External Reporting Resume Samples

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W Gorczany

Wyatt

Gorczany

1262 Gardner Shoal

Chicago

+1 (555) 200 9083

1262 Gardner Shoal

Chicago

Phone

p +1 (555) 200 9083

Experience Experience

Boston, MA

Manager, External Reporting

Boston, MA

Mayer LLC

Boston, MA

Manager, External Reporting

Recruit, develop and retain staff, partnering with Senior Management, Recruiting and Human Resources. This includes on-boarding and orientation for new hires
Keep abreast of changes in acounting and regulatory standards and key business drivers impacting RBC businesses
Works with typesetter and printer to obtain finished reports for filing and mailing
Work with key partners to prepare and coordinate quarterly reporting process
Prepare periodic public financial filings for the SEC including forms 8-K, 10-Q, 10-K and Form DEF 14A (Proxy Statement)
Work with key parnters to prepare and coordinate the quarterly reporting calendars
Organize activities to educate contributors on external reporting framework

New York, NY

Manager of External Reporting

New York, NY

Howell, Paucek and Herzog

New York, NY

Manager of External Reporting

Assist with accounting policy research under US GAAP, UK GAAP, and HKIFRS and propose relevant application of emerging accounting and reporting guidance
Responsible for maintenance of supporting documentation related to SEC reporting, including various disclosure checklists and quarterly S-X testing
Prepare supporting documentation including accounting research memos
Responsible for External Reporting internal control compliance, spreadsheet control testing and maintenance of policies and procedures
Staying up to date with newest accounting standards (GAAP/SEC)
Identify and implement improvements in process or internal procedures to more effectively compile and analyze data for SEC reporting purposes
Manage external and internal reporting

present

Dallas, TX

Senior External Reporting Analyst

Dallas, TX

Carter and Sons

present

Dallas, TX

Senior External Reporting Analyst

present

Assist with the preparation of the monthly financial reporting package to the CFO and Executive Management
Perform financial analysis for monthly internal management reporting
Provide support to external auditors during audits and interim reviews. Coordinate requests and manage the flow of information and documentation
Works closely with foreign subsidiaries to ensure timely and accurate data inputs
Create and implement new policies and procedures that impact the entire organization and help achieve both operational and financial objectives
Assist in preparation of the monthly cash flow statement
Assist with the maintenance and updating of Sarbanes-Oxley 404 processes and procedures

Education Education

Bachelor’s Degree in Accounting

Ball State University

Bachelor’s Degree in Accounting

Skills Skills

Strong attention to detail and organizational skills
Support quarterly/yearly audits including the preparation of supporting reports and documentation, directly interact and manage relationships with external and internal auditors
Highly self-motivated and directed, with keen attention to detail
Strong interpersonal, written and verbal communication skills
Solid understanding of SOX compliance and best practices
Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
Knowledge of U.S. GAAP and SEC reporting rules
Effective time management skills, ability to prioritize assignments and consistently meet deadlines
Ability to work collaboratively with others to achieve the common goal
Strong analytical and technical accounting research skills

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15 External Reporting resume templates

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External Reporting, Financial Associate Resume Examples & Samples

Participate in various aspects for the production, review and filing of weekly, monthly, quarterly and semi-annual reports filed with various regulatory agencies that are used by the regulators for compiling widely-used statistics on the levels of, and changes in, domestic and international portfolio positions
Represent the team and lead efforts around strategic initiatives, ongoing Uniform Charts of Accounts efforts, development of the Capital Model, ongoing improvements around Securities Financing/Short and Long-Term Funding
Develop proof & control procedures to ensure accurate reconciliation between regulatory filings, SEC filings and other published financial reports (e.g., Press Releases, Form 10-Q, Annual Report/Form 10-K, Call & FR Y-9)
Develop and implement various control procedures and edit checks to ensure the integrity of reported financial results
Interpret and define regulatory/SEC requirements and coordinate internal and external policies
Establishing and managing relationships with the Lines of Business as well as with external regulatory agency constituents through ongoing partnership and dialogue
Participate in continuous improvement effort around data quality review and external reporting improvement projects
Assist preparation of rollforward long term debt position per PWC request
Strong accounting skills
Strong control/documentation background
Very strong communications skills – significant interaction with senior managers
Ability to work on multiple priorities for different sponsors at the same time
Project management experience/skills helpful
Minimum 5 years financial analytical experience
Bachelor’s degree in Accounting, Finance or related fieldrequired

Cib F&bm External Reporting Credit Controller Associate Resume Examples & Samples

Supporting the business in implementing changes in the regulatory framework
Managing the Income attribution process across the Credit LOBs in accordance with the firm’s Transfer pricing policies and liaise with Tax and Legal Entity Controller (LEC) teams as appropriate
MIS review, analysis and reporting of LOB financials with a special emphasis on Legal-entity results
Work on projects and ad-hoc queries as appropriate, driven by regulatory changes and coordinate across different teams including Product controllers, Financial controllers, LEC, Tax, etc
Owning key deliverables for month-end and Quarter-end as part of external reporting requirements
Implementing Sarbanes Oxley (SOX) Act and doing the relevant testing across the Credit External reporting team, ensuring compliance with the firm-wide guidelines in a timely manner
Monitoring & implementation of Regulation W guidelines across Global Credit and manage all associated reporting, with a special emphasis on identifying potential covered transactions
Provide oversight in implementing a strong control environment and raise concerns on a timely manner, as appropriate
Bachelor's Degree or equivalent in a related subject
Working knowledge of Investment Bank products
Control mindset with an ability to identify and close control gaps and/or issues

External Reporting Hub-fair Value Resume Examples & Samples

Apply up-to-date product/industry/market knowledge in specialty area of Fair Value Reporting, such as disclosures related to Fair Value Measurement and Fair Value Option. Establishing and managing relationships with the Lines of Business and Corporate Accounting Policy as well as Consolidations & reporting teams (i.e. Regulatory & SEC) within CFR through ongoing partnership and dialogue
Develop proof & control procedures to ensure accurate reconciliation between regulatory filings, SEC filings and other published financial reports (e.g., Press Releases, Form 10-Q, Annual Report/Form 10-K, Call & FR Y-9)
Represent the team and support efforts around strategic initiatives, ongoing Uniform Charts of Accounts efforts, ongoing improvements around Fair Value reporting
Develop and implement various control procedures and edit checks to ensure the integrity of reported financial results
Interpret and define regulatory/SEC requirements and coordinate internal and external policies
Participate in continuous improvement effort around data quality review and external reporting improvement projects
Bachelors degree in Accounting / Finance preferred
7 years total relevant work, industry and product experience
VP or top performing senior associate
Strong accounting and analytical skills
Strong control background
Excellent computer skills (Microsoft Excel, and experience with Essbase a plus, Microsoft Word)
Very strong verbal and written communications skills with the ability to present information in varying levels of detail depending on the audience – significant interaction with senior managers
Proven ability to build partnerships across various groups, work as a team player
Ability to work on multiple priorities for different sponsors at the same time
Strong organizational/documentation skills
Project management experience/skills helpful

Associate, External Reporting Resume Examples & Samples

Be a central point of contact between CFR and Risk Reporting/LOB contacts for the monthly/quarterly processes supporting the Allowance for Credit Losses, Charge-offs and Recoveries on Loans and Leases and off balance sheet related reporting (Regulatory and SEC). This includes the credit-related sections pertaining to the Allowance for Credit Losses and Charge-offs/Recoveries in the Earnings Release Financial Supplement, Allowance for Credit Losses and Off Balance Sheet SEC footnotes, wholesale and consumer lines of businesses as it pertains to the allowance and Charge-off/Recoveries reporting in the MD&A section of the 10K/Q, as well as Allowance, Charge-off/Recoveries and Off balance sheet regulatory filings,
Ensure proof & control procedures are performed to ensure accurate reconciliation between regulatory filings, SEC filings and other published financial reports (e.g., Press Releases and the accompanying Earnings Release Financial Supplements, Form 10-Q, Annual Report/Form 10-K, Call & FR Y-9, R&R and CCAR) for submissions around the allowance, charge-offs/recoveries and off balance sheet reporting
Ensure thorough variance analysis is performed across R&R, Regulatory and SEC reporting and is consistent with the Corporate Financial Reporting standards
Coordinate receipt of LOB cuts for the Allowance, Charge-offs and Recoveries and Off balance disclosures, and ensure format and timing is in line with CFR standards. Assist in educating the LOB contacts on the methodology to arrive at the disclosures in support of their sign off
Work with the Mumbai Team in coordinating receipt of R&R Off-Balance Sheet submissions/sign-offs and consolidations around the LE, SubLOB and Critical Ops views in scope for R&R Off-Balance Sheet reporting
To support the liability R&R reporting, work with Debt External Reporting Hub team to understand process and tools to create reports
Assist the SEC and Regulatory Reporting teams in interpreting and defining existing and new regulatory/ SEC requirements and monitor dry runs results & participate in implementations to ensure they are implemented in accordance with CFR standards
Strong financial analytical skills
Excellent interpersonal skills necessary to work effectively with a variety of individuals, departments and organizations
Ability to build rapport and influence change
Ability to synthesize new reporting requirements
Quick learner and be pro-active
Aptitude to develop strategy and implement
Ability to multi-tasking and prioritize multiple deliverables
Ability to work autonomously as well as to work in team and to interface with senior management and staff
Proficiency in computer navigation and Microsoft environment
Big 4 experience
5 years financeexperience
Credit reporting background a plus

CIB F&BM External Reporting Credit Controller Resume Examples & Samples

Oversee and be accountable for the quality of the Regulatory Reporting disclosures of the Business
Interact with product controllers teams, coordinate effort and consolidate information required for Regulatory disclosures
Provide analytical support for optimising balance sheet and capital usage for the lines of businesses
Monitoring of the LoBs Balance Sheet from a net funding and Basel 3 liquidity ratios perspective
Enhance RWA reporting to provide greater transparency to the business
Working with the business to ensure that they fully understand developments in Regulatory framework and priorities, i.e. changes to the Capital framework, the impact of Risk Weighted Assets, revenue recognition on structured deals etc
Capacity to summarise complex information and deliver it at business executive level
Good relationship building skills and comfortable with business contact

CIB F&bm-external Reporting Team Rates Resume Examples & Samples

Facilitation, coordination and analysis of LOBs submissions to the central teams including financial reporting, regulatory and treasury
Liaison with wide variety of the information users across CIB
Execution on projects across capital/external reporting
Provision of capital analysis and advisory services to FO
Executing on high priority projects across the capital/external reporting space
Being a key point of contact for both product controllers and front office in the capital and external reporting space
Providing capital advisory services and analysis and executing on large/high priority capital and external reporting related projects
Supporting Capital, External Reporting and Treasury month and quarter end Reporting; Forecasting and Planning Cycles by working with key finance contacts in Product Control and Central CIB Reporting
Participating in monthly and weekly balance sheet review process that includes reviewing and understanding balance sheet and capital variance drivers, escalating any significant issues; coordinating and participating in meetings with key stakeholders reviewing reporting and regulatory capital matters
Developing and implementing enhancements and efficiencies in reporting processes and controls
Driving RWA training agenda for Controllers and FO
Experience in a control function
Accounting and regulatory reporting knowledge
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
Knowledge of the Firm’s risk management systems is a plus

Investment Banking Financial Planning & Analysis & External Reporting Group ENO Resume Examples & Samples

Support all aspects related to IB’s quarter and year-end disclosure
Conduct analysis and produce high quality, insightful content for earnings
Keep informed of regulatory reforms and general industry trends
Assist as needed on ad hoc assignments
General knowledge and interest in the Investment Banking industry
Minimum 2 yrs. of work experience, preferably in Investment Banking, Equity Research or Consulting
Strong analytical, writing, presentation and organizational skills
Demonstrated work ethic and ability to work effectively as part of a small team

CIB F&bm-external Reporting Analyst Stand Alone Team-delaware Resume Examples & Samples

2-3 years financial services experience
Take ownership of issues, processes and projects, and multi-task
Work independently and effectively while managing time and completing priorities
Detail oriented and self motivated
Ability to effectively interact with various levels of management and global stakeholders
Familiarity with Corporate Financial Architecture (SAP, GLS, Finance Reference Data, ICE, Merit, Hyperion, CDGL, P&F), a plus
Bachelors degree in Accounting or Finance, or equivalent experience

Cib F&bm Investor Services External Reporting Officer Senior Associate Resume Examples & Samples

Point of contact for IS capital including involvement in monthly IS Capital Forum, Executive Management Reviews and Quarterly Business Reviews
Further refine Balance Sheet commentary and help establish monthly IS Balance Sheet Forum
Point of contact for External Reporting month/quarter end reporting process, ensuring accuracy and timeliness of all submissions for Investor Services
Help develop IS reporting around liquidity
Involved in Stress Testing including CCAR, DFAST, ICAAP and Risk Appetite
Think strategically to improve procedures; drive process enhancement projects; partner with CIB Finance to review, test and implement process changes
Accounting/finance experience
Excellent analytical skills and attention to detail
Ability to deal with multiple tasks and requests in a fast moving environment coupled with proven ability to prioritize and meet key deliverables

CIB F&bm-financial Control & External Reporting Business Manager Analyst Resume Examples & Samples

Understanding business objectives and strategy
Execute on key weekly and monthly deliverables for the business
Managing the Delaware F&BM Sharepoint site
Experience influencing partners to deliver solutions to business issues and problems
Able to critically challenge senior managers appropriately

CIB F&BM Derivative Regulatory External Reporting Analyst Resume Examples & Samples

Provide weekly forecasts of Mark to Market (MTM) RWA across all products and lines of business. Perform quarter end consolidation, calculation, and reporting for MTM related filings
Complete daily calculations on derivative netting and related reporting. Interact with businesses to address queries and provide insight into major drivers
Partner with stake holders at all levels of the organization

Manager of External Reporting & Technical Accounting Resume Examples & Samples

Prepare and coordinate filing of all internal and external financial reporting, quarterly and annual reports, and other required SEC filings, including the information gathering process. Responsible for the compilation of financial statements, footnotes, management’s discussion and analysis and all other components of SEC filings
Manage the XBRL component of financial reporting and ensure the Company is in compliance with all XBRL requirements
Review stock-based compensation activities, including underlying assumptions and related expense in compliance with authoritative guidance
Responsible for the reporting of all equity based transactions, equity schedules and footnotes disclosures for SEC filings, along with support from the stock administrator
Assist with compiling information for Sarbanes Oxley testing and compliance
Work with external and internal auditors on requests for assistance
Support due diligence activities related to mergers and acquisitions
Other projects as requested
The successful candidate will have demonstrated leadership working in an international complex corporate structure and an ability to influence across departmental boundaries to effect positive change
This individual will have experience in the areas of responsibility listed above, and will have the following knowledge, skills and personal characteristics (required): Bachelor’s degree in Accounting or Finance
CPA required with 5-7 years of public accounting experience at a Big 4 firm (E&Y, PwC, D&T and KPMG)
At least 2 years reporting/technical accounting experience working at a public company
Overall experience should include solid SEC reporting and technical accounting
Ability to interact well with various levels of management as well as coordinate effectively with support departments (e.g. internal legal counsel), regional accounting teams and external auditors
Ability to work in a fast paced environment, multi-task and meet strict deadlines
Solid analytical, research, and problem solving skills
Strong leadership skills to initiate and drive process improvements and ability to influence others
Advanced Excel, ERP (SAP) and Word skills
Environment is an open cubicle setting/noise level is moderate
Ability to sit for extensive periods of time, but employee might also be required to stand, walk, kneel, or balance
Operate a computer for extensive periods at a time
Ability to carry/lift up to 10 pounds and occasionally lift/carry up to 25 pounds

Accounting Policy & External Reporting Senior Resume Examples & Samples

3+ years of public accounting experience
Exposure to complex accounting transactions for which the technical accounting literature is unclear or ambiguous and therefore a high degree of interpretation is required
Exposure to the implementation of multiple major new or revised accounting and disclosure requirements

Senior Manager Corporate Accounting External Reporting Resume Examples & Samples

Work on multiple financial projects simultaneously. Projects will almost all be time sensitive, so ability to schedule activities and work under pressure is required
Responsible for leading meetings with finance management and other business leaders to address technical accounting topics and finance projects
Work with the external auditors on issues raised through Internal, External and Sarbanes Oxley audits. Work with finance management to modify controls to resolve audit recommendations in a timely manner
Work with Corporate Communications and Legal closely related to our external filings and related public releases and statements. These documents must be closely linked during a very tight time line in which Financial Reporting, Corporate Communications and Legal must act as essentially one team
Analyze financial results, KPI’s and trends to identify financial areas of concern. Work directly with finance management to investigate concerns and develop remedial action plans
Serve as a central point of contact for the external auditors
BS/BA in Accounting or Business related field. MS/MBA preferred
6 to 8 years of increasing responsibility in financial reporting and accounting
Strong technical skills and past experience of US GAAP and SEC reporting
Familiarity with ERP systems and Hyperion desired
Ability to build and maintain relationships with finance management and other business leaders
Team player with developed interpersonal, communication (written, oral, and presentation), negotiating and leadership skills
Good conceptual, critical thinking, analytical, quantitative skills and the ability to problem solve
Must be able to work independently

Senior Manager External Reporting & Benefit Accounting Resume Examples & Samples

Overall responsibility for employee benefits related planning and accounting. This position will oversee two full-time positions, which work primarily on employee benefits
Work with HR and Finance related to employee benefits including any changes to benefit structure, changes in regulations (both finance and HR related), and overall management of plan vs. actual interaction with both finance and HR regarding noted changes in benefits and overall trends etc
Work with HR and Compensation on stock compensation accounting and reporting matters. Regular interaction with HR and Compensation required with various types of grants and changes to the overall plan
Work on multiple financial projects simultaneously. Projects will almost all be time sensitive, so ability to schedule activities and work under pressure is required
Responsible for leading meetings with finance management and other business leaders to address technical accounting topics and finance projects
Work with the external auditors on issues raised through Internal, External and Sarbanes Oxley audits. Work with finance management to modify controls to resolve audit recommendations in a timely manner
Work with Corporate Communications and Legal closely related to our external filings and related public releases and statements. These documents must be closely linked during a very tight time line in which Financial Reporting, Corporate Communications and Legal must act as essentially one team
Analyze financial results, KPI’s and trends to identify financial areas of concern. Work directly with finance management to investigate concerns and develop remedial action plans
Serve as a central point of contact for the external auditors
BS/BA in Accounting or Business related field required. MS/MBA preferred
6-8 years of increasing responsibility in financial reporting and accounting
Strong technical skills and past experience of US GAAP and SEC reporting
Familiarity with ERP systems and Hyperion desired
Ability to build and maintain relationships with finance management and other business leaders
Team player with developed interpersonal, communication (written, oral, and presentation), negotiating and leadership skills
Good conceptual, critical thinking, analytical, quantitative skills and the ability to problem solve

CIB & F&BM Fixed Income Financing External Reporting Controller Resume Examples & Samples

Degree qualified or equivalent - ideally a numerate degree or equivalent and Post Grad Accounting qualification (ACA, ACCA, CIMA) or equivalent
Good financial product knowledge, fixed income products would be an advantage
Ability to work effectively, meet challenging deadlines and be able to work under pressure
Proactive and willing to accept responsibility
Controls focused

Lead Accountant, External Reporting Resume Examples & Samples

Prepares and reviews SEC filings, such as our quarterly 10-Qs and annual 10-K, for completeness and accuracy
Perform analysis of financial statements and schedules in support of SEC filings
Maintains substantive and material interaction with most other functional areas of the company to gather and review information to fulfill disclosure requirements
Gather and prepare materials for external audit and act as a liaison between the company and external auditors
Ability to analyze accounting rules and pronouncements impacting the company’s accounting and disclosures
Acts as a liaison to the Disclosure Committee and its working groups
Works on highly complex special financial and accounting projects in support of overall organizational strategy- works with highly confidential information
BA/BS degree or equivalent in Accounting, Finance or related disciplines. CPA certification required
3-5 years directly related experience
Broad knowledge of SEC, FASB and SOX requirements, accounting principles, practices and tax reporting requirements. Should possess knowledge of automated accounting systems and applications

Manager, External Reporting Resume Examples & Samples

Draft the MD&A in the Annual Report and quarterly interim Report to Shareholders for assigned areas of responsibility (for example, RBC financial performance, Investor & Treasury Services segment, and Liquidity and Funding Risks)
Work with key parnters to prepare and coordinate the quarterly reporting calendars
Coordinate with typesetter, translators and third-patry printer during quarter-end process
Review other external reporting-related materials for accuracy and consistency (e.g. Earnings Release, Board Operating Results book, Q&A, speeches, slides, Management Proxy Circular, Annual Information Form, Annual report on Form 40-F, Prospectuses, Corporate Responsibility Report, and Rating Agency Reports)
Conduct quarterly peer benchmarking of MD&A and other external reporting-retaled disclosures. Propose recommended disclosure enhancements and implement changes to the disclosure framework as required
Participate in the production and compilation of the annual Public Accountability Statement
Participate in the quarterly debriefing process and recommend and support the implementation of suggested improvements. Ensures external reporting processes are effcicient by introducing and supporting automation
Implement changes to the disclosure for assigned area of responsibility
Participate in the development of disclosure requirements emmanating from the implementation of International Financial Reporting Standards
Keep abreast of changes in acounting and regulatory standards and key business drivers impacting RBC businesses
Organize activities to educate contributors on external reporting framework
As required, participate in the meetings with peer banks held through Canadian Bankers Association in relation to new regulatory disclosure requirements
Chartered Professional Accountant/ MBA/ CFA/ Masters of Finance or Economics
5-10 years experience in Financial Institutions

Accounting Policy & External Reporting Senior Resume Examples & Samples

Must have Big 4/6 experience, must have CPA
Purchase accounting experience preferred; Broad knowledge of financial reporting and accounting issues and experience with reviewing SEC filings required
Research Technical Accounting issues and prepare findings for upper management
Strong auditing experience with large public companies
25%+ travel required
Preparation of balance sheets for acquired entities
Assist in all areas of acquisitions and integrations
10-Q/10-k and 8-K preparation
Special projects for the accounting and finance team; work well with team as well as individually contributing to produce timely and accurate results

Director of Technical Accounting & External Reporting Resume Examples & Samples

Manage External Reporting process: prepare SEC filings (10-Q, 10-K, 8-K, Proxy) to facilitate in-depth internal/external review and ensure accuracy and timeliness in reporting
Work with Investor relations on Earnings release
Research accounting literature and apply technical standards to complex business transactions, including the areas of stock compensation, and business combinations
Provide guidance to Global accounting activities including, foreign currency and consolidations; identify, analyze and apply technical accounting guidance
Manage Stock based compensation accounting (ASC 718)
Perform EPS calculation
Prepare technical accounting position memos, participate in discussions with external auditors and provide findings to management
Serve as a member of the M&A transaction team including the responsibility for due diligence, purchase accounting valuation and integration of financial reporting function
BA in accounting
At least 6 years of Big four experience
Several years of public company experience
Strong technical accounting skills and analytical capabilities
Strong understanding of US GAAP and financial reporting

Senior Accountant, External Reporting Resume Examples & Samples

Prepares SEC filings, such as our quarterly 10-Qs and annual 10-K, for completeness and accuracy
Reviews and assists with preparation of the quarterly earnings release documents
Performs analysis of financial statements and schedules in support of SEC filings
Interacts with most other functional areas of the company to gather and review information to fulfill disclosure requirements
Gathers and prepares materials for external audit and acts as a liaison between the company and external auditors
Analyzes accounting rules and pronouncements impacting the company’s accounting and disclosures
Maintains adequate internal controls over financial reporting and supports compliance with SOX evaluation and testing procedures
Prepares and reviews reports to senior management, the Board of Directors and its committees, as needed, related to the company’s periodic financial reports
Works on special financial and accounting projects in support of overall organizational strategy
BA/BS degree or equivalent in Accounting, Finance or related disciplines
Broad knowledge of SEC, FASB and SOX requirements, accounting principles and practices. Should possess knowledge of automated accounting systems and applications
Proficiency with Microsoft Office suite of products

Cib-f&bm-rates Product Control External Reporting Resume Examples & Samples

Own the RWA forecasting and validation, becoming the subject matter expert for RWA and Capital questions
Production of quarterly regulatory reporting including FVM and FVO
Oversee weekly balance sheet monitoring process, providing commentary to senior management for significant movements
Own the monthly balance sheet/ RWA and revenue forecast processes
Product control experience, ideally with exposure to RWA and Capital forecasting
Thorough understanding of transaction cycle and experience of risk management systems
Strong analytical and problem-solving skills with good attention to detail
Accounting knowledge is prefered

CIB F&bm-global Investment Banking External Reporting & Control Resume Examples & Samples

Support the Balance Sheet, Capital and External Reporting, Month and Quarter End Reporting and Forecasting and Planning Cycles by working with key finance contacts in Product Control and Central CIB Reporting
Investigation, explanation and communication of business drivers underpinning significant financial movements and variances for Front Office, Legal Entity Controllers, Corporate Reporting and other IB and Corporate Finance groups
Tracking, analyzing and investigating spot and average balance sheet, RWA and related performance measures in addition to providing guidance at business/regional level on efficient B/S & RWA management
Continuous improvement through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control and reporting environment
Organizing product control participation related to control frameworks, including SOX, RCSA, New Business Initiative Approvals and Recovery & Resolution
Management and oversight of User Tool Inventory
Bachelors Degree in Finance/Accounting or 4+ years related business experience required
Excellent technical skills in Microsoft Office Suite, including extensive experience using PowerPoint to create polished Executive Reports
Knowledge of CDGL, Paragon, FDW and Business Objects applications is a great plus; prior experience with Hyperion Essbase necessary
Advanced communications and presentation skills; ability to interface with all levels of employees
Ability to quickly grasp concepts, learn processes and execute on deliverables in a timely manner
Ability to lead and participate in special projects

Manager of SEC External Reporting Resume Examples & Samples

Assist in the coordination and preparation of information included in earnings releases, annual report, Form 10-K, Proxy Statement, Form 10-Q, Form 8-K and other SEC filings
Responsible for all aspects of SEC reporting including completion of the disclosure checklist, data gathering, discussing comments on the document, completion of XBRL tagging, and document filings
Assist in the drafting of new footnote requirements and MD&A
Technical research on accounting issues and new accounting standards impacting the SEC reporting process
Prepare and review other financial statements and reports as needed
Provide support to external auditors during audits and interim reviews. Coordinate requests and manage the flow of information and documentation
Ensure all non-GAAP disclosures are in accordance with SEC regulations
Assist with the preparation of the monthly financial reporting package to the CFO and Executive Management
Assist with the maintenance and updating of Sarbanes-Oxley 404 processes and procedures
Assist with the Company’s debt and equity offerings
Bachelors in Accounting (CPA is required)
Big 4 accounting experience required with current external reporting experience
5-7 years of accounting experience and proficient in applying GAAP
Ability to handle multiple priorities and deadlines, with attention to detail and an ability to work independently

Director External Reporting, Corp Finance Resume Examples & Samples

15+ years of experience in accounting and financial reporting, including SEC reporting and consolidations experience is required
Ability to work well under pressure and to meet strict deadlines
Strong technical accounting background with proven ability to interpret technical accounting standards and regulations and to implement effective accounting procedures and controls
Ability and aptitude for interpreting information to apply to specific business situations. Effective in problem solving, ability to influence and collaborate to resolve complex problems, and to make decisions to quickly resolve issues and minimize financial risk to company
Proven ability to manage projects to successful outcomes
Strong leadership and ability to effectively lead large-scale, cross-functional processes
Ability to develop strong working relationships and trust with broad range of individuals

Cib-f&bm Currencies & Emerging Markets External Reporting Controller Resume Examples & Samples

Capacity to summarize complex information and deliver it at business executive level
Excellent relationship building skills and comfortable with business contact
Positive can-do attitude looking to add value across the breadth of the business
Bachelor's Degree or equivalent required

Senior Accountant, External Reporting Resume Examples & Samples

Assist in the preparation of the Company’s filings with the SEC on Forms 10-Q and 10-K, including the preparation of financial statements and footnotes, and supporting documentation
Assist with ensuring compliance with XBRL tagging requirements and the implementation of an in-house external reporting system
Participate in various process improvement initiatives
Assist with various stock-based compensation-related calculations and requests
Support other special projects, including technical accounting research, review of controls documentation, preparation of interim disclosure checklists, and other ad-hoc requests
2-4 years experience in public accounting and/or large multi-national corporation
Good understanding of U.S. GAAP, financial controls, and process analyses
Strong oral and written communication skills and interpersonal skills
Ability to work independently and multi-task in a dynamic work environment
Must be proficient in MS Office (Word, Excel, PowerPoint)
XBRL experience a plus

External Reporting Securities Resume Examples & Samples

Apply up-to-date product/industry/market knowledge in specialty areas of Investment Securities reporting
Consolidate, review, and analyze quarterly financial data for accuracy and completeness. Perform quarter-over-quarter variance analytics
Coordinate data collection and quarterly business results with various LOBs, Regulatory Controllers and SEC reporting teams
Provide sound advice and make good decisions in a timely manner
Make decisions based on a thorough assessment of the issues and outcomes
Be solution oriented and actively engage in discussions offering expertise, opinions and advice
Produce innovative value-added results
Clearly communicate financial information to the lines of businesses and able to flag potential issues
Lead execution of key projects regarding specialty areas
Participate in various aspects for the production, review and filing of monthly, quarterly, semi-annual, and annual reports filed with various regulatory agencies that are used by the regulators for compiling widely-used statistics on the levels of, and changes in, domestic and international portfolio positions
Represent the team and lead efforts around strategic initiatives, ongoing Uniform Charts of Accounts efforts, development of the Capital Model, ongoing improvements around Securities and Securitization Reporting
Develop proof & control procedures to ensure accurate reconciliation between regulatory filings, SEC filings and other published financial reports (e.g., Press Releases, Form 10-Q, Annual Report/Form 10-K, Call & FR Y-9C, FR Y-14, FR Y-15, etc)
Develop and implement various control procedures and edit checks to ensure the integrity of reported financial results
Interpret and define regulatory/SEC requirements and coordinate internal and external policies
Establishing and managing relationships with the LOB as well as with external regulatory agency constituents through ongoing partnership and dialogue
Participate in continuous improvement effort around data quality review and external reporting improvement projects
6+ years total relevant work, industry and product experience
Strong accounting background
Excellent computer skills
Strong analytical skills
Strong control/documentation background
Very strong communications skills – significant interaction with senior managers
Ability to work on multiple priorities for different sponsors at the same time
Extremely strong organizational and time management skills
Project management experience/skills helpful
Bachelor's degree in Accounting, Finance or related field

External Reporting Resume Examples & Samples

Be a central point of contact for CFR for credit risk on and off balance sheet related reporting including Call and Y-9C credit schedules, 009 country exposure reporting, and other credit related external reporting
Develop a full understanding of all credit related disclosures, process flows and inputs/systems
Work with the Chart of Accounts and the SEC/Reg teams to develop the account structure to ensure appropriate reconciliation and control for both SEC and Regulatory reporting
Ensure proof & control procedures are performed to ensure accurate reconciliation between regulatory filings, SEC filings and other published financial reports (e.g., Press Releases and the accompanying Earnings Release Financial Supplements, Form 10-Q, Annual Report/Form 10-K, Call & FR Y-9, Fed R&R, and CCAR) for submissions around credit risk and off balance sheet reporting
Ensure thorough variance analysis is performed for all credit risk on and off balance sheet reporting and is consistent with the Corporate Financial Reporting standards
Coordinate receipt of LOB cuts of credit related on and off balance disclosures, and ensure format and timing is in line with CFR standards. Assist in educating the LOB contacts on the methodology to arrive at the disclosures in support of their sign off
Assist the SEC and Regulatory team and Risk Reporting in interpreting and defining existing and new regulatory/ SEC requirements and monitor dry runs results & participate in implementations to ensure they are implemented in accordance with CFR standards
Closely liaison with Risk Reporting team to ensure reconciliation and consistency in reporting of credit related amounts
Strong financial analytical skills. Knowledge of both SEC and Regulatory reporting requirements is a plus
Strong management skills
Excellent interpersonal skills necessary to work effectively with a variety of individuals, departments and organizations
Ability to build rapport and influence change
Ability to synthesize new reporting requirements
Quick learner and be pro-active
Aptitude to develop strategy and implement
Ability to multi-tasking and prioritize multiple deliverables
Ability to work autonomously as well as to work in team and to interface with senior management and staff
Proficiency in computer navigation and Microsoft environment
Big 4 experience
7+ years of experience
Credit reporting background a plus

