options, non deliverable forwards)
- Work on projects to develop innovative and efficient technology solutions
- Implement best practice methodology for fair valuation and reserve methodology
- Follow all relevant markets closely and ensure that reserves, P&L and market moves can be triangulated on a day-to-day basis
- Ah hoc projects and value – added analysis
- Good existing knowledge of interest rate and FX markets and derivative products in general
- Strong verbal and written communications skills and the ability to influence and debate on behalf of VCG to the groups stakeholders (Front Office, Product Control, Middle Office, Quantitative Research, Model Review)
- Self-starter with ability to work with limited supervision and be able to reach appropriate decisions / conclusions
- Advanced competency in Excel, VBA beneficial
- Candidates with quantitative backgrounds preferred. CFA designation (or similar qualifications) a plus
52
Corporate Controllers VCG Equities Lead ED Resume Examples & Samples
- Be responsible for the delivery of the automated IPV/VA system (IRIS)Owning the relationship between the trading desk and valuation group
- Providing advice on valuation issues related to large concentrations, revenue on new deals/complex transactions
- Re-engineering of valuation adjustments, including the review of concentrated/illiquid positions, complex transactions, market events effecting valuation
- Coverage of the new prudential valuation requirements for European regulated risk
- Solid experience with equity products in Finance/Risk-related fields
- Proven experience in the financial sector
- Experience of leading teams
- Knowledge of equity products/markets, including derivative pricing, risk and valuation
- Understanding of valuation concepts as they pertain to financial products/derivatives
- Understanding of accounting principles, especially US GAAP
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Corporate Controllers Resume Examples & Samples
- 5-10 years of experience in the financial sector
- Deep knowledge of ABS, RMBS, CMBS and/or real-estate investments
- Strong verbal and written communications skills. Ability to explain complex concepts and influence/debate on behalf of VCG to the group’s stakeholders
- Trading experience or experience working with traders a significant plus
- CFA designation (or similar qualifications) a plus
54
Director Corporate Controllers Group Resume Examples & Samples
- BS degree with 15+ years of related accounting experience
- High degree of partnering skills: personal integrity; drive for results; forward thinker; performance-oriented, proactive and cross functional thinker
- Experience in a large multinational company
- Knowledge of US GAAP and IFRS preferred
- Communicate strongly and effectively across multiple levels of the company and across multiple functional organizations
- Strong understanding of UK Board and Tax compliance
- Prior Big 4 experience
- CA or CPA required
55
Corporate Controllers Valuation Controller Resume Examples & Samples
- Ongoing monitoring of risk exposures, concentrations and market activity across the business to understand impact on reserves and parameters calibration in the book
- Validate and resolve price testing issues
- Good existing knowledge of interest rate markets and derivative products in general
- Competency in VBA beneficial
56
Corporate Controllers Resume Examples & Samples
- Analysis of Markets, P&L & Risk on a continuous basis with understanding of the factors that drive valuation and risk
- 3+ years experience with credit products in Finance/Risk-related fields. 5-7 years experience in the financial sector
- Strong knowledge of credit products/markets, including derivative pricing, risk and valuation
- Advanced Word, Excel and Power-point skills
- Experience with project & people management
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Corporate Controllers Resume Examples & Samples
- Action regulatory responses to queries and matters requiring attention
- Coordinate consistent and effective control framework
- Coordinate monthly discussion of valuation results with Firmwide senior managers
- Manage headcount growth and real estate demand for the group
- Provide oversite of VCG’s annual priorities/initiatives
- 5-7 years experience in Finance/Risk-related fields
- 3-5 years experience of leading teams, ideally globally
- Understanding of accounting principles
- Strong verbal and written communications skills. Must have the ability to lead discussions with all levels of management, be comfortable discussing issues
58
Corporate Controllers Resume Examples & Samples
- Partner with Quantitative Research and Model Review groups to address any model limitations
- An ability to use core business systems (eg. Kapital, Athena) to generate prices for various products would be beneficial
- Track record of dealing with Front Office and coordinating with wide variety of other control groups, good team player
59
Corporate Controllers Intern Resume Examples & Samples
- Customer Centric
- High Performance Team Work
- Adhere to the month end close process to ensure all month end procedures are timely and fully completed within a strict timeline
- Performs monthly analysis selected General Ledger accounts
- Assist Corporate Financial Services with month end close, reconciliations and SOX compliance
- Ensure Corporate Compliance with Generally Accepted Accounting Practices
- Assist with the resolution of global accounting and reporting issues
- Prepare and record journal entries with supporting documentation
- Process necessary transactions in fixed asset and project system module to support purchasing, capitalization and maintenance of fixed assets
- Review capital spending tracking to ensure projects are within budget and closed timely
- Detail oriented in nature. Able to analyze daily data flow
- Advanced Microsoft Excel modeling capabilities including working with
