Associate, Treasury Product Control

Taurus Search; Jacksonville (FL); On-site; USD 80,000 - 100,000; Full time

Job summary

Taurus Search is seeking a Treasury Product Control Associate to join a global financial institution's Finance organization in Jacksonville, FL. The role offers exposure to Global Markets, Treasury, and financial resource management with interaction across trading desks and senior finance stakeholders.

The ideal candidate brings a solid foundation in Product Control, experience in Treasury or related funding, and a Bachelor’s degree in a related field.

Qualifications

• Minimum 3 years of Product Control experience within banking or financial services.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Series 99/SIE licenses or willingness to obtain them within three months of joining.
• Strong understanding of P&L reporting, balance sheet controls and financial reconciliations.
• Experience with FTP methodologies and Treasury reserves is advantageous.

Responsibilities

• Perform daily P&L analysis, reporting, and commentary with variance investigations.
• Conduct unsecured funding analysis, front-to-back reconciliations, and verification of manual adjustments.
• Analyze FTP models, Treasury reserves, and related financial resource allocations.
• Partner with Treasury, trading desks, business management, Market Risk, Middle Office, and Financial Reporting teams.
• Support month-end close processes, including balance sheet substantiation and financial reporting.
• Assist with book management, trading and banking classifications, and control monitoring.
• Identify opportunities for process improvement, automation, and enhanced reporting capabilities.

Education

Bachelor's degree in Finance, Accounting, Economics, or a related field

Tools

Alteryx

Power BI

Job description

We are partnering with a leading global financial institution seeking a Treasury Product Control Associate to join its growing Finance organization. This opportunity offers strong exposure to Global Markets, Treasury, and financial resource management, with direct interaction across trading desks, risk management, and senior finance stakeholders. The ideal candidate will bring a solid foundation in Product Control, with experience in Treasury, funding, or financial resources considered particularly valuable.

Key Responsibilities:

• Perform daily P&L analysis, reporting, and commentary, including flash-to-actual analysis and variance investigations.
• Conduct unsecured funding analysis, front-to-back reconciliations, and verification of manual adjustments.
• Analyze Funds Transfer Pricing (FTP) models, Treasury reserves, and related financial resource allocations.
• Partner with Treasury, trading desks, business management, Market Risk, Middle Office, and Financial Reporting teams.
• Support month-end close processes, including balance sheet substantiation, P&L variance explanations, and financial reporting.
• Assist with book management, trading and banking classifications, and control monitoring.
• Identify opportunities for process improvement, automation, and enhanced reporting capabilities.

Qualifications:

• Minimum 3 years of Product Control experience within banking or financial services.
• Treasury Product Control, funding, or financial resources experience strongly preferred.
• Understanding of P&L reporting, balance sheet controls, and financial reconciliations.
• Familiarity with FTP methodologies and Treasury reserves is advantageous.
• Strong analytical skills with the ability to communicate financial results to senior stakeholders.
• Experience working across global teams and multiple business functions.
• Exposure to Alteryx and/or Power BI is a plus.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Series 99/SIE licenses or willingness to obtain them within three months of joining.