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. 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.