Product Control Analyst Resume Sample
Tevin Hayes
4928 Raphael Center,
Houston,
TX
+1 (555) 958 9500
Work Experience
Senior Product Control Analyst
04/2018
-
PRESENT
Chicago, IL
- Team player, interacts well, and creates syndergy in team environment
- Reconcile the monthly trading P&L to the company’s general ledger and management systems
- Emerging Markets Credit Trading (EMCT) has a flow business, and a structured business which trade similar products to the European desks, but with CEEMEA names. EMCT also have a local markets access business which leverages Citi’s global presence and infrastructure to give investors access to local currency debt to take advantage of EM credit and FX risk
- Preferably 2- 3 years of experience in financial services focused on investment products, wealth management knowledge, risk, compliance, controls or audit experience
- Analytical capability (root cause thinking) and a metrics-orientation
- Partnering with the firm’s business areas and other support groups in facilitating new products and initiatives
- Combining data from several systems
- Monthly reconciliations on book and trade level in timely and accurate manner
- Providing description of results of the controls that are then reported during Valuation Committee meeting
Product Control Analyst
09/2015
-
11/2017
Detroit, MI
- Reviewing and documenting new trades, understanding the structure, associated risks and the P&L generated on them
- Analyze and opine on the closing market prices of various cash products where pricing is not easily transparent in the market
- Participate in monthly meetings with Front Office and Management
- Working with other areas of the bank on initiatives such as Volcker Reporting
- Drive improvements to the control infrastructure, review of the systems’ mappings and eliminate breaks b/w the systems
- Ideally at least 12 months experience in Product Control accounting
- Either a Qualified accountant - ACA, CPA, CIMA or equivalent or Financial services audit background and/or equivalent
- Inquisitive and challenging attitude
Junior Product Control Analyst
06/2013
-
07/2015
Philadelphia, PA
- Resolving ad-hoc queries raised by business partners around completeness process
- Supporting process improvements and automation initiatives
- Escalation of overdue items to relevant owners and providing support throughout the IPV team
- Investigation of outstanding items and pursuing investigations to a satisfactory conclusion
- Identification of improvement opportunities, and increasing efficiency by challenging working assumptions used for IPV and reserves calculation
- Act as a single point of contact for the designated area of work within the team and actively participate in process improvement areas
- Timely updating of governance data like SOPs or any changes required in any activity
Education
University of Phoenix - San Francisco Learning Center
2008 - 2013
Bachelor's Degree in Business Management
Professional Skills
- Strong commentary writing skills and advanced Excel skills
- Creates and sustains a network of strong client relationships. Strong influencing, negotiating, and facilitation skills
- Strong interpersonal skills, has ability to develop strong partnership with stakeholders and interact with people from varied cultures and functional areas
- Good communication skills; Ability to communicate with Senior Management and strong interpersonal skill for AVP and above
- Good communication skills Ability to communicate with Senior Management and strong interpersonal skill for AVP and above
- Strong MS skills including working knowledge of excel
- A Strong understanding in a product control environment, preferably in a commodities trading environment Strong middle office experience
How to write Product Control Analyst Resume
Product Control Analyst role is responsible for analysis, interpersonal, reporting, trading, finance, analytical, excel, programming, retail, securities.
