Regulatory Reporting Data & Automation Manager

About the Role

Key Responsibilities

• Work across segments to drive the end-to-end automation of regulatory filings in compliance with relevant standards and guidance.
• Collaborate, build relationships, and communicate requirements across the organization to gather reportable data.
• Provide business requirements to data partners, including IT and Finance Data Resource Group, and complete user acceptance testing.
• Identify and work with others within the organization to improve reporting data and generate operational efficiencies while maintaining compliance.
• Ensure the maintenance of procedural documentation for the regulatory reporting process and execute review controls.
• Coordinate regulatory reporting issues with Risk Management, Internal Audit, and Legal.
• Analyze results, identify trends and fluctuations, and provide insights to management.
• Lead and participate in quality control efforts to ensure consistency of information across reports and schedules.
• Assist with periodic reporting processes such as Call Report, FR Y-9C, FR Y-14 series, Basel III, and others as needed.
• Participate in special projects related to regulatory reporting efforts.

Requirements

• Bachelor's degree in accounting, finance, economics, information technology, or related fields.
• 7+ years of experience in auditing, regulatory and/or SEC reporting, or other regulatory related fields.
• Experience working with regulatory reports and financial filings.
• Proficiency in Excel using advanced functions and complex formulas.
• Strong communication skills, detail orientation, and organizational skills.
• Ability to multi-task, self-prioritize, and meet deadlines.
• Experience with process improvement and control mindset.
• Knowledge of banking regulations and core banking processes is a plus.
• Experience with Axiom/Adenza ControllerView Reporting software, Microsoft Office tools (Outlook, Access), Wdesk, Wdata, and Essbase is considered a plus.

Nice to Have

• Public accounting and/or external financial reporting experience.
• Financial services sector experience.
• Experience in banking regulations and/or core banking processes.
• Experience using Axiom/Adenza ControllerView Reporting software, Wdesk, Wdata, and Essbase.

Qualifications

• Bachelor's degree in relevant fields
• 7+ years of relevant experience

Benefits & Perks

• Health insurance coverage
• Wellness program
• Paid holidays
• Disability insurance
• Life insurance
• Retirement savings plan
• Paid leave programs and PTO