Manager External Reporting Resume Examples & Samples

Oversee the preparation of and review the consolidated monthly reporting packages provided to senior executive management
Communicate regularly with senior management throughout the reporting cycle, provide timely updates, expert analysis and responses to inquiries
Manage the GL close for external reporting and interface with other departments as necessary to ensure timing and accuracy of close activities
Given the dependencies on upstream systems/departments, indirectly manage resources and efforts across several departments to ensure timely reporting of the company's financial results. This requires broad-based, in-depth knowledge of multiple accounting disciplines
Coordinate Robert Halfs’ efforts in SEC/GAAP compliance in overseeing the preparation and review of Forms 8-K, 10-Q and 10-K, including research and documentation related to new accounting pronouncements, policies, etc
Oversee the preparation of the quarterly earnings release, including publishing on the internet
Direct the process of including the company’s financial statements in the Annual Report
Provide updates for investor presentations, CEO's quarterly CD, analyst call script
Ad hoc reporting requests
Direct the activities of the external reporting team and the asset management group
Review and leverage team members' financial analysis to prepare Financial Highlights, which is an analytical executive summary of monthly results provided to C-level executives
Interface with external and internal auditors
Bachelor’s degree in Accounting or related field. MBA strongly preferred
CPA required
10+ years’ accounting experience including 5+ years’ public accounting experience preferred
Expert understanding of US GAAP, SEC reporting requirements/guidelines, and Sarbanes-Oxley Act
MS Office, including intermediate/advanced skills in Excel
Financial ERP experience (PeopleSoft preferred)
Excellent planning, organization, analytical, interpersonal and communication skills

External Reporting Resume Examples & Samples

Develop proof & control procedures to ensure accurate reconciliation between regulatory filings, SEC filings and other published financial reports (e.g., Press Releases, Form 10-Q, Annual Report/Form 10-K, Call & FR Y-9C, and other regulatory reports as needed)
Implement various control procedures and edit checks to ensure the integrity of reported financial results
Review Line of Business submissions to ensure completeness and accuracy as well as the reasonableness of variance commentaries provided
Managing relationships with the Lines of Business and Product controllers through ongoing partnership and dialogue
Participate in the strategic continuous improvement effort around data quality review, and external reporting improvement projects such as strategic sourcing of off balance sheet information
Strong analytical skills
Strong accounting skills
Experience in a controller/middle office function that deals with derivative transactions
Excellent computer skills, especially in Excel. MS Access a plus
Strong control/documentation background
Very strong communications skills – significant interaction with senior managers
Ability to partner and build relationships with LOB External Reporting groups and Corporate Accounting Policy to implement new reporting requirements
Ability to work on multiple priorities at the same time
Extremely strong organizational skills
Project management experience/skills helpful
Bachelor’s degree in Accounting or Finance preferred

CIB F&BM Fixed Income Financing External Reporting Resume Examples & Samples

Degree qualified - ideally a numerate degree
CPA qualified
Good financial product knowledge - fixed income products would be an advantage
Ability to work effectively, meet challenging deadlines and to work under pressure
Analytical and quantitative aptitude - ability to identify and solve problems independently
Team player with ability in managing processes and interacting with the business
Strong interpersonal skills and good communication skills
Strong technical skills (Advanced Excel)
Proactive and willing to accept responsibility
Controls focused

External Reporting Resume Examples & Samples

Manage the data aggregation for the disclosures of the following activities for e.g. Other Assets, Other Liabilities (including Mortgage repurchase reserve), Pledged assets and Collateral, on and off-balance sheet Securities financing activities
Understand and clearly communicate data collection requirements to the lines of businesses
Participate in various aspects for the production of aggregate firm wide data for monthly, quarterly and annual external disclosures as applicable
Managing relationships with the Lines of Business as well as with CFR teams that are responsible for the external reporting of the firm wide data
Qualifications and skill sets
Strong accounting background – CA with 5 years experience
Excellent computer skills especially MS excel
Strong communications skills
Ability to work on multiple priorities

Senior External Reporting Analyst Resume Examples & Samples

Assist in the coordination and preparation of information included in earnings releases, annual report, Form 10-K, Proxy Statement, Form 10-Q, Form 8-K and other SEC filings
Responsible for all aspects of SEC reporting including completion of the disclosure checklist, data gathering, discussing comments on the document, completion of XBRL tagging, and document filings
Assist in the drafting of new footnote requirements and MD&A
Technical research on accounting issues and new accounting standards impacting the SEC reporting process
Prepare and review other financial statements and reports as needed
Provide support to external auditors during audits and interim reviews. Coordinate requests and manage the flow of information and documentation
Ensure all non-GAAP disclosures are in accordance with SEC regulations
Assist with the preparation of the monthly financial reporting package to the CFO and Executive Management
Assist with the maintenance and updating of Sarbanes-Oxley 404 processes and procedures
Assist with the Company’s debt and equity offerings
Bachelors in Accounting (CPA is required)
Big 4 accounting experience required with current external reporting experience
2-7 years of accounting experience and proficient in applying GAAP
Ability to handle multiple priorities and deadlines, with attention to detail and an ability to work independently

Manager, External Reporting Resume Examples & Samples

Draft the MD&A in the Annual Report and quarterly interim Report to Shareholders for assigned areas of responsibility (for example, RBC financial performance, Wealth Management and Insurance segments, Liquidity and Funding Risks, etc.)
Work with key partners to prepare and coordinate quarterly reporting process
Review other external reporting-related materials for accuracy and consistency (e.g. Earnings Release, Board Operating Results, Q&A, speeches, slides, Management Proxy Circular, Annual Information Form, Annual report on Form 40-F, Prospectuses, Corporate Responsibility Report, and Rating Agency Reports)
Conduct quarterly peer benchmarking of MD&A and other external reporting-related disclosures. Propose recommended disclosure enhancements and implement changes to the disclosure framework as required
Coordinate in the production and compilation of the annual Public Accountability Statement
Implement changes to the disclosure for assigned areas of responsibility
Previous experience in Investor Relations or External Reporting is preferred

Manager of External Reporting Resume Examples & Samples

Supports relationships with internal and external auditors and provides needed materials for audits as necessary
Work closely with finance and accounting teams
Bachelor?s Degree in Accounting preferred
A minimum of seven years experience in a similar role

Senior Manager External Reporting Resume Examples & Samples

Preparation and review of the Group and Bank financial statements (full year Annual Report, Interim Report and quarterly FINREP)
Facilitating the audit of published financial reports
Responsibility for the Group consolidation system, including interaction with IT partners in maintaining and developing the system to meet the Group's evolving reporting requirements
Ensuring ongoing design and operating effectiveness of the team's financial controls
Liaising with key stakeholders to ensure that timetable commitments for each reporting cycle are agreed and ensuring that any issues are appropriately resolved on a timely basis
Providing financial and analytical support to Finance executive management
Consistently monitor, recommend and implement improvements to current methodologies and practices
Support key finance related projects and initiatives

Senior External Reporting Analyst Resume Examples & Samples

Prepares monthly consolidation
Prepares supporting schedules and tie-out for monthly consolidation package
Own process and procedures for the consolidation process
Works closely with foreign subsidiaries to ensure timely and accurate data inputs
Prepares various month end schedules to support the consolidated financial statements
Maintains the company's accounting policies and procedures
Partner with Treasury on hedge accounting documentation
Assist with financial reporting function (10K, 10Q, etc.)
Bachelor's degree in accounting
5+ years accounting experience
CPA and Public accounting preferred
Consolidations experience

CIB F&bm-global Credit External Reporting Controller Resume Examples & Samples

Ensuring that the quarterly external reporting disclosures are timely, accurate and complete
Overall Balance Sheet, Capital and RWA monitoring
Working closely with LOB product controller (P&L) team and coordination across other central teams to facilitate reporting
Owning and performing key monthly and quarterly submissions with direct accountability as part of the external regulatory reporting disclosures for the Business, with key focus on liquidity reporting
Provide oversight for outgoing Liquidity communications and Involvement in additional Liquidity projects and control initiatives as required
Work on projects and ad-hoc queries as appropriate, driven by regulatory changes and coordinate across different functional teams
Providing analytical support for monitoring, review and optimization of balance sheet and capital usage
Bachelor’s Degree level or equivalent (Finance, Accounting or related field preferred)
Working knowledge of Investment Bank products and previous experience working in a bank
Ability to deal with multiple tasks in a fast moving environment and keep pace with the changes effectively
Excellent working knowledge of MS Excel and being able to deal with complex spreadsheets. Good working knowledge of MS-Powerpoint and MS-Access

External Reporting VP-corporate Financial Reporting Resume Examples & Samples

Excellent computer skills, Strong Excel and Access Skills
Strong communications skills – both written and verbal
Adaptable to change in a quick moving environment

External Reporting Securitization, Analyst Resume Examples & Samples

Apply up-to-date product/industry/market knowledge in specialty areas ofSecuritizationreporting
Consolidate, review, and analyze quarterly financial data for accuracy and completeness. Perform quarter-over-quarter variance analytics
Coordinate data collection and quarterly business results with various LOBs, Regulatory Controllers and SEC reporting teams
Assist in the thorough assessment of the issues and outcomes
Participate in various aspects for the production, review and filing of monthly, quarterly, semi-annual, and annual reports filed with various regulatory agencies that are used by
O 1 - 3+ years total relevant work, industry and product experience

Manager of External Reporting Resume Examples & Samples

Leads team of Financial Reporting Analysts – works closely with the Manager of Technical Accounting while reporting into the Director of External Reporting and Technical Accounting
Prepare footnotes and MD&A disclosures for Annual Report Form 10-k and Quarterly Report on Form 10-Q
Act as a key point of contact for the company’s revenue recognition standard projects and report findings to the Company’s financial leaders
Remain current on company financial policies as well as GAAP standards and determine best practices as they pertain to the financial reporting
Perform research on complex accounting issues to support both corporate and business units
Assist both internal and external auditors; also assist in the technical accounting issues (acquisitions, derivative accounting, divestitures, etc.) & present findings to the Audit committee
Review of quarterly earnings releases and support the release process
Support Ad-Hoc requests from Senior Management
Five plus years of combined public accounting (Big Four REQUIRED) and financial reporting experience (SEC registrant preferred)
CPA is a must
SEC Reporting Experience
Strong interpersonal skills, excellent verbal and written skills

Credit External Reporting Resume Examples & Samples

Be a central point of contact for CFR for credit risk on and off balance sheet related reporting (Regulatory and SEC). This includes the credit sections in the Earnings Release Financial Supplement, SEC 10K/Q credit related notes (including Loans, Allowance for Credit Losses and Off Balance Sheet), Call and Y-9C credit schedules, 009 country exposure reporting, and other credit related external reporting
Ensure proof & control procedures are performed to ensure accurate reconciliation between regulatory filings, SEC filings and other published financial reports (e.g., Press Releases and the accompanying Earnings Release Financial Supplements, Form 10-Q, Annual Report/Form 10-K, Call & FR Y-9, Fed R&R, and CCAR) for submissions around credit risk and off balance sheet reporting
Ensure thorough variance analysis is performed for all credit risk on and off balance sheet reporting and is consistent with the Corporate Financial Reporting standards
Coordinate receipt of LOB cuts of credit related on and off balance disclosures, and ensure format and timing is in line with CFR standards. Assist in educating the LOB contacts on the methodology to arrive at the disclosures in support of their sign off
Assist the SEC and Regulatory team and Risk Reporting in interpreting and defining existing and new regulatory/ SEC requirements and monitor dry runs results & participate in implementations to ensure they are implemented in accordance with CFR standards
Participate in continuous improvement efforts around data quality review and external reporting improvement projects
Lead and motivate a team of people
Strong management skills
Ability to build rapport and influence change
Ability to multi-tasking and prioritize multiple deliverables
Proficiency in computer navigation and Microsoft environment
7+ years experience
Credit reporting background a plus

Manager of External Reporting & Technical Accounting Resume Examples & Samples

Direct responsibility for the preparation of SEC reports, including quarterly reports on Form 10Q, Form 10K annual reports, Proxy, 8Ks and all other ad hoc registration statements
Lead implementation efforts and ongoing monitoring of significant new pronouncement noted above, including ongoing communication with other company organizations
Prepare and maintain schedules for accounting areas pertaining to external reporting (e.g. EPS calculations, Balance Sheet, Income Statement, Statement of Cash Flows, Statement of Stockholders’ Equity, FAS 123R etc.)
Responsible for assisting with preparation for all press releases and public information announcements

CIB F&BM Global Banking External Reporting & Control Lead-VP Resume Examples & Samples

Own key deliverables for Month and Quarter end Reporting. Ensure consistency in analyzing forecast and actual results; investigating discrepancies across regions and providing consolidated commentary on business
Partner with regional product controller teams to identify and escalate key control gaps throughout the close
Prepare the monthly Controller Close Book and BCC with key statistics and commentary
Ensure rigorous compliance with accounting policies and standard
Coordination and preparation of key financial metrics and commentaries across Banking for the Quarterly Representation Letter
Liaise with the CIB SOX Program Office and Regional Controllers to define annual scoping through quantitative/qualitative review of financial statements and business processes. Oversee SOX control testing/ walkthroughs and ensure documentation is updated appropriately
Track all active UTs and perform deep dives by revisiting the purpose, risk classification and strategic solution towards retirement, if possible
Ensure compliance with Reg W policies. Facilitate daily, monthly and quarterly reporting and validate/attest in-scope transactions
Coordinate the annual Resolution and Recovery plans in order to provide solutions/ strategic response to severe financial distress scenarios
Managing special projects as requested and developing new MIS processes as needed
Managing and developing a team of 6 controllers
Strong accounting / finance background highly preferred
Strong focus on controls and risk
Self-starter & learner who actively contributes to team, and thrives in a continuously changing and evolving environment with a focus on efficiency and quality
Excellent time management skills, being flexible to handle multiple tasks at the same time and prioritize the tasks in the order of importance
Bachelors Degree in Finance/Accounting or 6+ years related business experience required

Manager, External Reporting Resume Examples & Samples

Manage/Assist in the process to file the Company’s Form 10-Q/10-K with the Securities & Exchange Commission (SEC). Ensure that the 10-Q/10-K meet GAAP/SEC requirements
Manage/Assist in the process to issue the Company’s earnings release and complete related analyses in connection with the quarterly analyst conference call
Manage/Assist in the process to file the Company’s Form 11-K with the Securities & Exchange Commission (SEC). Ensure that the 11-K meets GAAP/SEC requirements
Ensure that internal controls over the financial reporting process are in compliance with Section 404 of the Sarbanes-Oxley Act of 2002
Assist in analyzing current/proposed accounting pronouncements for potential implications on the financial statements and propose best alternatives for the Company. Assist in the implementation of accounting standards and other such financial reporting requirements to which the Company may be subject
Ensure that the Company’s financial policies and procedures are current and meet GAAP/SEC requirements and are communicated and made available to all operating business units
Manage the process to complete the Company’s financial statements for various foundations and employee benefit plans
Manage the audit of the Company’s financial statements conducted by external auditors to ensure an effective and efficient process
Assist in the completion of ad hoc financial analyses and special projects, such as acquisitions and peer group analysis
Ensure that the Company is in compliance with quarterly and annual governmental reporting requirements and reports are filed with the appropriate governmental administration
Bachelor’s degree with a major in Accounting required
10-12 years of public accounting or public/private experience and CPA required
Extensive Knowledge of GAAP/SEC rules
Effective interpersonal, oral and written communication skills
Ability to be flexible, work in a team environment and work under tight time constraints
Computer literate with experience using Microsoft Windows, MS Excel and Word

CIB F&BM External Reporting Product Controller Securitized Products Group Resume Examples & Samples

Computation and reporting of Regulatory Capital
SEC reporting from Balance Sheet to footnotes and Pillar 3
Regulatory reporting from FFIEC 101, Y9C, etc
Control oversight and integrity of the financial statements and end-to-end control around external reporting
Will own production and analysis of Basel 3 RWA (both standardized & advanced)
Along with manager, act as point person for BCBS, FRB, and OCC NPRs (Notice of Proposed Rulemaking) for the business
Take leadership role in implementation of Fundamental Review of the Trading Book (FRTB)
Reconcile balance sheet to RWA and verify proper treatments based on activity and structures, etc
Work closely with CIBT teams, CFR, etc., to ensure business data is properly consumed in external reports such as FFIEC101 and Pillar 3
Support daily liquidity and leverage reporting for the businesses
Be familiar with Basel 2.5 and Basel 3
Understand of Balance Sheet and Capital
Knowledge/experience with Securitized Products (RMBS, ABS, CMBS, CDS on ABS, etc.) preferred
Self motivated and willing to take initiative

