Our Team

Having a Koren Rogers search consultant represent you ensures complete confidentiality and a more substantial salary increases.

Michael Koren

Michael B. Koren, President and Chief Executive Officer

In 1988 with the late Stanley Rogers, Michael co-founded the firm to specialize in executive search for financial, human resource and general management professionals. Today Michael serves as managing partner. His responsibilities include the daily operations of the firm, staff and business development, and managing searches in the consumer products, media and entertainment industries.

Prior to forming Koren Rogers, he served as vice president in the financial search division of Logic Personnel Associates in New York. He was also a financial analyst with Connecticut Bank & Trust. He graduated with a bachelor’s degree in business administration from the University of Buffalo, where he concentrated his studies on information systems. Michael holds the Certified Personnel Consultant (CPC) designation.

All CPC designees have achieved a measured level of expertise and professionalism, including full awareness of the laws, ethics and procedures within the recruitment industry. Michael is a founder and president of Partnership for a Better Westchester, a charitable organization, and he serves as a volunteer teacher for Junior Achievement.

Michael Koren is the founder of the very successful Grateful Dead Tribute band, Not DEAD Yet. Please visit the band’s website for more information on the band and upcoming shows.

Ilene Heller

Ilene Z. Heller, Executive Vice President

Ilene’s responsibilities include corporate development and identifying, based on client needs, financial professionals who are candidates for current search assignments. Ilene also manages Koren Rogers’s research staff, who maintain the data base on top financial executives.

Before joining Koren Rogers in 1992, Ilene co-owned and operated a printing brokerage firm where she increased sales significantly. Prior to that she was vice president, corporate communications, at Prudential Bache Securities. She previously held operations management positions at Prudential Bache. She holds a bachelor’s degree in public communications and fine arts from Boston University. Ilene volunteers as a public relations coordinator for her community’s school system, and she has achieved national ranking as a Scrabble player.

Jeff Kerper

Jeff Kerper, Vice President

Jeff Kerper joined Koren Rogers in 2010 bringing over 20 years of recruiting experience across all disciplines to the firm. Jeff’s foundation is primarily Accounting, Finance, and Tax, though his loyal clients now use him for searches across a broad spectrum of roles, including Marketing, Sales, PR, and HR.

Prior to coming to Koren Rogers, Jeff was Vice President, Senior Practice Manager at RJ Associates, an executive search firm also based in White Plains. He is a graduate of the University of Virginia with a degree in Economics and has lived and worked in Westchester for many years.

Jeff has traveled overseas extensively, has an encyclopedic knowledge of music, and is a tournament level backgammon player.

Richard Fabrico, Vice President

Rich’s strength’s include client development and candidate evaluation. He manages searches in the Media and Entertainment, and Sports industries as well as the Consumer Products arena. He specializes in placing Corporate Controllers, VP’s of Finance at Fortune 500 companies, as well as CFO’s at companies with 50-500m in revenues.

Prior to joining Koren Rogers, he operated his own firm, Capital Search Recruiters. He also served as Director of Financial Search at Brookville Search.
Richard spent his corporate career as Director of Finance at Viacom, and Corporate Finance associate at JP Morgan Chase.
Richard has an MBA from New York University, and his B.B.A. from Iona College

Clients and candidates gravitate to Rich for his casual demeanor, level of industry knowledge and work ethic.

Dana

Dana Hornstein-Crane, Vice President

Dana joined Koren Rogers in December 2005 as Director of the firm’s new initiative in the Financial Services search practice. She focuses on placing individuals in the Financial Sector, more specifically the placement of Financial Advisors. She was promoted to Vice President in January 2009.

