BEC3

PTR Global; Charlotte (NC); Hybrid; USD 55,000 - 60,000; Full time

Job summary

PTR Global seeks a Business Execution Consultant 3 in Charlotte, NC, a hybrid role combining risk reporting and technology delivery. You will lead cross-functional efforts to streamline regulatory reporting (FR Y 14Q, CCAR), design scalable automation, and partner with tech teams to deploy end-to-end data pipelines.

The role emphasizes advanced SQL and Java, data architecture understanding, and delivering robust, auditable solutions that reduce manual work and improve performance.

Qualifications

• 4+ years of management or strategy consulting, or equivalent demonstrated through work experience, training, or education.
• Advanced proficiency in SQL (complex queries, performance optimization) and Java (enterprise applications).
• Experience with regulatory reporting (FR Y 14Q, CCAR) and data integration.

Responsibilities

• Lead analysis of end-to-end regulatory reporting workflows and data dependencies.
• Identify inefficiencies and manual touchpoints; design scalable automation.
• Partner with technology teams to build production-ready solutions.
• Ensure accuracy, auditability, and improved performance of reporting pipelines.
• Drive end-to-end delivery from design to production deployment.

Skills

SQL

Java

Regulatory reporting

Data analysis

Tools

Power BI

Tableau

Job description

Position: Business Execution Consultant 3

Location: Charlotte, NC (Hybrid – 3 days onsite; 2 days remote)

Duration: 12 months contract with a high possibility of extension

Job ID: 180213

Job Overview

• Business Execution Consultant 3 - Contingent
• Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives.
• Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations.
• Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business.
• Work independently to make recommendations for support function by providing support and leadership.
• Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience.
• Collaborate and consult with team leaders in developing project plans, policies and procedures.
• Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners.

Role Overview

• Client is seeking a highly technical contractor to join the Market and Counterparty Regulatory Reporting team, supporting the delivery of accurate, timely, and regulator-aligned reporting (e.g., FR Y 14Q, CCAR).

This role sits at the intersection of risk subject matter expertise and technology delivery, with a primary mandate to:

• Learn and deconstruct current reporting and stress processes
• Identify inefficiencies and manual dependencies
• Design and propose scalable automation solutions
• Partner with technology teams to deliver these solutions into production
• The position directly supports ongoing efforts to modernize reporting infrastructure, improve operational efficiency, and reduce regulatory risk.

Key Responsibilities

Process Analysis and SME Partnership

• Partner with Market Risk and Counterparty Risk subject matter experts (SMEs) to:

• Understand end-to-end regulatory reporting workflows (data sourcing ? transformation ? aggregation ? submission)
• Document current-state processes, controls, and data dependencies

Identify

• Manual touchpoints
• Reconciliation gaps
• Data lineage issues
• Opportunities for standardization

Automation and Solution Design

• Develop future-state automation proposals aligned with enterprise technology strategy

Translate business processes into scalable technical designs, including

• Data pipelines
• Aggregation logic
• Reporting layers

Evaluate modernization opportunities such as

• Migration of legacy SQL-based processes to modern application frameworks (e.g., Java-based ETL)
• Consolidation of fragmented reporting workflows into structured infrastructure

Ensure solutions

• Meet regulatory accuracy and auditability requirements
• Improve performance, scalability, and control environments

Requirements and Delivery Management

Capture detailed business and technical requirements in Jira, including

• Epics, features, and user stories
• Acceptance criteria aligned with regulatory and data validation standards

Partner with technology developers to

• Refine backlog items
• Ensure correct interpretation of requirements
• Support testing and validation

Drive end-to-end delivery lifecycle

• Design ? Build ? Test ? Production deployment

Data and Technology Engineering Oversight

Analyze and work within complex reporting data environments involving

• Large-scale relational datasets
• Risk aggregation frameworks
• Regulatory reporting tables

Ensure robustness across

• Data integrity and reconciliation
• Transformation logic
• Performance optimization

Reporting and Visualization Enablement

Incorporate modern visualization and analytics tools where appropriate

• Power BI and Tableau for reporting and insights delivery

Leverage these tools to

• Reduce manual report generation
• Enable self-service analytics for stakeholders
• Improve transparency into risk metrics and reporting outputs

Emerging Technology and AI Adoption

Evaluate and recommend use of emerging technologies, including

• AI/GenAI copilots for documentation, reconciliation, or anomaly detection
• Advanced analytics platforms (e.g., Fabric-like ecosystems, semantic layers)

Ensure new technologies

• Align with enterprise governance and risk standards
• Provide measurable efficiency or control improvements

Required Qualifications

• 4 plus years of Management consulting, Strategy Consulting, or Business Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.

Technical Expertise

Advanced proficiency in

• SQL (complex queries, stored procedures, performance optimization)
• Java (enterprise applications, batch processing frameworks such as Spring Boot / Spring Batch preferred)

Strong understanding of

• Data architecture and infrastructure design
• ETL and data pipeline development
• Distributed / scalable processing frameworks

Regulatory and Domain Experience (Direct Banking Experience is a “Nice to Have” – not completely essential, but if not, the technical expertise needs to be “off the charts”) :

Experience working in

• Market Risk or Counterparty Risk environments
• Regulatory reporting (e.g., FR Y 14Q, CCAR, Basel) preferred

Familiarity with

• Stress testing processes
• Risk aggregation and reporting controls

Delivery and Collaboration

Proven experience

• Writing detailed requirements in Jira (user stories, acceptance criteria)
• Operating within Agile / hybrid delivery environments

Strong ability to

• Translate SME discussions into concrete technical solutions
• Partner across risk, data, and technology teams

Primary Skills

• Advanced Technical Expertise in SQL (complex queries, stored procedures, performance optimization) and Java (enterprise applications, batch processing frameworks such as Spring Boot / Spring Batch preferred). Strong understanding of: Data architecture and infrastructure design, ETL and data pipeline development and Distributed / scalable processing frameworks.
• Regulatory and Domain Experience : Experience working in Market Risk or Counterparty Risk environments and Regulatory reporting (e.g., FR Y 14Q, CCAR, Basel) preferred. Familiarity with Stress testing processes and Risk aggregation and reporting controls.
• Delivery and Collaboration : proven experience in writing detailed requirements in Jira (user stories, acceptance criteria) and Operating within Agile / hybrid delivery environments. A strong ability to translate SME discussions into concrete technical solutions and partner across risk, data, and technology teams.
• Focuses: Candidates must possess Microsoft Fabric/Automated Reporting experience and ability. Understanding of Capital markets and regulatory reporting. Please ensure candidates are spoken to, and they can clearly speak to the processes they have built.

Pay Range: $55- $60

Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work.

At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to:

• Pay any fee to be considered for, submitted to, or selected for any opportunity.
• Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process.
• Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup.

If you receive a suspicious message, email, or phone call claiming to be from PTR Global, do not respond or click on any links. Instead, contact us directly at [phone]. To report any concerns, please email us at [e-mail]

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