Description & Requirements What You Will Do: - 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.
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New York City Pay Transparency Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
New York Salary Range:
NY Minimum Salary (USD)
$ 111,690
NY Maximum Salary (USD)
$ 175,200
