Firmwide Regulatory Reporting & Analysis Resume Samples
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Firmwide Regulatory Reporting & Analysis Resume Samples
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SK
S Kling
Sienna
Kling
96773 Hermiston Lane
Chicago
IL
+1 (555) 442 4756
96773 Hermiston Lane
Chicago
IL
Phone
p
+1 (555) 442 4756
Experience
Experience
Detroit, MI
Firmwide Regulatory Reporting & Analysis
Detroit, MI
Littel-Boyer
Detroit, MI
Firmwide Regulatory Reporting & Analysis
- Support the build-out / automation of the FR Y-14M & Q CCAR reporting tools (e.g., Axiom)
- Assist in the analysis and the enhancement of monthly and quarterly CCAR reconciliation controls between the FR Y-14 and FR Y-9C
- Assist in the development of Variance Analytic Framework for all monthly and quarterly CCAR schedules that are delivered to regulators
- Support Corporate and LOB initiatives to continually improve and enhance the FR Y-14M & Q CCAR process
- Work with the team to perform analysis and create presentations that will be used for senior management discussion and/or used for presentation to regulators
- Proficiency in Microsoft Office applications (Excel & PowerPoint in particular)
- Strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, fact based, has the courage to ask the tough questions and challenge the status quo and manage multiple tasks simultaneously
Houston, TX
Firmwide Regulatory Reporting & Analysis Stand Alone Regulatory Reporting Associate
Houston, TX
Jenkins, Purdy and Heidenreich
Houston, TX
Firmwide Regulatory Reporting & Analysis Stand Alone Regulatory Reporting Associate
- Provide analysis & compliance related to the following reports
- Partner with various reporting teams on process improvement and overall strategic agenda
- Partner with legal entities, lines of business, and Corporate functions to improve data quality and efficiency of reporting processes
- Strong financial analysis background
- Advise legal entities, lines of business, and Corporate functions on various policy and reporting issues
- Build and maintain strong relationships with the various US regulatory agencies
- Various Surveys including BE-125, BE-185, BE-577
present
Los Angeles, CA
Firmwide Regulatory Reporting & Analysis Team-ccar CFO Attestation Program Central Team VP
Los Angeles, CA
Mueller Inc
present
Los Angeles, CA
Firmwide Regulatory Reporting & Analysis Team-ccar CFO Attestation Program Central Team VP
present
- Provide analytical and project management support to one or multiple critical workstreams within the CCAP framework
- Provide analytical and project management support to one or multiple critical project workstreams
- Provide analytical and project management support to one or multiple critical project workstream
- Support management with development of materials for CCAP communication with regulators
- Develop materials to support governance committees, executive-level meetings
- Support development and documentation of evolving framework and standards around CCAP including updating materiality policy, framework and results, refining standards for controls testing and developing training strategy and related documentation
- Execute initial and ongoing CCAP central team functions (e.g. deficiency/error assessment, executive reporting packages)
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
The University of Kansas
Bachelor’s Degree in Accounting
Skills
Skills
- Establish strong relationships and provide support to Firmwide Regulatory Reporting & Analysis and related control groups; support evolving accountability model
- Constructively escalate, monitor and support the resolution of issues and present complex information in a clear and concise manner to Management
- Manage relationship between technology, regulators, and management team, to outline timelines and milestones to align reporting with target end state
- Drive strategy and relationship management with Financial Information Reporting Solutions (FIRS) and technology for implementation of new regulatory compliance as well as new product development
- Work on various business integration initiatives that involve streamlining processes, building best practices for data analysis and retrieval, and structuring efficiencies into work product through enterprise releases
- Role may also provide opportunity to interface with regulators
- Support the preparation of internal and external presentations and supporting materials for the FRRA management team
- Develop and enhance quarter-end analytics to provide efficiency and transparency
- Proactively analyze trends, research issues and respond to inquiries
- Develop financial and other models to analyze/predict results
15 Firmwide Regulatory Reporting & Analysis resume templates
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1
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Develop an understanding of and support JPM’s monthly and quarterly regulatory CCAR requirements and processes
- Support the build-out / automation of the FR Y-14M & Q CCAR reporting tools (e.g., Axiom)
- Assist in the analysis and the enhancement of monthly and quarterly CCAR reconciliation controls between the FR Y-14 and FR Y-9C