To write great resume for product control analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Product Control Analyst Resume
The section contact information is important in your product control analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Product Control Analyst Resume
The section work experience is an essential part of your product control analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous product control analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular product control analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Product Control Analyst resume experience can include:
- Excellent communication skills and ability to work in a dynamic team environment
- Excellent English and communication skills - written and oral
- Strong PC skills in Excel, Word, and possibly Access
- Experience in a banking or finance environment, with good knowledge of banking products and valuations
- Prior experience in Finance and/or Accounting
- Prior experience in Finance and/or Accounting is required
Education on a Product Control Analyst Resume
Make sure to make education a priority on your product control analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your product control analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Product Control Analyst Resume
When listing skills on your product control analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical product control analyst skills:
- A team player with strong communication skills to establish and maintain working relationships at all levels
- Strong analytical skills; willingness to grasp and communicate complex trading transactions
- Strong analytical skills: pays particular attention to accuracy, identifies errors and quick to identify/ implement solutions
- Solid communication skills and client orientated outlook
- Strong mathematical skills, particularly in terms of analysis of complex data to be able to draw clear and accurate conclusions
- Strong analytical skills - data & trend analysis
List of Typical Experience For a Product Control Analyst Resume
1
Experience For Senior Product Control Analyst Resume
- Support standardization project to underlying Product Control’s PandL working files for efficiency and consistency across multiple PandL’s to enable effective cross-training and consistent controls in detailed working files
- Building strong working relationships with key customers and stakeholders
- Demonstrated drive for continuing education
- Extensive experience in a banking or finance environment
- Highly motivated and self-driven with strong enthusiasm for Financial Services Industry and desire to master the business
- Excellent technical abilities with Excel
2
Experience For Junior Product Control Analyst Resume
- Experience in similar role
- Enhancing and centralizing processes along with ad hoc project work available
- Reconciling where necessary OTC and futures positions and cash against exchanges
- Helping with the integrity checks on market data curves, to ensure EOD process is smooth
- Studying towards CFA
- Understanding of Funds Transfer Pricing processes
- Contribute to the detail analysis and accurate reporting of Citigroup’s L1/L2inventory worldwide
- Proactively raise, investigate and solve control weaknesses of desk’s P&L and B/S reporting
3
Experience For Assistant VP, CVA Product Control Analyst Resume
- Common sense, logical thinking
- Produce daily & monthly management P&L reports for senior management including P&L attribution and relative performance versus commercial benchmarks
- Review of OAFIN Technology’s data or user enrichments to understand changes in the environment
- Motivated, organized, collaborative and team oriented; Possess a ‘can-do’ attitude
- Ownership of process for proxy voting for JPMCAP and CSP managed accounts, including process, procedures and reporting. Manage ISS relationship. Chair Proxy Committee – sub-committee to RFOC
4
Experience For Product Control Analyst LPM Resume
- Own process for monitoring Best Execution for managed accounts. Work with trading desks, Subject Matter Experts, Legal and Compliance to ensure that monitoring of Best Ex is sufficient. Escalate concerns as they arise. Report quarterly to CWM RIA Fiduciary Oversight Committee (RFOC) Agenda
- Own process for proxy voting for JPMCAP and CSP managed accounts, including process, procedures and reporting
- Proficiency in MS Excel, ideally macro (VBA) knowledge
- Document trader’s daily sign off of profit and loss report
- Would look at sharp Junior (US Citizen or Permanent Resident) who has a finance or accounting background and an interest in working in an exciting trading room environment
- Utilize the front office risk system’s Profit Attribution Analysis (PAA) to help explain the daily PnL movements for the day and ensure daily trading movements are accurate
- Passion for the market and working in a trading environment
5
Experience For Product Control Analyst North American Rates Resume
- Daily reconciliation of control accounts, coupon and dividend revenues. Includes: investigating and resolving any break
- Attention to detail; ability to work with detailed transactions and properly control, report and communicate trading activity