She joined us from Morgan Stanley where she was the Executive Director to the Westchester Complex Manager. There she learned the ins and outs of the Financial Advisors recruitment cycle and created sound contacts within the industry. Prior to Dana’s positions as an Executive Director she was Vice President of Recruiting at OTEC.com, a Technology Recruiting firm in NYC, for 11 yrs. Her clients included Goldman Sachs, Solomon Smith Barney/Citibank, Marsh McLennan, Reuters, Crossmar, Intelisys and many .com’s that may or may not be around today. She has a BS in Sociology from the University of Wisconsin.

diane_sperry.jpg

Diane Sperry

Diane Sperry joined Koren Rogers as an executive recruiter specializing in the recruitment and placement of Financial Advisors.

Diane comes to us with over 11 years of experience in the financial industry. She began her career with EF Hutton in a small branch office before moving to a large office in a management role. Later Diane worked in both the NY/CT Region and Northeast Division offices with Smith Barney.  Diane’s experience includes advisor recruiting and development, operations, administration, revenue growth, business practice management, P&L management, regulatory and human resource compliance.

Diane’s field experience and daily interactions with over 3,000 advisors, sales assistants, and senior managers gives her a unique advantage and broad perspective whether the advisor is at a traditional wirehouse, regional shop, bank, or at an independent firm.

Kathy Capuano

Kathy is responsible for identifying and recruiting Financial Advisors throughout the United States. Before joining the team at Koren Rogers, Kathy worked as a recruiter and manager in IT recruiting at OTEC.com. She also has experience in recruiting for the healthcare industry for The HealthSearch Group. Kathy holds a BS degree in mathematics as well as a BA degree in Spanish from Wheaton College, Wheaton, IL. In addition to her recruiting experience, Kathy has worked as a high school teacher, tutor, and piano teacher.

Kathy enjoys running, traveling, and playing piano. She is also teaches at her church and is a member of the board of the Ridgeway Nursery School and Kindergarten in White Plains.

Karen Brew

Karen joined Koren Rogers in 2011 to specialize in placing Financial Advisors throughout the United States. Her strengths include active listening in order to best understand her clients’ wants and needs, and from there finding the best position for the individual. One size does not fit all! Karen draws from her past experience in Marketing and Strategy, both in Consumer Goods and the Financial Services industries.

Karen has a B.A. from Cornell University and an MBA from the Kellogg Graduate School of Management at Northwestern University. In her free time, Karen is an active PTA’er, soccer mom supreme, goes to the gym and loves to ski.

Kevin

Kevin Collins, Director

Kevin Collins came to Koren Rogers Executive Search through the April International’s acquisition in 2008. As Co-Director of the firm’s Financial Services practice, Kevin’s primary focus will continue to be on Financial and Quantitative roles and in addition will manage the day to day business and its integration. Focus will be on the areas of Risk, Quantitative Analysis, Credit, Accounting and Legal & Compliance.

A Vice President with April International for over twenty years, he helped to develop the international practice, working in nearly all of the major financial capitals throughout the world.

Kevin started his career in the U.S Coast Guard where he was assigned to the White House as a member of the Presidential Honor Guard. He later finished his military life as a search & rescue boat coxswain. Upon his discharge, Kevin came to Westchester to attend Iona College from 1976 to 1981 from where he was hired by CBS News’ affiliate Channel 2 in NYC. Kevin was the Associate Producer for the public affairs shows “News Makers” and Public Hearing.” Kevin has been married to Judy Collins for the last 17 years, and they own and operate Colonial Custom Picture framing in Greenwich, Ct.

Jonathan

Jonathan Flaks, Executive Coach, MCC

Jonathan specializes in helping business leaders make powerful and smooth career changes. Author of “Who Are You, Inc., – Bring Out Your Best In Business,” Jonathan draws from a diverse, 20-year business background spanning investor relations, business communication, career counseling and marketing. He has been coaching executive and entrepreneurial leaders since 1998. Clients have come from Goldman Sachs, United Nations, Credit Suisse, Citigroup/Smith Barney, KPMG, Depository Trust and Clearing Corporation, Brown Brothers Harriman, IBM, Deloitte, BMG Entertainment, Honeywell, The NBA and many entrepreneurial endeavors.

