Work across segments to drive the end-to-end automation of regulatory filings
Gather reportable data, providing business requirements to data partners
Complete user acceptance testing of the resulting efforts
Improve reporting data and generate additional operational efficiencies
Collaborate with Regulatory Reporting colleagues for effective reporting
Assist with periodic reporting processes including Call Report, FR Y-9C, FR Y-14M, etc.
Maintain procedural documentation for regulatory reporting
Coordinate regulatory reporting issues with Risk Management, Internal Audit, and Legal
Analyze results and provide insightful detail for trends and fluctuations
Lead and participate in quality control efforts to ensure consistent reporting across reports

Bachelor's degree in accounting, finance, economics, or information technology
7+ years of experience in auditing, regulatory and/or SEC reporting or regulatory related field
Public accounting and/or external financial reporting experience preferred
Financial services sector experience preferred
Control mindset and demonstrated ability for process improvement
Excellent written and verbal communication skills
Detail oriented and highly organized
Strong problem solving and analytical skills
Ability to multi-task and self-prioritize tasks
Strong time management skills
Proficiency in Excel using advanced functions and complex formulas
Experience in banking regulations and/or core banking processes is considered a plus
Experience using Axiom/Adenza ControllerView Reporting software, Microsoft Office with Outlook, Access, Wdesk, Wdata, and Essbase knowledge considered a plus.

Regulatory Reporting Data – Automation Manager

Key skills