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Corporate Controllers Valuation Control Group Credit VP Resume Examples & Samples
- Dealing with ad-hoc requests related price testing and valuation adjustments
- Collaborating with other counterparts (FO, MR, QR, Finance) on new / large / complex transactions; providing advice on valuation for non-standard risks / trades
- Review of new model releases / approximately loaded transactions and their impact on valuation
- Experience of credit products or in a Valuation /Finance/Risk-related field
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Corporate Controllers Resume Examples & Samples
- Governing end to end Spreadsheet controls framework, including implementing VCG Spreadsheet Usage standards, supporting internal review exercises, maintain metadata etc
- Supporting monthly governance forums for multiple coverage areas held with LOB CFO/Controllers
- Organizing VCG Staff Meetings, creating agenda, inviting guest speakers, etc
- Maintaining VCG NY resiliency plan and coordinating necessary testing
- Developing VCG SharePoint site content and managing access
- Evidence gathering to fulfill internal/external audit information requests and/or Audit closure points
- Coordinating stress testing deliverables, and tracking progress
- Supporting VCG model governance framework, including building monthly review deck, investigating model issues
- 4-5 years in Financial Services
- Strong Excel, Powerpoint, and Word skills
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Corporate Controllers Valuation Control Group Credit Associate Resume Examples & Samples
- In-depth understanding of Valuation Policies, Standards and Procedures
- Training and guiding the on-shore and off-shore team. Liaising with other VCG line of business representatives globally
- Building new / improving existing excel-based tools; working with Tech on developing automated solutions
- Working with Trading, Middle Office, Finance, QR and Model Review to continually monitor the various valuation risks of the business and implement appropriate adjustments
- Other regulatory driven and strategic projects specific to Credit as well as across the bank
- Very good Excel and Power-point skills; experience with Visual Basic or database skills helpful
- Experience with project management
63
Corporate Controllers Resume Examples & Samples
- Owning the relationship between the trading desk and VCG
- Re-engineering of fair value adjustments, including the review of concentrated/illiquid positions, complex transactions, market events impacting valuation
- Working with other groups to continually monitor the various valuation risks of the business and implement appropriate adjustments
- Three years experience with credit products in Finance/Risk-related fields. Five to seven years experience in the financial sector
64
Corporate Controllers Resume Examples & Samples
- Play a key role in Price Testing & Provision Validation of the Equities Business
- Develop strong relationships with key front office personnel, finance, technology and risk partners throughout the firm
- Enhance existing control framework including continuously improving independent pricing processes, assessing potential coverage developments and implementing new tools to enhance control efficiency
- Contribute to the overall Equities Valuation Process including reporting and analysis
65
Corporate Controllers Resume Examples & Samples
- Continuously monitor and support the enforcement the Booking Model Policy
- Contribute to the annual evaluation of businesses’ booking practices by assisting in the creation of the Citigroup Booking Practices Assessment documentation (CBPA), Booking Model Principles and other business documentation
- Act as a key partner to the Businesses in aggregating, synthesizing and maintaining the Citigroup Booking Practices Assessment documentation
- Support the implementation of any required change that results from the assessment described above
- Assist in the production of high-quality materials/reports to Booking Model stakeholders. Identify and develop continuous improvement efforts
- Support the achievement of key success criteria, best practices, metrics and benchmarks
- Perform quantitative and qualitative analysis of metrics and information, including the synthesis of inbound reporting from functional and business peers. Summarize report and escalate as appropriate
- Create monthly reporting for the Booking Model Management Team
- Continually refine the nature and content of Booking Model related reporting
- Bring Booking Model expertise to the analysis of transactions and business
- Consult subject matters experts when performing the above
- Monitor, interpret and react to emerging regulatory guidance related to Booking Model
- An undergraduate degree is required. A MBA is preferred
- Ability to quickly analyze a problem. Previous experience (preferred) engaging with Risk, Compliance, Legal, Finance, and Operations
- Minimum 5 years of proven experience in driving results and an understanding of the financial services industry
- Individual should be analytical, flexible, team-oriented, have good interpersonal and follow-up skills with strong attention to detail and ability to multi-task
- A self-starter with ability to independently manage work and drive multiple deliverables concurrently
- Excellent communication skills, including writing and presentation. Crisp executive summaries for senior management
- Ability to gain consensus and agreement across many disparate functions, products and geographies
- Must have ability to stay ahead in a constantly changing environment. Must be an agent for change, ensuring others understand current direction
- Understanding of capital markets, institutional banking and operations a plus
- Aptitude to translate strategy into execution in a complex and cross-functional organization