- Running daily and monthly controls on balance sheet statements for respective businesses, including reconciliation, analytical review and driver analysis with Macro analytics commentary
- Constantly reviewing, challenging and developing balance sheet control methodologies, looking for automated solutions where possible
- Participation in desk level activities, including preparing the daily product specific business level revenues and commentary, if required
6
Experience For Rohq-pcg-product Control Analyst Resume
- Interaction with Traders, Middle Office, Risk Management and Accounting Policy , if required
- Review of daily PnL tasks and find opportunities for centralization of work
- Review and summarize daily PnL production metrics to middle and senior managers to make sure controls were performed in a timely manner
- Work with supervisors and managers in order to propose solutions for efficiencies in current processes
- Complete daily activities as foreseen according to a standard list of tasks. Includes: review with business managers and explanation of P&L and B/S movements to management
- Complete month-end activities as foreseen according to a standard list of tasks. Includes: review with business managers and explanation of P&L and B/S movements to management
- Complete ad-hoc daily and month-end activities depending on the complexity of the tasks
- Participate in projects assigned to the Legacy SFS PC team (data quality investigation, system development, current solutions review)
7
Experience For Assistant VP, Product Control Analyst Resume
- Interact with Business and Product Managers, Operations, Risk Management and Accounting Policy as soon as product and accounting knowledge is up to the desired level
- Demonstrated management-level reporting experience
- Extend accounting knowledge and experience policies, procedures applied by multinational firms
- Financial services background with experience in setting up and maintaining a control environment as related to daily reporting and weekly reconciliations
- Strong attention to detail and understanding of financial markets
- Experience interacting with Front office
- Strong VBA is desirable
- 1,5-2 years of relevant experience, for example in the field of Controlling, Accounting, Risk Management, Price Verification or Audit
8
Experience For Equities Product Control Analyst Resume
- Extend banking products and technical knowledge
- Suggest any change in the processes learnt. Work on the accepted changes with supervisor’s guidance
- Learn clear communication with senior leaders in different segments of the bank
- Experienced professional with 3-7 years of relevant experience with a knowledge of a broad range of investment products (e.g., fixed income, derivatives, and equites)
- Lead analyst on system improvements/enhancements in ETRM on automating any of the listed trade processes, including rolling out daily recs for any new accounts
9
Experience For Product Control Analyst, AVP Resume
- Review and analysing new trades, understanding the structure, associated risks and the P&L generated on them
- Have working knowledge of the ERCOT, CAISO, AESO, and IESO power markets
- Work on ad-hoc projects relating to improvements of system infrastructure
- Act as first point of contact for all non-pricing queries for Front Office/ Back office/Ops/Legal/Credit
- Daily Trade Captures exceptions reporting
- Involved in monthly IPV process (price testing, sensitivity analysis to consensus curves)
10
Experience For Valuations Product Control Analyst Resume
- The ability to meet deadlines and a desire to exceed expectations
- Daily production of P&Ls and communication, review of results with the Desk. Explanation of P&L movements to management in terms of trading activity, key drivers and profit attribution analysis
- Understand the Price Verification process and its impact on the P&L and work closely with the Valuation Control Group
- Perform end-to-end control processes described in the Product Control MCA
- Analyze, review and support changes in the control framework and ensure changes are implemented in time
- Production of PnL reports, with reconciliation to Traders’ calculations; ensuring accuracy to risk systems. Explanation of P&L movements to management in terms of trading activity, key drivers, profit attribution analysis
- Demonstrates a working knowledge of the concept of mark-to-market and can articulate market/price volatility in terms of its effect on P&L, cash flow and working capital
List of Typical Skills For a Product Control Analyst Resume
1
Skills For Senior Product Control Analyst Resume
- Good interpersonal skills, ability to work well within a team environment
- Decision making skills, acting responsibly and independently
- Preferably with banking experience. Experience on foreign currency reconciliation , Treasury Operations, Trade Capture is an advantage
- Competent level of Excel, Visual Basic and Access skills
- Very good command of Microsoft Excel. Ability to operate and analyze large sets of data
- Financial Markets experience, Product Control experience
- Technical Skills - MS EXCEL and MS Outlook
- Related experience work experience
2
Skills For Junior Product Control Analyst Resume
- Having strong product knowledge and ability to understand the drivers like FX movement , new issuances, yield curve etc.
