Job Description
What you will be responsible for
- Serve as a subject matter expert on Regulation W related reports and schedules
- Responsible for timely and accurate preparation of various US and regional regulatory reports
- Be knowledgeable and capable of preparing key regulatory reports, including FR Y-8, FR Y-10, Y-6 and associated SEC and regulatory disclosures of varying frequency
- Drive project work streams to enhance processes and reporting
- Prepare, review and maintain detailed, organized, and clearly documented workpapers
- Maintain department’s policy and procedure documents, controls and self-assessments
- Stay abreast of regulatory and reporting updates, review and interpret guidance, and apply changes as needed
- Participate in new product on-boarding
- Participate in UAT for automation initiatives
- Liaise and coordinate with First, Second, and Third Lines of Defense to ensure compliance with established policies and controls
- Work with both domestic and international business units to share knowledge to ensure consistent and accurate reporting
What we value
These skills will help you succeed in this role
- Strong written and oral communication skills
- Ability to manage multiple responsibilities and deadlines
- Promotes teamwork, works collaboratively, and builds effective working relationships
- Strong analytical and problem solving skills
- Completes own role independently or with minimal supervision/guidance
- Provides guidance to junior team members
Education & Preferred Qualifications
- Bachelor’s degree in accounting or finance, with US GAAP familiarity required
- CPA, MBA, or Master’s degree in accounting or finance a plus
- Background in public accounting or bank reporting a plus
- 3-5 years relevant experience
- Highly proficient in Microsoft Office products and able to learn other systems quickly; Business Intelligence tools and Essbase familiarity a plus
Job ID: 120024