Product Control – Prime Services – AVP / VP -Tokyo

Our client, a major international investment firm is seeking a controller to join their Japan Product Control group. This group is a part of the Finance Division at the Japan Equities Product Control is made up of a team of 20 and includes the Derivatives, Delta One, Prime and Execution businesses. Within Finance we pride ourselves on our professionalism and believe working in such a fast moving industry should be reflected in our departmental culture – dynamic and flexible. Senior management takes a hands-on approach within the department, and is keen to reward hard work, enthusiasm and success.

Due to expansion in the department we have an opening as team leader for the Japan Prime Services PC team. The role will involve supervising the daily reporting, processing and reconciliation of the P&L and B/S for the Prime Services business which includes Equity Finance, Cash / Synthetic Prime Brokerage and Futures & Options. The successful candidate will be expected to actively manage a small team of controllers which take care of the P&L production for both onshore and offshore books. The position will also require a large amount of interaction with Asian and Global counterparts in Finance, Front Office, Operations and Technology.

The ongoing investment in the firm requires staff that can drive forward the necessary evolution of the control function through innovation and participation in Global Strategic initiatives. Candidates will be asked to demonstrate drive and enthusiasm for acting as a change, contributing to the increasingly international corporate culture.

 

Key responsibilities:

  • Reviewing offshore P&Ls prepared by Mumbai Product Control and supporting them in resolving any production issues in their daily process. Ensuing that their month-end closing process is done correctly and performing appropriate Balance Sheet verification.
  • Displaying leadership for the development of a daily P&L reconciliation between the Front office estimate and the Management Accounting Ledger for onshore P&Ls. Help implement a best practice control environment surrounding the daily P&L process and extend this out to the month-end reconciliations. 
  • Performing the month-end onshore ledger closing process such as journal entry, P&L finalization and the reconciliation between the Management Accounts and the Financial Accounting Ledger.
  • Carrying out month-end balance sheet substantiation and reporting.
  • Supervising team members for day to day work and projects. Ensuring that all issues are identified and resolved or escalated to senior managers.
  • Communicating to key internal stakeholders such as Front Office, CAO, Operations and other key stakeholders in the Finance Departments.
  • Involvement in project and re-engineering initiatives to improve the processes with other counterparties across different divisions and regions.

 

Requirements:

  • Excellent English language skills (English / Japanese bilingual is preferable)
  • Strong accountancy and general ledger experience within product control.
  • Good understanding of Financial Products, especially stocks and equity financing.
  • People management experience will be advantageous.
  • Strong communication skills and ability to keep his / her manager informed on an on-going basis
  • Good knowledge of Excel and Access
  • Robust experience of double entry and ledger journaling
  • Qualified Accountant / MBA holder is preferable
  • Self-motivated and ability to work well in a group as a team player. 
  • Self-starter that does not require motivation. Willingness to learn
  • Results focused within a pressurized environment with tight deadlines
  • Good attention to detail

Assistant Treasurer

Assistant Treasurer 160000 – 175000 plus bonus….  White Plains, NY

Responsible for advising the corporation on capital structures and the various alternatives available in financial markets. Responsibilities include strategic treasury analysis, hedging opportunities, coordinating capital planning and assisting with the identification and setting of strategic and financial objectives for the corporation. Lead global cash management efforts in conjunction with European treasury center. Direct cash forecasting, liquidity management, global funding of corporation and its subsidiaries.  Partner with Shared Service operations, operating units, banks and system providers to ensure up-to-date technical capabilities. Coordinate and rationalize bank relationships, including fee negotiations, Service Level Agreements, contracts, pricing, and cash management interfaces. Oversee stock administration function and daily corporate cash positioning. Assist in pension/salary savings plan oversight.  A high degree of knowledge and experience is required in the following disciplines: cash management, strategic planning, corporate finance, derivatives, foreign exchange, pensions, accounting, and tax.