- Assist in the development of Variance Analytic Framework for all monthly and quarterly CCAR schedules that are delivered to regulators
- Assist in enhancing the governance and attestation framework for the monthly and quarterly CCAR requirement
- Liaise with our firmwide Core Capital Stress Testing (“CCST”) team related to the delivery of actual results used in both annual and semi-annual CCAR reporting requirements
- Support Corporate and LOB initiatives to continually improve and enhance the FR Y-14M & Q CCAR process
- Work with the team to perform analysis and create presentations that will be used for senior management discussion and/or used for presentation to regulators
- Bachelor’s degree required, Finance, Accounting or related field preferred (2-3 years relevant experience)
- Strong communications skills, written and verbal – significant interaction with LOBs, risk streams, senior managers, and with regulators
- Strong analytical and financial skills with a track record of execution against deliverables
- Control mindset (ability to identify and close control gaps and/or issues)
- Proficiency in Microsoft Office applications (Excel & PowerPoint in particular)
- Ability to interpret technical specification (i.e., XML) is beneficial to the role, not mandatory
2
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Provide analysis & compliance related to the following reports
- FFIEC 030
- FR Y-11
- FR 2314
- FR 2502q
- Various Surveys including BE-125, BE-185, BE-577
- Ensure all Stand Alone regulatory reports filed are timely and accurate, in agreement with other externally reported information, and reconciled to the Firm’s underlying financial statements
- Build and maintain strong relationships with the various US regulatory agencies
- Advise legal entities, lines of business, and Corporate functions on various policy and reporting issues
- Strong financial analysis background
- Effective communication skills – clear, concise, and appropriate method of delivery
3
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Develop subject matter expertise in JPMC’s monthly and quarterly regulatory CCAR requirements and processes
- Provide leadership and drive execution of various reporting enhancements efforts related to automation, controls and governance
- Maintain and enhance the analysis of monthly and quarterly CCAR reconciliation controls between the FR Y-14 and FR Y-9C
- Heavy involvement in the development of a Variance Analytic Framework for all monthly and quarterly CCAR schedules
- Support the Firmwide Core Capital Stress Testing (“CCST”) team in delivering results used in both annual and semi-annual CCAR reporting requirements
- Summarize and articulate reported results for executive management and regulators
- Bachelor’s degree required, Finance, Accounting or related field preferred (5+ years relevant experience)
- Knowledge of Regulatory reports and related requirements
- Effective communication skills (written and verbal) – clear, concise, and appropriate method of delivery
- Flexibility – dynamic market/regulatory environment requires adjusting of priorities
- Independent, applying good judgment and willingness to make appropriate decisions
4
Firmwide Regulatory Reporting & Analysis Team-strategic Initiatives Workstream Leads Resume Examples & Samples
- Accountability and Attestation Lead - Responsible for developing and implementing a cohesive end-to-end US regulatory reporting accountability and attestation framework that aligns accountability to the appropriate functions and facilitates enhanced controls to reduce the risk of external reporting errors
- Manual Adjustments Lead - Responsible for enhancing processes to facilitate the appropriate prioritization of manual adjustments for elimination including the implementation of improved manual adjustment tracking and controls
- Errors and Issues Management Lead - Responsible for enhancing error and issue management practices, standards, processes and controls to drive increased accountability for issue remediation and facilitate the appropriate prioritization throughout the organization
- Variance Analysis and Report Validation Lead - Responsible for developing US regulatory reporting variance analysis processes and standards to facilitate consistent analysis that articulates key business drivers impacting financial reporting and helps identify reporting errors and issues
- Quality Assurance Program Lead – Responsible for developing and implementing a program that helps mitigate the risk of reporting errors through additional independent review & validation processes
- ED or seasoned VP level
- Knowledge of or direct experience in external reporting related processes and analyses
- Ability to lead by influence and establish the necessary structure, process, controls and communication mechanisms to successfully manage cross-LOB, cross-functional initiatives
5
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Flexibility to change priorities as new situations present themselves
- Familiarity with regulatory reporting requirements and exam structure/execution
