Job Description
Your role
UBS Business Solutions US LLC is seeking an Associate Director, GWM Americas Financial Controller in Weehawken, NJ.
Are you an innovative thinker? Are you focused on the details, even when under pressure? Do you enjoy delivering enhanced change capabilities across a range of business functions?
We're looking for an Associate Director, GWM Americas Financial Controller to:
- Conduct global daily balance sheet review, Hard Revenue Transfer (HRT) review and advisory business revenue analysis.
- Control and maintain integrity of financial statements.
- Prepare monthly, quarterly, and yearly financial packs for senior management review.
- Set up HRT process and reviewing transfers, accounting for changes between multiple legal entities, resolving inter-company breaks, and handling managed account operations.
- Provide robust sign off for core controls and financial statements.
- Organize quarterly calls with the front office, operations and finance to review booking models and settlement issues.
- Review manual journals entries posted by offshore team. Reconcile balance sheet accounts.
- Deliver financial reporting and analysis including revenue, balance sheet, funding, and liquidity to the business leads.
- Schedule monthly sign off calls with CFO team, finance, legal entity controllers and provide detail walkthrough of monthly revenue by product and legal entity.
- Explain month on month and quarter on quarter variances in revenue by drafting commentary highlighting business drivers.
- Raise concerns on delayed settlements versus accruals, resolving issues with 3rd party vendors on delivery of data.
- Utilize front to back flows and partner with other functions to address inefficiencies and automate processes.
- Work with automation tools such as Alteryx and Power BI.
- Resolve offshore team issues with regards to work load distribution, backup coverage and cross training.
Qualified Applicants apply through SH-ProfRecruitingcc@ubs.com. Please reference 001540. NO CALLS PLEASE. EOE/M/F/D/V. #LI-DNI
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
You'll be working in the Group Functions team in Weehawken, NJ.
Your expertise
- Education & Experience Requirement
- This position requires a Bachelor's degree or foreign equivalent in Business Administration, Finance, or related field of study plus five (5) years of experience in the job offered or as a Finance Product Controller, Manager, Management Trainee, or related occupation.
• Position requires experience with the following:
- System Applications and Products (SAP)
- Financial accounting and reporting
- Validation of Financials
- Implementing controls
- Alteryx
- PowerBI
- balance sheet analysis
- GWM revenue analysis
- preparing monthly, quarterly, and yearly financials
- reviewing manual journal entries for products
- reconciling balance sheet accounts
- utilizing front to back flows to address inefficiencies and automate processes
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries. UBS
Job Tags
Part time, Traineeship, Work from home, Work visa, Work alone, Offshore, Flexible hours,