External Reporting Finance Senior Associate Resume Examples & Samples

Detailed understanding of financial reporting, US GAAP accounting principles and is proficient in researching accounting literature, and
Delivery of analyzing results accurately, identifying possible issues, and making recommendations and supporting conclusions that exhibit understanding of the Firm's organizational structure
Assisting with leadership reporting and operational analysis of transactions, including resolving issues, accurately answer customer inquiries and proactively report potential issues that may impact financial results
Analyzing proposed new reporting requirements; ascertain its impact on systems/interfaces and report results to department managers
Confirming and taking appropriate action that documentation is maintained current for processes, system and process change recommendations along with leadership approvals
Preparing and distributing standard and/or ad hoc financial reports, developing changes and/or additions to existing reporting packages
Making appropriate recommendations regarding the accounting treatment to comply with agreed upon standards--PwC accounting principles, "PwC GAAP", and US GAAP
Participating in educating the department on changes in accounting standards and identify the impact to Firm policies and systems for upcoming changes in accounting standards along with supporting the reporting managers by proactively making and implementing process change recommendations
Assisting with strategic and operational planning to support the department managers and assists in effecting change
Adapting consciously individual behavior to organizational strategy to demonstrate a model of what the appropriate behavior looks like. For instance, if the customer is important then models "customer first" behavior
Utilizing the Firm's standard suite of work solutions, such as Lotus Notes, Word, Excel, PowerPoint, and Access, and has a thorough understanding of Firm systems, such as SAP R-3/GFS, myKcurve, Business Warehouse and relevant databases, and their dependencies on one another
Working under the leadership of the team's managers and independently on special projects as assigned
Building and maintaining relationships with business partners, finance leaders and stakeholders to provide analytical and technical accounting assistance; and,
Keeping the team and leadership informed of progress and issues affecting the department and provides suggestions to improving effectiveness and promote work/life balance

Bank Controller Team-jpmcb External Reporting & Controls Resume Examples & Samples

Governance and oversight for the integrity and accuracy of the financial results including monitoring controls and capital adequacy
Developing LOB level planning and forecasting analyses including capital stress testing
Working across functions (Treasury, Risk, Legal, etc) on operating and strategic issues
Monitoring key liquidity and risk ratios
Maintaining strong working relationships with regulators and auditors
Supporting the Bank’s board
Managing the firm’s end to end Reg W governance framework
Managing the firm’s legal entity strategy (ie structure) and related governance
Support Resolution Planning (the Firms “Living Will”) for the Bank LE and associated entities
Supporting efforts to oversee the accuracy and integration of the disclosure controls over the Bank Financial Statements and the Bank Regulatory reports
Analyze Control Policies and their applicability to the Bank Legal Entities
Support review of the New Business Initiatives from a JPMCB perspective and identify escalation points
Understand the Legal Entities that make up the Consolidated Bank
Create and analyze detailed metric reporting when needed
Enhance Bank level external reporting error and issue management including tracking and resolution
Assist with senior management level reviews
Escalate decisions to executive sponsors as necessary
Recognize areas for improvement and develop plans for implementing them
Highly Preferred: CPA or CPA equivalent
Previous experience in a 'Big 4' Accounting Firm, Internal Audit, or other corporate control function with strong understanding of financial reporting and internal controls preferred
Strong accounting skills including experience analyzing control environments
Strategic thinker
Demonstrated history of analysis of information with superior attention to detail
Outstanding ability to communicate (written, verbal, presentation skills) effectively with peers and senior management
Experience working on multiple, complex projects with a sense of urgency that drives decision making
Team player with ability to build strong cross-business and cross-functional relationships – proven flexibility, adaptability and reliability
Broad knowledge of financial services businesses and products as well as related functional areas (Treasury, Tax, Legal, etc.)
Excellent and efficient skills using MS Excel and PowerPoint tools
4+ years relevant work experience

CIB F&bm-firmwide External Reporting Controller Resume Examples & Samples

Ensuring completeness of reporting process and data for SFT activity from trade capture to regulatory report submission
Robust execution and testing of controls
Ensuring that SFT activity is correctly reflected in the various financial and regulatory reports
Working with Accounting Policy to ensure any regulatory changes to reporting are appropriately reflected in our disclosures
CPA qualified - preferred

Accountant Iv-external Reporting Resume Examples & Samples

Coordinate and prepare Securities and Exchange Commission (SEC) quarterly and annual reports, including financial statements, footnotes, Management’s Discussion and Analysis, Earnings Releases, Earnings Presentations and Investor Presentations. Review work of other department personnel and lead trainings and meetings within the department and across the organization
Complete the eXtensible Business Reporting Language (XBRL) for the Form 10-Q and 10-K
Responsible for maintenance of supporting documentation related to SEC reporting, including various disclosure checklists and quarterly S-X testing
Identify and implement improvements in process or internal procedures to more effectively compile and analyze data for SEC reporting purposes
Work with the TCF Accounting Standards department to lead implementation of newly released accounting guidance and establish internal processes to accurately compile information for disclosures in the SEC filings
Research new and existing U.S. Generally Accepted Accounting Principles (GAAP) and SEC guidance, including peer research, to ensure proper application of accounting rules and disclosure requirements. Document and present results to management and lead implementation of action plan when applicable
Work with management to identify, propose and develop enhanced reporting functionality. Incorporate enhancements of reporting techniques into existing processes and identify alternatives for improvement
Responsible for External Reporting internal control compliance, spreadsheet control testing and maintenance of policies and procedures
Bachelor’s degree in Business, Accounting, Finance, or equivalent work experience
Six to eight years related work experience or four to six years’ experience with advanced degree or professional certification (CFM, CMA or CPA)
Strong ability to read and interpret technical research and reports and apply information to specific business situations
Able to quickly grasp new and/or complex concepts
Ability to multi-task effectively in a fast-paced environment
Effective at facilitating team projects
Professional certification (CFM, CMA, or CPA) or advanced degree
Experience with and/or knowledge of the financial services industry, specifically banking

CIB F&BM Firmwide External Reporting Controller SPG VP-ny Resume Examples & Samples

Ensuring completeness of reporting process and data for SPG activity from trade capture to regulatory report submission
Remediation of identified gaps
Ensuring that SPG activity is correctly reflected in the various financial and regulatory reports
Partnering with key stakeholders including CFR & LOBs to quantify potential impacts of identified issues and ensuring impact on financial statements and regulatory reports are understood
Good financial product knowledge – securitized products experience a plus

Firmwide External Reporting Controller Resume Examples & Samples

Driving strategic enhancements of the FVM/FVO/Structured Notes disclosures operating framework
Ensuring completeness of reporting process and data for FVM/FVO from ledgers to regulatory report submission
Degree qualified - ideally a numerate degree
CPA/ACCA/ACA qualified - preferred
Excellent financial product knowledge – particularly for instruments reflected at fair value, including derivatives, securities, loans
Experience with JPM risk management and financial systems, particularly derivatives systems is a plus
Controls and execution focused

Senior Consultant, External Reporting Resume Examples & Samples

Excellent written and verbal communication skills, including the ability to communicate effectively, accurately and concisely across all levels (including senior management and Board)
Ability to digest and interpret prudential requirements relating to authorised deposit taking institutions
Ability to advise, guide and challenge senior stakeholders across the organisation, regardless of seniority
Excellent time management skills - highly organised, deals promptly with correspondence, manages timelines and calendars
Strong collaborative problem solving, analytical and decision making skills
A highly proactive approach - willing to go above and beyond the requirements of the role to help others / get things done, being resourceful and seeking out opportunities that deliver value for NAB; and
Proficient with MS Excel / Word / PowerPoint

Cib-f&bm-associate Global Credit External Reporting Controller Resume Examples & Samples

Liaising with Accounting Policy to ensure compliance with Corporate Regulatory requirements
Owning and performing key monthly and quarterly submissions with direct accountability as part of the external regulatory reporting disclosures for the Business
Direct ownership and providing analytical support for limit monitoring, review, reporting, optimization and forecasting of business balance sheet, RWA and capital usage

Firmwide External Reporting Controller FVM Resume Examples & Samples

Ensuring completeness of reporting process and data for FVO/FVO from ledgers to regulatory report submission
Experience with the financial disclosure for the above
Strong interpersonal skills and good communication skills

Firmwide External Reporting Controller Resume Examples & Samples

Establish strong relationships and provide support to Firmwide Regulatory Reporting & Analysis and related control groups
Constructively escalate issues and present complex information in a clear and concise manner to Management
Execute on all deposits regulatory reports are completed in accordance with GAAP or other Regulatory guidance and include appropriate supporting documentation
Distribute and create reporting as necessary to various stakeholders
Minimum of 6 years of Accounting or Finance experience
Highly proficient in Excel, SAP, and Hyperion Essbase
Business Objects, SQL or SAS skills preferred

Corporate Investment Bank-external Reporting Control Associate Resume Examples & Samples

Development of end-to-end frameworks to enhance processes and accountability around SEC and US regulatory reporting. Implement frameworks by partnering with and seeking input from line of business control teams while also ensuring Corporate driven requirements are met
Partner with data providers across the organization to remediate gaps in control frameworks
Represent CIB in Firmwide Reg Reporting initiative forums
Partner with CIB Finance Control Office on various control initiatives, including RCSA (Risk Control Self Assessment) and SOX
4+ years in a Finance organization with exposure to accounting, financial statements, regulatory reporting, and products
Experience in Product Control, Financial Control and/or knowledge of SEC reporting or Reg Reporting a plus
Understanding of end-to-end reporting and control processes
Self-motivated and willing to take initiative; ability to thrive in a changing work environment
Bachelor's degree in Accounting or Finance preferred

CIB F&BM External Reporting Controller VP Resume Examples & Samples

Controls identification, enhancement and mapping across systems, businesses and organizations
Remediation of identified gaps and errors
Ensuring that FVO/FVM activity is correctly reflected in the various financial and regulatory reports
Good financial product knowledge – particularly for instruments reflected at fair value, including derivatives, securities, loans

Director Finance, External Reporting Resume Examples & Samples

Participate actively in recurring and special projects involving accounting matters, such as policy updates, compliance support, and process improvement initiatives
Research and provide financial analysis related to derivatives, cash flows, debt, and other complex accounting areas
Participate in and review period-end close activities to ensure timely completion of assigned tasks, including identification and resolution of unusual items and issues in a timely and accurate manner
Review monthly accounting schedules as support for the balance sheet account reconciliations and financial audits, and provide analytic support to business partners as required
Preparation of the quarterly cash flow statement for the 10Q/10K reporting
Review general accounting activities in the SAP general ledger related to derivatives and debt
Become knowlegable about and oversee XBRL reporting
Exercise judgment in financial, operational, or transactional analysis to identify and resolve issues
Evaluate and maintain effectiveness of processes, procedures, and control environment
Successfully work in a team environment and across business groups within the company
Ensure compliance with SOX Controls and Lamb Weston policies
CPA and/or advanced degree required
10+ years of business experience in public accounting, corporate accounting, financial reporting, etc
SEC audit experience strongly preferred; Derivative accounting knowledge a plus
Solid understanding of generally accepted accounting principles required
Ability to work on multiple projects and assignments at the same time to reach resolution
Proficient PC and MS Office skills
Detailed understanding of assigned areas and the correlation back to the business operations
Develop financial acumen and expertise associated with assigned areas of responsibility
Enhance communication skills
Actively take initiative and work independently
Build leadership and project management skills
Enhance understanding of Lamb Weston business

VP, External Reporting & Accounting Policy Resume Examples & Samples

Document and research technical accounting issues under US GAAP accounting standards
Document and research financial, tax and regulatory reporting changes
Assist with the preparation of accounting transaction memos detailing significant transactions
Provide support for financial reporting preparation and filings for CIT’s financial statements, including statutory financial statements for subsidiaries of the parent
Fulfill ad-hoc requests from members within the accounting department and other areas as needed

Associate, External Reporting Resume Examples & Samples

Document and research technical accounting issues under US GAAP accounting standards
Document and research financial, tax and regulatory reporting changes
Assist with the preparation of accounting transaction memos detailing significant transactions
Provide support for financial reporting preparation and filings for CIT’s financial statements, including statutory financial statements for subsidiaries of the parent
Fulfill ad-hoc requests from members within the accounting department and other areas as needed
CPA or equivalent license
Minimum of 3 years of related experience with public accounting

External Reporting Supervisor Resume Examples & Samples

Bachelor’s degree with a major in accounting required; advanced degree or CPA is a plus
7+ years of experience in financial statement preparation, financial consolidations and general ledger accounting. Must have at least 3 years of recent hands-on 10Q/K preparation
Public accounting experience and multi-national company experience is strongly preferred
Proficient in GAAP and SEC guidelines; understand the impact of technical and business decisions. Experience writing technical memos is a plus
Previous experience with IFRS strongly preferred
Proficient in Microsoft Office applications; SAP and Hyperion experience a plus
Strong organization skills, an ability to multi-task, work under pressure, establish priorities and meet deadlines in a fast paced, changing environment
Monthly and Quarterly Reporting –Prepare and/or review all debt, equity and pension and employee benefit based entries, including share based compensation and earnings per share. Also, review monthly joint venture financial statements
SEC Reporting –Prepare all SEC reports, including 10-K’s, 10-Q’s and 8-K’s. Specifically responsible for preparing or reviewing the Statements of Cash Flows and Shareholders Equity in addition to preparing financial statement footnotes and management discussion and analysis
IFRS reporting – will lead conversion efforts for required UK consolidated reporting, as well as ongoing statutory reporting requirements
Audit Coordination– Manage relationship with internal and external auditors. Prepare and respond to external and internal auditor’s inquiries and requests, coordinate with other Noble employees on requests from auditors
Accounting & Business Research –Assist in the research and resolution of various accounting and business issues. Support the Assistant Controller in partnering with business areas in proactively identifying complex or unusual accounting matters and ensuring timely documentation of key issues, in documenting and implementing accounting policies, and in educating the worldwide accounting team on accounting policies and positions
Accounting Close– Participate in the month-end closing process as required

Manager OF Technical Accounting & External Reporting Resume Examples & Samples

Provide strategic accounting guidance to the management team and assist in the evaluation and due diligence involved in acquisitions and other business investments
Ensure that financial statements are prepared in accordance with US GAAP
Ensure that financial statements provide transparency and fairly report the Company’s results and financial conditions
Work with external auditors to address accounting issues and facilitate the review and audit of SEC filings and the annual report
Implement external filing system for SEC filings
Anticipate new accounting and reporting requirements and their impact on External Reporting filings
Manage pension, OPEB and executive compensation accounting and related disclosures for the company
Comply with XBRL requirements
Purchase accounting for acquisitions, including determination and allocation of purchase price
Determine if divestitures qualify for classification as discontinued operations, plus determine the allocation of goodwill for the sold business
Prepare / review responses to SEC comment letters and requests
Interacts with Investor Relations, Legal and Tax with respect to the external reporting requirements
Maintain adequate internal control process over external reporting and disclosure
5-10 years Big 4 public accounting experience
Must have strong technical accounting (GAAP) and research and reporting skills
In-depth understanding of large computerized accounting and reporting systems
Superior organization skills and attention to detail and accuracy
Ability to deliver high-quality work in a dynamic, fast-paced environment

Senior Finance Manager, External Reporting Resume Examples & Samples

Manage the preparation of the Annual Report and 10-Ks, 10-Qs and other SEC filings
Support Investor Relations and senior management in preparing for quarterly earnings releases and responding to investor and stock analyst inquiries
Oversee the pension, stock compensation, treasury, and other technical areas and functions
Provide accounting and policy assistance on a global basis with respect to Baxter’s significant, unusual and complex transactions and events in a variety of areas, including revenue recognition
Drive process improvements and further efforts to improve efficiencies within the Corporate Controller’s group
Maintain and update the company’s Financial Policies and Procedures Manual
Provide formal and informal GAAP and policies training to Finance employees globally
Bachelors / Master’s degree in Accounting. CPA required
Minimum of 7 to 10 years of experience. Public accounting experience with a national accounting firm (Big 4 preferred)
Very strong technical accounting and research skills are required including experience with SEC filings
Close attention to detail at all times

External Reporting Analyst Resume Examples & Samples

Prepares detailed work papers
Involved in implementation of new filing requirements as promulgated by the regulators
Researches and interfaces with business unit personnel

