Financial Reporting Analyst Senior

Role overview

Responsibilities

• Prepare, review, and analyze FR Y-9C, FR Y-9LP, FR Y-11, FR 2314, FFIEC 009/009A, and other regulatory filings.
• Validate reporting for accuracy, completeness, and timeliness; research and apply reporting requirements, accounting guidance, and instructions.
• Partner with Finance, Treasury, Compliance, Legal, and business teams to obtain and validate data.
• Support regulatory examinations, audits, and inquiries with documentation, analysis, and reporting.
• Maintain procedures, technical documentation, and methodologies; implement changes related to requirements, standards, systems, products, and organization.
• Identify automation and process improvements; perform data, control, and process testing; guide team members on reporting matters.
• Identify, measure, monitor, and control risks in accordance with applicable policies and procedures.

Required qualifications

• Bachelor's degree, or four additional years of related experience in lieu of a degree, plus the required minimum experience.
• Six years preparing and delivering financial statements and regulatory reports in financial services, a bank holding company, or a similar regulated organization.
• Four years researching, interpreting, and applying accounting and regulatory reporting requirements.
• Expert Microsoft Office knowledge, including advanced Excel skills; strong GAAP knowledge.

Preferred qualifications

• Experience with FR Y-9C, FR Y-9LP, FR Y-11, FR 2314, FFIEC 009/009A, or similar Federal Reserve reports; CPA certification.
• Knowledge of Federal Reserve reporting requirements, instructions, and banking regulations.
• Experience with reporting platforms or data tools such as Axiom, or reporting in a bank holding company or large regulated institution.
• Experience implementing reporting or accounting changes and maintaining reporting controls, reconciliations, and documentation.

Work arrangement

• The role requires working in the office four days per week.
• Possible office locations include Charlotte, San Antonio, Plano, Phoenix, Colorado Springs, and Tampa.
• Relocation assistance is not available.