- Coordinating planning, directing, and reporting skills
- Demonstrated ability to communicate and present to various types of audiences (from peer team members to executives to supervisory agencies)
- Proven stakeholder engagement skills, including ability to interact with senior level management
- Experience dealing with U.S. regulators
6
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Develop subject matter expertise in JPMC’s regulatory reporting requirements and processes
- Heavy involvement in the development of a Variance Analytic Framework for the above mentioned report series
- Assist in enhancing the governance and attestation framework for various regulatory reports
7
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Firmwide Regulatory Reporting and specifically Basel Capital related experience preferred (but not mandatory)
- Strong PC skills in Excel, Access, Business Objects
- Bachelor’s degree in Accounting or Finance strongly preferred
8
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Minimum 5 years business process management and/or project management experience
- Strong experience in Financial Services
- Experience coordinating large-scale projects or processes across multiple teams/constituents
- Strong organizational, multitasking and prioritization skills
- Extreme attention to detail and ability to work independently
- Strong written and verbal communication skills with ability to prepare executive level presentations
- Strong influencing and facilitation skills
- Knowledge of or direct experience in RWA and capital-related processes and analyses, a plus
- Knowledge of or direct experience with regulatory reporting, a plus
9
Firmwide Regulatory Reporting & Analysis Stand Alone Regulatory Reporting Associate Resume Examples & Samples
- FFIEC 030
- FR Y-11
- FR 2314
- FR 2502q
- Various Surveys including BE-125, BE-185, BE-577
- Ensure all Stand Alone regulatory reports filed are timely and accurate, in agreement with other externally reported information, and reconciled to the Firm’s underlying financial statements
- Build and maintain strong relationships with the various US regulatory agencies
- Advise legal entities, lines of business, and Corporate functions on various policy and reporting issues
- Partner with legal entities, lines of business, and Corporate functions to improve data quality and efficiency of reporting processes
- 5-7 years related experience
- Strong financial analysis background
- Effective communication skills – clear, concise, and appropriate method of delivery
10
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Conducting risk assessments to identify areas requiring detailed testing
- Participating in QA reviews, including developing testing strategies, executing testing, analyzing results, communicating findings to management, and obtaining corresponding action plans
- Working with LOB and functional QA teams to drive consistent risk assessment and testing approaches
- Participating in relevant governance forums and meeting regularly with Audit and Finance Control partners
- Associate level
- Knowledge of US Regulatory and SEC reporting requirements, external reporting control concepts, and/or financial services and related products
- Knowledge of, or direct experience in, external reporting related processes and controls
- Ability to quickly understand complex subject matter and demonstrate critical thinking
- Strong interpersonal skills, including the ability to lead by influence
11
Firmwide Regulatory Reporting & Analysis Corporate Capital Stress Testing Balance Sheet Resume Examples & Samples
- Lead consolidation of balance sheet and income statement projections for CCAR, Mid Cycle Stress Testing, and internal Risk Appetite processes
- Coordinate and lead preparation of Federal Reserve filings and associated narratives related to the Balance Sheet and Income Statement
- Partner with LOBs to develop commentary supporting the Company’s balance sheet and income statement strategy under various stress scenarios
- Perform detailed analytics for firmwide P&L drivers impacting capital to enable senior management to understand key drivers of underlying results
- Monitor and address new regulatory CCAR requirements
- Minimum of 7 years experience in a finance, capital management, control, risk or audit function preferred
- Bachelor’s degree required; Finance, Accounting or quantitative field preferred
- Knowledge of balance sheet, income statement and basic accounting concepts required
- Knowledge of and direct experience with CCAR/ICCAP/FR Y-14A strongly preferred
- Ability to multi-task and be hands on in a fast paced dynamic/changing environment to meet deadlines under pressure
12
Firmwide Regulatory Reporting & Analysis Lead Program Manager Resume Examples & Samples
- Extensive program management or project management experience
- Experience coordinating large-scale projects or processes across multiple teams/constituents
- Proven ability to lead by influence and establish the necessary structure, process, controls and communication mechanisms to successfully manage a cross-LOB, cross-functional initiative
