An exciting new opportunity for an experienced financial services professional within the Data Reporting and Controls team.

As a Firmwide Regulatory Reporting & Analysis (FRRA) – Data Controllers & Reporting (DCR) – Associate within the Data Controllers & Reporting Team, you will be  focused on working with the teams involved in production processing and reporting activities including strategic initiatives for US Regulatory Reports i.e. FR Y-9C, Call Report & CCAR. 

The Firmwide Regulatory Reporting & Analysis (FRRA) team resides within Corporate Finance. The group is responsible for the execution and delivery against the Firm’s regulatory reporting requirements to its U.S. regulators and has end-to-end responsibility for U.S. regulatory reporting and capital stress testing, including the design, implementation, and oversight of the execution, analysis, and control and governance frameworks. Its mandate includes determining the appropriate investment in people, processes and technology to improve the accuracy, completeness and consistency of the Firm’s U.S. regulatory reporting and capital stress testing submissions, as well as the implementation of new requirements and guidelines as they are published. 

We are the Data Controllers & Reporting (DCR) team within FRRA.  DCR is a diverse, global organization of 100+ talented employees united by shared goals & priorities. We are responsible for completeness and accuracy of data in the firm’s target state financial reporting platform.  Our mission across the 25+ firmwide & local jurisdictions we support globally, is to drive completeness and accuracy of data through activities spanning from data sourcing, data validations, adjustment processing & reconciliations. 

Job Responsibilities:

 

Be responsible for BAU activities spanning from data sourcing, data validation and completeness, adjustments processing and performing reconciliations Executing overall operating model, procedures for functional areas in the reporting space Managing client relations, communications and presentations Supporting business users of the FRI application with User queries, Issue Resolutions Identify and execute process improvements to the existing operating model, tools and procedures  Interacting with Controllers, Report owners and RFT (Risk & Finance Technology) partners Act as an interface with Control partners, ensuring compliance with risk and controls policies Escalating issues as needed to the appropriate team(s) and management Partnering with projects team through the full project life cycles  Leading programs/initiatives for reporting automation and operating model optimization

This position requires strong interpersonal and partnership skills. The candidate will be required to work with a sense of urgency and be able to balance and prioritize numerous activities. 

Required Qualifications, Skills, and Capabilities: 

Bachelor’s degree in Accounting, Finance, or a related discipline 3+ years of financial services or related experience  Strong oral and written communication with the ability to effectively partner with managers and stakeholders at all levels  Strong working knowledge of MS office applications (MS Excel, MS Word, MS PowerPoint), specifically with reconciliations, summarizing and formatting data  Experience using data management & visualization tools in a reporting setting:  AWS Databricks, Alteryx,  SQL, Tableau, Visio,

 

Preferred Qualifications, Skills, and Capabilities:

Familiarity with US Regulatory reporting (E.g. Y9C, Call, CCAR etc.), controllership functions, banking & brokerage products, and US GAAP accounting principles  Control mindset and exposure to establishing or enhancing existing controls Strong verbal and written communication skill with the ability to present information at varying levels of detail depending on the audience Strong process and project management skills Enthusiastic, self-motivated, effective under pressure Strong work ethic and keen attention to detail and accuracy Aptitude and desire to learn quickly, be flexible, and think strategically Client & business focused; able to work collaboratively and build strong partnerships with clients and colleagues at all levels