- Experience using Microsoft Office software including Excel – updating and creating spreadsheets, Word – document creating/editing
- Experience in a Product / Financial Control or Public Accounting setting
- Qualified Accountant with a strong understanding of IFRS accounting rules
- Experience in Financial Product Control or price verification roles, rating agency analyst, or risk management analyst, or big four accounting
3
Skills For Assistant VP, CVA Product Control Analyst Resume
- Experience in Financial Product Control or price verification roles, rating agency analyst, or risk management analyst, or big four accounting
- Strong understanding of accounting fundamental
- Knowledge and experience of commodity trading including swaps, options and other derivative products would be an advantage
- Experience in a marketing and trading environment
- Good knowledge of banking products and IFRS accounting standards
- Experience working within another Product Control Office at an Investment Bank
- Previous experience with Pricing, Product Control, and Profit & Loss
4
Skills For Product Control Analyst LPM Resume
- Good financial background with understanding of IR derivatives
- Strong analytical/problem solving mindset and with the ability and willingness to get into the details to find solutions
- Great opportunity to gain experience in both daily accounting activities and high profile enterprise-wide change initiatives
- Experience in managing a team/people
- Good knowledge of Treasury area, including fixed income, FX and Interest Rate Derivatives
- Good knowledge of financial and management accounting
- Experience in banking product control
5
Skills For Product Control Analyst North American Rates Resume
- Relevant working experience in a similar role
- Good Understanding and Knowledge of FX products (FX Spots, FX Forwards, FX Swaps, FX options)
- Good teamwork - including collegues located abroad
- Experience in Banking, Product Control, Markets or related areas
- Relevant work experience in Finance/Banking
- Very good knowledge of Excel, with VBA and Access knowledge being an advantage
- Build strong relationships with the trading and operational staff
- Experience with working on multiple, large volume data sources or databases
6
Skills For Rohq-pcg-product Control Analyst Resume
- Good understanding and appreciation of financial markets
- Ideally at least 12 months to 3 years experience in Product Control accounting
- Previous experience with Daily Profit & Loss, GAAP, and General Ledger
- Product Control experience
- Previous experience within a Product Control or Finance function
- Proven ability to explain results of work in a clear and concise manner
7
Skills For Assistant VP, Product Control Analyst Resume
- Strong knowledge of capital markets, particularly in market data and market systems (e.g., Bloomberg, Reuters)
- Previous product control experience is an advantage
- Strong Treasury product knowledge, in particular debt securities (bonds and bills) is an advantage
- 1,5 - 2 years of relevant working experience in a similar role
- 1,5-2 years of relevant experience, for example in the field of Risk Management, Price Verification or Audit
- Relevant experience, for example in the field of Risk Management, Price Verification or Audit
- ) of relevant work experience
8
Skills For Equities Product Control Analyst Resume
- Derivative product knowledge or financial control experience
- Exception experience in Deep knowledge about the daily activity of the business
- Complying with BBI and IB reporting timetables, ensuring all internal and external deadlines are met
- Analysing and substantiation of accounting entries – P&L and Balance Sheet to meet the compliance and regulatory standards
- Understanding of various banking products like Equity, Currencies, Bonds, IRS etc
9
Skills For Product Control Analyst, AVP Resume
- Understanding of financial regulations and how they affect the business
- Conducting various data quality checks to ensure correctness of data
- Verifying the commentaries provided by function owners, if any, with our workings
- Analyzing weekly balance sheet movement of financial instruments and providing commentary wherever required as per the defined threshold limits
- Interaction with Traders, Middle Office, Risk Management and Accounting Policy on review complex transactions for pricing, reserving and control issues
- Oversee and coordinate hedge accounting in accordance with IAS #39 and FAS #133 rules – fair value and cash flow hedging activities
- Businesses supported include: Balance Sheet Management, Emerging Markets, Structured Rates, Asset Structured Finance, Retail Banking
10
Skills For Valuations Product Control Analyst Resume
- Reconcile reported P&L against the accounting sub ledger, ensuring P&L matches the books and records
- Adequate knowledge of capital markets, particularly in PnL reporting and reconciliation
- University graduate in finance, economics, mathematics, physics, engineering, computer science or similar
- SQL, VBA, and/or any previous exposure to other programming languages
- Work in fast moving, client oriented environment
- Review of the daily Actual and Hypo P&L for BBI. Discuss with local trading heads as appropriate
- Identify areas of improvement in position and profit & loss reporting
List of Typical Responsibilities For a Product Control Analyst Resume
1
Responsibilities For Senior Product Control Analyst Resume
- Ensuring non-derivative transactions are treated with the right accounting treatment (Structured deals / Storage / Supply contracts etc.)
