CFO Regulatory Reporting Controller II (Global Financial Controls)

Bank of America; Charlotte (NC); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a detail-oriented CFO Regulatory Reporting Controller II to join their team in Charlotte. This role focuses on preparing and analyzing regulatory reports for various financial entities while ensuring compliance with relevant laws and regulations. The ideal candidate will possess strong analytical skills, proficiency in Microsoft tools, and the ability to work both independently and collaboratively. This position offers a unique opportunity to contribute to operational excellence and regulatory initiatives in a dynamic environment, fostering professional growth and development within the financial services sector.

Qualifications

• Minimum 2 years of experience in accounting/finance required.
• Strong financial analytics skills with attention to detail.

Responsibilities

• Prepare regulatory reporting for locally regulated entities.
• Perform variance analysis and prepare data submissions.
• Support regulatory change projects and streamline processes.

Skills

Analytical Thinking

Controls Management

Financial Accounting

Financial Analysis

Reporting

Attention to Detail

Oral Communications

Policies, Procedures, and Guidelines Management

Risk Management

Written Communications

Continuous Improvement

Interpret Relevant Laws, Rules, and Regulations

Project Management

Regulatory Compliance

Stakeholder Management

Education

Bachelor's degree in Accounting/Finance

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

CFO Regulatory Reporting Controller II (Global Financial Controls)

Apply

Locations: Charlotte
Time Type: Full Time
Posted On: Posted 2 Days Ago
Job Requisition ID: 25016084

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Responsibilities:

This job is responsible for the preparation of Regulatory Reporting for locally regulated entities including broker dealers, swap dealers, and other legal entities. Key responsibilities include performing and documenting control processes, performing variance analysis, preparing data submissions for regulatory reporting teams, and regulatory change initiatives. Key expectations include the ability to prepare and analyze financial reports, perform risk analysis, proficiency within Microsoft suite, be able to work within a team setting and independently, and be an effective communicator.

1. Prepares complete and accurate regulatory reporting calculations in a timely manner.
2. Prepares reconciliations and variance analysis for daily/monthly computations.
3. Prepares and reviews trend and analytical reporting related to Broker Dealer computations.
4. Works with internal controls functions and External Auditors.
5. Assists with local regulators and other regulatory examination inquiries.
6. Supports regulatory change projects in testing and documentation.
7. Supports Operational Excellence (OpEx) initiatives to streamline processes improvements.

Skills:

• Analytical Thinking
• Controls Management
• Financial Accounting
• Financial Analysis
• Reporting
• Attention to Detail
• Oral Communications
• Policies, Procedures, and Guidelines Management
• Risk Management
• Written Communications
• Continuous Improvement
• Interpret Relevant Laws, Rules, and Regulations
• Project Management
• Regulatory Compliance
• Stakeholder Management

Required Qualifications:

• Minimum 2 years of relevant professional experience in accounting/finance.
• Strong financial analytics skills with attention to detail.
• Advanced skills within the Microsoft suite specifically related to Excel, Word, and PowerPoint.
• Candidate must be able to work both independently and as a team member.
• Self-Starter with strong communication and presentation skills.

Desired Qualifications:

• Bachelors' degree in Accounting/Finance.
• Previous experience in the financial services industry.
• FINRA Series 99 or 27.
• CPA or equivalent a plus.

Shift: 1st shift (United States of America)

Hours Per Week: 40