Financial Analyst III

Overview / Job Description

A leading financial services institution is seeking a Regulatory Reporting Financial Analyst to support the preparation and analysis of complex U.S. regulatory reports, with emphasis on FR Y‑14 M/Q submissions to the Federal Reserve. This role is deadline‑driven and requires strong analytical skills, independence, and the ability to work cross‑functionally.

Key Responsibilities

• Prepare and analyze FR Y‑14 regulatory schedules
• Investigate and document reporting variances
• Execute controls, trend reviews, reconciliations, and edit checks
• Partner with internal business units to ensure timely submissions
• Operate with minimal supervision
• Support ad hoc requests within Regulatory Reporting & Compliance

Required Skills

• Bachelor’s in Accounting, Finance, or related field
• 5–7 years of finance, accounting, banking, or public accounting experience
• Advanced Excel proficiency
• Financial services experience with regulatory reporting exposure
• Experience with Alteryx, Tableau, or similar BI tools
• Experience with regulatory reporting systems
• CPA, CFA, or advanced degree preferred

Plusses

• Experience with Axiom
• Hands‑on FR Y‑14 reporting background
• Controls, audit, or governance experience