Funding Controller Resume Samples

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G Murazik

Giuseppe

Murazik

2786 Duane Lake

Dallas

+1 (555) 115 8291

2786 Duane Lake

Dallas

Phone

p +1 (555) 115 8291

Experience Experience

Philadelphia, PA

Secured Funding Controller

Philadelphia, PA

Weimann-Hoeger

Philadelphia, PA

Secured Funding Controller

Partnering with Treasury and Liquidity Controllers to provide a complete funding picture of the Firm
Liquidity & Funding Controllers (LFC) – Regulatory & Management Liquidity reporting & control
Managing North America (NA) Bank Resource Management (BRM) Controllers team
Providing support to Finance senior management
Bank Resource Management (BRM) – Secured Funding
Key contributor to EMEA and department level initiatives (i.e. Entity optimization initiatives, finance training, report enhancements, and cross departmental “silo busting” initiatives to enhance efficiency and effectiveness between teams)
Regular liaison with Global Corporate Treasury/Bank Resource Management, Global Product Controllers, Legal Entity Controllers, and regional counterparts to provide business support for funding risk management

New York, NY

Liquidity Funding Controller

New York, NY

Schinner-O'Connell

New York, NY

Liquidity Funding Controller

Developing a strong working relationship with key stakeholders across the business, including Corporate Treasury and various Business Units
Working with the wider LFC teams (across our other locations) to ensure that reporting is properly linked to our control framework and also there is consistency between our key reports
Adhoc analysis of complex datasets to support analysis of topical issues to ensure that liquidity usage is optimized. Preparation of materials to summarise analysis and outline key results / messages
Help continued enhancement of existing reporting processes to increase automation, reduce risk and increase transparency of key interpretation / implementation points
Line management and career development of 1 qualified and part-qualified accountants in Glasgow
Working with the wider LFC teams (Liquidity Hub Development, Business Advisory & Risk Management) to re-engineer, standardise and automate the key controls in operation
Developing a strong working relationship with key stakeholders across the business

present

Boston, MA

Derivatives Funding Controller

Boston, MA

Collins Inc

present

Boston, MA

Derivatives Funding Controller

present

Reporting into the European Finance Lead for Bank Resource Management
Performing daily P&L production and month-end certification processes over Balance Sheet and Revenue accounts
Team worker
A key contributor to many of the Firm’s CTB and RTB initiatives. This includes extensive involvement in remediation projects such as the firms Balance Sheet Optimisation being led by the Bank Resource Management Business unit and the build of a new financing calculator
Various initiatives including redesign of internal processes to improve the control framework, system enhancements etc
Daily contact and liaison with Finance, Operations and Business Unit counterparts globally
Other ad hoc duties

Education Education

Bachelor’s Degree

California State University, Los Angeles

Bachelor’s Degree

Skills Skills

Attention to detail, accuracy and strong sense of urgency
Strong communicator with ability to interact with senior stakeholders
Analytical mindset and good problem solving skills
Qualified with relevant Professional Qualification (i.e. Accounting or CFA)
Ability to critically evaluate processes and controls and make suggestions for improvement
Project Management and system implementation experience
Understanding of Repo and Stock Loan products

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Securities Funding Controller VP Resume Examples & Samples

Responsible for the Securities Funding Product Controller team based in London and Glasgow
Oversight of daily pnl production
Primary face off to the Business Unit - continue to enhance reporting and value add for the business
Management of a large team including staff development, promotions, recruitment and mobility
Strong product control background
Understanding of funding

BRM Secured Funding Controller Resume Examples & Samples

Managing the production of Month-End Balance Sheet, including supervising junior team members
Gain detailed knowledge of team processes and, where required provide reconciliation assistance to junior team members
Build effective relationships with other teams e.g. London Controllers, wider Glasgow ISG, Business Unit
Monitor and supervise ad hoc requests
Involvement in various initiatives including redesign of internal processes to improve the control framework, system enhancements etc
Candidates for the role should hold an Accounting /Finance/Mathematical degree or equivalent, and have an understanding of the balance sheet
Relevant work experience in the financial services industry (Regulatory reporting, financial and product control, liquidity, treasury)
Have the flexibility required to work in a dynamic environment under tight deadlines
Strong communicator

