Analyst, External Reporting Analyst, External Reporting

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

As a Data Controllers & Reporting Analyst within the Firmwide Regulatory Reporting & Analysis team, you will be responsible for collaborating on production processing and reporting activities, with a particular focus on U. S. Regulatory Reports such as FR Y-9C, Call Report, and CCAR. Your role will involve ensuring the accuracy and completeness of our regulatory submissions. As part of the Corporate Finance division, our team is tasked with executing the Firms regulatory reporting requirements to U. S. regulators, ensuring consistency and accuracy in reporting and capital stress testing submissions. Being a part of the diverse global DCR team within FRRA, you will be committed to maintaining data completeness and accuracy across 25+ jurisdictions. Your mission will involve 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

• Bachelor s degree in Accounting, Finance, or a related discipline


• 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


• Enthusiastic, self-motivated, 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

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

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

As a Data Controllers & Reporting Analyst within the Firmwide Regulatory Reporting & Analysis team, you will be responsible for collaborating on production processing and reporting activities, with a particular focus on U. S. Regulatory Reports such as FR Y-9C, Call Report, and CCAR. Your role will involve ensuring the accuracy and completeness of our regulatory submissions. As part of the Corporate Finance division, our team is tasked with executing the Firms regulatory reporting requirements to U. S. regulators, ensuring consistency and accuracy in reporting and capital stress testing submissions. Being a part of the diverse global DCR team within FRRA, you will be committed to maintaining data completeness and accuracy across 25+ jurisdictions. Your mission will involve 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

• Bachelor s degree in Accounting, Finance, or a related discipline


• 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


• Enthusiastic, self-motivated, 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

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