Position Description
This position is primarily responsible for supporting the Manager of Regulatory Reporting with the preparation and/or supervising the preparation of various regulatory filings and related documentation/communication, and internal controls compliance.
Position Accountabilities
* Assist in the preparation and review of work papers supporting filings with the Federal Reserve Board and FDIC. (Including, but not limited to Call Report - FFIEC 041, FR Y-9C, FRY-9LP, and FR2900 and Summary of Deposits) to ensure filings are compete, accurate, and in compliance with applicable regulatory bodies
* Read and interpret existing and new regulatory reporting requirements to ensure proper reporting.
* Identify and execute continuous regulatory reporting process improvements to streamline, enhance automation and gain greater efficiencies.
* Maintain up to date knowledge of bank regulatory reporting rules, related changes, and general industry peer practices.
* Liaise with cross functional teams to ensure the Company properly considers regulatory reporting requirements for regulatory reporting requirements changes, new products and activities, system changes, mergers and acquisition activities, etc.
* Maintain regulatory reporting internal controls and ensure the related policies and procedures are documented.
* Assist in the analytic review process surrounding the regulatory filings.
* Coordinate calendars/tasks list to ensure all parties understand key deliverables and dates.
* Assist in responding to internal and external inquiries regarding financial data reported or filed.
* Coordinate and interact with internal and external auditors and third-party consultants when necessary.
* Assist in the implementation of new reporting requirements and regulatory initiatives.
* Perform other duties and projects as assigned.
Organizational Relationship
This position reports to the Manager of Regulatory Reporting and resides within the Controllers group.
Position Qualifications
Education & Experience
* Bachelor's degree in accounting or finance (advanced degree preferred)
* Five to seven years of related experience, preferably in a financial institution
* Regulatory reporting experience preferred.
* CPA Preferred
Knowledge & Skills
* Working knowledge of functional area operations, products, services, and related compliance/regulations
* Experienced in analytical and problem-solving skills.
* Advanced excel proficiency and database use.
* Working experience with other data related and work paper documentation tools.
* Professional written, oral, and interpersonal communication skills necessary to provide information and courteous responses to internal and external personnel.
* Willing to support teammates and be a team player.
* Flexible, able to adapt to change and learn quickly.
We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.