Job Description

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 spend each day defining, refining, and delivering set goals for our firm. You will be responsible for collaborating across the firm to provide comprehensive analysis and oversight of our reporting processes. Our Firmwide Regulatory Reporting & Analysis (FRRA) team, part of Corporate Finance, is responsible for a wide range of activities including production processing and reporting activities, focusing on Capital, Financial, and Statistical Reporting for international locations, ensuring accuracy and consistency in reporting and capital stress testing submissions.

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. 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:

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 Enthusiastic, self-motivated, effective under pressure and strong work ethic and keen attention to detail and accuracy Strong verbal and written communication skill with the ability to present information at varying levels of detail depending on the audience

Preferred Qualifications, Skills, and Capabilities:

Chartered Accountant/MBA Finance or related discipline with minimum 3 years of experience preferably with financial services industry. Strong accounting and analytical acumen, with ability to understand and explain income statement and balance sheet content and variances Familiarity with Regulatory reporting, controllership functions, banking & brokerage products, and accounting principles * Control mindset and exposure to establishing or enhancing existing controls