As a Metrics and Reporting Senior Associate within the Regulatory Learning Metrics and Reporting Team, you will be leading strategic reporting initiatives. In this role, you will be responsible for driving the development of innovative reporting processes and conducting comprehensive data analytics to inform decision-making. You will lead efforts to support ongoing Compliance Training reporting projects and initiatives, ensuring they align with organizational goals and regulatory requirements. Your leadership will also extend to managing and executing processes that support the Compliance Training Violations Program, as well as overseeing the creation and maintenance of Tableau operational reporting dashboards. Your ability to lead cross-functional teams and collaborate with stakeholders will be crucial in achieving success in this role.
Job responsibilities
- Lead the development and execution of strategic reporting enhancements by facilitating daily scrum meetings, including setting agendas and managing follow-ups, and prioritizing any backlog.
- Lead / Participate in the development, testing, and implementation of compliance training strategic reporting solutions
- Coordinate, execute, and document User Acceptance Testing (UAT), and manage requirements and testing for reporting enhancements within the Regulatory Learning Metrics Reporting Tool (RLMRT)
- Execute the Violations Program and Control Committee processing, encompassing metrics analysis with insightful commentary, escalation and forecasting of Violation Program corrective actions
- Aid in the development of strategic processes to support compliance with the firm’s Violation Framework requirements
- Manage generation of operational reporting on an ongoing basis
- Conduct data analytics to enhance the evolution of strategic reporting initiatives
- Provide expertise in the creation, support, and maintenance of SharePoint sites for the Regulatory Learning team
- Act as a trusted point of contact with Compliance and the Line of Business for Compliance Training reporting needs
- Partner with the manager, as well as lead, training reporting projects
Required qualifications, capabilities, and skills
- Experience in Data Analysis: Minimum of 3 years of experience in data analysis, with strong analytical skills to interpret and translate data into actionable insights
- Stakeholder and Customer Management: At least 3 years of experience managing relationships with customers or stakeholders, demonstrating proven relationship management skills
- Communication and Presentation: Excellent verbal and written communication skills, with the ability to effectively present information and articulate key messages to all levels of management
- Initiative and Self-Motivation: Self-starter with the ability to use initiative to interpret data to tell a story
- Project Management and Organization: Strong organizational skills with the ability to manage multiple tasks and projects simultaneously in a fast-paced environment
- Leadership and Influence: Demonstrated leadership in managing multiple projects and influencing teams globally
- Technical Proficiency: Strong proficiency in Microsoft Office applications (Word, Excel, Teams)
- Attention to Detail and Control Mindset: Strong attention to detail to support accuracy and precision in data analysis and report generation
- Judgement and Decision-Making: Excellent judgement and decision-making skills, with the ability to analyse complex situations and provide strategic solutions
Preferred qualifications, capabilities, and skills
- Reporting and Analytics Tools: Experience with Business Objects, Alteryx and Tableau
- Data Visualisation and Analysis Tools: Proficiency in data analysis and visualisation tools to enhance reporting and insights
- Process Improvement: Experience in process improvement initiatives to enhance training reporting
- Cross-Functional Collaboration: Experience in cross-functional collaboration to drive seamless communication and synergy across diverse teams