Analyst, External Reporting

Our Corporate Functions professionals span diverse areas such as finance, risk, human resources, and marketing, playing a crucial role in setting up our businesses, clients, and employees for success. The Global Finance & Business Management team strategically manages capital, promotes growth, and maintains financial reporting to navigate market conditions effectively. The Firmwide Regulatory Reporting & Analysis (FRRA) team oversees U.S. Regulatory Reporting processes and international reporting for select locations in Asia-Pacific, Europe, Middle East, Africa, United Kingdom, and Latin America. FRRA also leads strategic initiatives in external reporting, focusing on accountability and quality assurance. The Data Controllers and Reporting (DCR) team within FRRA provides a centralized data repository, enhancing efficiency and data access for regulatory reporting.

Job Summary

As an Analyst within the Firmwide Regulatory Reporting & Analysis (FRRA) team, you will be responsible for the design, implementation, and execution of comprehensive processes supporting U.S. Regulatory Reporting, which includes Consolidated, Capital, Standalone, and CCAR/DFAST/ICAAP reporting. This role also encompasses International Regulatory Reporting for select locations in the Asia-Pacific (APAC), Europe, the Middle East and Africa (EMEA), United Kingdom (UK), and Latin America (LATAM) regions. You will manage Regulatory Reporting training and exam management. Additionally, FRRA leads broader strategic initiatives across external reporting, focusing on accountability, error and issue management, manual adjustments, variance analysis, quality assurance, and the development of the target U.S. Regulatory Reporting platform.

Job responsibilities

• Apply up-to-date product/industry/market knowledge in specialty areas of reporting
• Consolidate, review, and analyze quarterly financial data for accuracy and completeness perform quarter-over-quarter variance analytics
• Coordinate data collection and quarterly business results with various lines of business, Regulatory Controllers and reporting teams
• Assist in the thorough assessment of the issues and outcomes
• Clearly communicate financial information to the lines of businesses, and flag potential issues
• Participate in various aspects for the production, review and filing of monthly, quarterly, semi-annual, and annual reports for various regulatory agencies that are used by the regulators for compiling widely-used statistics on the levels of, and changes in, domestic and international portfolio positions
• Adhere to proof & control procedures to ensure accurate reconciliation between regulatory filings,
• Adhere to various control procedures and edit checks to ensure the integrity of reported financial results
• Ensure accurate and complete data submission to the Regulators
• Interpret and define regulatory requirements and coordinate internal and external policies
• Establish and manage relationships with the line of business as well as with external regulatory agency constituents through ongoing partnership and dialogue

Required qualifications, capabilities and skills

• 2+ years in a Finance organization with exposure to accounting, financial statements, and/or regulatory reporting
• Degree in Accounting or Finance
• Strong skills in time management, problem solving, written and oral communication
• Team player, with ability to work effectively across diverse functions, locations and businesses
• Excellent Excel and computer skills
• Strong analytical skills
• Strong organizational and time management skills
• Team management experience

Preferred qualifications, capabilities and skills

• Experience in Product Control, Financial Control or knowledge Reg reporting
• Project management experience/skills
• Experience in Product Control, Financial Control or knowledge Reg reporting