Senior Product/Specialty Controller

Bank of America•Charlotte, NC

About The Position

The Senior Product/Specialty Controller is a high-visibility team lead on Bank of America’s GWIM Controller team within the CFO-Global Financial Control organization. The role directs core day-to-day accounting and external reporting functions for GWIM, covering Merrill and the Private Bank. Its focus is maintaining accurate books and records while supporting business partners, including Product BFOs, GWIM Finance, LOB Operations, Regulatory Reporting, Accounting Policy, and other Enterprise teams. The position owns accounting review and determination, monthly close and reporting, external reporting, and product business and finance support. It works closely with the GWIM Controller and serves as a key resource to the team and its partners. The role also helps design and implement changes to improve organizational effectiveness and efficiency, with broad exposure to accounting, reporting, controls, and regulatory topics. Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with flexibility based on role-specific responsibilities and business needs. The stated schedule is first shift, 40 hours per week.

Requirements

Bachelor’s degree (BA/BS), preferably in Finance or Accounting.
Deep and broad business acumen, including the ability to understand large, complex transactions and simplify them to their key components.
Interest in or ability to understand technology products and services.
Proven analytical, change/project management, consulting, and problem-resolution skills; detail oriented.
Ability to move quickly from concept to action, establish priorities, and achieve results.
Ability to bring structure and sound judgment to complex or evolving issues.
Data analysis skills and ability to create executive-quality materials within tight timeframes with limited direction.
Excellent interpersonal skills and credibility to influence business partners, peers, and management.
Unquestionable business and personal integrity.
Experience leading or mentoring others, formally or informally.

Nice To Haves

MBA or CPA.
Alteryx familiarity.
Familiarity with the bank’s financial systems.

Responsibilities

Ensure the ledger is accurate for the business line and adhere to accounting standards.
Partner with upstream and downstream stakeholders and understand how business activities affect accounting and reporting outputs.
Re-engineer processes and solve complex problems.
Serve as a day-to-day lead for the GWIM team by guiding, reviewing, and supporting team members.
Own the integrity of GWIM’s month-end close, including final review and approval of accounting calculations and journal entries, product reviews, and trial balance review.
Review and analyze monthly financial results and internal management reports, providing insight into key drivers and trends.
Own key GWIM control processes, including SOX documentation, control enhancements, and support for audit and regulatory reviews.
Advise Product BFOs, GWIM Finance, and Operations on accounting impacts of new products, business changes, and complex transactions.
Design, develop, and implement process improvements to reduce risk and costs, improve operations, and enhance user experience.
Drive automation and modernization, including use of Alteryx and AI tools.
Represent GWIM controllership with senior Finance, Accounting Policy, Regulatory Reporting, and Audit partners.
Partner with GWIM Controller leadership on team priorities and day-to-day operations.
Coach and develop team members and build bench strength.