- Control mindset (ability to identify and close control gaps and/or issues)
- Strong organizational, multitasking and prioritization skills
- Extreme attention to detail and ability to work independently
- Strong written and verbal communication skills with ability to prepare executive level presentations
- Strong influencing and facilitation skills
- Ability to run meetings across diverse functions, locations and businesses
- Strong experience in either Finance or Risk
- Knowledge of or direct experience in RWA and capital-related processes and analyses, a plus
- Knowledge of or direct experience with regulatory reporting, a plus
- Bachelor’s degree required; Advanced degree preferred
- Proficiency in Microsoft Office applications (Excel & PowerPoint in particular)
13
Firmwide Regulatory Reporting & Analysis Team Regulatory Reporting Policy & Implementation VP Resume Examples & Samples
- Vice President level or equivalent experience
- Demonstrated ability to communicate and present to various types of audiences complex issues in an easy to understand manner
- Strong communication skills – clear, concise, and appropriate method of delivery
- Experience with establishing and meeting critical deadlines, as well as tracking and driving execution
- Bachelor’s degree in either Accounting/Finance
14
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- VP level
- Strong experience establishing and assessing processes and controls
- Ability to quickly understand complex subject matter and critically challenge proposed solutions
- Ability to execute tasks under aggressive targets, multi-task, and prioritize
- Ability to lead by influence
- Knowledge of, or direct experience in, external reporting related processes and analyses
- Familiarity with the Global Finance Organization a plus
- Bachelor's degree in either Accounting/Finance (CPA preferred)
15
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Provide leadership and drive execution in the design and delivery of key workstream deliverables
- Present workstream updates the updates to senior management and governance committees, as needed
- Oversee the development of technology solution including participation in requirements gathering, user testing and roll out
- Identify training needs and develop training content related to the process and technology developed by the workstream
- Ensure appropriate transition of the program into BAU environment
- Very strong communications skills, written and verbal – significant interaction with LOBs, risk streams, senior managers including up to the CFO level, and with various regulators
- Proven ability to influence and drive the strategic direction of a large-scale program across Lines of Business and Corporate Functions
- Significant Finance, Internal Controls and/or Regulatory Reporting experience
- Strong PC skills in Excel, PowerPoint
16
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Develop an understanding of and support JPM’s periodic regulatory requirements and processes
- Ensure timely and accurate completion of schedules across various reports through coordination with various stakeholders (i.e. data providers, data submitters, schedule and control owners)
- Complete an analytical review of schedules across various reports and confirm compliance with identified risk controls
- Assist in the further enhancements of the Variance Analytic Framework for all schedules that are delivered to regulators
- Support the automation of strategic reporting tools
- Assist in enhancing the governance and attestation framework
- Support Corporate and LOB initiatives to continually improve and enhance reporting process
- Work with the team to create presentations that will be used for senior management discussion and/or used for presentation to regulators
- Bachelor’s degree required. Finance, Accounting or related field preferred
- Effective communications skills, written and verbal – significant interaction with LOBs, risk streams, senior managers, and with regulators
- Strong analytical skills with a track record of execution against deliverables
17
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Accountability and Attestation– Developing a cohesive end-to-end US regulatory reporting accountability and attestation framework that aligns accountability to the appropriate functions and facilitates enhanced controls to reduce the risk of external reporting errors
- Manual Adjustments– Establishing and enhancing processes to prioritize manual adjustments for elimination and implementing improved manual adjustment tracking and controls
- Errors and Issues Management- Enhancing external reporting error and issue management practices, standards, processes and controls to drive increased accountability for issue remediation and facilitate the appropriate prioritization throughout the organization
- Variance Analysis and Report Validation - Developing US regulatory reporting variance analysis processes and standards to facilitate consistent analysis that articulates key business drivers impacting financial reporting and helps identify reporting errors and issues
