Legal Entity Controller

Controllers Divisional Overview

Controllers ensure that the firm meets all the financial control and reporting obligations of a global, regulated and public financial institution. In the Controllers Department, our professionals measure the profitability of, and risks associated with, every aspect of the firm’s business. Controllers also ensure that the firm’s activities are conducted in compliance with the regulations governing transactions in the financial markets.

Responsibilities:

• Act as legal entity controller, with responsibilities over the monthly closing process, you will be responsible for all reporting, internal and external, related to the charitable entities and the firm’s signature philanthropic programs (10,000 Women, 10,000 Small Businesses and One Million Black Million).
• Preparation of quarterly financial information to firm leadership for Investment Committee and Board of Director meetings.
• Assist in analyzing and preparation of federal and state tax returns and audited financial statements of the charitable entities.  Work with PwC auditors during annual review.
• Ensure accurate and complete reporting of regulatory information in reports to the IRS, State tax authorities and Federal Reserve.
• Liaise extensively with other areas of firm such as the Office of Corporate Engagement and Corporate Events team on ad hoc requests.  At times, significant project work in support of Executive Office/Office of Corporate Engagement initiatives.

Qualifications:

• Strong analytical / interpersonal skills and a high proficiency with Microsoft software applications
• Undergraduate degree in accounting and/or finance
• CPA a plus
• 3+ years relevant work experience
• 501c3 not for profit
• Teamwork and collaboration-oriented, with the ability to work independently
• Must demonstrate considerable energy, focus, drive, and a sense of urgency
• Ability to manage multiple tasks, operate within deadlines, and escalate when appropriate