Bank Controller Resume

Posted in Controller Resume Examples

Daniel Dawe

2156 Kooter Lane

Charlotte, NC 28202



Job Objective Enthusiastic Bank Controller seeks a company where my personality and Bank Controller skills would enable me to have the security and longevity that I am looking for.

Highlights of Qualifications:

  • Remarkable experience in financial management and accounting
  • Familiarity with GAAP and Bank regulatory requirements
  • Ability to monitor and report compliance with all Bank Finance Policies
  • Ability to develop and maintain the Bank’s Business Plan and budgeting process
  • Ability to prepare balance sheet production and reporting
  • Ability to review the financial and ad hoc reports
  • Ability to handle instructions from management and present data to management

Professional Experience:

Bank Controller

Morgan Stanley, Charlotte, NC

August 2005 – Present

  • Provided input in financial decisions and preserved assets.
  • Administered financial condition and maximizes profits and reduced risks.
  • Formulated budgets and acquired budget objectives.
  • Interpreted financial status and outlined special reports.
  • Monitored safe operation of equipment and executed operational requirements.
  • Supervised financial staff and managed financial staff job outcomes.

Bank Controller

Don Richard Associates, Charlotte, NC

May 2000 – July 2005

  • Maintained bank’s financial transactions and formulation of financial reports.
  • Analyzed forms 10-Q, 10-K and annual report.
  • Aided senior management and suggested major financial objectives.
  • Drafted reports and scheduled policies according to the changes.
  • Handled bank’s cash flow and reviewed bank’s liquidity.
  • Computed Cash Forecast and conducted evaluation of capital expenditures.
  • Evaluated Bank’s federal and state tax liabilities.


Bachelor’s Degree in Finance

Norte Dame de Namur University, Belmont, CA

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