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

As an External Reporting Associate in our Finance team, you will define, refine, and deliver set goals for our firm. You will collaborate across the firm to provide comprehensive analysis and oversight of our reporting processes.

In your role as a Firmwide Regulatory Reporting & Analysis (FRRA) – Data Controllers & Reporting (DCR) – Associate, you will work with teams on production processing and reporting activities, focusing on U.S. Regulatory Reports like FR Y-9C, Call Report, and CCAR.

The FRRA team, part of Corporate Finance, is responsible for executing the Firm’s regulatory reporting requirements to U.S. regulators, ensuring accuracy and consistency in reporting and capital stress testing submissions.

We are the DCR team within FRRA, a diverse global organization committed to data completeness and accuracy across 25+ jurisdictions. Our mission involves 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 3+ 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 Client & business focused; able to work collaboratively and build strong partnerships with clients and colleagues at all levels Aptitude and desire to learn quickly, be flexible, and think strategically Strong process and project management skills

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 Enthusiastic, self-motivated, effective under pressure and strong work ethic and keen attention to detail and accuracy