Manager of External Reporting Resume Examples & Samples

Coordinate and review SEC quarterly and annual reports, including financial statements, footnotes, Management’s Discussion and Analysis, Earnings Releases, Earnings Presentations and Investor Presentations. Lead meetings within the department and across the organization
Review the eXtensible Business Reporting Language (XBRL) for the Form 10-Q and 10-K
Responsible for maintenance of supporting documentation related to SEC reporting, including various disclosure checklists and quarterly S-X testing
Identify and implement improvements in process or internal procedures to more effectively compile and analyze data for SEC reporting purposes
Work with the TCF Accounting Standards department to lead implementation of newly released accounting guidance and establish internal processes to accurately compile information for disclosures in the SEC filings
Research new and existing U.S. Generally Accepted Accounting Principles (GAAP) and SEC guidance, including peer research, to ensure proper application of accounting rules and disclosure requirements. Document and present results to management and lead implementation of action plan when applicable
Work with management to identify, propose and develop enhanced reporting functionality. Incorporate enhancements of reporting techniques into existing processes and identify alternatives for improvement
Responsible for External Reporting internal control compliance, spreadsheet control testing and maintenance of policies and procedures
Oversee personnel functions within External Reporting, including staffing, promotional changes, training, performance evaluations, disciplinary action and other issues that arise
Demonstrated project leadership skills, including directing the work of others or previous supervisory experience
Strong ability to read and interpret technical research and reports and apply information to specific business situations
Advanced organization skills
Ability to work under deadlines
Experience with and/or knowledge of the financial services industry, specifically banking

Manager, External Reporting Resume Examples & Samples

Assist with the preparation and review of all external reporting-related SEC filings
Assist with the preparation and review of eXtensible Business Language SEC filings
Independently analyze and evaluate accounting issues and financial transactions for compliance with applicable accounting rules and SEC regulations and assist with the implementation of new accounting pronouncements and/or interpretations thereof
Participate in account-level preparation and reconciliation and/or review within areas of greater accounting or regulatory complexity
Serve as liaison on accounting and reporting matters to functions and divisions outside the corporate accounting and reporting organization, including international subsidiaries and the corporate Tax and Investor Relations groups
Will work extensively with operations on certain tasks, including but not limited to
Supervise, manage, and develop the performance of External Reporting Staff Accountants
In-depth knowledge of SEC reporting requirements
Excellent GAAP knowledge and a working knowledge of International Financial Reporting Standards
Proficient in use of advanced Excel; proficiency with WebFilings a plus
Superior planning, project management and organizational skills, including ability to effectively communicate status updates to team and cross-functional stakeholders
Ability to deploy, manage, and redirect resources to meet strict deadlines
Proven track record of liaising across functions, departments, and cultures in an effective and professional manner
Firm understanding of SOX internal control, disclosure control, and reporting requirements
Strong organization, planning and project management skills; ability to prioritize tasks for self and team to meet requirements and deadlines
Strong leadership skills; ability to drive and motivate team to achieve results
Ability to work in a time-sensitive and high volume environment
Good strategic and problem solving skills to effectively influence decision making in key negotiations
The Manager, External Reporting must be flexible as there will be workweeks that require more than 40 hours to ensure the Company’s reporting responsibilities are met
Minimum of 5 years’ public accounting/public company experience required
Accelerated filer or large accelerated filer reporting experience preferred

Director of External Reporting & Technical Accounting Resume Examples & Samples

Perform technical research on complex accounting issues and provide accounting consultation advice to business partners under US GAAP and IFRS
Draft and maintain global accounting policies and memos
Keep business partners abreast of developments in accounting and financial reporting and related firm policies and positions through issuance of various publications, training sessions, and other meeting forums
Manage and prepare SEC filings and quarterly earnings releases
Manage the accounting for stock-based compensation...treasury accounting (ASC 815)
BA/BS degree or equivalent practical experience
10-15 years of relevant experience from public accounting and/or public multinational high-tech companies
Experience working in a technical accounting or similar role
Excellent understanding of GAAP accounting principles with a strong knowledge of SEC reporting regulations, revenue recognition and lease accounting principles
Ability to work with senior management and influence decision making
Excellent project management, oral communication, analytical and written skills
Interpersonal skills, attention to detail, organized and thorough with the desire for continuous improvement

Accounting & External Reporting Traineeship Resume Examples & Samples

You will be part of the team that prepares the Roche Group's financial statements, along with providing accounting and reporting support for local affiliates, financial training and the testing of internal controls at major affiliates. The programme provides the opportunity, subject to availability and your performance, for a 3 month secondment into the Finance organisation at one of our international affiliates
You will train for the UK-based ACCA qualification, with course fees and incidental costs covered by Roche. The course will take approximately 3 years to complete, depending upon any exemptions you have from your previous studies and your success at passing the ACCA exams. The programme has 14 modules, and you will typically be taking 2-3 modules each six months
The combination of an accounting qualification and development on the job gives you the opportunity to start an international career in finance. Upon completion of the traineeship, you will either become a full-time member of the Accounting & External Reporting team, or we will look to position you elsewhere in the Roche Finance organisation

External Reporting Analyst Resume Examples & Samples

Knowledge of US GAAP and Sarbanes-Oxley
Knowledge of financial calculations and reporting requirements
Must be proficient in Microsoft Office applications
HFM or other general ledger and/or financial consolidation system experience preferred

Manager of External Reporting Resume Examples & Samples

Develop and analyse quarterly public company SEC filings
Prepare US GAAP financial statements and footnotes
Conduct management discussion and analysis
Manage supporting documentation and work papers for financial reporting deliverables including completion of GAAP and SEC reporting checklists
Collaborate with external auditors
Prepare and analysis of quarterly earnings release and supporting analyses
Assist with accounting policy research under US GAAP, UK GAAP, and HKIFRS and propose relevant application of emerging accounting and reporting guidance
Prepare supporting documentation including accounting research memos
Assist with ad hoc projects

Senior Accountant, External Reporting Resume Examples & Samples

Participate in the process to file the Company’s Form 10-Q/10-K with the SEC. Ensure that the 10-Q/10-K meet GAAP/SEC requirements. Prepare and analyze information to support financial statements
Participate in the process to complete the Company’s earnings release and related analyses in connection with the quarterly analyst conference call
Review quarterly XBRL exhibit to ensure compliance with Edgar Filing Manual requirements and work with third-party vendor to make changes when necessary
Compile information requests from the Company’s internal auditors and SOX team in connection with their quarterly review of SOX compliance
Prepare financial statements for the Company’s special purpose entities and employee benefit plans
Complete ad hoc financial analyses and special projects, such as peer group analyses
Undergraduate degree in Accounting required
5-7 years of accounting experience
Capacity to understand, analyze and summarize complex financial data in a clear concise manner
Ability to apply professional discretion and judgment to complex accounting matters
Fluency in Windows, Excel and Word required
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Senior Business Fa-external Reporting Resume Examples & Samples

Create and foster a positive working environment within and across functional areas
Facilitate and support identification of process improvements
Prepare drafts of financial statements, footnotes and management’s discussion and analysis
Coordinate the preparation of external financial reports in compliance with SEC and other regulatory reporting requirements
Assist in the implementation of new accounting pronouncements or in accounting research related to financial statement presentations and disclosures
Serve as an effective liaison with external auditors on reporting matters

Cib-f&bm-rates Balance Sheet & External Reporting Controller Resume Examples & Samples

Ensuring that the production of quarterly external reporting disclosures such as FVM (Fair Value Measurement), FVO (Fair Value Option) are timely, accurate and complete
Working with Accounting Policy to ensure any regulatory changes to reporting are appropriately reflected in our balance sheet and disclosures
Overall Balance Sheet, Funding, Capital and RWA monitoring
In addition to the overall responsibilities for the External reporting team as stated above, the job specific responsibilities mainly include
Daily Balance sheet monitoring for various desks and legal entities used by the business covering several products: derivatives, securities and FX
Oversee the Capital and RWA monitoring process and provide commentary to senior management for significant movements
Work closely with our PnL teams to monitor the impact of Funding to the overall business
RWA analysis per business including general market risk RWA, specific risk RWA and counterparty credit risk
Participate in the design and development of a strategic tool for balance sheet analysis and external reporting including funding and liquidity analysis
Support or owning firm wide Product Control initiatives and projects to streamline processes or address new regulatory requirements
Pro-actively identify control risks and manage subsequent project plans to achieve resolution
Produce our LOB aligned Advanced Pricing Agreement in close coordination with Tax
Understanding of Fixed Income Derivatives products especially IRS, XCS, FXForward and Securities
Good understanding of accounting and external reporting concepts
Analytical and quantitative aptitude. Ability to identify and solve problems independently
Positive, can-do attitude and strong control mindset
Good communication skills & team worker

CIB Finance & Business Management External Reporting Controller Resume Examples & Samples

4+ years in a Finance organization with exposure to accounting, financial statements, regulatory reporting, and products
Experience in an Investment Bank Controllers organization and/or knowledge of SEC reporting or Reg Reporting a plus
Ability to summarize complex information and deliver it at business executive level
Excellent analytical, interpersonal, and communication skills
Self-motivated and willing to take initiative; ability to thrive in a changing work environment
Strong grasp of Microsoft Excel and PowerPoint
Bachelor's degree in Accounting or Finance preferred

Corporate Finance External Reporting Project Management Analyst DE Resume Examples & Samples

Lead specific working sessions and provide support in the development and deployment of various FIRS Control projects/initiatives
Lead sub-working groups or creation of key project deliverables (data analysis to drive operational or organizational decisions, process flows, RACI diagrams, communications) to support FIRS Control project initiatives
Required to lead key working groups or remediation of key program issues or risks to closure
Support syndication and sign-off of Control projects/initiatives across FIRS leadership and Sr Management
Develop end to end change management plans to transition from current state to target state
Moderate experience in operational, process or organizational design and related change management activities
Effective interpersonal skills, relationship building, influencing skills and ability to effectively partner with FIRS management and directs to help advance project agenda

Corporate Finance External Reporting Project Management Resume Examples & Samples

Facilitate key working groups and remediation efforts for key program issues/risks to closure
Partner with FIRS external operational leadership, functional SMEs, key stakeholders and FIRS consumers in the design and implementation of the of the various FIRS Control projects/initiatives
Manage syndication and sign-off of initiatives across FIRS leadership and Sr Management
Day-to-day maintenance of project plans, metrics, risk/issues as well as development and occasional presentation of project status reports / updates to FIRS organization and Sr Mgmt
Provide project or business analysis support as necessary
Proven project management experience
Familiarity with creation of detailed process flows, a plus
Proven experience in developing project plans, business analysis, and their execution
Strong analytical capabilities and attention to detail; capable of synthesizing and summarizing complex data or findings to drive decision making
Strong organizational and time management skills
Effective interpersonal skills, relationship building, influencing skills and ability to effectively partner with FIRS management, other teams and direct reports to help advance project agenda
Able to work in a fast paced, results driven environment

Senior Associate, External Reporting Resume Examples & Samples

Prepare financial statements and coordinate audits for several international subsidiaries, domestic subsidiaries, as well as multiple employee benefit plans
BS in Accounting or Finance
3-7 years of demonstrated work experience in financial statement preparation/review and analysis (including footnote disclosure)
Demonstrated analytical, problem solving, communications skills required
Proven ability to research, document and conclude on GAAP accounting guidance
Strong organizational skills and ability to meet multiple deadlines within short timeframes a must
Must be able to interact effectively with teammates and varying levels of management
Software requirements include proficiency in Microsoft Word, Excel and PowerPoint
Experience with IFRS accounting or reporting is preferred
Audit experience is preferred
Experience with financial reporting software (preferably Hyperion and/or Workiva) and online research tools preferred

Supervisor, External Reporting Resume Examples & Samples

Reports to the Securities and Exchange Commission
Assist with preparation of annual Form 10-K
Assist with preparation of quarterly Forms 10-Q
Administer filing of reports to the SEC via EDGAR, including XBRL preparation
Assist with other reports to SEC as necessary (e.g., Forms 8-K, registration statements, etc.)

RWA Production & External Reporting Resume Examples & Samples

Provide documentation on the template procedures quarterly
Provide sufficient supporting documentation to support compliance requirements
Reconciliation of capital templates and strategic/ automated data
1-4 years’ experience in financial accounting & regulatory reporting (preferably Basel)
Risk Management, Regulatory Compliance, Financial Reporting, Using Databases and Querying Tools
Ability to liaise with business and technical teams of all levels
Advanced understanding/experience of databases and query tools
Experience in Business Objects/ Reporting Tools
Advanced knowledge of MS Office
Ability to liaise with all levels including senior management

Consultant, External Reporting & Assurance Resume Examples & Samples

Providing assurance over NABs business processes and financial data relating to statutory financial reporting (i.e. Annual Financial Report) to ensure compliance with International Financial Reporting Standards (IFRS)
Providing assurance over NABs Regulatory Returns and Compliance Plans (i.e. Pillar III reporting, APS 310) to ensure compliance with Australian Prudential Regulation Authority (APRA) requirements
Undertaking advisory activities into key focus areas, providing value add advice and recommendations to the business
Qualified accountant (CA or CPA)
Recent external audit experience
Ideally you will be from 'Big 4', but we will also consider other firms
Strong technical accounting knowledge (e.g. IFRS)

Senior External Reporting Analyst Resume Examples & Samples

Assist in preparation of quarterly and annual financial statements
Assist in preparation of the monthly cash flow statement
Assist in preparation of government surveys and tax packages required by federal, state and local agencies
Address ad-hoc requests for information and analysis from management
Participate in project teams, as necessary, to facilitate process improvements and address changing business requirements
Maintain desktop procedures relating to the job responsibilities described above
Remain current with new accounting technical standards impacting financial reporting. Participate in the development and maintenance of accounting policies and procedures as required
3 plus years of accounting experience, public accounting experience preferred
Strong understanding of US GAAP requirements
Experience with HFM, Essbase and Workiva (WebFilings) a plus
The candidate must demonstrate ability in the following areas

CIB F&bm-external Reporting Controller Resume Examples & Samples

Preparation of monthly, quarterly and biannual returns for JP Morgan Europe Limited (JPMEL), JPMorgan International Bank (JPMIB), JPMorgan Securities Plc (JPMS Plc) and JPMorgan Chase Bank London (JPMCB)
Interpretation of the Regulatory rules which forms the basis of Bank of England and PRA reporting, and providing regulatory guidance to the business
Partnership and supporting other Finance areas with their reporting requirements (e.g. Pillar 3)
Assist in the preparation of quarterly COREP reporting suite for solo regulated entities and their associated UK consolidation groups
Assist in the Own Funds calculation and disclosures
Preparation of other external regulatory report across UK regulated entities e.g. FIN067, FIN072
Governance of access to GABRIEL reporting portal
Engagement with EMEA Reg policy team to understand implications of upcoming regulatory changes and incorporate in the Operating model
Focus on control environment and monitoring / driving process efficiency - including continual challenge of operating model
Involvement in other non-BAU tasks, such as projects and policy matters that impact the capital reporting function
Strong interpersonal and team working skills
Familiarity with current regulatory rules (CRD4) and reporting requirements (COREP) - Desirable
Proficiency in Microsoft Office – Excel, Access, Outlook, Word and Powerpoint - Essential
Degree qualification and either accountancy qualification or qualification by experience within Financial Services industry - Desirable
Good understanding of investment banking products including derivatives / financing transactions - Desirable
Knowledge of banking products (deposits, loans, credit facilities)- Desirable

Accounting & External Reporting Specialist Resume Examples & Samples

Support the preparation of the Roche Group year-end and half-year external financial statements
Ad-hoc transaction support, including Mergers & Acquisitions, divestments and debt offerings
Review IASB Exposure Drafts, Discussions Papers and other IFRS related publications. Includes supporting the implementation of new IFRS standards as necessary
Facilitate Roche Diploma in Accounting (Basic and Advanced) trainings worldwide together with other members of the team, as well as updating related training materials
Providing coaching and development support to junior members of the team

CIB F&fbm-external Reporting Controllers Associate Resume Examples & Samples

Development of end-to-end frameworks to enhance processes and accountability around SEC and US regulatory reporting. Implement frameworks by partnering with and seeking input from line of business control teams while also ensuring Corporate driven requirements are met
Represent CIB in Firmwide Reg Reporting initiative forums
Develop and maintain strong working relationships with Finance and Line of business partners, facilitate effective communication, and work with business teams to assess needs, understand requirements and syndicate solutions
Work on projects and ad-hoc queries as appropriate, driven by regulatory changes and coordinate across different functional teams
Develop strong relationships across multiple lines of business/partners (i.e. CIB Central teams, FIRS, and Regulatory Corporate Reporting) to remediate gaps in control frameworks
4+ years in a Finance organization with exposure to accounting, financial statements, regulatory reporting, and products
Bachelor's degree in Accounting or Finance preferred
Experience in Product Control, Financial Control or knowledge of SEC reporting/Reg Reporting a plus
Strong skills in time management, problem solving, written and oral communication
Ability to multi task, complete projects on time, and be able to adapt to changing priorities
Team player, with ability to work effectively across diverse functions, locations and businesses
Strong relationship building skills and comfortable with business contact
Excellent working knowledge of MS Excel and MS-PowerPoint

