Loans & Deposits External Reporting Associate

You are a strategic thinker passionate about driving solutions in have found the right team

As a Finance Operations Associate in our Finance team you will spend each day implementing production tools managing processing activities and performing adjustments reconciliations and data validations to support our firms financial integrity.

Job responsibilities

• Coordinate data collection and quarterly business results with various lines of business Regulatory Controllers and reporting teams
• Assist in the thorough assessment of the issues and outcomes. Clearly communicate financial information to the Stakeholder and flag potential issues
• Escalate issues as needed to the appropriate team(s) and management. Apply up-to-date product/industry/market knowledge in specialty areas of reporting. Consolidate review and analyze quarterly financial data for accuracy and completeness; perform quarter-over-quarter variance analytics
• Participate in various aspects for the production review and filing of monthly quarterly and annual reports for FFIEC FDIC that are used by the regulators in domestic and international portfolio positions
• Adhere to proof & control procedures to ensure accurate reconciliation between regulatory filings. Adhere to various control procedures and edit checks to ensure the integrity of reported financial results
• Ensure accurate and complete data submission to the Regulators. Interpret and define regulatory requirements and coordinate internal and external policies. Establish and manage relationships with the line of business as well as with external regulatory agency constituents through ongoing partnership and dialogue
• Participate in continuous improvement effort around data quality review and external reporting improvement projects. Partner with Technology and various project teams designing new processes for implementation
• Work in an Agile work stream while meeting program goals and deadlines
• Support the operations team through the continuous on-boarding of strategic deliverables. Engage with line of business operations and project partners to gather process improvements
• Manage relations communicating and presenting to various levels of stakeholders. Solve for operational deficiencies by developing systemic or operational solutions
• Develop knowledge of the architecture and technical aspects of the infrastructure

Required qualifications capabilities and skills

• CA or MBA in Accounting or Finance
• Minimum of 4 years experience in a Finance organization with exposure to accounting financial statements and/or regulatory reporting
• Excellent leadership interpersonal and time management skills
• Proven track record of large scale problem solving
• Strong Microsoft Office experience
• Project Management exposure
• Strong verbal and written communication skills with the ability to present information at varying levels of detail depending on the audience in a concise manner
• Enthusiastic self-motivated effective under pressure

Preferred qualifications capabilities and skills

• Able to develop clearly present and draw conclusions
• This is not a people management role
• Experience in Product Control Financial Control or knowledge Reg reporting a plus