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. You’ll 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 firm’s 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:
- Bachelor’s degree in Accounting, Finance, Economics, or a related field.
- 0–1+ 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.