Mortgage Bank External Reporting Resume Examples & Samples

Supports Mortgage Banking CCAR Y-14M monthly reporting
Develop appropriate management reports and analysis to drive business results
Deep dive analysis of the data to ensure accuracy of reporting
Responsible for detailed documentation of Requirements/Requirement interpretation
Conduct data research to triage issues, identify root cause and recommend solutions to fix data defects
Work with other teams (Data Steward, Finance & Risk etc.) to identify data issues and improve data quality for CCAR files
Analysis, documentation and tracking on data elements data quality issues
Preparation of metrics on issues (including edit check failures) for inclusion in presentations to Steering Committee and Management
Strong communication skills across all levels of management
Strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, fact based, has the courage to ask the tough questions and challenge the status quo and manage multiple tasks simultaneously Works well in an ever-changing business environment
Bachelor’s degree in Accounting/Finance/Economics
Proficiency in Microsoft Excel, Word, and Power Point (required)
Proficient in SQL

Senior Analyst Technical Accounting External Reporting Resume Examples & Samples

Will take a leadership position in preparing the Company’s SEC filings (10-K, 10-Q, 8-K, S-4, etc.) in our web based EDGAR tool
Will take a leadership position in the preparation of XBRL exhibits associated with the Company’s SEC filings
Produce clear and organized work papers that adequately support the Company’s filings and the internal/external audit process
Participate in the technical accounting for certain routine and ad hoc technical accounting matters in coordination with a Manager of Technical Accounting and External Reporting
Assist, as needed, with the preparation of summaries of key accounting issues for review by the Audit Committee and/or Board of Directors on a quarterly basis
Consult with the Company’s broader finance community to identify and/or consult on technical accounting issues as they arise
Responsible for the preparation, management and oversight of the Company’s Accounting Policies
Support the Technical Accounting and External Reporting department's other ad hoc projects – such as acquisitions, divestitures and ASU implementation - as they arise
This role will serve as a contact point for interacting with the Company’s annual external audit
Review press releases to ensure consistency in message and financial amounts with our SEC filings
Monitor new accounting standards and the evaluation of their impact to the Company

CIB F&BM External Reporting & Data Quality Controller Resume Examples & Samples

Leading a complex agenda across multiple stakeholders within the CIB and the Firm
Ensuring consistent, comprehensive and well designed external reporting control frameworks and underlying processes
Ongoing measurement of control framework effectiveness
Development of holistic and efficient external reporting operating models
Prioritization of strategic initiatives related to external reporting and data quality
Alignment of CIB to Firmwide external reporting, data management and data quality initiatives
Alignment of external reporting and data quality priorities and control frameworks
Analytical review of control issues and ongoing remediation efforts in partnership with CIB LOBs
Performance of selected analytical controls
10-15+ years in a Finance organization with exposure to financial reporting, regulatory reporting, CIB products and legal entities, accounting topics
Strong understanding of end-to-end reporting and control processes
Excellent analytical, interpersonal, communication and influencing skills
Ability to lead and influence matrix organizations
Bachelor's degree in Accounting or Finance preferred

Technical Accounting & External Reporting Analyst Resume Examples & Samples

Bachelor’s degree in Finance or Accounting
CPA certification or working toward certification
2 plus years of accounting and/or SEC reporting experience
Knowledge of US GAAP and SEC reporting requirements
Proficient in Microsoft Word, PowerPoint and advanced Excel skills, including the ability to manipulate spreadsheets, create pivot tables and summarize data from multiple sources
Experience with valuation and/or financial modelling
Experience with SAP or comparable ERP systems

External Reporting Senior Finance Manager Resume Examples & Samples

Monthly - Accounting and reporting of: debt and interest; share based compensation expenses; derivative transactions; inter-group and -company financing transactions
Annually - Preparation of the UK statutory accounts for c. 150 VM group entities under FRS101 and IFRS; running various models including annual inter-company debt and investment impairment models
Knowledge of US GAAP and IFRS; exposure to derivative, fair value and share based compensation accounting an advantage
Experienced team manager; excellent communication and interpersonal skills; ability to coach and develop others

Senior Accountant External Reporting & Compliance Resume Examples & Samples

A Bachelor’s in Accounting and 2+ Years’ Experience
Public Accounting Experience
CPA, preferred
GAAP and SEC Reporting Knowledge
Experience with Controls
Detail Oriented with Strong Organizational Skills
Growth Environment
Competitive Salary + Benefits
Unlimited PTO
Employee Stock Purchase Discount
Parking / Cell Phone Subsidy
Work Life Balance
Cutting Edge Technology Company!

Manager of External Reporting Resume Examples & Samples

Staying up to date with newest accounting standards (GAAP/SEC)
Responsible for the preparation of 10-K and 10-Q
Support the budget process
Perform ad hoc and other special projects
Strong technical Accounting experience
Excellent written and oral communications skills, including the ability to work collaboratively and build strong relationships across the organization
Bachelor Degree and CPA

Senior External Reporting Analyst Resume Examples & Samples

Prepare accounting and disclosures for the Company’s external filings including the 10-Q/10-K and 8-K reports
Prepare and review other regulatory filings, including Proxy Statements, and other regulatory agencies
Support quarterly/yearly audits including the preparation of supporting reports and documentation, directly interact and manage relationships with external and internal auditors
Prepare monthly internal financial schedules (journal entries, reconciliation schedules, variance reporting, month-end closing, etc.)
Create and implement new policies and procedures that impact the entire organization and help achieve both operational and financial objectives
Manage multiple tasks, escalate when appropriate, and operate within deadlines
4 year degree in accounting, finance, or economics from a top college/university
Experience with Sarbanes Oxley compliance a plus
Strong communication (written and verbal), organizational, analytical and problem-solving skills
Inspired by working with a fun, slightly wacky, team

Director of Corporate Accounting & External Reporting Resume Examples & Samples

Directs and oversees overall consolidation of the company
Manages and provides guidance on areas impacting our corporate ledger including, but not limited to, debt, pensions, benefit accounting, liability reserves, equity investments, acquisitions and divestitures
Directs and oversees overall external reporting department and process. This includes periodic US SEC filings of 10-Q, 10-K, 8-K
Prepares certain deliverables for audit committee
Manages overall department budgets
Manages overall management representation letter process
Performs periodic analysis on segment reporting
Preparation and review of technical accounting position papers
Completing special projects and performing other duties as assigned
Big four public accounting experience a plus
Effectively lead diverse teams
Self-starter and has the ability to manage multiple tasks and priorities
Strong understanding of U.S. GAAP

External Reporting Resume Examples & Samples

Minimum of 3 years of professional accounting experience required with at least 2 years preferred in a large public accounting firm
BS or BA in Accounting from an accredited college or university required
Active CPA license strongly preferred
Excellent communication skills both verbal and written
Proven ability to work under pressure, plan, and meet deadlines
Understanding of U.S. GAAP and SEC filing requirements
Proficient in Microsoft Office
SOX controls-focused
Working knowledge of Wdesk (formerly WebFilings) and Certent is strongly preferred
Retail or consumer products industry experience is a plus, but not required
Working knowledge of Hyperion Financial Management (HFM) software and SAP is a plus, but not required

External Reporting Specialist / Manager Resume Examples & Samples

Responsible for oversight of the preparation and issuance of the 10-Q and 10-K Filings with the SEC as well as other SEC filings such as 8-K’s (primarily our quarterly earnings release), shelf registrations, etc. (i.e., S-8). Also responsible for oversight of benefit plan reporting (including 11-K filings) and other reporting, as needed
Work independently to prepare certain elements of the financial statements for SEC filings and the Annual Report. Must be up-to-date related to SEC reporting issues such as Regulation S-X, S-K, G, etc
Oversight responsibility for the SEC documents during the preparation phase and is responsible for working with all departments and other parties involved throughout the preparation (FP&A, legal, communications, treasury, tax, etc.) and for incorporating all comments and making all necessary revisions, based on feedback provided by management and external legal and accounting/auditing personnel. Ensure consistency of messaging across SEC filings, news release and investor decks on a quarterly basis
Responsible for technical accounting research as needed and documenting our accounting positions, based on conclusions reached after researching the related topics
Consult with Finance and Business Managers at domestic and international subsidiaries regarding issues, as needed, and assisting in the process to resolve those on a timely basis as they arise
Responsible for executing the changes necessary to appropriately reflect accounting, presentation, and disclosure changes in the consolidated financial statements
This role also responsibilities for executing certain internal controls over financial reporting for SOX compliance and for assisting others in the organization with the design & execution of other controls
Requires direct interaction with executive managment and officers of the company as well as external legal and accounting/auditing personnel. As it relates to the external audit specifically, this role is responsible for facilitating audit requests, tracking the status of the external audit and reporting on that status (including issues & open items) to management
Extensive knowledge of U.S. GAAP and SEC reporting requirements
Strong project management skills, ability to follow multiple time critical work streams, ability to manage multiple projects, people and teams
Ability to exercise judgment – This individual must be able to determine if the disclosures provided appropriately explain our operating results and comply with all applicable standards
Ability to take input from multiple sources and combine feedback received into a cohesive message
Attention to detail is critical - Ensure that all internal and external reporting is complete and accurate
Results orientation – Demonstrated ability to hit deadlines and achieve targeted milestones
Bachelor of Finance/Accounting (Master of Finance/Accounting or MBA, preferred)
Minimum of 6-8 years of auditing experience with a Big 4 public accounting firm required
Certified Public Accountant license required
Experience with SEC registrants required
Experience with global manufacturing companies is a plus

Senior Manager, External Reporting Resume Examples & Samples

Prepares consolidated financial statements and related disclosures for all periodic required public filings including Form 10-Q and Form 10-K and ensures compliance with SEC and GAAP reporting requirements, including XBRL tagging
Coordinates underwriter due diligence requests for public offerings/sales of securities
Supports the accounting disclosure needs of the investor relations function
Performs accounting research for complex accounting transactions
Maintains effective system of internal accounting controls including ownership of the accounting policies and procedures database in support of SOX compliance
Coordinates with the Company's external auditors for all external accounting and audit requirements
Manages legal entity reporting and segment reporting including guarantor financial structure
Drives system enhancements and development of analytical tools to support a more streamlined consolidated financial reporting function including better analytics
Manages external reporting team, including performance management, coaching and development
Prepares consolidated financial statements and related disclosures for all periodic required public filings in conformity with SEC / GAAP requirements
Prepares briefing materials for internal Disclosure Committee meetings and input for Audit Committee and Board of Director presentations as requested
Ensures the accurate presentation of materials for public release such as earnings releases, script preparation, etc
Performs accounting research for complex accounting transactions; assesses newly-proposed accounting standards and impact on Company
Serves as technical resource to other areas of the Company
Review of periodic enterprise-level equity valuations including annual goodwill and other long-lived intangible asset impairment analysis
Maintains effective system of internal accounting controls in support of SOX compliance
Develops and maintains internal accounting policies and procedures database
Performs review of debt compliance filings
Participates in cross-functional special projects with IT to develop more robust analytical and reporting tools and processes
Performs ad hoc financial reporting and special projects to assist Corporate Treasury and Corporate Planning as assigned
Strong, current technical knowledge of GAAP and SEC reporting requirements
Excellent interpersonal skills capable of interfacing effectively with executive management and key stakeholders; must possess team orientation
Excellent verbal and written communication skills with the ability to effectively interact with all stakeholders including senior leadership
Detailed understanding of SOX requirements from a compliance standpoint
History of applying analytical methods, tools and concepts
History of balancing competing priorities with the ability to adapt to the changing needs of the company while meeting deadlines
Prior public accounting experience in a "Big 4" public accounting firm

Assistant Controller & Senior Director External Reporting Resume Examples & Samples

Participate and lead, as applicable, in establishing Company US GAAP policies and procedures
Maintain the policies and procedures manuals
Establish Holding company and Consolidated financial reporting controls for compliance with company policy and SOX
Research and document the Company’s US GAAP accounting positions in conjunction with Bunge’s Corporate Technical Accounting team
US GAAP accounting and external reporting resource for operating companies
Provide US GAAP, SOX and external reporting training on a global basis to the operating companies
Evaluate accounting treatment for proposed transactions
Assist with opening balance sheet for acquisitions
Assist with monitoring company compliance with US GAAP reporting procedures
Liaison with Audit Committee Chairperson answering questions
Prepare various financial presentations for the executives and Bunge’s Audit Committee
Give periodic presentations to the Audit Committee
Liaison with the treasury, investor relations, communications, human resources, tax and insurance and legal departments
Supervise the preparation of the monthly Performance Report
Participate in the preparation of the annual business plan and quarterly forecasts
Provide advice and guidance to the Holding company accounting
Write the quarterly and annual MD&A
Supervise and participate in preparation of SEC filings Assist with preparation of the annual report and quarterly shareholder brochures
Supervise/prepare quarterly and annual analysis of the consolidated financial statements
Participate in the drafting of Bunge’s earnings press releases
Assist the Controller as requested
Liaison to the external auditors for the audit of the consolidated financial statements

100

Manager External Reporting Resume Examples & Samples

Coordinates, manages, and reviews reports filed with the SEC, including Form 10-K, Form 10-Q, Form 8-K, Form 11-K, and other regulatory statements as required
Coordinates, manages, and reviews workpapers supporting financial statement disclosures for SEC reports
Coordinates, manages, and reviews the application of XBRL for quarterly and annual SEC reports
Collaborates with departments as necessary to ensure completeness and accuracy of support workpapers for financial reporting
Coordinates, manages, and reviews the work papers and drafts financial statements (including footnotes) as assigned for: Audits of defined contribution plans (Form 11-K) and related Form 5500 information; Limited-scope audits of defined benefit pension plans and related Form 5500 information; Form 8-K filings associated with acquisitions, dispositions, retrospectively adjusted financial statements, etc.; Separate company financial statements (audited and non-audited); Other reports as assigned
Keeps current on new GAAP and SEC reporting requirements and incorporates into the reporting process as necessary
Assists with identifying and resolving more complex technical accounting and/or reporting issues
Bachelor’s degree (or higher) in Accounting required
Minimum ten (10) years Accounting, equivalent Public Accounting, and/or Auditing experience required
Minimum three (3) years’ experience in SEC reporting required
Minimum three (3) years accounting supervisory and/or lead experience required
Experience in the refining industry and partnership accounting preferred
Master’s degree in Accounting preferred
At least five (5) years’ experience in SEC reporting is strongly preferred
Knowledge of XBRL is preferred
Knowledge of Workiva Wdesk application preferred
Working knowledge of SAP and/or BW preferred
Thorough understanding of generally accepted accounting principles, theories, and ability to apply them to the Corporation's accounting needs
Ability to tolerate the stress associated with strict deadlines
Ability to serve as a resource to resolve more complex issues
Ability to read and interpret company policies, regulatory guidelines, and other work-related documentation
Ability to abide by confidentiality requirements when working with sensitive information, results, and communications
Skill in providing thorough, efficient, and effective customer service to individuals at all levels within the organization

101

External Reporting & Technical Accounting Manager Resume Examples & Samples

Accounting for restructuring, acquisition-related costs, asset retirement liabilities
Prepare monthly journal entries and balance sheet reconciliations related to certain accounting areas
Prepare consolidated financial statements on quarterly basis
Quarterly SEC financial reporting preparation, including financial statements, footnotes and management discussion and analysis and all external reporting requirements required by GAAP and the SEC, including 10K, 10-Q, and 8-K, as well as other prospectus and registration filings
Accounting policy maintenance in compliance with US GAAP and SEC rules
Develop and maintain working relationships across various functions within Finance and other company organizations and the external audit team
Prepare requisite schedules/reports for quarterly reviews/annual audits with External Auditors, the quarterly Audit Committee meetings and other projects
A minimum of 6 years of public accounting experience
Strong analytical skills and ability to think independently
Excellent team player who can build and leverage alliances

102

Accountant, Investments External Reporting Resume Examples & Samples

Develop / prepare complex schedules that support external filings made by the Allstate Corporation. Examples of schedules may include
Undergraduate degree in Finance or Accounting or relevant experience
2+ years of Accounting/Reporting experience
Solid organizational and time management skills, ability to meet deadlines
Recommends solutions in a logical and creative manner

