BWM Analytics Solutions Senior Associate

The Banking and Wealth Management team for Consumer and Community Banking is looking for a Deposits Analytics Senior Associate to drive end-to-end deposits reporting analytics and data modernization for Banking and Wealth Management, Consumer Bank deposit reporting to ensure executive-ready insights across regulatory & SEC management reporting.

As a Senior Associate within Banking and Wealth Management Controllers, Data & Analytics team, you will support key deposits reporting and analytics deliverables end-to-end and help drive modernization efforts that integrate new platforms/infrastructure into the ledger and downstream finance and reporting ecosystems.

You will operate in a controlled environment (SOX/audit/regulatory expectations) and influence stakeholders through strong data storytelling, issue escalation, and delivery execution.

Job Responsibilities


* Own sourcing, compilation, validation, and distribution of financial data for complex quarterly/annual reporting, including deposits-related regulatory/SEC deliverables and management materials.


* Drive stakeholder alignment across product owners, technology, LOB deposit controllers, SEC Reporting, Regulatory Reporting, firmwide reporting, and finance teams in a matrixed environment.


* Assist strategic initiatives to automate/enhance reporting infrastructure; assess processes and implement scalable solutions and controls.


* Partner on new product and platform initiatives by coordinating finance infrastructure changes, readiness, and control integration (including testing data solutions against submissions/manual processes).


* Provide project management discipline (timelines/milestones) and escalate issues constructively with concise, executive-ready communications.


* Deliver across recurring reporting, analytics, controls/documentation, and modernization/change initiatives in partnership with cross-functional stakeholders.

Required Qualifications, Capabilities, and Skills


* Bachelor's degree in Accounting, Finance, or Management Information Systems


* 4+ years in Accounting/Finance, reporting, analytics, controllership, or related roles with demonstrated end-to-end ownership of deliverables (monthly/quarterly cycles)


* Advanced Excel; strong proficiency in SAP and Hyperion Essbase and/or Dodeca for data sourcing, reconciliation, and reporting workflows


* Experience with SQL, DataBricks, Tableau, Alteryx (or similar analytics/automation tooling) and use of AI tools


* Track record of contributing to automation, data quality, or modernization initiatives within finance/controllership technology stacks


* Proven analytical/problem-solving skills with the ability to distill complex data into concise, executive-ready insights and narratives


* Strong communication, negotiation, and stakeholder management skills across product, technology, finance, policy, risk, and control partners


* Strong finance/controller fundamentals, h...