Derivatives Funding Controller Resume Examples & Samples

Prioritise Business Unit, team and internal client requests
Oversight of daily PnL production
Responsible for oversight of the month end P&L and Balance Sheet process
Face off to the Business Unit - continue to enhance reporting, daily and month end processeds and value add for the business
A key contributor to many of the Firm’s CTB and RTB initiatives. This includes extensive involvement in remediation projects such as the firms Balance Sheet Optimisation being led by the Bank Resource Management Business unit and the build of a new financing calculator
Develop a broad understanding of the businesses and understand the Balance Sheet and P&L Drivers
Derivatives funding knowledge with regards to collateral and clearing exchanges are desirable

Liquidity & Funding Controller Resume Examples & Samples

Production of the Basel III liquidity metrics [LCR/NSFR] for the EMEA regulated entities. Execute controls to ensure accuracy of reporting and review and validate reported results with Business Units
Assist the project teams to delivery key liquidity projects
Accountancy qualification or equivalent
Able to interpret detailed information and identify potential solutions / treatments for issues identified
Experience of producing documentation to support internal processes
Knowledge of financial products e.g. fixed income, equities, derivatives and the accounting of this type of activity

Liquidity & Funding Controller Resume Examples & Samples

Preparing regulatory liquidity reports, including robust analysis of movements and other key drivers
Building a good understanding of the technical rules & guidance underpinning our key regulatory reports
Developing a strong working relationship with key stakeholders across the business, including Corporate Treasury, GARC-RSR and various Business Units
Working with the wider LFC teams (across our other locations) to ensure that reporting is properly linked to our control framework and also there is consistency between our key reports
Producing regular performance reporting and key metrics to demonstrate compliance with procedures and to identify potential areas of inefficiency / risk
Timely issue resolution and escalation of issues as they arise
Analytical thinker, meticulous work style and ability to troubleshoot and solve problems. Experience in managing large amounts of data and strong attention to detail skills
Ability to analyze and interpret complex data and to draw to a meaningful conclusion from this
Communication skills are essential, especially in addressing technical and quantitative issues
Advanced Excel skills are essential and a knowledge of Microsoft Access and Business Objects would be beneficial

Derivatives Funding Controller Resume Examples & Samples

Performing daily P&L production and month-end certification processes over Balance Sheet and Revenue accounts
Investigation of reconciliation differences, establishing explanations for accurate system adjustments within tight timescales and ensuring documentation to required standard of evidence
Understanding the business and products; providing a point contact for control based queries
Various initiatives including redesign of internal processes to improve the control framework, system enhancements etc
Candidates for the role should be graduates or part qualified accountants, with a specific interest in financial services
The successful candidate should be committed and self-motivated who can demonstrate initiative and problem solving abilities
Knowledge of financial products which are used in the financial services industry, in particular derivatives products both Listed and OTC, would be preferred
Have the flexibility required to work in a dynamic environment under tight deadlines to high standards of guardianship
Versatile communicator

Secured Funding Controller Resume Examples & Samples

Regular liaison with Global Corporate Treasury/Bank Resource Management, Global Product Controllers, Legal Entity Controllers, and regional counterparts to provide business support for funding risk management
Partner with Business Units in the ongoing optimization of liquidity and funding activities, and risk management
Validate the integrity of Net Revenue and Balance Sheet general ledger account balances on a monthly basis
Key contributor to EMEA and department level initiatives (i.e. Entity optimization initiatives, finance training, report enhancements, and cross departmental “silo busting” initiatives to enhance efficiency and effectiveness between teams)
High level of knowledge and understanding of Secured and Unsecured Financing