- Quality Assurance –Developing and implementing a program that helps mitigate the risk of reporting errors through additional independent review & validation processes
- Seasoned VP level
- Strong experience in program management discipline with excellent organizational and problem-solving skills
- Ability to take initiative and drive projects to successful completion
- Experience working on or leading large projects
- Ability to quickly understand complex subject matter and critically challenge proposed solutions and approaches
- Ability to lead by influence and establish the necessary structure to drive accountability and results focused execution
- Ability to execute tasks under aggressive targets, multi-task, prioritize, and effectively manage changes to plan
- Strong familiarity with the Global Finance Organization
- Knowledge of or direct experience in external reporting related processes
18
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Manage compliance with UT Program, including quarterly confirmations and UT Inventory in UWAT (User Tool Workflow and Assessment Tool)
- Partner with the Corporate Finance Control Office to manage the risk and control self assessment process across FRRA.This includes partnering with the teams across FRRA to identify key risks, controls and issues as and meeting frequency requirements
- Establishing and managing relationships with the various teams across FRRA through ongoing partnership and dialogue
- Deliver regular metrics to management related to status of control issues
- Perform root cause analysis on errors & restatements and ensure that robust corrective actions are in place to effectively close out the control related issue
- Vet through action plans with control owners to ensure steps taken completely address and close out the related issue
- Execute on other strategic control related initiatives as needed
- Knowledge of US Regulatory reporting requirements, external reporting control concepts, and/or financial services and related products
- Very strong communications skills; inquisitive and proactive about asking questions
- Ability to work on multiple priorities at the same time
- Strong analytical skills and written communications
19
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Develop an understanding of JPM’s regulatory CCAR, Capital and RWA requirements and processes
- Lead aggregation of Capital and RWA projections for CCAR, Mid Cycle Stress Testing, and internal Risk Appetite processes
- Coordinate and lead preparation of Federal Reserve templates and associated narratives related to Capital and RWA
- Support Corporate and LOB initiatives to continually improve and enhance the CCAR process
- Perform detailed variance analytics for firmwide Capital and RWA drivers impacting capital ratios to enable senior management to understand key drivers of underlying results
- Support the build-out / automation of CCAR reporting tools
- Coordinate and prepare JPM’s responses to regulator questions and feedback
- Monitor and address new regulatory CCAR requirements
- Respond to ad-hoc analytical requests from senior management, other functions, and regulatory agencies
- Minimum of 6 years experience in a finance, capital management, control, risk or audit function preferred
- Prior Basel regulatory capital experience (e.g. Basel I/II/III) preferred
- Knowledge of balance sheet, income statement and basic accounting concepts preferred
- Ability to multi-task and be hands on in a fast paced environment to meet deadlines under pressure
- Excellent oral & written communication and relationship management skills
- Creative self starter with strong initiative, ability to take ownership and work independently as well as contribute to the broader team
20
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Conducting risk assessments to identify areas requiring reviews and detailed testing
- Leading and participating in QA reviews from end to end, including developing testing strategies, executing testing, supervising other team members, analyzing results, communicating findings to management, and obtaining corresponding action plans
- 7+ years related experience
21
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Ensure the timely and accurate completion and delivery of the FR Y-15 and FR 2644 through coordination with various stakeholders (i.e. data providers, data submitters, schedule and control owners)
- Complete an analytical review of these reports and confirm compliance with identified risk controls
- Provide leadership and drive execution of various reporting enhancement efforts related to automation, controls and governance
- Strong analytical skills with a track record as a problem-solver and of execution against deliverables
- Ability to work independently while applying good judgment and willingness to make appropriate decisions
22
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- VP level or equivalent experience
- Familiarity with regulatory reporting requirements and exam structure/execution Attention to detail
- Strong US GAAP knowledge preferred but not required
- Bachelor's degree in either Accounting/Finance
- Experience dealing with U.S. regulators preferred
23
