Firmwide Financial Controller Equities Analyst

As an analyst on the Financial Control team you will learn our general ledger and upstream operating systems support core controls across the business lifecycle and contribute to month-end close activities. Youll gain hands-on experience with MTD P&L and balance sheet reconciliations substantiation GLRS reporting and governance inter-entity controls manual journal entries to the GL and close coordination. You will have the opportunity to train on firm systems controls and product/accounting fundamentals gain experience supporting critical close and control processes with visibility across the business and develop a foundation for career growth within Financial Control and broader finance roles.

Responsibilities:

• Support the review and attestation of general ledger balance sheet accounts in line with firmwide General Ledger Attestation (GLA) standards escalating issues as needed.
• Assist with P&L and Balance Sheet controls owned by Financial Control including preparing reconciliations investigating breaks and documenting results.
• Help analyze and resolve variances between the general ledger and upstream systems by gathering data performing checks and partnering with stakeholders.
• Collaborate with line-of-business controllers middle office business managers technology and operations to obtain inputs and follow up on open items.
• Learn end-to-end trade flows booking models product setups and relevant accounting policies to support the control framework and strengthen process discipline.
• Contribute to monthly quarterly and year-end close activities by preparing schedules posting approved journals and performing control procedures.
• Participate in business initiatives and projects by assisting with testing documentation and reporting under the guidance of senior team members.
• Identify and communicate opportunities to streamline processes and enhance controls; assist in implementing changes with appropriate oversight.
• Support preparation of inputs used for the firms primary financial statements and related reporting by compiling and validating underlying data.
• Perform assigned post-closing checks and assist with consolidation-related tasks under supervision.
• Maintain clear documentation and evidence of controls to support audit and governance requirements.

Required Qualifications Capabilities and Skills:

• Bachelors degree in Accounting Finance Economics or a related field.
• 01 years of relevant experience (internships co-ops or coursework in accounting/finance are a plus).
• Foundational understanding of accounting principles (e.g. debits/credits accruals reconciliations) and interest in financial products.
• Strong analytical and problem-solving skills with attention to detail and a control mindset.
• Proficiency with Excel and comfort learning new tools; familiarity with PowerPoint/Word; exposure to databases a plus.
• Strong organizational skills with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Effective verbal and written communication skills.
• Collaborative approach and willingness to build partnerships across finance operations and technology.
• Curiosity to ask questions and willingness to respectfully challenge to identify potential control issues.

Preferred Qualifications Capabilities and Skills:

• Internship or project experience in financial accounting auditing or financial services.
• Exposure to general ledger systems and/or month-end close processes.
• Interest in pursuing professional certifications (e.g. CPA CFA) over time.
• Familiarity with financial products trade lifecycle or data analytics tools (e.g. Alteryx Python) is a plus.