job summary:
- Gain understanding of current state reporting processes, solicit and document Report Owner business requirements and assist with design of future state processes
- Perform detailed testing, document results and perform research to understand and resolve differences identified
- Support of Report Owner responsibilities, as necessary: This includes but is not limited to
o maintaining line of sight into end to end processes
o understanding and challenging all reported numbers, as appropriate
o understanding and coordinating implementation of report instruction changes
o partnering with support groups (Governance & Oversight, Data Management & Insights, Change Management, and Regulatory Technical Interpretations) to improve the control environment
Required Qualifications: - 6+ years of experience in one or a combination of the following: finance, accounting, analytics or reporting or BS/BA degree or higher in Finance, Accounting, Statistics, Economics, Business and
Desired Qualifications: - Knowledge and understanding of regulatory reporting: Federal Reserve, OCC and SEC
- Management consulting experience at a top-tier consulting firm
- Experience with general ledgers and accounting policies
- Knowledge and understanding of corporate governance, financial reporting systems, legal entities, and role of regulatory authorities
- Ability to lead projects/initiatives with high risk and complexity
- Knowledge and understanding of capital markets: business and processes
- Highly refined and professional verbal and written communications
- Analytical skills with high attention to detail and accuracy
- Advanced Microsoft Office skills
- Ability to organize and manage multiple priorities
- Research and documentation skills
Other Desired -Experience with OFSAA, AgileReporter or similar regulatory reporting solutions, SQL knowledge
- Knowledge of integrated functional testing cycle along with running SQL queries
- Product knowledge in some or all of the following areas (loans, debt, derivatives, securities, repurchase agreements, securities lending, commodities, cash equities trading, credit trading, securities, etc.)
- Broad financial product knowledge throughout the banking and capital markets industry inclusive of investment banking, asset-backed financing, equity investments, etc.
- Experience with bank capital calculations, processes, and reporting
- Ability to research and document issues in clear and concise memorandums
- Ability to convey key messages to senior leaders through PowerPoint presentations
- Experience with Agile methodology of project delivery
- CPA certification
- Experience with large financial institutions
location: Charlotte, North Carolina
job type: Contract
salary: $55.00 - 61.64 per hour
work hours: 8am to 5pm
education: Bachelors
responsibilities:
- Gain understanding of current state reporting processes, solicit and document Report Owner business requirements and assist with design of future state processes
- Perform detailed testing, document results and perform research to understand and resolve differences identified
- Support of Report Owner responsibilities, as necessary: This includes but is not limited to
o maintaining line of sight into end to end processes
o understanding and challenging all reported numbers, as appropriate
o understanding and coordinating implementation of report instruction changes
o partnering with support groups (Governance & Oversight, Data Management & Insights, Change Management, and Regulatory Technical Interpretations) to improve the control environment
qualifications:
- Experience level: Experienced
- Minimum 6 years of experience
- Education: Bachelors
skills:
- CONSULTANT (6 years of experience is preferred)
- Financial Service (6 years of experience is preferred)
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.