 

  1. Ongoing development of Funding and Liquidity Plans.  Global aggregation and monitoring of cash flows from operating, financing/equity, and investing activities.  Preparation of cash flow variance analysis, highlighting trends in operating liquidity, evaluating threats and opportunities in the company’s capital plans.
  2. Analysis of cash flows, market access, corporate liquidity and acquisition capacities. Support Financial Planning and Analysis.
  3. Responsible for the measurement, quantification and strategizing of global interest rate and foreign exchange exposures.  Document and communicate underlying risks, hedge strategies and scenario analysis to senior finance managers (CFO & Treasurer). Maintain and update interest rate and foreign exchange risk management policies and procedures as necessary.  Oversee the performance tracking of derivatives activity.  Liaise with Corporate Accounting and FP&A areas to: facilitate interest rate and foreign exchange forecasting, external reporting of interest rate and foreign exchange risk, and accounting for derivative positions. Liaise with Corporate Tax area to assess tax effective structurings.
  4. Responsible for maintaining positive credit/rating agency relationships through periodic briefings.
  5. General treasury support to corporate finance, including M&A analysis, structuring off balance sheet conduits, liquidity and debt issuance analysis. 
  6. Develop worldwide controls and processes for bank administration, including documentation of account opening, and control of contracts.   Develop policies assuring use of preferred banks globally.
  7. Improve cash concentration effectiveness.
  8. Evaluate financial and cash controls, processes and financial service utilization across all business units.
  9. Arrange letters of credit programs and coordinate use of letters of guarantee.

10.  Design and implement match funding reporting, interest allocation, cash flow maps and bank accounts maintenance.

11.  Manage corporation’s short- and long-term debt portfolio and issuance programs.

12.  Oversee Manager of Cash/Stock administration and daily cash positioning/investments/borrowings.

13.  Administration and configuration of Treasury Management Systems.  Ensure appropriate controls implemented within treasury systems (SOX compliance).  Drive the technology strategy for the Corporate Treasury area.

14.  Financial Institution (Bank) Counterparty Risk Management – Responsible for: monitoring, reporting, and compliance of bank counterparty exposure. Communicate over limit situations to senior finance management and take action to bring over limit bank exposures into compliance.  Maintain bank counterparty exposure policy.

15.  Derivatives and Reporting – Responsible for supervising the reporting and back office activities of all transactions.

16.  Monitor and manage pension/savings salary plans, work with senior management/HR benefits on oversight and reporting.

17.  Participate in special projects as required.

 

 

  1. MBA in Finance or a Certified Financial Analysis (C.F.A). strongly preferred.
  2. Experience using advance analytic, accounting and finance tools.
  3. Advanced Microsoft Excel Proficiency; Intermediate experience with Impressive analytic skills.
  4. Knowledge of industry standard pricing models and VaR concepts.
  5. Extensive knowledge of US and international payment systems.
  6. Experience with ERP and payment systems preferred.
  7. Proven communication and leadership skills.
  8. Skilled with accounting and tax concepts/methods.
  9. Skilled in derivative execution and/or back office procedures.
  10. Skilled in the pricing, purchasing and sale of derivative instruments.

Financial Analyst up to $175K

Senior Level Planning and Reporting Analyst

SENIOR LEVEL PLANNING & REPORTING ANALYST

Our client, a premier media conglomerate, is looking for a dynamic superstar with a mix of Big 4 and Private Industry experience.  You will be working closely with senior executives performing high level analysis of all operating units and having an impact on major financial decisions of the company.  This is a tremendous opportunity with a world class company.