Liquidity & Funding Controller Resume Examples & Samples

Helping with the redesign and enhancement of the reconciliations process to meet the needs of new reporting formats
Preparing reconciliations between Liquidity and General Ledger data across a series of key business areas
Liaising with producers of reports around the LFC team (LN / Glasgow / NY) to build understanding of impact of reconciling differences
Preparing documentation for our Sharepoint site to describe recurring reconciling items

Liquidity & Funding Controller Manager Resume Examples & Samples

Reviewing reconciliations between Liquidity and General Ledger data across a series of key business areas
Reviewing the quality of documentation for our Sharepoint site to describe recurring reconciling items
Developing a strong working relationship with key stakeholders across the business – principally Corporate Treasury abut also including other Controller groups in the wider Finance organisation
Comfortable handling, manipulating and analysing large volumes of data
Willingness to take initiative to develop and improve processes

Liquidity Funding Controller Associate Resume Examples & Samples

Identifying material reconciling items with potential impact on liquidity reports and resolving / escalating as appropriate
Developing a strong working relationship with key stakeholders across the business – principally Corporate Treasury and Regulatory Controllers
Proficiency with Microsoft Office (strong Excel skills essential)
Ability to adapt to working in a fast-paced, high-energy level environment

Secured Funding Controller Resume Examples & Samples

Managing North America (NA) Bank Resource Management (BRM) Controllers team
Reviewing Balance Sheet and Revenue reporting for NA BRM
Interface with BRM Business Unit, responding to daily request and general business support
Providing support to Finance senior management
Preparation of Quarterly due diligence and coordination of financial disclosures
Partnering with Treasury and Liquidity Controllers to provide a complete funding picture of the Firm
Expertise in financing businesses and knowledge of Liquidity
8+ years of experience with strong analytical skills
Ability to manage and lead a team
Understanding of Risks and mitigating controls
Understanding of balance sheet flows related to financing transactions
GAAP accounting knowledge

Derivatives Funding Controller Resume Examples & Samples

The successful candidate should be able to demonstrate a rounded commercial approach to reporting and controllership, with proven skills in chasing issues through many layers to discover root causes
Candidates for the role should be a qualified accountant (CA, ACCA, CIMA) or have relevant degree or equivalent experience
Candidates should be highly numerate with a close attention to detail

Global Funding Controller Resume Examples & Samples

Work with the global functional leads to create consolidated (both secured and unsecured) reporting across the funding activities of the firm
Develop reporting to provide management with information required for performance measurement, forecasting, etc
Development of new key financial metrics reporting for GFC management
Redesign the funding cost attribution infrastructure to ensure costs are fully and consistently attributed to the business unit drivers
Key point of contact for ISG Finance teams requiring funding information
Attribution of funding and liquidity information to businesses for Return on Equity (RoE) reporting and net interest expense allocations
Preparation of annual CCAR P&L forecast
Ad hoc projects will be assigned
Balance Sheet, Funding and Liquidity reporting experience of 6+ years
Product knowledge should include bonds, interest rate swaps, FX markets

Liquidity & Funding Controller Resume Examples & Samples

Responsibility across various aspects of risk controllership for the firm’s liquidity such as production of firm’s liquidity stress test, allocation of the drivers of liquidity to businesses, regulatory reporting of liquidity and funding, establishing controls around liquidity data
Responsible for supporting the reporting for the Contingency Funding Planning (CFP) process and supporting Finance with analysis relating to the CFP (analyzing week to week liquidity, cash forecasting, and contingency changes)
Participate in the on-going developments and enhancements of methodologies for the Contingency Funding Plan
Supporting the production of the Currency Contingency Funding Plan
Contribute to the development Regulatory reporting, such as the FR2052A (5G) Cash Flow report
Focus on the build-out of the control processes and expansion of liquidity reporting and analysis
Develop strong working relationships with Corporate Treasury, Operations, IT, - Bank Resource Management, and other teams across the Firm
2 - 5 years’ experience in liquidity risk control, liquidity risk management or liquidity planning; and/or experience in relevant fields: Treasury / Controllers / Finance
Aptitude for detail and a strong commitment to accuracy
Strong systems skills, particularly with MS Excel