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Associate or equivalent experience
- Strong US GAAP knowledge is preferred but not required
- Fast learner and self motivator
- Ability to meet critical deadlines, as well as tracking execution
24
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Analyst level
- Experience with processes and controls
- Knowledge of, or direct experience in, external reporting related processes
- Ability to quickly understand complex subject matter and propose viable solutions
- Familiarity with the JPM Global Finance Organization a plus
- Bachelor's degree in Finance
25
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Develop an understanding of JPM’s regulatory CCAR requirements and process
- Support the firmwide capital stress testing process and various related projects
- Work with the team on developing commentary for the Company’s stress test scenarios for regulatory schedules, such as Capital and RWA
- Partner with colleagues across both Corporate Finance and line of business functions for CCAR related activities
- Work with the team to perform analysis and create presentations that will be used by senior management in their discussions with the Operating Committee, the Board of Directors and regulators
- Bachelor’s degree required, Finance, Accounting or quantitative field preferred (7+ years relevant experience)
- Prior regulatory capital and/or regulatory reporting experience preferred
- Knowledge of balance sheet, income statement and basic accounting concepts required
- Knowledge of, or direct experience with, banking products and business lines preferred
- Strong analytical and problem solving skills; experience and ability to analyze large data sets required
- Experience working on large-scale projects across multiple disciplines
- Strong technical skills (Excel macros, VBA, etc) preferred
26
Firmwide Regulatory Reporting & Analysis Analyst Resume Examples & Samples
- Coordinating attestations with data submitters across schedules
- Internal metrics reporting related to the processes managed
- Knowledge of Financial Systems
27
Firmwide Regulatory Reporting & Analysis Associate Resume Examples & Samples
- Understand and clearly communicate data collection requirements to the lines of businesses
- Manage the attestation process for various regulatory reports and review & escalation of qualified attestations
- Open to working in EMEA / NA shift and should be able to deliver to tight deadlines
- Achieve a positive employee experience and build a high performance team that prioritizes controls and drives business results through
- Communication
- Partnership & Influence
28
Firmwide Regulatory Reporting & Analysis Senior Analyst Resume Examples & Samples
- Aggregating data submissions for various external disclosures from multiple lines of businesses for JPMorgan Chase & Co. and JPMorgan Chase Bank, N.A., as well as other disclosures such as Call Report, FR Y-9C, FR Y-15 Reporting, FR Y-14Q, Capital reporting, etc. and ensuring the completeness of those submissions
- Ensuring data consistency across schedules
- Experience using Microsoft Office Application Suite (Word, Excel, Access and PowerPoint)
29
Firmwide Regulatory Reporting & Analysis Senior Administrative Assistant Resume Examples & Samples
- Knowledge of general office procedures (e.g., filing, correspondence, scheduling)
- Ability to adapt procedures, processes and techniques to the completion of assignments
- Resourcefulness and ability to use judgment to resolve problems
- Advanced ability to organize
- Three to five years of administrative experience
30
Firmwide Regulatory Reporting & Analysis Team Firmwide External Reporting Controller Wholesale Deposits Executive Director Resume Examples & Samples
- Completeness of reporting process and data for wholesale deposit activity from transaction capture to regulatory report
- End to end governance of product’s reporting process, including data origination, data sourcing, report production and control execution and development
- Execution of analytical controls, e.g. firmwide variance analysis across product’s reporting
- Accurate representation of wholesale deposit activity in the various financial and regulatory reports
- Coordination with FRRA Report Owners on exam readiness and communication with regulators over product’s reporting process
- Partnering with key stakeholders including FRRA, CFR, LOBs, and FIRS to quantify impacts of identified issues and errors, and determine appropriate remediation actions
- Working with Accounting Policy to ensure any reporting changes are appropriately reflected in the Firm’s disclosures
- Strong financial product knowledge
- Proactive and willing to accept accountability
31
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Reviewing current end-to-end workflows for FR Y-14Q/M submissions
- Reengineering workflows in order to implement automation and eliminate manual processes, improving efficiency and controls
- Incorporating Axiom into the reporting process
- Ensure process meets the requirements of CCAR CFO Attestation
- Ability to develop end-to-end process flow mappings for several products across lines of business