103

Director Technical Accounting & External Reporting Resume Examples & Samples

Lead the timely preparation of annual and periodic SEC filings including but not limited to Form 10-K, 10-Q, S-3, S-4 and 8-K
Partner closely with internal and external legal counsel on SEC registration statements including the completion of any required comfort letter procedures
Oversee the quarterly stock-based compensation calculation under ASC 718 including the related reconciliations, journal entries and disclosure and expense forecast
Accountable for the preparation of the consolidated financial statements including the balance sheet, income statement, cash flow statement, and footnotes each quarter
Manage the quarterly basic and diluted shares calculation including actual and forecast
Provide technical accounting support to the business development group on proposed transactions and deal structure
Oversee the purchase accounting and related analyses along with SEC reporting pertaining to acquisitions. Manage the preparation of pro forma statements as required for significant acquisitions
Work closely with the Treasury organization on technical matters around financing and investing transactions including debt issuance or retirement, equity instruments, derivatives, pension accounting
Coordinate and aid in the preparation of debt/equity transactions, including the requisite registrations. Assess accounting issues associated with various instruments and document all accounting conclusions
Assist with the earnings release process
Manage accounting for goodwill and intangible assets including annual goodwill impairment testing, assessment of triggering events for impairment testing of intangibles, establishing amortization policies, and consolidated reporting. Coordinate with external valuation experts for preparation of fair value analysis
Assess segment reporting requirements by monitoring the reporting practices of the business units and changes to management structure that may impact our segments and reporting units
Establish and maintain financial accounting and reporting policies including communication and adherence to all policies across the organization
Monitor the activities of all accounting standard setting bodies, including FASB, SEC and PCAOB, and evaluate the accounting and reporting impact of new standards. Monitor trends among other SEC filers to ensure the company’s reports are in line with industry and overall practices and standards
Coordinate the implementation of new accounting standards as required including design and documentation of internal controls related to new reporting and accounting requirements
Assist with quarterly reviews and annual audits conducted by external auditors through preparation and review of supporting schedules and analyses supporting the financial statements
Undertake and manage special projects and other reporting needs as required
Manage, mentor and develop staff a team of 2- 3 people
10+ years’ of experience with a blend of public accounting (Big 4) and publicly traded companies
Skilled in US GAAP and SEC reporting rules and regulations is required
Strong analytical and technical research skills with the ability to interpret guidance to support own conclusions, create recommendations, summarize and communicate research results effectively
Keen ability to organize, prioritize and thrive in a fast-paced, dynamic and changing environment that requires flexibility, adaptability and deadline driven
Webfilings (Wdesk), Oracle, Equity Edge and Hyperion expertise is highly desirable
BA/BS in Accounting is required. MS Accounting / MBA is a plus
CPA license is required

104

Cib-f&bm-global Credit External Reporting Controller Resume Examples & Samples

Provide oversight in implementing a strong control environment and support governance forums to proactively raise concerns to senior management on a timely manner, with researched remediation plans
Degree level (Finance, Accounting or related field preferred)
Strong analytical, investigative problem-solving and decision-making skills, with a keen attention to detail
Team player, with ability to work effectively across diverse functions, locations and businesses
Be able to adapt and work seamlessly across different systems used for reporting

105

Senior Manager of External Reporting & Technical Accounting Resume Examples & Samples

Prepare quarterly and annual financial statements and related disclosures in compliance with US GAAP and SEC requirements, including XBRL tagging (using WDesk)
Lead implementation efforts and documentation of Company positions under new revenue recognition standard, ASC 606
Research authoritative literature and provide technical accounting guidance and documentation on complex transactions such as acquisitions/divestitures, share based compensation, impairment analysis, debt and equity modifications, derivatives, revenue recognition, non-GAAP measures etc
Liaison with independent auditors to resolve technical accounting matters in a timely manner
Perform and document impairment analyses for the Company’s goodwill, intangibles and long-lived assets
Document and ensure compliance over the controls over the Company’s external financial reporting process
Document and update global accounting policies and procedures
Minimum of 6-10 years of progressive experience in public accounting or combined public accounting and public company experience
Strong technical accounting skills and understanding of US GAAP, SOX and SEC Reporting requirements
Pharmaceutical / Life Science industry with a publicly traded company
Experience with preparation or review of SEC filings
Technical revenue recognition experience – including documentation of technical accounting positions
Ability to take ownership and drive projects/issues to completion
Strong interpersonal skills, ability to work cross functionally, and ability to manage relationships with external consultants

106

CIB F&bm-prime Services External Reporting Controller Resume Examples & Samples

Ideally hold an accounting qualification or have relevant balance sheet reporting experience
Good financial product knowledge - equity financing or cleared derivatives a bonus
Analytical and quantitative aptitude - ability to identify and solve problems independently
Team player with ability in managing processes and interacting with the business
Strong technical skills (Advanced Excel)

107

Head of External Reporting & Policy Resume Examples & Samples

Graduate; commercially strong and analytical
ACA, CA, ACCA or equivalent
Advanced IT skills
A good track record of delivering effective reporting under pressure and to tight deadlines
Can demonstrate experience of collaborating with others across functional and geographic boundaries
Good technical knowledge and a strong interest in understanding commercial operations and the key drivers of value within the businesses

108

Director Technical Accounting & External Reporting Resume Examples & Samples

Very strong technical accounting and reporting skills
Good business sense
Strong attention to detail and sense of ownership
Positive attitude and dependable team player willing to “roll up their shirt sleeves” to get the work done
Strong problem-solving and analytical skills
Demonstrated ability to work independently, coordinate the efforts of others and work well with people at a wide range of levels
Ability to complete assignments with minimal supervision and prioritize work to achieve objectives
Proficient in Microsoft Office suite of products
Effective writing, presentation and communication skills
BS Degree in Accounting; CPA required
Minimum of 8-10 years of accounting experience with a strong understanding of U.S. GAAP
Working knowledge of SEC reporting and Sarbanes Oxley requirements
Knowledge of Oracle software a plus

109

Senior Accountant External Reporting Resume Examples & Samples

A Bachelor’s in Accounting
3+ Years of Experience
2+ Years of Public Accounting Experience
GAAP and SEC Reporting Knowledge
Preferred Software Experience: Workiva, Oracle FL, Essbase, Cognos
Growth Environment
Competitive Salary
Comprehensive Benefits
Employer Matched 401k
Profit Sharing Plan
Work Life Balance

110

External Reporting Senior Manager Resume Examples & Samples

Preparation of accounting papers supporting Diageo’s accounting treatment on complex accounting issues. Taking ownership for such issues and working with markets to drive and achieve the best outcome for Diageo
Primary responsible for the preparation and review of the Group Annual Report, with particular focus on compliance with IFRS and other external reporting obligations. Ensure key stakeholders sign-off (Group Controller, Head of Investor Relations, Director of Technical Accounting, CFO)
Coordination of the activities of the Financial reporting team, leading the team
Monitor compliance with existing group accounting policies and update it for new standards and interpretations. Communicate to the wider Finance community through technical accounting update training or equivalent
Engage with markets to ensure they are fully compliant. Provide support for market issues / initiatives
Good business partnering with markets and senior stakeholders to ensure timely reporting and technical issue resolution
Liaison with the group auditors for the interim, annual audits. Ownership of the ongoing Issues Log
Manage direct reports, role model the Diageo values
Supports the Financial Reporting Director in the FAC process
Act as deputy of the Financial Reporting Director when needed
Manage the projects affecting the Financial reporting process

111

Manager, External Reporting Resume Examples & Samples

Prepare periodic public financial filings for the SEC including forms 8-K, 10-Q, 10-K and Form DEF 14A (Proxy Statement)
Prepare footnotes to financial statements and support for footnotes in accordance with the applicable technical guidance
Perform XBRL tagging for 10Q and 10K filings
Perform detailed review of all filings, including XBRL, to ensure accuracy and consistency
Maintain documentation support in electronic format for all filings
Work closely with the external auditors to coordinate audits and reviews
Prepare debt covenant calculations
Prepare stand-alone facility financial statements on quarterly basis
Review new accounting technical guidance (SEC and U.S. GAAP) for applicability to filings and assist with recommendations for implementation plans with documented memos
Review peer company filings for best practices and recommend improvements to the company’s filings
Oversee work of junior staff members as needed
Provide support on special projects as needed

112

Manager, External Reporting & Policy Resume Examples & Samples

Assist in the preparation and review of the Company’s accounting white papers related to various revenue issues
Coordinate and review deliverables from networks and agencies related to the completion of the Company’s adoption of ASC 606
Participate in creating new processes for adoption of ASC 606, including defining new controls, policies and procedures
Assist in providing oversight, guidance and training on revenue recognition to various functional groups across the Company
Identify issues that may result in adverse revenue recognition impact and work with respective teams to resolve
Post-adoption of ASC 606: Responsible for monthly review of revenue in accordance with revenue recognition policies, including appropriate application of the new revenue standard
Effectively interact with senior management, external auditors, and various Corporate departments as necessary
Work with external auditors on quarterly reviews and year-end audit
Accounting degree and CPA
5+ years experience in public accounting and/or corporate accounting environment
Strong communication (verbal & written), analytic and technical research skills
Very well organized, detail oriented and ability to work independently
Good technical PC skills – Word, Excel and PowerPoint a must, Hyperion, SAP a plus

113

VP of Accounting Policy & External Reporting Resume Examples & Samples

8+ years of relevant experience, Big 4 and technical accounting consulting a plus
An aptitude for finance
Clear and concise written and verbal communication skills
Distinguished written and verbal communication skills

114

Senior Accounting External Reporting Analyst Resume Examples & Samples

Strong organization, prioritization, collaboration, and communication skills
Effective at leading through change
Ability to effectively work and communicate with both internal and external parties and varying organizational levels

115

External Reporting & Policy Manager Resume Examples & Samples

5+ years of Public Accounting and/or Private Industry experience
CPA / CA
Strong working knowledge of U.S. GAAP, particularly ASC 606
Experience with SEC Reporting and Revenue Recognition
Solid analytical and mathematical skills

116

External Reporting & Technical Accounting Senior Manager Resume Examples & Samples

Monitor and lead the implementation of new accounting standards and pronouncements – including the newly released revenue recognition and lease standards
Research and document conclusions related to technical accounting inquires, including review of contracts
Manages the application of accounting principles to analyze financial information and prepare Consolidated financial reports (to include disclosures) in accordance with GAAP and SEC (Knowledge of and experience with SEC reporting is required)
Develop and implement company-wide accounting policies
Prepare technical accounting memos to support accounting positions for transactions
Reviews the transactions, account reconciliations and reports prepared by subordinates for accuracy, completeness and adherence to GAAP, company policies and management guidance
Promote consistency in the treatment of accounting transactions across the company
Evaluates, develops, implements and monitors appropriate control procedures which safeguard the Company’s assets and assures compliance with Corporate policies
Provides support to internal and external audits
Maintains effective internal controls for all assigned responsibilities
Responsible for ensuring compliance with the requirements of the Sarbanes-Oxley Act and the related regulatory and professional standards

117

External Reporting Analyst Resume Examples & Samples

Bachelor's Degree in Finance or Accounting. If no Bachelor's Degree in Finance or Accounting, must have a Master's Degree in Business Administration (MBA) or Accounting Designation
5 years of experience in Accounting or Finance, including at least 2 years public accounting experience (Big 4 or large regional accounting firm)
Strong personal computer skills including Word, Excel and PowerPoint
Certified Public Accountant (CPA), Chartered Accountant (CA) or equivalent
MBA or Masters in Accounting/Finance
Knowledge of accounting pronouncements, SEC rules and regulations and external reporting requirements
Experience with SAP, HFM and SmartView
Good overall business acumen
Excellent technical accounting, analytical and teamwork skill
Significant overtime required at quarterly and year-end closes

118

Senior External Reporting Analyst Resume Examples & Samples

Initial preparation of Forms 10-K, 11-K, 10-Q, 8-K, DEF 14A, as well as Forms 3 & 4 and others as required to be filed with the Securities Exchange Commission (SEC) of the United States
Preparation of financial statements and schedules for all filings and earnings releases
Coordinate year-end proxy preparation process and design of our Annual Report to Shareholders
Coordinate with external auditors to provide applicable information for annual audits and quarterly reviews
Coordinates audits of benefit plans and responsible for preparing benefit plan financial statements
Perform duties related to equity transactions including stock option exercises, restricted stock vesting and the preparation of equity related entries, including share-based compensation expense
Provide assistance and support in the review and financial analysis of potential acquisitions as needed. Participate in related due diligence activities
Research accounting literature and determine impact of recently implemented accounting pronouncements, as needed
Coordinate and perform special projects, as assigned
3-5 years of public accounting (big four experience preferred) and/or private experience in financial reporting for a public company
Past experience in complying with Section 404 of the Sarbanes-Oxley Act of 2002 preferred
Strong GAAP knowledge, including the financial reporting requirements for a public company
Four or more years of Accounting or Auditing experience
Experience working with public companies and their related SEC filings
Experience, implementing and keeping current on technical accounting guidance
Workiva software experience preferred
System implementation experience preferred
Strong documentation and communication skills
Highly self-motivated and directed, with keen attention to detail
Ability to work collaboratively with others to achieve the common goal
Effective time management skills, ability to prioritize assignments and consistently meet deadlines

119

Senior External Reporting Analyst Resume Examples & Samples

Minimum 2 years of public accounting
Prior Big 4 experience preferred
Knowledge of U.S. GAAP and SEC reporting rules
Strong analytical and technical accounting research skills
Solid understanding of SOX compliance and best practices
Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)

120

Manager of SEC / External Reporting Resume Examples & Samples

Participate in the preparation and filing of external reporting requirements required by GAAP and SEC
Prepare and file the 10K's, 10-Q's, and 8K's, as well as other prospectus and registration statement filings
Assist in the research, interpretation, and implementation of accounting issues and new standards such as FASB, SEC regulations, and SOX
Support acquisition integration
Plan, develop, and manage projects such as implementing new accounting standards, and new SEC filings
Preparation of GAAP and SEC lists
Preparation of consolidation of the income statement, balance sheet and cash flow statement for monthly and quarterly reporting
Other special projects
Bachelors degree in Accounting required
3-5 years experience in public reporting
GAAP and SEC knowledge
CPA certification a plus

121

External Reporting Finance Manager Resume Examples & Samples

Quarterly - Preparation of supporting schedules for VM 10Q/K
Approximately 3-6 years post qualification experience
Strong excel and financial systems skills (eg. Oracle, Hyperion/HFM)
Experience of researching emerging / complex accounting or reporting issues that could impact monthly, quarterly and annual reporting
Experience of working in a complex environment, delivering to deadlines

122

Senior Accountant, External Reporting Resume Examples & Samples

Preparation of NIKE's quarterly and annual SEC filings
Validation and preparation of quarterly earnings release information in accordance with US GAAP and SEC regulations
Provide support to the greater finance organization on the treatment of external reporting matters
Ensure compliance with internal controls over corporate financial reporting
Engage in external reporting and finance organization related projects
3 - 5 years of experience with a Big 4 Public Accounting firm; experience with large multinational, publically-held companies preferred
Strong knowledge of US GAAP and business processes
Ability to identify, research and resolve accounting issues
High standards for quality and attention to detail
Proven ability to multi-task
Have the ability to partner with teams from all functions around the organization
Ability to pass a 7 year background check

123

Senior Accountant External Reporting Resume Examples & Samples

Coordinate, compile, and analyze financial statements and footnotes for inclusion in Form 10-Ks and 10-Qs
Prepare quarterly earnings release financial tables
Coordinate with property management to gather, analyze, and prepare information to support external reporting needs
Prepare stand-alone property financial statements for regulatory reporting purposes

124

Senior Manager of External Reporting & Policy Resume Examples & Samples

Lead the preparation of SEC filings (Form 10-K, 10-Q, 8-K, S-8, registration statements, XBRL tagging, etc. and assist with the Proxy). Supervision/coordination of information gathering activities to ensure required schedules are obtained from other departments and diligence reviews to ensure the accuracy / integrity of information
Prepare and present SEC filings to external auditors, inside and outside legal counsel and disclosure. Prepare timelines and meeting materials, and distribute draft filings
Preparation of technical accounting memos for management conclusions and audit purposes
Monitor the effects and assessing/communicating the effects of assigned proposed accounting pronouncements and SEC regulations and supervise drafting and/or draft disclosures in the Form 10-Q/10-K in connection with these new regulations
Proactively identify, research, consult and draft technical memorandums on significant proposed and or completed transactions and complex issues
Oversee equity accounting and reporting including calculations for weighted average shares outstanding, diluted shares, EPS and stock-based compensation expense
Bachelor’s degree, in Accounting or Finance, CPA required
8+ years of accounting experience (SEC Reporting experience with a large, public multinational corporation and at least 3 - 5 years’ experience in public accounting),
In-depth knowledge and experience with FASB, SEC, AICPA, XBRL rules and reporting,
Knowledgeable researcher in guidance as issued by the FASB, SEC and professional accounting firms,
Strong technical skills, analytical and verb/written communication skills,
Active disclosure or W-Desk background highly desired,
Extremely attentive to detail,
Demonstrated leadership and people management skills,
Self-motivated individual with ability to work independently, meet tight deadlines and committed to success,
Adaptable and comfortable working in fast paced environments,
Ability to lead others through clear communication, coordination, project planning and project prioritization,
Ability to identify key issues and offer practical solutions