Responsibilities:

Develop timely, relevant analysis for senior management

  • Analyze operating results to forecast and budget
  • Develop KPI dashboard and other analytical reporting tools
  • Develop reports and analysis to improve insight into business results
  • Support consolidation and reporting processes
  • Work on various projects to improve financial performance
  • Leverage financial systems to deliver group objectives

Requirements:

  • 7-12 years public/private accounting & finance experience
  • CPA & MBA a plus
  • Highly proficient in structuring sophisticated financial models and analysis
  • Excellent communication and presentation skills in a wide variety of situations
  • Strong analytical and critical thinking skills
  • Proficient in Microsoft Office and Hyperion (or a similar financial system)

jkerper@korenrogers.com

Business Unit Controller-Treasury Finance

AVP Business Unit Controller

TREASURY CONTROLLER

Our client, a top-tier international bank, is looking for a business unit controller with experience in treasury and money market product areas.  You will have oversight of daily P&L, IPV results, valuation, and month end responsibities within your product area.  This is a tremendous opportunity with a wonderful company.

Responsibilities:

  • Perform Daily P&L and work closely with the Treasury business unit to ensure accurate and transparent financial data is reported in the segmented Treasury result. This also includes review of IPV results and application of proper valuation reserves on specific products.
  • Perform month-end P&L reconciliation to ensure all front to back P&L is reconciled with explanation provided to the business for any variance.
  • Perform Front to Back office reconciliations and controls to ensure the business is provided with accurate position inventories for P&L, valuation and risk reporting.
  • Report and perform detail analysis on FAS 133 Hedge Accounting Results, in coordination with the Global Hedge Accounting Team.
  • Provide assistance to Treasury team for more transparency in the internal funding booking and reporting process, liaise with BUC members from C&M and other Segments to assure proper funding allocation is reviewed and booked.

Requirements:

  • 5 to 7 years of solid working experience in product control area within a Financial Institution. Preferably in a Corporate Treasury or Money Market business area.
  • Sound product knowledge including Debt Issuance, Money Market Loans & Deposits, Interest Rate Derivatives, Futures and Options, Credit Derivatives, Corporate Bonds and Loans (Including Secondary).
  • Strong accounting and control background. Preferred to have practical working experience with FAS 133, FVO and, AFS accounting.
  • Strong understanding of Corporate Treasury businesses and established experience in relationship building with Front Office traders and other related internal customers.
  • Bachelor’s degree required

jkerper@korenrogers.com

Product Control – Prime Services – AVP / VP -Tokyo

Our client, a major international investment firm is seeking a controller to join their Japan Product Control group. This group is a part of the Finance Division at the Japan Equities Product Control is made up of a team of 20 and includes the Derivatives, Delta One, Prime and Execution businesses. Within Finance we pride ourselves on our professionalism and believe working in such a fast moving industry should be reflected in our departmental culture – dynamic and flexible. Senior management takes a hands-on approach within the department, and is keen to reward hard work, enthusiasm and success.

Due to expansion in the department we have an opening as team leader for the Japan Prime Services PC team. The role will involve supervising the daily reporting, processing and reconciliation of the P&L and B/S for the Prime Services business which includes Equity Finance, Cash / Synthetic Prime Brokerage and Futures & Options. The successful candidate will be expected to actively manage a small team of controllers which take care of the P&L production for both onshore and offshore books. The position will also require a large amount of interaction with Asian and Global counterparts in Finance, Front Office, Operations and Technology.

The ongoing investment in the firm requires staff that can drive forward the necessary evolution of the control function through innovation and participation in Global Strategic initiatives. Candidates will be asked to demonstrate drive and enthusiasm for acting as a change, contributing to the increasingly international corporate culture.

 

Key responsibilities:

  • Reviewing offshore P&Ls prepared by Mumbai Product Control and supporting them in resolving any production issues in their daily process. Ensuing that their month-end closing process is done correctly and performing appropriate Balance Sheet verification.
  • Displaying leadership for the development of a daily P&L reconciliation between the Front office estimate and the Management Accounting Ledger for onshore P&Ls. Help implement a best practice control environment surrounding the daily P&L process and extend this out to the month-end reconciliations. 
  • Performing the month-end onshore ledger closing process such as journal entry, P&L finalization and the reconciliation between the Management Accounts and the Financial Accounting Ledger.
  • Carrying out month-end balance sheet substantiation and reporting.
  • Supervising team members for day to day work and projects. Ensuring that all issues are identified and resolved or escalated to senior managers.
  • Communicating to key internal stakeholders such as Front Office, CAO, Operations and other key stakeholders in the Finance Departments.
  • Involvement in project and re-engineering initiatives to improve the processes with other counterparties across different divisions and regions.