- Strong knowledge of internal controls with an ability to identify weaknesses and develop tactical solutions
- Ability to work on multiple workstreams with various stakeholders
- Strong partnership building skills
- Project Management ability to help drive initiatives
- Strong communications skills, written and verbal – significant interaction with LOBs, risk streams and senior managers
- Strong PC skills in iGraphx, Vizio, Excel and PowerPoint
32
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Performing analysis and reporting of the FR Y 14Q reports, including preparing decks for management review
- Report Owner for certain FR Y 14 Q schedules (Schedule F Trading and Schedule L Counterparty)
- Leading initiative to assess compliance with instructions of FR Y-14Q/M submissions, work with lines of business across JPM and apply knowledge of the requirements to ensure compliance with the instructions across the various LOBs and implement changes as required
- Liaising with Regulatory Policy to ensure proper interpretation of instructions/policy
- Developing subject matter expertise on the instructions
- Possible help with training the lines of business on 14Q subject matter
- Ability to read and interpret Accounting/Regulatory policy
- Strong product knowledge with an understanding of how products are reported in our various reports
- Firmwide or LOB level Regulatory Reporting experience (consolidated reporting and/or CCAR reporting)
- Strong communications skills, written and verbal
33
Firmwide Regulatory Reporting & Analysis Axiom Implementation Lead-strategic Initiatives Team Resume Examples & Samples
- ED level
- Experience with large scale technical implementations
- Ability to lead by influence and successfully manage cross-LOB, cross-functional initiatives
- Experience with establishing new operating models, processes, and controls
- Knowledge of or direct experience in external reporting related processes
34
Firmwide Regulatory Reporting & Analysis Team Executive Administrative Assistant Resume Examples & Samples
- Strong PC skills (proficient knowledge of MS Word, Excel, and PowerPoint and Outlook, SharePoint knowledge is a plus)
- Exhibits increased proficiency in duties
- Tact and good judgment in confidential situations and proven experience interacting with senior management
35
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Proven leader; able to influence and drive change
- Strong multitasking and organizational skills
- Must be a strategic thinker
- Outstanding listening and negotiation skills as well as being a strong written and verbal communicator at the senior management level
- Strong presentation skills/Advanced knowledge of Powerpoint
- Strong personal and organizational management skills, including expertise in issue and conflict resolution
- Excellent business judgment, particularly the ability to proactively monitor efforts to identify issues and key management messaging
- Strong business analysis skills to enable efficient, accurate and objective decision making
- 10+ years relevant work experience in a business analyst/project management role
- Team player with ability to build strong cross-business relationships – proven flexibility, adaptability and reliability
36
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Establish strong relationships and provide support to Firmwide Regulatory Reporting & Analysis and related control groups; support evolving accountability model
- Constructively escalate, monitor and support the resolution of issues and present complex information in a clear and concise manner to Management
- Support the implementation of new accounting standards and reporting requirements by staying current with evolving GAAP and regulatory changes impacting the business
- Manage relationship between technology, regulators, and management team, to outline timelines and milestones to align reporting with target end state
- Drive strategy and relationship management with Financial Information Reporting Solutions (FIRS) and technology for implementation of new regulatory compliance as well as new product development
- Work on various business integration initiatives that involve streamlining processes, building best practices for data analysis and retrieval, and structuring efficiencies into work product through enterprise releases
- The role will require regular meetings with partners in FRRA and FIRS and LOB deposit controllers
- Role may also provide opportunity to interface with regulators
- Ability to grasp concepts quickly, develop a plan, and execute for results
- Strong capabilities in change management
- Strong knowledge of GAAP along with a Bachelors degree in Accounting or Finance
- Minimum of 6 years of Accounting or Finance experience
- Business Objects, SQL or SAS skills preferred
37
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Lead the design and implementation of one or multiple critical project workstreams (e.g. control identification, management testing, attestation execution)
- Transition the project work to “business as usual” processes centrally and/or distributed across lines of business and Corporate functions, as applicable
