Data Reporting Officer

Hbcu Connect, Llc

Charlotte (NC)

On-site

USD 140,000 - 190,000

Full time

8 days ago
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Benefits offered by this job

Medical, dental, vision benefits
401(k) plan with company match
Paid time off and holidays

Job summary

Truist Financial Corporation seeks an experienced Data Reporting Officer/Senior Reporting Manager I to manage end-to-end CCAR FR Y-14Q schedule preparation, validation, review and submission for complex schedules. This role drives consistency across schedules and serves as SME for reporting rules.

Responsibilities include leading the preparation, review, and submission cycles, mentoring analysts, and developing data integrity controls and CCR impact analyses in collaboration with the Director of

Qualifications

  • Bachelor's degree in Accounting, Finance, Business Administration, Economics, or equivalent education.
  • 10 years of work experience in access enterprise databases (Netezza, Oracle, DB2) and report development.
  • 10 years of experience in SAS and/or SQL programming.
  • Proficiency in reading, interpreting and writing detailed SAS/SQL statements.
  • Experience writing detailed technical reporting requirements and communicating with developers and business users.
  • Experience in regulatory or SEC reporting with CCAR reporting.
  • Experience with SAP, Hyperion Reporting and GL Master Data.
  • Advanced Excel / VBA skills.
  • Excellent verbal, written and presentation skills, with the ability to define problems and persuasively present conclusions.
  • Intelligent, strong and decisive leadership within an organization.

Responsibilities

  • Lead end-to-end CCAR FR Y-14Q schedule preparation, validation, review and submission.
  • Coordinate with Treasury and LOBs on reporting changes and design/testing.
  • Mentor junior analysts on processes, data interpretation, and regulatory concepts.
  • Develop testing and controls to improve data integrity from source to report.
  • Escalate data quality issues and drive root-cause analysis and remediation.
  • Lead daily, monthly, and quarterly regulatory reporting and variance analysis.

Skills

Enterprise databases experience (Netez
SAS programming
SQL programming
Technical reporting requirements
CCAR reporting
SAP / Hyperion / GL Master Data
Excel / VBA
Communication skills
Leadership
Regulatory / SEC reporting

Education

Bachelor's degree in Accounting, Finance, Business or Economics
Masters degree (preferred)

Tools

Netezza
Oracle
DB2

Job description

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

The Data Reporting Officer is responsible for the end-to-end CCAR FR Y-14Q schedule preparation, validation, review and submission process for the complex Y-14Q commercial lending and supporting supplemental schedules. In addition to the schedule specific duties, the Senior Reporting Manager I is responsible for promoting consistency and quality across the schedule processes. Lead advisor to Director of Financial Reporting for the commercial schedules.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • 1. Guide planning, development and implementation of processes, including report creation for schedules, edit checks and reasonability checks to continually improve the quality of the schedule data.
  • 2. Adhere to consistency requirements across the Regulatory Reporting Schedule processes.
  • 3. Support relationship management with Treasury and Lines of Business, as applicable, and the development of the design, testing, and implementation of reporting changes.
  • 4. Coordinate with lines of business SMEs and risk management to solidify their understanding of the report requirements for Regulatory Reporting and the need for information about system or other process changes as well as the data integrity requirements for the data
  • 5. Provide thought leadership and creation of adequate testing and process controls to improve the integrity and accuracy of the reports from the source through report. This includes the development of proprietary data checking routines. Mentor and provide guidance to junior analysts on processes, data interpretation, and regulatory concepts.
  • 6. Escalate data quality issues to management and LOBs, and actively track root cause analysis and issue remediation. Drive continuous improvement across reporting processes, automation, data quality, and controls.
  • 7. Assist the Director of Financial Reporting in providing thought leadership on process improvements, detailed reviews and package preparation process.
  • 8. Develop, present and review Code Changes Requests (CCR) and impact analyses with Director of Financial Reporting for approval prior and assist Director of Financial Reporting in providing effective challenge and review
  • 9. Lead the daily, monthly, and/or quarterly preparation, review, and submission of regulatory reports. Serve as the SME for reporting rules, ensuring adherence to reporting instructions and supervisory guidance. Lead variance analysis and root cause review for anomalies or unexpected reporting trends.
Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • 1. Bachelors degree in Accounting, Finance, Business Administration, Economics, or equivalent education and related training
  • 2. Ten years of work experience in access enterprise databases (Netezza, Oracle, DB2) and report development
  • 3. Ten years of experience in SAS and/or SQL programming
  • 4. Demonstrated proficiency in reading, interpreting and writing detailed SAS/SQL statements
  • 5. Proven experience writing detailed technical reporting requirements and communicating with developers and business users
  • 6. Experience in regulatory or SEC reporting with extensive experience in CCAR reporting
  • 7. Experience with SAP, Hyperion Reporting and GL Master Data
  • 8. Advanced Excel / VBA skills
  • 9. Excellent verbal, written and presentation skills, with the ability to define problems and persuasively present conclusions
  • 10. Intelligent, strong and decisive leadership within an organization as a result of high integrity, intellectual clarity and a passion for excellence
Preferred Qualifications:
  • 1. Masters degree in Finance, Accounting or Business Administration
  • 2. Supervisory experience
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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