Financial Controller in Greensboro, North Carolina
THE TEAM YOU WILL BE JOINING:
Fortune 500 financial services firm headquartered in Charlotte, NC with a significant investment in innovation.
Recognized by Fortune as one of the worlds most admired companies in 2012 along with many other awards around social responsibility, diversity, equity, inclusion, and client experience.
A purpose driven and team-oriented environment with focuses on leveraging employee talents, cutting edge technology, and best practices and processes.
Organization that is recognized for being truly multicultural; diversity and feedback rich is in their DNA.
WHAT THEY OFFER YOU:
An amazing opportunity to join a world-class wealth management organization.
Results driven organization that values accountability and continuous improvement.
Excellent company benefits to include medical, dental, 401k, and generous PTO policy.
Opportunity to make an impact and add value – Forthcoming investment in tools and technology to improve current processes.
WHAT YOU WILL DO:
Manages professional-level teammates, sets the team's direction, and communicates individual and team priorities.
Manages deliverables for the team against expected results.
Makes judgments about the team's priorities and approach to work.
Identifies and resolves technical, operational, risk management, business, and organizational challenges.
Leads highly complex and visible projects with notable risk and complexity.
Provide accounting guidance and support to ensure new products or transactions are accounted for correctly and accounting and financial reporting risks are identified
Review of reporting and analyses of monthly results in support of the closing process (EOC and other monthly reporting) and understanding and reviewing financial results
Subject matter expertise in the identification and querying of the data necessary to prepare and provide value added management reporting
Account level variance analysis in support of the month-end close process.
Includes identifying, analyzing, and interpreting variances and unusual trends in the LOB GL activity
Review of standard and enhanced reports, regular and ad hoc analytics, and interpretation of LOB financial results
Assess accounting impacts of business changes
Oversight of the internal control structure over processes specific to the LOB that impact financial reporting; proactively partners with the LOB to ensure accuracy and integrity of processes impacting financial reporting
Includes understanding, articulating and reviewing results to ensure consistency with GAAP, financial policies, and controls
Reviews reporting and analyses of monthly results for the closing process to identify and mitigate areas representing material financial risk
Provides support for LOB information enhancement initiatives
Ensures adherence to relevant Financial Management requirements including policies, standards, procedures, internal controls, and record retention
Support the month end close process
Analysis of GL activity and results
Performance of SOX controls
Preparation of journal entries to record the results of business transactions to the GL
Serve as liaison with Accounting Operations group as subject matter expert for LOB accounting and data
Works collaboratively with the LOB and SFO teams to ensure accurate recording of transactions to the GL
Review and oversight of quarterly and annual SEC and Regulatory disclosures and other financial filings
Support the Corporate Controller and Financial Reporting team on external financial and regulatory reporting matters including certain LOB specific regulatory reporting and internal management reporting
Serves as liaison with Corporate Accounting Policy team as subject matter expert on LOB accounting issues, assisting in maintaining up to date policies, and requesting clarification of existing policies as required
Responsible for monitoring compliance with corporate accounting policies in the areas of the LOB that perform accounting processes
HOW YOU ARE QUALIFIED:
Bachelor’s degree in Accounting or Finance, or equivalent education and related training.
Eight years of relevant accounting or finance experience *and* 2 years of leadership experience.
Knowledge of the industry's competitive landscape and an understanding of the market and regulatory factors that shape the industry
Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
Strong consumer/commercial lending experience
Demonstrated knowledge of Hyperion and SAP systems