Lead Financial Reporting Analyst – Regulatory Reporting

Role Overview

• Partner with Business Controllers, Regulatory Interpretation, and Controllers Transformation teams to ensure consistent interpretation and application of regulatory reporting requirements across the enterprise.
• Ensure compliance with the Company’s Financial Reporting Governance & Control, RCSA, and Data Management Policies, which includes performing, reviewing, and identifying enhancement opportunities for internal controls.
• Provide guidance and support to ensure timely and accurate completion of all regulatory reporting deliverables.
• Assess the impact of reporting errors and deficiencies, lead discussions with line of business reporting teams, and track resolution efforts in accordance with policy requirements.
• Lead effective change management by clearly communicating regulatory reporting changes and ensuring appropriate implementation of new or revised requirements across stakeholders.
• Serve as a subject matter expert providing business knowledge and technical interpretation to support strategic automation and implementation of counterparty reporting in Axiom and Power BI.
• Provide technical advisory support on regulatory reporting matters that arise in a continually changing environment.
• Act as a change agent in driving best practices, standardization, and continuous improvement within the regulatory reporting function.
• Identify opportunities to leverage automation, analytics, and AI to streamline manual reporting processes and enhance control effectiveness.
• Partner with Technology teams to design, implement, and sustain automated solutions aligned with regulatory and risk management requirements.
• Support enterprise transformation initiatives related to reporting modernization and data transparency.
• Serve as a liaison with internal testing teams and external regulatory agencies, supporting regulatory exams or inquiries and reporting reviews.
• Provide strategic consultation and clear communication to senior leadership across the enterprise on regulatory reporting matters.
• Act as a team lead by providing work guidance, coaching, and mentorship to other analysts.
• Collaborate and consult with peers, colleagues, and managers to resolve complex issues and achieve shared objectives.

Requirements

• 5+ years of Finance, Accounting, Financial Reporting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Demonstrated subject-matter expertise in Regulatory Counterparty reporting, including (FFIEC 009/A, FR2510, FR2590, TIC reporting) and related regulatory environment knowledge.
• CPA preferred
• Superior project management skills including the ability to handle multiple projects concurrently
• Leadership experience with a focus coaching, training, and mentoring others
• Strong analytical skills with high attention to detail and accuracy
• Extensive knowledge and understanding of research and analysis
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Expertise in AI-driven automation tools and proficiency using Axiom and Power BI for reporting is preferred
• Ability to translate and summarize complex data into understandable, actionable information and recommendations
• High level of proficiency in Microsoft Office (Word, Excel, Outlook and PowerPoint)
• Excellent verbal, written, and interpersonal communication skills

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement