Funding Controller Resume Sample

11 votes

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Leatha Yost
1446 Jannie Spur,  Houston, TX
+1 (555) 769 3627

Work Experience

Securities Funding Controller VP
04/2017 - PRESENT
Los Angeles, CA
  • Bank Resource Management (BRM) control - Secured Funding
  • Treasury Capital Markets (TCM) control - Unsecured Funding
  • Liquidity & Funding Controllers (LFC) - Regulatory & Management Liquidity reporting & control
  • A key contributor to many of the Firm’s CTB and RTB initiatives. This includes extensive involvement in remediation projects such as the firms Balance Sheet Optimisation being led by the Bank Resource Management Business unit and the build of a new financing calculator
  • Responsibility across various aspects of risk controllership for the firm’s liquidity such as production of firm’s liquidity stress test, allocation of the drivers of liquidity to businesses, regulatory reporting of liquidity and funding, establishing controls around liquidity data
  • Continuous improvement of controls around P&L reporting
  • Dealing with Treasury desk requests as they arise
  • Involvement in department level initiatives across TCM and TCM managed balances
Liquidity & Funding Controller
08/2014 - 01/2017
Philadelphia, PA
  • Key point of contact for Corporate Treasury, ISG Business Unit and Finance teams requiring funding information
  • Design and implementation of enhancements to the Firm’s Secured Funding attribution model. These include Intercompany Secured Funding models and enhancements to current Finance Cost Attribution models
  • Design and implementation of enhancements to the Firm's Secured Funding attribution model. These include Intercompany Secured Funding models and enhancements to current Finance Cost Attribution models
  • Working with the global team to create a BRM Financial reporting framework incorporating monthly reporting by Business, Legal Entity and Regions Responsible for Business Requirements documentation including preparation and presentation of these to senior stakeholders for sign-off
  • Oversight and final review of monthly liquidity hub to General Ledger and liquidity reporting platform (Axiom) reconciliations
  • Support team with resolution of aged reconciling items
  • Present summary of Proof and Control findings to Senior Management
Liquidity Funding Controller
02/2011 - 03/2014
New York, NY
  • Responsible for production and analytical review of unsecured funding sources and uses reporting at consolidated firm level and legal entity level
  • Responsible for consolidation, review and analysis of GFC FinRep regulatory reporting requirements
  • Responsible for calculation, analytical review and posting of Treasury transfer pricing, and assisting with the automation and continued enhancements to that process
  • Assist with the production of annual ICAAP UK Group Treasury P&L forecast and allocations to business units, working closely with Corporate Treasury and ISG Reporting
  • Responsible for consolidating weekly EMEA Finance Management Committee Review packs for GFC
  • Responsible for all local regulatory, internal management and business unit interaction & queries relating to liquidity stress testing and reporting for German legal entities. Including defining and implementing the ongoing local review process
  • Responsible for leading the response to any ad-hoc internal analysis or regulatory queries relating to liquidity stress testing and reporting on German entities
  • Responsible for identifying and leading development for any local German liquidity reporting requirements in conjunction with other internal stakeholders


Indiana Wesleyan University - Cleveland Education Center
2007 - 2011
Bachelor's Degree in Management

Professional Skills

  • Good communication and analytical skills are essential
  • Advanced Excel skills are desirable, intermediate essential
  • Experience of working in a product control environment
  • Relevant work experience in the financial services industry
  • Understanding of IFRS and US GAAP
  • Good knowledge of US GAAP / IFRS accounting for financial products and relevant accounting standards is highly desirable
  • Experience in liquidity risk control, liquidity risk management or liquidity planning; and/or experience in relevant fields: Treasury / Controllers / Finance

How to write Funding Controller Resume

Funding Controller role is responsible for design, reporting, finance, automation, excel, reconciliations, accounting, drivers, analysis, planning.
To write great resume for funding controller job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Funding Controller Resume

The section contact information is important in your funding controller 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
  • Email
  • Telephone number

Work Experience in Your Funding Controller Resume

The section work experience is an essential part of your funding controller 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 funding controller responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular funding controller position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Funding Controller resume experience can include:

  • Oversight of all German liquidity reporting and the associated control framework to ensure that reporting is materially accurate
  • Knowledge of financial products across Business lines i.e. Fixed income, IBD, and Equities, and the associated multi-GAAP accounting
  • Interpret detailed information and identify potential issues and mitigating solutions
  • Previous use of SharePoint and other document management systems
  • Product knowledge across a wide range of Equity and Fixed Income products is desirable
  • Manage own workload and carry out tasks with minimal manager guidance

Education on a Funding Controller Resume

Make sure to make education a priority on your funding controller resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your funding controller 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 Funding Controller Resume

When listing skills on your funding controller 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 funding controller skills:

  • Risk aware and good guardianship skills
  • Experience of managing deliverables from deployed locations is desirable
  • Experience in managing large teams (10+) across different locations
  • Understanding of Basel III & EBA liquidity reporting requirements
  • Implementing periodic review framework to ensure ongoing compliance with German liquidity regulation
  • Understanding of Basel III liquidity requirements – LCR & NSFR

List of Typical Skills For a Funding Controller Resume


Skills For Liquidity & Funding Controller Resume

  • Relevant work experience in the financial services industry
  • Experience in relevant fields
  • Quickly understand and pick up issues
  • Experience in liquidity risk control, liquidity risk management or liquidity planning; and/or experience in relevant fields: Treasury / Controllers / Finance
  • Fully qualified or part-qualified accountant
  • Knowledge of a multi-currency/multi-entity/multi-GAAP general ledger in a financial services environment

Skills For Liquidity Funding Controller Resume

  • Work with internal stakeholders across the firm to obtain an understanding of complex front to back trade flows, extracting the necessary information to develop the project
  • Experience of producing detailed documentation to support internal processes
  • Work with a variety of stakeholders across the bank and influence/steer the project development

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