Truist Financial

Data Reporting Officer

Truist Financial • $95K — $115K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, Business Administration, Economics, or equivalent training
  • 10+ years of experience with enterprise databases (Netezza, Oracle, DB2)
  • 10+ years in SAS and/or SQL programming
  • Proficiency in writing detailed SAS/SQL statements
  • Experience with regulatory or SEC reporting, specifically CCAR
  • Advanced skills in Excel/VBA
  • Excellent verbal and written communication skills

Responsibilities

  • Guide the development and implementation of reporting processes and edit checks
  • Ensure consistency across Regulatory Reporting Schedule processes
  • Manage relationships with Treasury and Lines of Business for reporting changes
  • Coordinate with SMEs and risk management on report requirements
  • Provide thought leadership on testing and process controls
  • Escalate data quality issues and track remediation efforts
  • Lead preparation and submission of regulatory reports

Benefits

  • Opportunity for mentorship and guidance of junior analysts
  • Involvement in continuous improvement and process optimization
  • Leadership role with influence on financial reporting processes
  • Exposure to high-level regulatory reporting and compliance activities
  • Collaboration with cross-functional teams and senior leadership
Full 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. Bachelor's 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. Master's degree in Finance, Accounting or Business Administration 2. Supervisory experience

About Truist Financial

Truist Financial Careers

Join the dynamic team at Truist Financial, a leader in the financial services sector, and propel your career to new heights. At Truist Financial, we offer more than just job opportunities; we provide a platform for professional growth and innovation in an environment that values diversity and leadership.

Why Truist Financial?

At Truist Financial, we are committed to building a diverse and inclusive workplace where every team member is empowered to contribute their unique skills and perspectives. We believe that our strength lies in our diversity, and we are dedicated to fostering a culture that embraces the differences that make each of us unique.

Explore a World of Opportunities

Whether you're seeking your first internship or a seasoned professional looking to advance your career, Truist Financial offers a range of employment opportunities across various disciplines. Our team is growing, and we are constantly looking for talented individuals who are eager to make an impact.

Innovate and Lead

Join us and be part of a culture of innovation where your ideas can help shape the future of banking. At Truist Financial, you’ll work alongside industry leaders and have access to cutting-edge resources that foster continuous professional development and innovation.

Develop Your Career

Truist Financial is deeply invested in the career progression of our employees. We offer robust training programs, including leadership development and diversity training, to ensure you have the tools needed to succeed. Our commitment to your growth is reflected in our comprehensive benefits package, designed to support you both professionally and personally.

Networking and Professional Development

Enhance your professional network and connect with like-minded colleagues through our various networking events and community engagement initiatives. At Truist Financial, we believe in the power of connections and the impact they can have on your career.

Join Our Team

Ready to take the next step in your career? Explore the current job openings at Truist Financial. We are hiring across multiple departments, looking for passionate, curious, and innovative individuals to join our team. Check out our available positions and find the one that best matches your skills and interests.

Prepare for Your Interview

Make a great first impression. Visit our Careers page for tips on how to craft a compelling resume and succeed in your interview at Truist Financial. We are excited to see how you can contribute to our team and help us drive the future of banking.

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Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
5 Year Trend
+14.3%
NASDAQ

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