- Playing a lead role on commercial v accounting reconciliations
- Knowledge and interest in Financial Markets and Trading Products
- Knowledge of Financial Accounting for FX Instruments
- Advanced Excel and MS Access knowledge, preferably including VBA knowledge
2
Responsibilities For Junior Product Control Analyst Resume
- Team-working ability to work in a dynamic small team and be able to provide cover for the other team members
- Interest in pricing/valuation methodologies for financial instruments
- Implementation of new hedging programs
- Relevant qualification in Finance, Economics, Accounting or similar
- The ability to communicate fluently in English, both verbally and in writing
3
Responsibilities For Assistant VP, CVA Product Control Analyst Resume
- Ensure accurate base data in system of record. Including prices, curves, product, and locations to allow accurate generation of total daily profit & loss
- Ensure timely and accurate reporting of total daily profit & loss
- Review daily hedging program
- Liaise closely with traders, controls, and accounting to ensure smooth transitions between back/middle and front office
- Ad Hoc projects as initiated
- Ideally previous P&L analysis exposure for commodities based products
- Specialized knowledge in the structure and uses of financial Derivatives as they relate to the management of fuel price risk (futures/swaps/options) is highly desirable
4
Responsibilities For Product Control Analyst North American Rates Resume
- Confidently work with senior business people
- Self motivated, independent, and able to execute multiple tasks and meet assigned deadlines
- Adapt quickly to systems,new processes and applications
- Career Oriented - High Motivation to Work in Finance; Show Intiative at work
- Multitask, stay organized, and work in fast paced, team based environment
- Ideally A’s in numeric subject (Math/ Statistics)
5
Responsibilities For Rohq-pcg-product Control Analyst Resume
- Opportunity to develop in an international environment in one of the greatest financial institutions worldwide
- A chance to broaden the practical knowledge when working closely with all other areas within the Product Control department, liaising with the trading desk, risk management and other areas within Finance
- Participate and oversee selected projects within Finance and Balance Sheet Management
- Sites supported include: HBUS (NY), HBCA (Canada), HBMX (Mexico), HBBM (Bermuda), HBIO (Finance Company), HBBR (Brazil), HBPA (Panama)
- Sites supported include: HBUS (NY), HBCA (Canada), HBMX (Mexico), HBBM (Bermuda), HBIO (Finance Company), HBCL (Chile)
- Some familiarity with MS Access and VBA
6
Responsibilities For Assistant VP, Product Control Analyst Resume
- ACCA, CIMA student or other equivalent certification
- Maintain a robust set of procedural controls around reporting processes - including escalation of adjustments as well as reporting aimed at senior management to highlight same
- Knowledge of derivatives products, clearing, risk and product parameters
- Provide market and sector commentary in support of P&L results
- Work on ad-hoc projects and requests
- Advanced Excel knowledge and the ability to work with large sets of data - SQL and VBA would be an asset
- The ability to break down complex problems into their core components
7
Responsibilities For Equities Product Control Analyst Resume
- Evaluate Crude Oil profit & loss by portfolio and trade book
- Ensure each business unit’s activities are accurately recorded in the appropriate system of record
- Develop a strong understanding of the various information systems the businesses use including participating in the development and implementation of new systems
- Partner with business analysts to develop test scripts to validate new automated functionality within system of record
- Fast-paced and dynamic organization with a global focus
- Unique vantage point for building relationships with end-to-end Capital Market and Wealth Management stakeholders including Front Office, Finance, Risk and Controls, Trade Support, Profit and Loss, Project Delivery, Technology and Operations
8
Responsibilities For Product Control Analyst, AVP Resume
- Exposure to multiple legal entities, asset classes (derivatives, equities, fixed income, structured notes, commodities) and accounting treatments (mark-to-market, hedge, available for sale)
- Seek to automate manual tasks and seek process improvements to allow earlier production of daily information
- Establish and monitor end of day processes for traders and schedulers
- Provide meaningful profit & loss explanations to traders and managers
- Back up other Product Analysts for NGLs and Natural Gas
- Facilitate growth of the firm’s Emerging Markets businesses in a controller capacity, including model/market analysis, relevant price-testing and provisioning
- Work with the Finance ERRP project managers to ensure all required E2E people, process, and system changes have been identified and prepared in readiness for go-live of trading via BBI
9
Responsibilities For Valuations Product Control Analyst Resume
- Undertake training and development in readiness for go-live
- Work with Finance SMEs and ERRP project managers to help develop Product Control documentation
- Review and understanding of daily P&L and Balance sheet as pertains to BBI entity. Liaise with Markets and FIRM businesses and Risk teams in BBI to go through P&L, risks and issues
- Review and discuss price testing results for BBI with the senior trading heads based in BBI where appropriate
- Assist in the review of Significant Trade Review documentation for activity in BBI
- Support engagement with Regulators and Auditors to ensure compliance with, and proper representation of, our policies/ practices
- Understand the governance process and ensure compliance at the BBI and Barclays Group level
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