 

Requirements:

  • Excellent English language skills (English / Japanese bilingual is preferable)
  • Strong accountancy and general ledger experience within product control.
  • Good understanding of Financial Products, especially stocks and equity financing.
  • People management experience will be advantageous.
  • Strong communication skills and ability to keep his / her manager informed on an on-going basis
  • Good knowledge of Excel and Access
  • Robust experience of double entry and ledger journaling
  • Qualified Accountant / MBA holder is preferable
  • Self-motivated and ability to work well in a group as a team player. 
  • Self-starter that does not require motivation. Willingness to learn
  • Results focused within a pressurized environment with tight deadlines
  • Good attention to detail

Assistant Treasurer

Assistant Treasurer 160000 – 175000 plus bonus….  White Plains, NY

Responsible for advising the corporation on capital structures and the various alternatives available in financial markets. Responsibilities include strategic treasury analysis, hedging opportunities, coordinating capital planning and assisting with the identification and setting of strategic and financial objectives for the corporation. Lead global cash management efforts in conjunction with European treasury center. Direct cash forecasting, liquidity management, global funding of corporation and its subsidiaries.  Partner with Shared Service operations, operating units, banks and system providers to ensure up-to-date technical capabilities. Coordinate and rationalize bank relationships, including fee negotiations, Service Level Agreements, contracts, pricing, and cash management interfaces. Oversee stock administration function and daily corporate cash positioning. Assist in pension/salary savings plan oversight.  A high degree of knowledge and experience is required in the following disciplines: cash management, strategic planning, corporate finance, derivatives, foreign exchange, pensions, accounting, and tax.

 

  1. Ongoing development of Funding and Liquidity Plans.  Global aggregation and monitoring of cash flows from operating, financing/equity, and investing activities.  Preparation of cash flow variance analysis, highlighting trends in operating liquidity, evaluating threats and opportunities in the company’s capital plans.
  2. Analysis of cash flows, market access, corporate liquidity and acquisition capacities. Support Financial Planning and Analysis.
  3. Responsible for the measurement, quantification and strategizing of global interest rate and foreign exchange exposures.  Document and communicate underlying risks, hedge strategies and scenario analysis to senior finance managers (CFO & Treasurer). Maintain and update interest rate and foreign exchange risk management policies and procedures as necessary.  Oversee the performance tracking of derivatives activity.  Liaise with Corporate Accounting and FP&A areas to: facilitate interest rate and foreign exchange forecasting, external reporting of interest rate and foreign exchange risk, and accounting for derivative positions. Liaise with Corporate Tax area to assess tax effective structurings.
  4. Responsible for maintaining positive credit/rating agency relationships through periodic briefings.
  5. General treasury support to corporate finance, including M&A analysis, structuring off balance sheet conduits, liquidity and debt issuance analysis. 
  6. Develop worldwide controls and processes for bank administration, including documentation of account opening, and control of contracts.   Develop policies assuring use of preferred banks globally.
  7. Improve cash concentration effectiveness.
  8. Evaluate financial and cash controls, processes and financial service utilization across all business units.
  9. Arrange letters of credit programs and coordinate use of letters of guarantee.

10.  Design and implement match funding reporting, interest allocation, cash flow maps and bank accounts maintenance.

11.  Manage corporation’s short- and long-term debt portfolio and issuance programs.

12.  Oversee Manager of Cash/Stock administration and daily cash positioning/investments/borrowings.

13.  Administration and configuration of Treasury Management Systems.  Ensure appropriate controls implemented within treasury systems (SOX compliance).  Drive the technology strategy for the Corporate Treasury area.

