Summary
A top global financial services firm has an immediate opening for a Financial Reporting Controller. This is a unique opportunity to support senior leadership in managing SEC financial reporting, legal entity oversight, and process automation initiatives across a dynamic and high-performing finance organization.
Company Information:
A leading global investment manager in New Jersey with over $50 billion in AUM.
Job Description:
- Financial Reporting:
- Oversee and manage key aspects of the SEC financial reporting process, including data analysis and review of disclosure submissions.
- Focus on complex and high-risk areas such as derivatives, securitization, variable interest entities (VIEs), fair value, and investments.
- Strong understanding of broker-dealer operations from a finance perspective to enhance reporting accuracy and insight.
- Collaborate with cross-functional teams and ensure alignment with accounting policies.
- Provide insights and support to senior leadership on financial reporting matters.
- Ledger Control and Legal Entity Oversight:
- Maintain oversight of legal entity and ensure timely, accurate and completeness of the general ledger and sub-ledger.
- Audit Coordination:
- Serve as the primary liaison for external auditors, internal audit teams, and SOX compliance reviews.
- Process Improvement & Automation:
- Identify and implement opportunities to automate workflows and streamline financial statement disclosures.
- Collaborate with technology and reporting teams to enhance reporting infrastructure.
- Cross-Functional Collaboration:
- Work closely with the Accounting Policy Group, External Reporting Group and across different Product Control groups to ensure alignment on accounting standards and disclosure requirements.
- Ad-Hoc Projects:
- Support the identification and implementation of system and process improvement opportunities to automate workflows and streamline financial statement disclosures.
- Lead or contribute to special projects and initiatives as assigned.
Requirements / Qualifications:
- Bachelor’s degree in Accounting, Finance, or related field; CPA preferred.
- 8+ years of relevant experience in financial reporting, product control, or public accounting (Big 4 experience a plus).
- Strong understanding of US GAAP, SEC reporting, and financial instruments.
- Experience with broker-dealer arranged financing structures and a strong understanding of broker-dealer operations from a finance perspective is a significant advantage.
- Proven experience working with complex financial products and legal entity structures.
- Excellent analytical, organizational, and communication skills.
- Proficiency in financial systems and tools; experience with automation tools is a plus.
