Exl Service

Internal Auditor w/ CPA - Banking Capital Markets

US-NY-New York
Regular Full-Time
Job Code


EXL looks deeper. Our solutions integrate operations management services, decision analytics and technology platforms to deliver immediate results and long-term business impact. We work as a strategic partner to help our clients streamline business operations, improve corporate finance, manage compliance, better adapt to change, and create new channels for growth.


Serving organizations in insurance, healthcare, banking and financial services, utilities, travel, transportation and logistics, we deliver solutions from wherever clients need them. EXL also provides functional services, such as finance and accounting, legal support, and analytics to even more industries, including professional services, retail, manufacturing and energy. Headquartered in New York, EXL has approximately 23,000 professionals in locations throughout the United States, Europe, Asia, Latin America, and Africa.


At EXL, we believe there is always a better way. We look deeper, we find it and make it happen. Our solutions integrate operations management services, analytics and technology platforms to deliver immediate results and long-term business impact.


Ours is a company built on value and trust. Our core values are innovation, excellence, collaboration, integrity and trust. We take client service seriously; and our clients’ priorities drive our business focus. Their journey is our journey.


EXL’s Finance Transformation practice focuses on 5 key areas, including, Finance Organizational Design, Process Optimization, Finance Systems Advisory, Compliance & Assurance, and Accounting Advisory Services.


Candidates must have US experience in finance organization of any investment bank / broker dealer directly or through a big4 firm or any other consulting firm

Candidates also must be CPA certified (completed, not pursuing)


  • Prepare and assist with the review of the Banks financial statements including external financial reporting for public filings and regulatory reporting to Bank regulators
  • Participate in the preparation of Bank’s Board of Directors materials as well as Management Committee and Management due diligence reporting
  • Assist with the review of the monthly financial close and the financial results meetings with Bank Regulators
  • Perform detailed analytical review of accounts in the general ledger
  • Prepare journal entries and management adjustments with proper documentation and certify various general ledger accounts
  • Assist in the review of Bank’s regulatory filings and ad-hoc presentations for senior management and Regulators
  • Maintenance of the general ledger and build out of management reporting tools (e.g., EssBase)
  • Assist with ad-hoc projects and requests


  • Experience of working in Investment Banking and/or Broker Dealer in the US either directly or through a Big 4 consulting firm or any other reputed professional services firm is a must
  • Bachelor’s degree in Finance, Accounting and/or Business Administration
  • CPA is a MUST
  • Experience in Change the Bank projects is a plus
  • 6-12 years of Controllership/ Legal Entity Control/ Product Control experience is a plus
  • Knowledge and experience of various financial products is a plus
  • Strong understanding of and experience in US GAAP
  • Awareness and keen interest in changing regulatory landscape 
  • Strong written and oral communication skills
  • Competency with spreadsheets, word processing and database software and business systems (Word, Access, Excel, PowerPoint etc)
  • Demonstrable skills in content creation and management, product positioning, proposal development and oversight, and relationship management 
  • Ability to multi-task and work under strict deadlines
  • Highly organized with excellent attention to details
  • Strong quantitative and problem solving skills 
  • Incumbent should be comfortable with number crunching 
  • Team player and goal oriented
  • Proven ability to lead projects and engage with senior management 

EEO Statement



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