Join the dynamic Tax Oriented Investments (TOI) team within the Commercial & Investment Bank (CIB) and help shape the financial strategy of a specialized business. This is an exciting opportunity for an accounting professional to drive innovation, collaborate across functions, and make a tangible impact on financial operations and reporting. You’ll be empowered to develop your expertise, contribute to process improvements, and work in a fast-paced, collaborative environment.

As a Tax Oriented Investments Control Senior Associate, you will play a key role in ensuring the integrity and accuracy of our financial operations. You’ll oversee critical portfolio and legal entity reporting, support the controller function through data analysis, and deliver essential financial reports. Your expertise will help drive process improvements and strengthen our controls, while your collaboration with cross-functional teams will ensure seamless business operations.

Job responsibilities

• Build relationships with the business, middle office, technology, and corporate tax colleagues
• Maintain LOB portfolio via finance subledger
• Maintain and oversee LOB legal entity structure reporting
• Reconcile and analyze portfolio data to support controller function
• Deliver Month end and quarterly reporting deliverables
• Assist with implementation of process improvements across LOB applications
• Develop subject matter expertise such as portfolio GAAP and LOB controls and understanding how those concepts apply to the LOB’s technology platform.
• Complete other reporting and analysis activities as needed

Required qualifications, capabilities and skills

• Accounting degree
• 3+ years of work experience in an accounting position
• Experience month-end close process
• Strong Excel skills
• Ability and desire to problem solve
• Ability to multi-task
• Aptitude for numbers and financial analysis

Preferred qualifications, capabilities and skills

• Alteryx experience
• SAP experience