Truist Financial

Data Reporting Officer

Truist Financial$75K — $95K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, Business Administration, Economics, or equivalent
  • 10 years of experience with enterprise databases (Netezza, Oracle, DB2) and report development
  • 10 years of SAS and/or SQL programming experience
  • Proficient in writing and interpreting detailed SAS/SQL statements
  • Proven skills in technical reporting requirements and stakeholder communication
  • Extensive experience in regulatory or SEC and CCAR reporting
  • Advanced skills in Excel and VBA

Responsibilities

  • Guide the planning, development, and implementation of reporting processes and quality checks
  • Ensure adherence to consistency requirements across Regulatory Reporting processes
  • Manage relationships with Treasury and Lines of Business for reporting changes
  • Coordinate with risk management to clarify report requirements and data integrity
  • Develop testing and process controls for report accuracy
  • Track and remediate data quality issues; drive continuous improvement
  • Assist in the thought leadership of process improvements and package preparation
  • Lead the preparation, review, and submission of regulatory reports

Benefits

  • Medical, dental, and vision insurance
  • Life and disability insurance
  • Tax-preferred savings accounts and 401k plan
  • 10 days of vacation and 10 sick days annually
  • Paid holidays
  • Potential eligibility for defined benefit pension, stock units, and deferred compensation plan
Full Job Description
The Data Reporting Officer leads the end-to-end preparation, validation, review, and submission of CCAR FR Y-14 M/Q reports for assigned schedules. This role oversees the design, development, and execution of regulatory reporting processes to ensure data accuracy, integrity, consistency, and timeliness. As a subject matter expert, the officer partners with Lines of Business (LOBs) to support reporting changes, ensure regulatory compliance, and strengthen data governance. Key responsibilities include performing variance analysis, identifying root causes of discrepancies, implementing strong process controls, and driving issue remediation and continuous improvement. The role also supports strategic initiatives by contributing to process enhancements, code change requests, and impact analyses. Success in this position requires strong technical expertise in enterprise databases, SAS/SQL, and reporting tools, along with the ability to translate complex business requirements into effective technical solutions. Strong analytical, leadership, and communication skills are essential to collaborate across stakeholders and deliver high-quality reporting outcomes. ESSENTIAL DUTIES AND RESPONSIBILITIES 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 Sr Data Reporting Officer 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 Sr Data Reporting Officer for approval prior and assist Sr Data Reporting Officer 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. QUALIFICATIONS 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 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 Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's 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.

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.

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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.

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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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