Jefferies · 5 months ago
Controller, US Product Control (Financial Reporting)
Jefferies is seeking a highly motivated and detail-oriented Controller to join their Product Control team. This role involves overseeing SEC financial reporting, managing legal entity ownership, and collaborating with various stakeholders to enhance reporting accuracy and support automation initiatives.
BankingFinancial ServicesWealth Management
Responsibilities
Oversee and manage key aspects of the SEC financial reporting process, including data analysis and review of disclosure submissions
Focus on complex and high-risk areas such as derivatives, securitization, variable interest entities (VIEs), fair value, and investments
Strong understanding of broker-dealer operations from a finance perspective to enhance reporting accuracy and insight
Collaborate with cross-functional teams and ensure alignment with accounting policies
Provide insights and support to senior leadership on financial reporting matters
Maintain oversight of legal entity and ensure timely, accurate and completeness of the general ledger and sub-ledger
Serve as the primary liaison for external auditors, internal audit teams, and SOX compliance reviews
Identify and implement opportunities to automate workflows and streamline financial statement disclosures
Collaborate with technology and reporting teams to enhance reporting infrastructure
Work closely with the Jefferies Accounting Policy Group, External Reporting Group and across different Product Control groups to ensure alignment on accounting standards and disclosure requirements
Support the identification and implementation of system and process improvement opportunities to automate workflows and streamline financial statement disclosures
Lead or contribute to special projects and initiatives as assigned
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field; CPA preferred
8+ years of relevant experience in financial reporting, product control, or public accounting (Big 4 experience a plus)
Strong understanding of US GAAP, SEC reporting, and financial instruments
Experience with broker-dealer arranged financing structures and a strong understanding of broker-dealer operations from a finance perspective is a significant advantage
Proven experience working with complex financial products and legal entity structures
Excellent analytical, organizational, and communication skills
Proficiency in financial systems and tools; experience with automation tools is a plus
Company
Jefferies
Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
H1B Sponsorship
Jefferies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (147)
2024 (122)
2023 (83)
2022 (183)
2021 (169)
2020 (60)
Funding
Current Stage
Late StageTotal Funding
unknown2012-11-12Acquired
Leadership Team
Recent News
2026-01-08
2026-01-07
2026-01-05
Company data provided by crunchbase