Wholesale Lending External Reporting Controller - Senior Associate

• Lead the tracking, management, and escalation of external reporting and data-related issues for CIB Global Banking Controllers in alignment with External Reporting Issue Management Standards and Firmwide Data Management policies.
• Manage the full issue lifecycle end‑to‑end, from identification through remediation and closure, including execution of cross‑report impact assessments.
• Develop and implement strategic solutions to address regulatory, data quality, and external reporting challenges.
• Deliver senior‑level reporting, insights, and analysis on issues impacting external reporting schedules, controls, and associated data frameworks.
• Drive continuous improvement initiatives focused on enhancing data quality, strengthening controls, and optimizing external reporting processes.
• Review and validate issue and error documentation to ensure accuracy, completeness, and readiness for progression through key lifecycle stages.
• Partner cross‑functionally with stakeholders to identify root causes of reporting errors and data quality issues, and lead effective remediation efforts.
• Maintain a sustainable operating model for issue identification, tracking, reporting, and lifecycle governance.
• Support the implementation of new regulatory reporting requirements, infrastructure enhancements, and strategic finance initiatives.
• Participate in quality assurance assessments and ensure timely escalation and follow‑up of findings.
• Support regulatory examinations (e.g., FRB, OCC) by ensuring appropriate issue management, escalation, and remediation activities are executed.

Required Qualifications, Capabilities, and Skills:

• 5+ years of experience in auditing, accounting, internal controls, and/or external financial reporting within the banking or financial services industry.
• Bachelor’s degree in Accounting, Finance, or a related field.
• Strong understanding of US GAAP and external financial reporting requirements.
• Advanced proficiency in Microsoft Office Suite, particularly Excel (including Pivot Tables), Access, and PowerPoint.
• Experience with data analytics and profiling tools such as Alteryx, Databricks, SQL, and Tableau.
• Demonstrated ability to analyze and synthesize complex datasets, perform root cause analysis, and deliver actionable insights.
• Strong documentation skills with a high level of attention to detail and data accuracy.
• Excellent verbal and written communication skills, with the ability to present complex issues to senior stakeholders clearly and effectively.
• Strong organizational and prioritization skills, with the ability to manage multiple workstreams in a fast‑paced environment.
• Self‑motivated, proactive, and able to take ownership of initiatives from inception through completion.
• Collaborative team player with strong relationship‑building skills and a continuous improvement mindset.

Preferred Qualifications, Capabilities, and Skills:

• Experience with data management, issue management, and control frameworks strongly preferred.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.