125

Cib-external Reporting Controllers Analyst Resume Examples & Samples

Implementation of end-to-end frameworks to enhance processes and accountability around SEC and U.S. Regulatory Reporting, by partnering with and seeking input from LOB control teams, while also ensuring Corporate driven requirements are met
Partner with data providers across the organization to remediate gaps in control frameworks
Represent CIB in Firmwide Regulatory Reporting initiative forums
Partner with CIB Finance Control Office on various control initiatives, including Risk Control Self-Assessment (RCSA) and Sarbanes-Oxley (SOX)
Basic knowledge of SEC reporting or U.S. Regulatory Reporting a plus
Proficiency with Microsoft Excel, Word and PowerPoint
Ability to multi-task in a constantly changing environment
Ability to critically challenge with the goal of identifying and understanding control issues

126

Director of External Reporting & Technical Accounting Resume Examples & Samples

Lead the Company’s technical accounting and reporting, ensuring the highest degree of quality in the Company’s financial statements
Work closely with various business leaders including Sales, Treasury, HR, Legal, M&A, FP&A, Operations, etc. to foster close working relationships to address business needs
Identify and assess technical accounting issues, alternatives, and appropriate conclusions for complex business transaction
Support the Company’s external reporting function, ensuring that the financial statements and disclosures are in conformity with SEC rules and accounting principles generally accepted in the United States
Research and resolve on a timely basis audit and technical accounting issues with the Company’s external auditors
Stay current on changes to accounting and SEC rules. Summarize new and proposed accounting pronouncements and impact to the Company for senior management
Ensure maintenance of the Company’s written accounting policies and provide guidance throughout the organization on the application of such policies
Perform periodic self-assessments of the accounting and reporting function and identify areas for improvement/enhancement through benchmarking with peer and other best in class companies
Bachelor’s degree or Master’s degree in Accounting
CPA and Big 4 experience required. Big 4 national office experience is a strong plus
10+ years of progressive experience including at least 5 years in public accounting
Broad experience and knowledge in accounting and SEC reporting, including key technical accounting areas such as revenue recognition, goodwill, intangible and other assets, debt, commitments and contingencies, stock based compensation, business combinations, and impairments and restructuring charges
Ability to ‘go beyond the accounting’ to understand the economics of business transactions to reach the best possible outcome within the rules, based on the business strategy
Highly collaborative with the ability to effectively manage multiple complex cross functional projects simultaneously
Highest level of ethics and integrity
Excellent decision-making, problem-solving and analytical skills
Excellent communication, planning and leadership skills
LI-POST GLDR

127

Manager External Reporting Resume Examples & Samples

Manages and prepares reports that include financial statements, footnotes and other financial information filed with, or furnished to, the Securities and Exchange Commission (SEC) such as 10-Ks, 10-Qs, 8-Ks, proxy statements, registration statements and annual reports; maintains related documentation; and reviews and maintains XBRL tagging and related support files
Oversees the accounting, documentation and disclosure of the Company's acquisitions and divestitures, including coordination with the Market Planning & Development team, field controllership, internal and external legal counsel, and external specialists; reviews purchase agreements, pro-forma models and intangible valuations
Assists with complex accounting areas by reviewing statement of cash flows, landfill models, environmental models, goodwill / intangible asset analyses, stock-based compensation and segment analyses
Acts as a liaison between subsidiary controllers and Corporate accounting staff to ensure all accounting and reporting requirements are met, including review and analysis of monthly financial results
Assists with maintaining Company processes and procedures related to the Sarbanes-Oxley Act of 2002 (SOX)
Coordinates activities of external auditors and acts as a liaison with Corporate departments in obtaining information required by external auditors
Assists in quarterly review and annual external audit of the Company’s financial statements as it relates to landfills, environmental reserves, legal reserves, acquisitions and divestitures
Reviews audited financial statements for certain subsidiary audits
Monitors current developments related to accounting standard setting bodies and remains current on technical accounting literature to identify/assess possible changes to accounting policies and practices. Examples include SEC, FASB, PCAOB, Technical Bulletins and other accounting policy and practice pronouncements
Researches, interprets and provides accounting guidance and support based on adopted interpretations and maintains related documentation, including adoption of revenue recognition standard
Maintains and updates, as applicable, the Company’s accounting policy manuals
Provides training and accounting guidance to field controllers and other Corporate departments relating to matters involving landfills, environmental issues, acquisitions, divestitures and legal reserves
Reviews reconciliations, roll forward and other schedules prepared by staff and other departments that support Company’s financial filings
Master’s Degree in Accounting or Finance
Minimum of 6 years of public (Big 4 or Tier II National) accounting experience
Minimum of 1 year of experience in leading an External Reporting function that involves SEC disclosure and reporting, reconciliation and accounting research
Prior experience working with Lawson and Essbase or similar general ledger systems, reporting tools and database tools
Bachelor's Degree in Accounting, Finance, Economics or a related field
Minimum of 5 years of combined public (Big 4 or Tier II National) accounting experience or public company SEC reporting experience
Demonstrated ability to lead and develop a team of strong accounting and finance professionals
Advanced knowledge and experience in the application and audit of generally accepted accounting principles (GAAP), SEC financial reporting and applicable regulations
Outstanding technical and analytical skills
Strong interpersonal and written communication skills for all levels of the Company, from staff and field personnel to executive management
Strong organizational skills, ability to effectively manage multiple projects and meet deadlines
Broad understanding of business dynamics including systems, personnel and business drivers

128

Analyst Firs External Reporting Resume Examples & Samples

Experience in regulatory reporting as per the FED/SEC requirements will be an advantage
Regulatory reporting background is required
Knowledge of US GAAP will be an advantage
Good logical and analytical skills, strong accounting skills and aptitude to work with numbers
Proficiency in MS office applications (MS Excel, MS Word, MS Powerpoint) is required
Good communication and interpersonal skills, should be able to interact with business partners independently
Candidate should be flexible with the shift timings (US/UK timings:- primarily 2 PM to 11PM)

129

Associate for the External Reporting & Controlling Team Resume Examples & Samples

Participating in the planning and preparation of the Group’s quarterly, interim and annual reports
Support the Investor Relations team with financial data
Preparing accounting and reporting for some of our Danish based entities
Assist preparing annual reports for Danish entities
Updating our financial reporting model to our new consolidation tool OneStream
Driving and ensuring execution of ad hoc initiatives and participation in projects
Challenging the existing processes to improve and reduce non-value adding activities

130

CIB F&bm-firmwide External Reporting Controller Securities Financing Transactions Associate Resume Examples & Samples

Dynamic role which will require the development of strong commercial and accounting acumen
Ensuring completeness and accuracy of reporting processes and data from trade capture through to regulatory report submission
Controls identification, enhancement and mapping across systems, businesses and organisations
Remediation of identified gaps in controls
Partnering with key stakeholders including CFR & LOBs to quantify the potential impacts of identified issues and ensuring the impact on financial statements and regulatory reports are understood
Qualified Chartered Accountant ACA/ACCA/CIMA
Experience in and appetite for External Reporting highly preferable
Good financial product knowledge – securities financing products would be an advantage
Ability to work effectively to cyclical and project demands/deadlines

131

Accounting Director, External Reporting Resume Examples & Samples

Report accounting and financial data to the regulative government agencies such as the Securities and Exchange Commission (SEC) and other regulatory bodies
Support the preparation of financial data and information to be presented or discussed with financial analysts and investors and coordinate external audit
Remain current with new accounting technical standards impacting financial reporting. Research and monitor governing accounting bodies for effected and proposed pronouncements and analyze the impact to the company. Participate in the development and maintenance of accounting policies and procedures as required
Interpret and guide implementation of GAAP and SEC reporting requirements to various technical accounting functions and monitor compliance with SEC financial reporting rules and regulations
Coordinate and manage the preparation of consolidated and stand-alone financial statements for internal reporting and external reporting for Form 10-Q and Form 10-K reporting
Manage technical accounting issues that impact the financial statements of the company
Coordinate and manage the preparation of special SEC filings (e.g. 8-K filings)
Improve current processes, systems and controls related to internal and external financial reporting
Responsible for determining the impact of SEC and FASB pronouncements, establishing course of action, and implementation in cooperation with senior management
Supervises staff in a professional manner, providing direction and career development opportunities
Perform other related duties and special projects that may be assigned
Depth in understanding GAAP and FASB accounting disclosures. Thorough knowledge of accounting theories, methods and techniques
Experience writing filings, press releases, accounting memoranda and disclosures
Preparation of SEC filings (10-K, 10-Q, 8-K)
Consolidation of financial statements
Strong background in internal financial controls
Track record of successful supervision of accounting staff
Strong communication skills with management, peers and subordinates
Public accounting experience or publicly-traded company

132

CIB F&BM Americas CEM Product Control External Reporting Resume Examples & Samples

Completion, review and analysis of quarterly regulatory reporting, coordinating with LATAM locations, Middle Office and Central Reporting teams
Understand and validate RWA results for the business, analyzing main drivers, ensuring results are accurate and communicate results and issues accordingly
Understand balance sheet usage and reporting and provide analysis as needed
Able to understand RWA and IBT calculations and provide advise to the business on balance sheet, RWA and funding cost impact for new structures and positions
Work closely with the CEM External regulatory reporting team to understand the various regulatory changes (Basel, Dodd Frank) that might impact the business and work with the business and the various support functions to proactively manage the changes
Contribute, as needed in global or regional ad-hoc projects and requests
Suggest and implement controls and processes to improve accuracy and efficiency of reporting
Provide ad-hoc business and financial analysis and reporting
Develop solid working relationships with numerous other support functions and business partners
Solid accounting background with 1 to 2 years of experience highly preferred
Understanding of financial products as bonds, derivatives, structured notes, etc
Strong analytical, problem-solving abilities and detail oriented
Ability to multitask and prioritize effectively
Ability to deal with different teams across the region and drive an tight agenda
Ability to be flexible, follow tight deadlines, organize and prioritize work
Ability to coordinate and contribute to projects

133

Senior Manager, External Reporting Resume Examples & Samples

Support the monthly close process and maintain required controls. Oversee the preparation of the Legal Reporting Package (LRP) to document the monthly close. Coordinate and communicate close related questions and updates between Accounting, Financial Systems and Line of Business teams
Validate intercompany checks during close each month and oversee correction of anything out of balance
Responsible for the MTD, QTD and YTD EPS calculation each month. This includes a detailed review and ensuring all controls are maintained
Responsible for the coordination and detailed review of the quarterly financial statements including income statement, balance sheet, statement of cash flows, and statement of changes in equity
Partner with Investor Relations to prepare the quarterly earnings release. Responsible for preparation of the quarterly financial supplement, review of all earnings release documents and filing the earnings release 8K
Responsible for preparation and filing of the monthly credit card 8K
Oversees compilation and submission of statutory reports. Coordinates and tracks deliverables by locality and ensures compliance with prescribed due dates
Addresses and responds to reporting and compliance issues/inquiries from regulatory authorities and auditors
Manages the statutory audits through effective coordination and communication with auditors and management, ensuring results are appropriately reported and communicated
Ensures appropriate internal controls are in place over the financial reporting of statutory financial statements
Contributes to the development and maintenance of internal statutory accounting policies and procedures to ensure compliance with statutory reporting and regulatory requirements
Stays current on all applicable statutory accounting principles, procedures, practices, and regulatory rules
Coordinates Legal Entity Governance program
Management and development of staff; team resource allocation and optimization
BS in Accounting or Finance
10+ years of demonstrated work experience in financial reporting and analysis
Excellent communication, analytical and problem solving skills required
Strong organizational skills and ability to manage multiple work streams
Must be able to interact effectively with varying levels of management and have the ability to work independently and provide guidance and leadership to team members
Software preferences include Hyperion Financial Management, Hyperion Essbase, MS Office and WDesk

134

Manager OF Technical Accounting & External Reporting Resume Examples & Samples

Prepare financial statements and related disclosures for Form 10-Qs/10-Ks and earnings releases, including researching US GAAP and SEC disclosure requirements and establishing best practices for financial reporting
Review XBRL tagging for Form 10-Qs/10-Ks
Assist in compiling information for Form 8-Ks and the annual proxy materials
Provide technical accounting guidance and documentation over both recurring and non-routine transactions, including segment and reporting unit determinations, revenue recognition (including multiple-element arrangements), debt and equity financings, stock-based compensation, discontinued operations, exit and disposal costs and leases
Assess the impact of new or proposed accounting standards, interpretations or regulations from the FASB, AICPA, PCAOB, EITF, and SEC and communicate impact to management
Manage overall relationship and day-to-day operations with the Company’s external auditors
Manage the Company’s Sarbanes-Oxley Section 404 compliance and maintain ownership over all process narratives, risk assessments, the master key control matrix, testing by the Company’s third-party internal controls testing provider and assessment of any control exceptions or deficiencies
Administer the Company’s equity incentive plan, including managing the Company’s stock plan administration software and responding to ad hoc reporting requests and inquiries from employees on a timely basis
Prepare clinical trial accruals, including obtaining financial updates from clinical research organizations and analyzing results in conjunction with FP&A and clinical trial management colleagues
Assist with special requests and ad-hoc projects
Bachelor’s degree in accounting required, Master’s degree preferred
CPA license required
3 – 5 years of progressive experience in public accounting, or combined public accounting and public company experience
Significant experience with preparation or review of SEC filings
Excellent written and verbal communication skills, including attention to detail
Demonstrated problem solving ability and strong analytical skills
Ability to take ownership and drive projects / issues to completion
Strong interpersonal skills, ability to work cross-functionally, and ability to manage relationships with external consultants
Experience in the pharmaceuticals / life science industry with publicly-traded companies preferred but not required
Experience with Oracle ERP is a plus

135

External Reporting Analyst Resume Examples & Samples

Update and review the financial package that supports the quarterly earnings press release and Form 8-K filing
Assist in the planning, organization, preparation and review of external financial statements, footnotes and SEC filings (Forms 10-K, 10-Q)
Lead the creation and review of financial statements and footnotes on an annual basis for Huntington 401k plan and Retirement Plan
Prepare, review and file Form 8-Ks on an as needed basis
Perform research and make recommendations related to new disclosure requirements from FASB, SEC, etc
1-3 years of Accounting Experience
CPA or CPA candidate strongly preferred
Ability to promptly and accurately consult with management on a variety of ad hoc requests
Experience with Wdesk software and XBRL a plus

136

Senior External Reporting Analyst Resume Examples & Samples

Organize and maintain supporting work-papers to ensure data accuracy and integrity and compliance with Sarbanes-Oxley 404. Collaborate with various internal groups such as Investor Relations, Credit Administration, Treasury, Legal, Tax, and Segment CFO's to gather and disclose information in an efficient manner
Help coordinate the quarterly reviews and annual audit with Huntington's internal and external audit teams
5 -- 7 years of Accounting Experience
SEC or external reporting experience
Self-starter with ability to work independently to meet deadlines
Ability to collaborate with other internal departments
Detailed analytical ability and problem solving experience
Proficient with Microsoft Office software and Hyperion Essbase

137

VP, External Reporting Resume Examples & Samples

Document and research technical accounting issues under US GAAP accounting standards
Document and research financial, tax and regulatory reporting changes
Assist with the preparation of accounting transaction memos detailing significant transactions
Provide support for financial reporting preparation and filings for CIT’s financial statements, including statutory financial statements for subsidiaries of the parent
Fulfill ad-hoc requests from members within the accounting department and other areas as needed

138

Director of Technical Accounting & External Reporting Resume Examples & Samples

Bachelor's degree in Accounting/Finance, active CPA required
12-15+ years relevant experience, with a combination of Big 4 and industry experience
Excellent knowledge and understanding of US GAAP and SEC Regulations
Ability to constructively manage employees

139

External Reporting Analyst Resume Examples & Samples

Perform monthly/quarterly maintenance of Tables/Charts
Prepare footnotes and miscellaneous support
Provide document referencing for all externally distributed documents
Provide external cash flow support and analyses
Equity accounting analyses
Prepare average share calculations for EPS computations
Assist with the XBRL reporting process
Miscellaneous domestic journal entries
U.S. GAAP adjustments (i.e. foreign statements)
Foreign currency translations (i.e. foreign statements)
Complete consolidating elimination journal entries
Workers Compensation
Various account analyses and reconciliations
Other (government surveys, etc.)
Pension accounting
Stock Based Compensation accounting
Equity accounting
Loan compliance support
Goodwill impairment testing support
Miscellaneous analyses (sales, gross profit, operating income, etc.)

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