DescriptionYou are a strategic thinker passionate about driving solutions in External Reporting.You have found the right team.
As an External Reporting Associate in our Finance team you will define refine and deliver set goals for our firm. You will collaborate across the firm to provide comprehensive analysis and oversight of our reporting processes.
In your role as a Firmwide Regulatory Reporting & Analysis (FRRA) Data Controllers & Reporting (DCR) Associate you will work with teams on production processing and reporting activities focusing on U.S. Regulatory Reports like FR Y9C Call Report and CCAR.
The FRRA team part of Corporate Finance is responsible for executing the Firms regulatory reporting requirements to U.S. regulators ensuring accuracy and consistency in reporting and capital stress testing submissions.
We are the DCR team within FRRA a diverse global organization committed to data completeness and accuracy across 25 jurisdictions. Our mission involves data sourcing validations adjustment processing and reconciliations to support our financial reporting platform.
Job Responsibilities:
- Manage BAU activities including data sourcing data validation and completeness adjustments processing and performing reconciliations.
- Execute overall operating model and procedures for functional areas in the reporting space.
- Manage client relations communications and presentations.
- Support business users of the FRI application with user queries and issue resolutions.
- Identify and execute process improvements to the existing operating model tools and procedures.
- Interact with Controllers Report owners and RFT (Risk & Finance Technology) partners.
- Act as an interface with Control partners ensuring compliance with risk and controls policies.
- Escalate issues as needed to the appropriate team(s) and management.
- Partner with projects team through the full project life cycles.
- Lead programs and 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
- Client & business focused; able to work collaboratively and build strong partnerships with clients and colleagues at all levels
- Aptitude and desire to learn quickly be flexible and think strategically
- Strong process and project management skills
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
- Enthusiastic selfmotivated effective under pressure and strong work ethic and keen attention to detail and accuracy
Required Experience:
IC