Responsible for timely and accurate preparation of various global regulatory reports
Lead the production and review of variety of regulatory filings such as large shareholder reports, FR Y-8, FR Y-6, FR Y-10, census surveys as well as other reports of varying frequency
Drive project work streams to enhance processes and reporting
Serve as a subject matter expert on various regulatory reports and schedules
Prepare, review and maintain detailed, organized, and clearly documented work papers
Maintain departments policy and procedure documents, controls and self-assessments
Stay abreast of regulatory and reporting updates, review and interpret guidance, and apply changes as needed
Participate in new product on-boarding
Participate in UAT for automation initiatives
Liaison with Regulatory Governance Team in ensuring compliance with all established governance policies
Lead/participate in all internal and external audits
Work cross-geographically to share knowledge to ensure consistent and accurate reporting
Bachelors degree in accounting, business or related field with 6-9 years of relevant experience
Good understanding of financial services industry, external reporting concepts and familiarity with US GAAP
Prior experience with Big 4 accounting firms, or Banks (in Audit, Legal Entity Controller or Regulatory Reporting) is a plus
Strong written and oral communication skills
Ability to manage multiple responsibilities and deadlines
Promotes teamwork, works collaboratively, and builds effective working relationships
Strong analytical and problem solving skills
Completes own role independently or with minimal supervision/guidance
Provides guidance and mentoring to junior team members
Highly proficient in Microsoft Office products and able to learn other systems quickly; Axiom and Essbase familiarity a plus
Posted 3 Days AgoFull timeR-624578
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
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Internal Number: 6470333
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