TriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and high-net-worth (HNW) clients.
Summary of the Position:
This finance team role will support the increased regulatory reporting requirements of the continually growing TriState Capital Bank subsidiary of Raymond James Financial. This role will assist with regulatory research, data sourcing, data and process remediation, and data quality of information required to be submitted in a CCAR (Comprehensive Capital Analysis and Review), FR Y-14Q and FR 2052a reporting requirements. This role will design reporting solutions to maximize the tradeoff of maintainability, usability, scalability, and availability of information stored in the data environment. Ensure that solutions can be easily traced to business requirements. This analysis and support role should be able to act proactively to resolve design issues, as well as react to resolve reporting data issues identified by business or reporting analysts.
Primary Functions of the Position:
• Data Sourcing: review business requirements and assist in sourcing data from source systems, define business and technical data elements and identify data gaps and process enhancements.
• Data Analysis: conduct thorough data analysis to identify trends, anomalies, and potential issues in the financial data.
• Documentation: create and maintain comprehensive documentation of data and reporting requirements.
• Process Improvement: identify and implement opportunities to automate, increase efficiencies and improve controls with software and process enhancements.
Essential Skills and Abilities:
• Coordinate with lines of business (LOB) subject matter experts and risk management to solidify their understanding of the reporting requirements for CCAR and the need for accurate information about data, source systems, and processes.
• Lead data analysis and research activities necessary to support the day-to-day operation of multiple business areas.
• Partnering with the Data Office and LOBs to ensure data accuracy from source systems and assist with data profiling.
• Escalate data quality issues to management and LOBs, and actively track root cause analysis and issue remediation.
• Conduct independent research on CCAR reporting requirements and applicability to business.
• Assist the finance team with other regulatory and reporting requirements, as needed.
TriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and high-net-worth (HNW) clients.
Summary of the Position:
This finance team role will support the increased regulatory reporting requirements of the continually growing TriState Capital Bank subsidiary of Raymond James Financial. This role will assist with regulatory research, data sourcing, data and process remediation, and data quality of information required to be submitted in a CCAR (Comprehensive Capital Analysis and Review), FR Y-14Q and FR 2052a reporting requirements. This role will design reporting solutions to maximize the tradeoff of maintainability, usability, scalability, and availability of information stored in the data environment. Ensure that solutions can be easily traced to business requirements. This analysis and support role should be able to act proactively to resolve design issues, as well as react to resolve reporting data issues identified by business or reporting analysts.
Primary Functions of the Position:
• Data Sourcing: review business requirements and assist in sourcing data from source systems, define business and technical data elements and identify data gaps and process enhancements.
• Data Analysis: conduct thorough data analysis to identify trends, anomalies, and potential issues in the financial data.
• Documentation: create and maintain comprehensive documentation of data and reporting requirements.
• Process Improvement: identify and implement opportunities to automate, increase efficiencies and improve controls with software and process enhancements.
Essential Skills and Abilities:
• Coordinate with lines of business (LOB) subject matter experts and risk management to solidify their understanding of the reporting requirements for CCAR and the need for accurate information about data, source systems, and processes.
• Lead data analysis and research activities necessary to support the day-to-day operation of multiple business areas.
• Partnering with the Data Office and LOBs to ensure data accuracy from source systems and assist with data profiling.
• Escalate data quality issues to management and LOBs, and actively track root cause analysis and issue remediation.
• Conduct independent research on CCAR reporting requirements and applicability to business.
• Assist the finance team with other regulatory and reporting requirements, as needed.
Education and Experience Requirements:
• Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or equivalent education and related training
• 5 years of work experience in banking industry in a finance and/or data related position
• Microsoft office proficiency, specifically Excel
• Experience with SQL and other reporting writing/query tools, preferred
• CCAR reporting/modeling experience, preferred
• Excellent verbal, written and presentation skills, with the ability to define problems and present conclusions
• Intelligent, strong and analytical skills with a focus on high integrity, intellectual clarity and a passion for excellence
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
Education and Experience Requirements:
• Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or equivalent education and related training
• 5 years of work experience in banking industry in a finance and/or data related position
• Microsoft office proficiency, specifically Excel
• Experience with SQL and other reporting writing/query tools, preferred
• CCAR reporting/modeling experience, preferred
• Excellent verbal, written and presentation skills, with the ability to define problems and present conclusions
• Intelligent, strong and analytical skills with a focus on high integrity, intellectual clarity and a passion for excellence
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels to:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes• Make prompt, pragmatic choices and act with the client in mind• Take ownership and hold themselves and others accountable for delivering results that matter• Contribute to the continuous evolution of the firmAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes• Make prompt, pragmatic choices and act with the client in mind• Take ownership and hold themselves and others accountable for delivering results that matter• Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.