Wealth Credit Services - Reporting Intermediate Specialist

• Analyze and prepare key Control Reports, Portfolio Monitoring Reports, KRI/KPI metrics, and presentations for WCM Portfolio and Product Managers
• Work with Underwriting, Technology, Operations, Risk Management, Data Governance, Finance, Regulatory Reporting, and Business Risk & Control teams to develop, implement, and execute reporting requirements
• Coordinate data validations, aggregate information for regulatory reporting, data quality, ad-hoc requests; investigate and resolve data issues
• Coordinate data requests for internal and external audits, regulatory examinations, and data tracing exercises in conjunction with multiple stakeholders
• Identify opportunities for process improvements to streamline and standardize reporting, optimize controls and efficiency
• Manage End User Computing (EUC) inventory and complete all required testing through EUC retirement
• Work with Technology and Infrastructure teams on automation, system enhancements, UAT, and complex dashboards using BI tools
• Lead and participate in strategic projects, working groups, and forums, and represent WCS on reporting matters
• Contribute to the creation of new procedures, standards, controls, and regulatory protocols, and ensure processes and documentation are properly maintained

Key requirements:

• Expert track record in constructing insightful reports, dashboards, and key metrics for senior management using advanced Excel and BI tools; seasoned experience working with large, complex data sets and databases/data warehouses managed by IT.
• Experience leading strategic projects such as remediation efforts and regulatory related initiatives in a large financial institution.
• Proven ability to collaborate with senior management across lines of business and cross-functional groups; strong influencing skills, adaptable to changing priorities.
• Strong analytical, problem-solving, and decision-making capabilities including ability to identify issues and propose solutions.
• Strong multi-tasking, organizational and time management skills; experience following up with various stakeholders and execution teams.
• Self-motivated with a results-driven mindset.
• Bachelor’s degree in Finance, Statistics, or related quantitative field.
• Advanced skills in Excel, programming languages used in data analysis (Python and SQL).

Nice to have:

• Knowledge of lending products and credit risk concepts.
• Knowledge of statistical software tools and data analytics platforms (SAS, Alteryx).
• Understanding of data governance processes, lending rules, and regulations.