Associate, External Reporting Associate, External Reporting

You are a strategic thinker passionate about driving solutions in regulatory reporting and analysis. You have found the right team.

As a Firmwide Regulatory Reporting & Analysis (FRRA) Associate within Corporate Finance, you will play a crucial role in defining, refining, and achieving set goals for our firm. You will collaborate across the organization to provide strategic analysis, oversight, and coordination of production processing and reporting activities, including strategic initiatives for US Regulatory Reports such as FR Y-9C, Call Report, and CCAR. The FRRA team is responsible for executing and delivering the Firm s regulatory reporting requirements to U. S. regulators, with end-to-end responsibility for U. S. regulatory reporting and capital stress testing. This includes the design, implementation, and oversight of execution, analysis, and control and governance frameworks. Your mandate will involve determining the appropriate investment in people, processes, and technology to enhance the accuracy, completeness, and consistency of the Firm s U. S. regulatory reporting and capital stress testing submissions, as well as implementing new requirements and guidelines as they are published.

Our Firmwide Regulatory Reporting & Analysis (FRRA) team resides within Corporate Finance and is responsible for executing and delivering the Firm s regulatory reporting requirements to U. S. regulators. The team has end-to-end responsibility for U. S. regulatory reporting and capital stress testing, including the design, implementation, and oversight of execution, analysis, and control and governance frameworks.

Our mandate includes determining the appropriate investment in people, processes, and technology to improve the accuracy, completeness, and consistency of the Firm s U. S. regulatory reporting and capital stress testing submissions, as well as implementing new requirements and guidelines as they are published.

Job Responsibilities

• Ensure BAU activities by sourcing data, validating completeness, processing adjustments, and performing reconciliations.
• Execute overall operating model and procedures for functional areas in the reporting space.
• Manage client relations, communications, and presentations effectively.
• Support business users of the FRI application by addressing user queries and resolving issues.
• Identify and execute process improvements to enhance 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
• 8+ 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, 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

You are a strategic thinker passionate about driving solutions in regulatory reporting and analysis. You have found the right team.

As a Firmwide Regulatory Reporting & Analysis (FRRA) Associate within Corporate Finance, you will play a crucial role in defining, refining, and achieving set goals for our firm. You will collaborate across the organization to provide strategic analysis, oversight, and coordination of production processing and reporting activities, including strategic initiatives for US Regulatory Reports such as FR Y-9C, Call Report, and CCAR. The FRRA team is responsible for executing and delivering the Firm s regulatory reporting requirements to U. S. regulators, with end-to-end responsibility for U. S. regulatory reporting and capital stress testing. This includes the design, implementation, and oversight of execution, analysis, and control and governance frameworks. Your mandate will involve determining the appropriate investment in people, processes, and technology to enhance the accuracy, completeness, and consistency of the Firm s U. S. regulatory reporting and capital stress testing submissions, as well as implementing new requirements and guidelines as they are published.

Our Firmwide Regulatory Reporting & Analysis (FRRA) team resides within Corporate Finance and is responsible for executing and delivering the Firm s regulatory reporting requirements to U. S. regulators. The team has end-to-end responsibility for U. S. regulatory reporting and capital stress testing, including the design, implementation, and oversight of execution, analysis, and control and governance frameworks.

Our mandate includes determining the appropriate investment in people, processes, and technology to improve the accuracy, completeness, and consistency of the Firm s U. S. regulatory reporting and capital stress testing submissions, as well as implementing new requirements and guidelines as they are published.

Job Responsibilities

• Ensure BAU activities by sourcing data, validating completeness, processing adjustments, and performing reconciliations.
• Execute overall operating model and procedures for functional areas in the reporting space.
• Manage client relations, communications, and presentations effectively.
• Support business users of the FRI application by addressing user queries and resolving issues.
• Identify and execute process improvements to enhance 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
• 8+ 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, 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