14.  Financial Institution (Bank) Counterparty Risk Management – Responsible for: monitoring, reporting, and compliance of bank counterparty exposure. Communicate over limit situations to senior finance management and take action to bring over limit bank exposures into compliance.  Maintain bank counterparty exposure policy.

15.  Derivatives and Reporting – Responsible for supervising the reporting and back office activities of all transactions.

16.  Monitor and manage pension/savings salary plans, work with senior management/HR benefits on oversight and reporting.

17.  Participate in special projects as required.

 

 

  1. MBA in Finance or a Certified Financial Analysis (C.F.A). strongly preferred.
  2. Experience using advance analytic, accounting and finance tools.
  3. Advanced Microsoft Excel Proficiency; Intermediate experience with Impressive analytic skills.
  4. Knowledge of industry standard pricing models and VaR concepts.
  5. Extensive knowledge of US and international payment systems.
  6. Experience with ERP and payment systems preferred.
  7. Proven communication and leadership skills.
  8. Skilled with accounting and tax concepts/methods.
  9. Skilled in derivative execution and/or back office procedures.
  10. Skilled in the pricing, purchasing and sale of derivative instruments.

Financial Analyst up to $175K

Senior Level Planning and Reporting Analyst

SENIOR LEVEL PLANNING & REPORTING ANALYST

Our client, a premier media conglomerate, is looking for a dynamic superstar with a mix of Big 4 and Private Industry experience.  You will be working closely with senior executives performing high level analysis of all operating units and having an impact on major financial decisions of the company.  This is a tremendous opportunity with a world class company.

Responsibilities:

Develop timely, relevant analysis for senior management

  • Analyze operating results to forecast and budget
  • Develop KPI dashboard and other analytical reporting tools
  • Develop reports and analysis to improve insight into business results
  • Support consolidation and reporting processes
  • Work on various projects to improve financial performance
  • Leverage financial systems to deliver group objectives

Requirements:

  • 7-12 years public/private accounting & finance experience
  • CPA & MBA a plus
  • Highly proficient in structuring sophisticated financial models and analysis
  • Excellent communication and presentation skills in a wide variety of situations
  • Strong analytical and critical thinking skills
  • Proficient in Microsoft Office and Hyperion (or a similar financial system)

jkerper@korenrogers.com

Business Unit Controller-Treasury Finance

AVP Business Unit Controller

TREASURY CONTROLLER

Our client, a top-tier international bank, is looking for a business unit controller with experience in treasury and money market product areas.  You will have oversight of daily P&L, IPV results, valuation, and month end responsibities within your product area.  This is a tremendous opportunity with a wonderful company.

Responsibilities:

  • Perform Daily P&L and work closely with the Treasury business unit to ensure accurate and transparent financial data is reported in the segmented Treasury result. This also includes review of IPV results and application of proper valuation reserves on specific products.
  • Perform month-end P&L reconciliation to ensure all front to back P&L is reconciled with explanation provided to the business for any variance.
  • Perform Front to Back office reconciliations and controls to ensure the business is provided with accurate position inventories for P&L, valuation and risk reporting.
  • Report and perform detail analysis on FAS 133 Hedge Accounting Results, in coordination with the Global Hedge Accounting Team.
  • Provide assistance to Treasury team for more transparency in the internal funding booking and reporting process, liaise with BUC members from C&M and other Segments to assure proper funding allocation is reviewed and booked.

Requirements:

  • 5 to 7 years of solid working experience in product control area within a Financial Institution. Preferably in a Corporate Treasury or Money Market business area.
  • Sound product knowledge including Debt Issuance, Money Market Loans & Deposits, Interest Rate Derivatives, Futures and Options, Credit Derivatives, Corporate Bonds and Loans (Including Secondary).
  • Strong accounting and control background. Preferred to have practical working experience with FAS 133, FVO and, AFS accounting.
  • Strong understanding of Corporate Treasury businesses and established experience in relationship building with Front Office traders and other related internal customers.
  • Bachelor’s degree required

jkerper@korenrogers.com