Providing "best in class" reporting to both our internal and external clients is a priority. Best in class reporting would include informative, accurate, reliable and timely financial information that can be used by management to make sound financial decisions; by analysts to assess the Firm's financial position; investors to make informed decisions and regulators to supervise and examine us appropriately. Our goal is to continuously improve the reporting process through enhancements to the control environment and the operating model.
This role, within Corporate Finance will help drive change with advanced analytics around financial external reporting and CCAR FR Y-14Q Reporting. The Associate will also be responsible for participating in one or more work streams established to improve the quarterly filing process for wholesale credit risk. The primary role of the Schedule Preparer is to produce a complete, accurate and timely schedule to the regulators.
Accountable to several stakeholders across Finance and Risk, the successful candidate should be innovative, organized, and able to execute the necessary steps to achieve the vision. This role will assist in strategic development and centralization of external reporting while developing data profiling and analytics to add efficiency to current state processes. This is a highly visible role with exposure to senior stakeholders within Corporate Finance.
· Developing and executing a sustainable operating model around schedule production, data analysis, strategic regulatory reporting
o Understanding the regulatory reporting instructions, and updates, to allow sourcing of data fit for the schedule
o Designing and communicating the quarterly timeline and sequence necessary for reconciling the financial data and submitting the data
o Communicating the instructions and changes in the instructions to the relevant stakeholders to allow for time to react to required changes
o Executing key controls over the schedule in advance of filing
o Participating in issue management and strategic initiatives to address data quality issues
· Participating in one or more high profile work streams set to improve the overall schedule preparation and submission
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