Product Controller, Senior Associate

JobID: 210500113

Category: Controller

JobSchedule: Full time

Posted Date: 2024-04-10T12:59:05+00:00

JobShift: Day

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Join a team that will give you the opportunity to work in an area of the Firm that covers a wide spectrum of asset classes and financial/banking products.

As a Product Controller, Senior Associate in Consumer & Community Banking- Treasury, you will partner with external regulatory reporting / forecasting leads. This position offers visibility into various products across the bank as well as the unique opportunity to understand firmwide initiatives and you will have the opportunity to partner with colleagues within various lines of businesses and corporate functions.

Treasury is a function within the Consumer & Community Banking Finance organization that supports senior leadership in actively managing their balance sheet, Capital and Risk Weighted Assets , Liquidity, Interest Rate Risk and Funds Transfer Pricing. The Consumer and Community Banking Treasury Controllers team is responsible for ensuring the overall integrity and validity of Treasury financials and controls and communicating Consumer and Community Banking views of daily/monthly/quarterly forecasts and actuals, annual budget/mid-year reporting and stress testing (Comprehensive Capital Analysis and Review; Risk Appetite; and Resolution & Recovery). It is a unique and critical mix of reporting, analytics and project management in an ever-changing regulatory environment

Job Responsibilities:

• Lead First Republic (FRC) integration into forecast and actual reporting of Standardized/Advanced/Basel III Endgame RWA, SLR- Supplementary Leverage Ratio and Liquidity including daily, month/quarter end reports (SEC, FR Y15, Liquidity Coverage Ratio-LCR, FR 2052a, Net Stable Funding Ratio-NSFR, Dodd-Frank Reg YY Stress report, etc.)

• Identify and drive strategic and technology initiatives to improve Consumer and Community Banking Treasury reporting processes particularly as it relates to First Republic integration

• Coordinate with lines of business Controllers, Corporate Treasury, Basel Measurement & Analytics, Capital & Liquidity Management, and other Controllers groups on First Republic related capital and liquidity assumption update, new business initiatives, regulatory instructions update and other Corporate and senior management deliverables related to First Republic

• Become a subject matter expert on Basel rule and other regulatory policies, as well as being a point of contact between Consumer and Community Banking and Corporate partners who interpret such policy and regulatory changes

• Promote a robust control environment, maintain a well-controlled reporting processes and foster a team environment of continuous improvement

Required Qualifications, Skills, and Capabilities:

• A minimum of 2 years of relevant experience in financial reporting, external regulatory reporting, treasury or balance sheet management

• Bachelor's degree in Finance, Economics, Accounting, or other related fields

• Proficient in Microsoft Office applications (in particular advanced Excel- i.e. use of pivot tables; xlookup, macros etc. and PowerPoint)

• Knowledge of Tableau/Alteryx and experience working with large datasets

• Strong analytical and organizational skills and attention to detail

• Thrives in a fast-paced environment, and have passion and intellectual curiosity to find and capture business value

• Has a control mindset, is proactive, is able to challenge the status quo, and can manage multiple work streams simultaneously

• Excellent communication/partnering skills and an ability to communicate effectively with Senior Management

• Knowledge of retail banking and consumer products

Preferred Qualifications, Skills, and Capabilities:

• CAP License

• Experience in SEC reporting