Controller Resume Example

Controller · JPMorgan Chase & Co.

New York, NY · 2018 - Present

• Managed a $500M budget, delivering a 10% cost reduction by optimizing procurement processes and vendor contracts.
• Oversaw the financial close process for a $20B division, reducing close time by 20% through automation of reconciliation procedures.
• Implemented a new Oracle ERP system, improving data accuracy by 15% and streamlining financial reporting for 5+ business units.
• Led a team of 15 finance professionals, increasing departmental efficiency by 25% through advanced training and workflow optimization.
• Ensured 100% compliance with GAAP, IFRS, and SOX regulations, successfully passing all internal and external audits for four consecutive years.

Assistant Controller · Morgan Stanley

New York, NY · 2012 - 2018

• Directed month-end and year-end closing processes for multiple funds, processing over 100 financial statements quarterly with 99.5% accuracy.
• Developed and implemented enhanced internal controls, reducing audit discrepancies by 30% and strengthening financial integrity.
• Provided financial analysis and forecasts to senior management, supporting strategic decisions that contributed to a 12% revenue growth.
• Collaborated with external auditors to ensure timely completion of annual audits, resulting in zero significant findings.
• Mentored and supervised a team of 8 junior accountants, improving their productivity and professional development.

Senior Accounting Manager · Citigroup

New York, NY · 2007 - 2012

• Managed accounting operations for a $5B portfolio, ensuring accurate and timely financial reporting for executive leadership.
• Streamlined reconciliation processes, reducing manual effort by 25% and improving the efficiency of the general ledger team.
• Played a key role in the successful migration of financial data to a new SAP system, ensuring data integrity and continuity.
• Prepared detailed variance analyses and presented findings to department heads, identifying opportunities for cost savings totaling over $2M annually.
• Ensured adherence to corporate accounting policies and procedures, maintaining a high standard of financial control.

Staff Accountant · Deloitte

New York, NY · 2004 - 2007

• Assisted in the preparation of financial statements and reports for diverse clients across the financial services industry.
• Performed audit procedures for public and private companies, identifying discrepancies and ensuring compliance with accounting standards.
• Utilized advanced Excel functions to analyze large datasets, providing insights into financial performance and risk areas.
• Collaborated with senior auditors to resolve complex accounting issues and improve client financial processes.
• Contributed to client projects, including forensic accounting reviews and internal control assessments.

Master of Business Administration (MBA) in Finance · NYU Stern School of Business

New York, NY · 2008 - 2010

• Graduated with High Honors, achieving a 3.9 GPA.
• Awarded the Dean's Scholarship for academic excellence and leadership potential.

Bachelor of Science in Accounting · Boston College

Chestnut Hill, MA · 2000 - 2004

• Summa Cum Laude graduate, achieving a 3.8 GPA.
• Member of Beta Alpha Psi, the international honor organization for financial information students and professionals.

Controller · ServiceNow

Santa Clara, CA · 2018 - Present

• Directed global financial operations for a $10B+ revenue segment, achieving 99.8% accuracy in quarterly reporting and reducing closing cycle time by 15%.
• Led financial integration of two strategic acquisitions totaling $1.5B, successfully harmonizing accounting policies and consolidating financial statements within 6 months.
• Implemented automated revenue recognition processes (ASC 606) across multiple product lines, resulting in a 20% improvement in efficiency and compliance.
• Managed a team of 25 finance professionals, fostering a high-performance culture that reduced staff turnover by 10% annually.

Assistant Controller · DataFlow Analytics

San Francisco, CA · 2013 - 2018

• Scaled financial infrastructure during a period of 400% revenue growth from $50M to $250M, enabling seamless audit readiness and IPO preparation.
• Developed and implemented a new ERP system (NetSuite) and financial reporting framework, improving data visibility and reducing manual effort by 30%.
• Managed cash flow and working capital, contributing to a 25% increase in operational efficiency and ensuring liquidity for expansion initiatives.
• Successfully navigated complex equity financing rounds totaling $150M, ensuring accurate accounting for share-based compensation and warrants.

Senior Manager, Audit & Assurance · PricewaterhouseCoopers (PwC)

Chicago, IL · 2005 - 2013

• Managed a portfolio of 15+ public and private clients across technology and manufacturing sectors with engagement budgets up to $2M.
• Led audit teams in assessing internal controls (SOX compliance) and financial reporting accuracy, consistently achieving unqualified audit opinions.
• Provided expert guidance on complex accounting issues including M&A, revenue recognition, and stock-based compensation (ASC 718).
• Mentored and developed a team of 20 junior staff and senior associates, enhancing technical capabilities and client service excellence.

Master of Business Administration (MBA), Finance · Northwestern University, Kellogg School of Management

Evanston, IL · 2003 - 2005

• Concentration in Corporate Finance and Accounting.

Bachelor of Science (BS), Accountancy · University of Illinois Urbana-Champaign

Champaign, IL · 1999 - 2003

• Graduated Magna Cum Laude, GPA: 3.8/4.0
• Dean's List all semesters