Manager, Risk & Regulatory

Forvis Mazars US; Charlotte (NC); On-site; USD 140,000 - 190,000; Full time

Job summary

Forvis Mazars, LLP is seeking a seasoned Regulatory Reporting Consultant to lead and support Axiom-based implementations for banking clients, focusing on agency reports such as FFIEC Call Reports and FR series. You will translate complex regulatory guidance into scalable reporting solutions and collaborate across business, data, risk, finance, and technology teams.

You will guide data sourcing, taxonomy design, source-to-target mapping, and data quality controls, while mentoring junior staff and

Qualifications

• Bachelor's degree in Finance, Accounting, Information Systems, Data Analytics, or a related field.
• 5+ years of experience in U.S. bank regulatory reporting, with deep expertise in regulatory filings including Call Reports (FFIEC 031/041), FR Y-9C, FR 2644, FR 2900, and FR Y-9LP.
• Strong understanding of regulatory reporting data sourcing, reporting logic, taxonomy design, and source-to-target mapping.
• Demonstrated ability to gather, analyze, and rationalize business requirements and translate regulatory guidance into reporting solutions.
• Excellent communication and collaboration skills, with the ability to work effectively across business, data, risk, finance, and technology teams.

Responsibilities

• Lead and support Axiom regulatory reporting implementations for banking clients.
• Partner with clients and project teams to gather and translate regulatory requirements into reporting solutions.
• Advise on reporting logic, taxonomy design, and data requirements for regulatory reporting.
• Support governance, data quality, and controls in regulatory reporting projects.
• Mentor team members and contribute to project delivery and testing activities.

Skills

Regulatory reporting knowledge

Analytical thinking

Excellent communication

Cross-functional collaboration

Education

Bachelor's degree in Finance, Accounting, Information Systems, Data Analytics, or a related field

Tools

SQL

Data warehousing concepts

Axiom regulatory reporting

Job description

Requirements

• Lead and support Axiom regulatory reporting implementations for banking clients, with a focus on agency reports including Call Reports (FFIEC 031/041), FR Y-9C, FR 2644, FR 2900, and FR Y-9LP.
• Partner with clients and project teams to gather, refine, and prioritize business requirements, translating complex regulatory instructions into effective Axiom reporting solutions.
• Provide subject matter expertise and challenge reporting requirements, design decisions, and implementation approaches to ensure alignment with regulatory expectations and industry best practices.
• Advise on reporting logic, taxonomy design, source-to-target mapping, and data requirements to support accurate and compliant regulatory reporting.
• Drive best practices related to regulatory reporting automation, data governance, controls, and data quality management.
• Stay current on industry trends, regulatory guidance, and examiner focus areas, incorporating insights into implementation and remediation efforts.
• Support project delivery activities including planning, issue and risk management, requirement traceability, stakeholder communications, and status reporting.
• Collaborate across business, data, and technology teams to manage dependencies, resolve challenges, and keep project milestones on track.
• Assist with parallel-run activities, report validation, cutover planning, and go-live readiness assessments for regulatory reporting implementations.
• Develop and maintain documentation including business rules, data lineage, reporting processes, and control frameworks to support audit and regulatory requirements.
• Guide quality assurance and user acceptance testing efforts, reviewing results and validating reporting outputs affected by system or process changes.
• Mentor team members and provide technical guidance, helping to strengthen regulatory reporting and consulting capabilities across project teams.

Description & Requirements

• Lead and support Axiom regulatory reporting implementations for banking clients, with a focus on agency reports including Call Reports (FFIEC 031/041), FR Y-9C, FR 2644, FR 2900, and FR Y-9LP.
• Partner with clients and project teams to gather, refine, and prioritize business requirements, translating complex regulatory instructions into effective Axiom reporting solutions.
• Provide subject matter expertise and challenge reporting requirements, design decisions, and implementation approaches to ensure alignment with regulatory expectations and industry best practices.
• Advise on reporting logic, taxonomy design, source-to-target mapping, and data requirements to support accurate and compliant regulatory reporting.
• Drive best practices related to regulatory reporting automation, data governance, controls, and data quality management.
• Stay current on industry trends, regulatory guidance, and examiner focus areas, incorporating insights into implementation and remediation efforts.
• Support project delivery activities including planning, issue and risk management, requirement traceability, stakeholder communications, and status reporting.
• Collaborate across business, data, and technology teams to manage dependencies, resolve challenges, and keep project milestones on track.
• Assist with parallel-run activities, report validation, cutover planning, and go-live readiness assessments for regulatory reporting implementations.
• Develop and maintain documentation including business rules, data lineage, reporting processes, and control frameworks to support audit and regulatory requirements.
• Guide quality assurance and user acceptance testing efforts, reviewing results and validating reporting outputs affected by system or process changes.
• Mentor team members and provide technical guidance, helping to strengthen regulatory reporting and consulting capabilities across project teams.

Minimum Qualifications

• Bachelor's degree in Finance, Accounting, Information Systems, Data Analytics, or a related field
• 5+ years of experience in U.S. bank regulatory reporting, with deep expertise in regulatory filings including Call Reports (FFIEC 031/041), FR Y-9C, FR 2644, FR 2900, and FR Y-9LP.
• Strong understanding of regulatory reporting data sourcing, reporting logic, taxonomy design, and source-to-target mapping.
• Demonstrated ability to gather, analyze, and rationalize business requirements and translate regulatory guidance into reporting solutions.
• Excellent communication and collaboration skills, with the ability to work effectively across business, data, risk, finance, and technology teams.

Preferred Qualifications

• CPA or advanced degree
• Experience supporting or leading Axiom regulatory reporting implementations, configurations, enhancements, or reporting transformations.
• Prior consulting or advisory experience delivering regulatory reporting transformation initiatives for financial institutions.
• Familiarity with data warehousing concepts, data lineage, and source-to-target mapping in a reporting environment.
• Working knowledge of SQL and data analysis techniques to support reporting, validation, and testing activities.
• Strong understanding of regulatory reporting controls, governance, and data quality frameworks.
• Experience supporting post-conversion cleanup, remediation efforts, or acquisition-related regulatory reporting integration activities.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers .

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. Know Your Rights

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Forvis Mazars, LLP expressly reserves the right not to accept unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

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