Regulatory Reporting & Workflow Automation, Senior Associate

The Corporate Sector Planning & Analysis (P&A) team supports and partners with Corporate Sector CFOs and their F&BM teams on financial forecasting, budgeting, reporting and other ad-hoc analysis and strategic priorities.

The team also provides support for Firmwide P&A, Investor Relations, Regulatory & Capital Management, Resolution & Recovery, and other Corporate groups.

Corporate P&A consists of ~60 people, with locations in Jersey City, Plano, and Mumbai.

This role is part of the Regulatory and Controls team within Corporate Central P&A with specific responsibilities that contribute to the execution of the Comprehensive Capital Analysis & Review (CCAR) Quarterly Capital Stress Testing and Resolution and Recovery (R&R) Plan

As a Stress Testing Senior Associate within the Regulatory and Controls team in Corporate Central P&A, you will contribute to the execution of the Comprehensive Capital Analysis & Review (CCAR) Quarterly Capital Stress Testing and Resolution and Recovery (R&R) Plan.

You will be responsible for working on stress forecasting, R&R, and multiple complex projects.

You will work closely with the central CCAR teams, Controllers, Control Management, MRGR, and multiple functions within Corporate and must be comfortable working in a fast-paced environment with evolving priorities.

Documenting processes, promoting automation, re-engineering of the operating model, and enhancing the control environment are other key aspects of this role.

Job responsibilities


* Serve as a liaison across corporate functions, Controllers, Firm wide Planning & Analysis, Tax, HR Finance, and other relevant teams to execute on the CCAR, Risk Appetite, and Resolution and Recovery agenda


* Execute stress forecasting calculations and submission deliverables for CCAR and Risk Appetite


* Prepare and present complex financial analyses in a clear, concise manner using advanced data visualization tools (Tableau).


* Drive process improvements and automation initiatives to increase operational efficiency, utilizing Alteryx for workflow automation and data processing.


* Participate in and support ad-hoc special projects and requests as needed


* Provide timely and concise updates and escalate issues appropriately


* Enhance controls and improve risk environment, including producing, organizing and maintaining documentation


* Help process improvement and automations to increase operational efficiency

Required qualifications, capabilities and skills


* BA/BS in Finance or Accounting


* 5+ years of experience


* Good analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely


* Advanced proficiency with automation and data analytics tools, including Alteryx and Python


* Experience with financial modeling and planning platforms such as Anaplan


* Advanced Excel skills, including complex formulas, pivot tables, and data analysis functions


* Expertise ...