Unsecured Funding Controller Resume Examples & Samples

Daily reporting of the TCM P&L on the liquidity and non-liquidity balances driven by the underlying financial products
Coordination with the trading desk and other controllers to validate daily reported P&L
Preparation of commentary on the drivers behind daily revenue movements
Validation of any currency exposure arising from daily P&L movements
Month end account substantiation
Reconciliation and substantiation of the EMEA TCM Balance Sheet and Income Statement
Preparation of monthly revenue and balance sheet movement commentary
Candidates for the role should be a qualified or near qualified accountant (CA, ACCA, CIMA) or have relevant degree or equivalent experience
Candidates should possess excellent Microsoft Excel skills and be proficient at summarising and presenting themes and results in a meaningful format
Have the flexibility required to work under tight deadline constraints

Derivatives Funding Controller Resume Examples & Samples

Face off to the Business Unit - continue to enhance reporting, daily and month end processes and value add for the business
Product knowledge across a wide range of Equity and Fixed Income products
A CFA qualification (or equivalent) is essential
Fluency in a second language is desirable

Funding Controller Resume Examples & Samples

Design and implementation of enhancements to the Firm’s Secured Funding attribution model. These include Intercompany Secured Funding models and enhancements to current Finance Cost Attribution models
Working with the global team to create a BRM Financial reporting framework incorporating monthly reporting by Business, Legal Entity and Regions
Responsible for Business Requirements documentation including preparation and presentation of these to senior stakeholders for sign-off
Working with the Business Unit and IT team on requirements, booking models and reporting solutions
Key role in the decommission and design of a legacy Stock Loan P&L reporting tool
Project management reporting for the Front to Back workstreams
High level knowledge of unsecured and secured funding balance sheet and cost attribution (preferred)
Analytical mindset and good problem solving skills
Project Management and system implementation experience
Understanding of Repo and Stock Loan products
Strong communicator with ability to interact with senior stakeholders

Global Funding Controller Long Term Debt Controller Resume Examples & Samples

Manage, review and analyze the daily, weekly and monthly profit and loss of the TCM Debt Portfolios, including attribution, to ensure key drivers are in line with expectations
Oversee and review month-end close reconciliations and processes, escalating and resolving issues with senior management (inclusive of balance sheet substantiation)
Assist in the preparation of regular debt related disclosures (borrowings balance sheet, related 10Q/10K disclosures, and quarterly management reporting)
Partner with Accounting Policy issues with respect to FAS 133 matters
Initiate process reengineering, improve efficiency, and work to improve IT systems
Ad hoc projects will be assigned and involve advising with Corporate Treasury, Corporate Risk Management, IT, etc. (e.g., new systems functionality testing, improving attribution)
Manage a deployed team
7 to 10 years’ experience in relevant fields
Adept at working in a fast-paced, high-energy level environment

Liquidity Funding Controller Resume Examples & Samples

Strong controls background, with the ability not only to operate but to challenge the operating effectiveness of existing controls
Experience in managing large amounts of data with a strong attention to detail. The ability to analyze and interpret data, to draw to a meaningful conclusion is essential
Advanced excel skills are essential and a knowledge of Business Objects / Cube would be beneficial
The successful candidate will ideally hold an accounting qualification from a recognized Accountancy body
Preferred 1-2 years financial experience

Liquidity Funding Controller Resume Examples & Samples

Document the outcome of control activities & investigations performed to support an effective audit trail
Prepare ad-hoc product level adjustments based on the outcome of daily queries & investigation of exceptions
Developing a strong working relationship with key stakeholders across the business to ensure timely resolution of issues
Managing our responses to ad hoc queries on data in the Liquidity Hub
Managing the process for data-level testing on changes to feeds to the Liquidity Hub
Assisting in the preparation and presentation of business unit review packs across a range of key products that are reflected in our liquidity reporting
Preferred 1-3 years financial experience

