Hybrid: Associate Director, Financial & Regulatory Reporting

UBS; Raleigh (NC); Hybrid; USD 120,000 - 170,000; Full time

Job summary

UBS is seeking an Associate Director of Financial and Regulatory Reporting Specialist in Morrisville, NC, to lead monthly, quarterly, and annual reporting packages for the IHC, including balance sheet and P&L and regulatory metrics. The role requires US GAAP expertise, capital and RWA knowledge, and strong automation skills.

You will coordinate with various control and finance teams, drive process improvements, and prepare regulatory submissions with accuracy and timeliness.

Qualifications

• Bachelor’s degree or foreign equivalent in Finance, Economics, Accounting, or related field plus 8 years of experience in the job offered or 8 years in related roles.

Responsibilities

• Prepare monthly, quarterly and annual financial reporting packages for the IHC board, including BS and P&L by segment and regulatory metrics.
• Ensure all journal entries are posted timely and perform controls to identify inaccuracies in consolidation.
• Support regulatory submissions (Y-9C, Y-11, Y-9LP, CCAR) to the Federal Reserve and prepare annual disclosures.
• Drive process efficiency through automation and coordinate close with Product Controllers, Operations, Treasury, IT and Tax.
• Work in a hybrid in-office/remote setup.

Skills

Capital & RWA rules

US GAAP reporting

Regulatory reporting

Process automation

Cross-functional collaboration

CFA/FRM certification

Education

Bachelor’s degree in Finance, Economics, Accounting

Tools

Alteryx

Power BI

VBA

Python

Job description

UBS is seeking an Associate Director of Financial and Regulatory Reporting Specialist in Morrisville, NC, to lead monthly, quarterly, and annual reporting packages for the IHC, including balance sheet and P&L and regulatory metrics. The role requires US GAAP expertise, capital and RWA knowledge, and strong automation skills.

You will coordinate with various control and finance teams, drive process improvements, and prepare regulatory submissions with accuracy and timeliness.