Finance Regulatory Reporting, AVP

State Street - Boston, MA (30+ days ago)3.5


Serve as a preparer and reviewer of FR2900, FRY-8, FR Y-10 and other key regulatory filings.
Responsible for monthly workflows, adjustments and reconciliations related to each report.
Serve as a subject matter expert on regulatory reporting, calculations and analysis.
Complete analytical package to interpret results and prepare presentation packages for senior management.
Stay abreast of regulatory and reporting updates, review and interpret guidance and apply changes as needed.
Maintain department policy and procedure documents, controls and self-assessments.
Develop and update complex financial models to review automated logic and generate flux analyses.
Participate in new product on-boarding.
Develop test cases and conduct UAT for automation initiatives.
Lead project work streams to enhancement processes.
Prepares and maintains detailed, organized and clearly documented work papers.
Review work prepared by local and off-shore team members to ensure accuracy.
Work with both domestic and international business units to share knowledge to ensure consistent and accurate reporting.
Respond promptly to both regulator and management inquiries/requests.
Experienced, fully competent in own area.
Shares own expertise with others; strong leadership skills.
Completes own role independently or with minimal supervision/guidance.
Applies knowledge/skills to a range of standard and moderately complex activities.
Interprets client needs, identifies solutions to non-standard tasks/queries.
Interprets internal and/or external business issues and best practice in own discipline; applies to own role.
Identifies key issues and patterns in moderately complex situations; takes a broad perspective to problems and spots new, less obvious solutions.
Adapts information/style to the audience, explains difficult issues clearly.
Promotes teamwork, works collaboratively and is an informal team leader.
Familiarity with bank reporting and US GAAP accounting principles preferred
4-6 years relevant experience.