Liquidity Funding Controller Resume Examples & Samples

Preparing sections of Daily liquidity reporting suite
Performing robust analysis of movements and other key business drivers
Building a good understanding of the technical rules & guidance underpinning the report
Developing a strong working relationship with key stakeholders across the business, including Corporate Treasury and various Business Units
Timely issue resolution and escalation of issues
Candidates should have demonstrable leadership qualities with a proven track record of working in large scale change and development projects within the Financial Services Industry
Candidates should be qualified or part qualified with a relevant accountancy qualification
Candidates should have experience developing Business Requirements and interpreting regulatory rules guidance
Candidates should have strong written communication and editorial skills
Able to build good relationships with stakeholders in multiple locations

Liquidity Funding Controller Resume Examples & Samples

Supervision of the daily FRB liquidity reporting function to ensure tight regulatory and Firm deadlines are met
Review of key control activities undertaken by the team (daily, weekly & monthly) ensuring liquidity data and reporting is materially accurate
Developing a strong working relationship with key stakeholders across the business
Leading monthly business review meetings with senior management from across the firm
Production of regular performance reporting and key metrics to demonstrate compliance with procedures and to identify potential areas of inefficiency / risk
Working with the wider LFC teams (Liquidity Hub Development, Business Advisory & Risk Management) to re-engineer, standardise and automate the key controls in operation
Oversight and build out of the liquidity HUB reconciliation work
Oversight and attendance at risk forums representing LFC
Candidates should have demonstrable leadership qualities with a proven track record of leading and motivating a team and developing others
Exceptional project management skills with a track record of leading large scale change & development projects
Ability to plan and redeploy resources to meet changing requirements
Good communication skills, especially in addressing technical and quantitative issues
Candidates for the role should be a CCAB qualified accountant
F.S. experience and / or knowledge of investment banking products would be desirable

Liquidity Funding Controller Resume Examples & Samples

Review of & production of internal & external liquidity stress testing. Assist with development of new reporting as business activities change
Ensure execution of key controls to ensure accuracy of reporting, reconciliation and review processes
Help continued enhancement of existing reporting processes to increase automation, reduce risk and increase transparency of key interpretation / implementation points
Adhoc analysis of complex datasets to support analysis of topical issues to ensure that liquidity usage is optimized. Preparation of materials to summarise analysis and outline key results / messages
Presentation of materials to internal stakeholders both within LFC and to external groups
Develop relationships with Corporate Treasury and the BUs to ensure independent validation of liquidity reporting
Good communication skills to be able to work with internal stakeholders across the firm to obtain an understanding of complex issues and extract required information
Knowledge of financial products e.g. fixed income, equities, derivatives and the associated accounting treatments

Liquidity Funding Controller Resume Examples & Samples

Bank Resource Management (BRM) control Secured Funding
Treasury Capital Markets (TCM) control Unsecured Funding
Liquidity & Funding Controllers (LFC) Regulatory & Management Liquidity reporting & control
Candidates should be qualified or part qualified with a relevant accountancy qualification or have relevant degree or equivalent experience

Liquidity Funding Controller Resume Examples & Samples

As a Senior Manager, you will be responsible for demonstrating an ability to review the work of others whilst balancing multiple issues and priorities appropriately
Have the flexibility required to work in a dynamic, challenging environment under tight deadlines
Relevant work experience in the financial services industry (Financial and Product Control, Treasury or Funding) is desired

Liquidity Funding Controller Resume Examples & Samples

Reviewing sections of Daily liquidity reporting suite
Line management and career development of 1 qualified and part-qualified accountants in Glasgow
Participation in automation and improvement initiatives with IT
Participation in Dept. level initiatives
As a Manager, you will be responsible for demonstrating an ability to review the work of others whilst balancing multiple issues and priorities appropriately

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