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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