As the Vice President within the Wholesale Lending Reporting Control team, you will lead through a period of change, influencing and building partnerships with the SEC and Regulatory teams as well as Accounting/Legal Policy, Line of Business Product Controllers, Wholesale Loan Operations, and Risk professionals. You will have the opportunity to leverage advanced technologies for problem-solving and productivity enhancement, focusing on providing "best in class" reporting to both internal and external clients.
Job responsibilities
- Develop criteria to evaluate MDRM level logic for external reporting of loans impacting filings such as Y-14Q, Y-9C, Call Report, SEC, CRA, FDIC 370, FRB pledge programs, etc.,
- Develop a deep understanding of credit systems and processes in order to extract insights from existing data while identifying and recommending enhancements to improve data quality
- Collaborate with cross-functional teams to conduct impact assessment and tactical/strategic implementation of new regulatory reporting instructions affecting wholesale loan disclosures
- Produce accurate, error-free analysis and reporting. Understand business drivers and ensure that analyses are appropriate and well-structured
- Provide support for occasional ad hoc requests and routine reporting associated with wholesale lending products
- Manage projects and initiatives related to regulatory classification of loans and unfunded credit commitments
- Advocate for and identify opportunities to drive automation across wholesale lending external reporting and control function
- Develop and maintain strong relationships with key stakeholders, including Product Controllers, Operations, Credit Risk, Audit, Accounting/Regulatory Policy, and Technology teams
- Represent Wholesale Lending Firm-wide External Reporting Controller team through engagement with senior stakeholders, regulators and other external parties
Required qualifications, capabilities and skills
- 6+ years of experience in financial control, regulatory external reporting, or related roles, with a strong background in the banking or financial services industry
- Excellent verbal and written communication skills, with the ability to present complex and sensitive issues to management in a concise and persuasive manner
- Ability to synthesize large amounts of data and formulate appropriate conclusions and train others to this level of understanding and actionable results
- Ability to build partnerships at all levels across functions to promote collaboration and drive decision making
- Flexibility to work under pressure to meet changing work requirements and strict deadlines - while maintaining attention to detail and a controls mindset
- Strong organizational and project management skills, with an ability to manage multiple competing priorities
- Proficiency in data profiling and data analysis toolset/visualization e.g., Alteryx, Xceptor, AWS Databricks, SQL or similar query language, and dashboard creation using Tableau
- Ability to leverage advanced technologies for problem-solving and enhancing productivity, including development and use of LLMs
Preferred qualifications, capabilities, and skills
- CPA license
- Knowledge of loan classification and relevant regulatory reporting instructions