Firmwide Regulatory Reporting & Analysis (FRRA) – Data Controllers & Reporting (DCR) – Associate:

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 theData 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 Y9C 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 Firms regulatory reporting requirements to its U.S. regulators and has endtoend responsibility for U.S. regulatory reporting and capital stress testing including the design implementation and oversight of the execution analysis and control and governance mandate includes determining the appropriate investment in people processes and technology to improve the accuracy completeness and consistency of the Firms 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 firms 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

Required Qualifications Skills and Capabilities:

• Bachelors 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 selfmotivated effective under pressure and 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