- Run ongoing CCAP central team functions (e.g. deficiency/error management, executive reporting)
- Support the development of initial and on-going training on the firmwide CCAP program and regulatory requirements
- Interpret and provide guidance on CCAP issues / policies / standards to various CCAP Coordinator groups across lines of businesses, legal entities and corporate areas
- Play a leadership role in corporate and business level CCAP governance meetings
- Engage with executives across Finance, Risk and Technology on CCAP requirements, processes, and control and data issues
- Candidate must enjoy working in a fast-paced environment and must be a strategic, conceptual and analytical thinker
- Ability to apply critical thinking and logical/structured framework to situations such as business case development and issue resolution
- Leadership skills including ability to influence change across a large organization and established track record of collaboration
- Proven ability to communicate effectively, with a high degree of comfort communicating with internal management, external audit, peer groups and internal audit
- Strong understanding of internal controls and data issues
- A detail oriented problem solver with proven ability to evaluate processes, controls and issues to determine and assess risks
- Ability to see big picture and recognize need to assess control and data issues more broadly and across groups; and help drive review and assessment of control issues
- Proven ability to effectively develop and communicate recommendations, and to facilitate discussions and bring issues to closure
- Candidate must maintain high ethical standards with a drive to achieve the right answer in difficult and/or ever changing situations
- Bachelor's degree from an accredited, high quality institution is required; MBA preferred
- Minimum of 10-15 years of experience with a strong background in Accounting, Financial Reporting or Auditing (“Big 4” experience is a plus)
- Strong PC skills - Microsoft Word, Excel, Access and PowerPoint
- Strong recommendations available upon request
38
Firmwide Regulatory Reporting & Analysis Team Ccar CFO Attestation Program Central Team Associate Resume Examples & Samples
- Develop materials to support governance committees, executive-level meetings
- Interact and communicate CCAP control and data issues, discussion points with various LOB, finance, risk and/or technology counterparts
- Associate level
- Knowledge of, or direct experience in, external reporting related processes
- Familiarity with the JPM Global Finance Organization a plus
- Strong verbal and written communications
39
Firmwide Regulatory Reporting & Analysis Team-ccar CFO Attestation Program Central Team VP Resume Examples & Samples
- Provide analytical and project management support to one or multiple critical project workstreams
- Assist in the transition the project work in to “business as usual” processes centrally and/or distributed across LOB’s and Corporate functions, as applicable
- Bachelor's degree in accounting / finance
- VP level
- Experience with processes and controls
- Ability to execute tasks under aggressive targets, multi-task, and prioritize
- Proficient in Microsoft Excel and PowerPoint
40
Firmwide Regulatory Reporting & Analysis Strategic Initiatives Team Resume Examples & Samples
- Ability to quickly understand complex subject matter and critically challenge proposed solutions
- Proficient in Microsoft Excel and PowerPoint
- Bachelor's degree in finance / accounting
41
Firmwide Regulatory Reporting & Analysis Quality Assurance Team VP Resume Examples & Samples
- Leading and participating in QA reviews from end to end, including developing testing strategies, executing testing, supervising other team members, and analyzing results
- Communicating findings to management and obtaining corresponding action plans to facilitate timely escalation and resolution
- Providing additional oversight to Delaware LOB QA teams to drive consistent practices
- Participating in relevant governance forums and meeting regularly with Audit and Finance Control partners
- Managing the Delaware QA team focused on Corporate-led QA reviews, including data integrity testing of certain products
- Collaborating with corporate finance, line of business controller teams, risk and operations areas
- Maintaining awareness of evolving industry and regulatory changes
- Public accounting certification (or equivalent) preferred
- Bachelor's degree in accounting, finance or economics required
42
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Supporting wholesale deposits external reporting governance and report validation, including relevant sections in the earnings press release supplement, SEC and regulatory filings and other deposit related external reporting
- Supporting schedule preparation
- Performing and reviewing variance analyses
- Preparing ad-hoc reports and analyses to support SEC and regulatory requests
- Identification, tracking, and resolution of data quality issues
- Control testing
- 2 years of experience in external reporting (SEC and Regulatory) for banking
- Accounting degree required, CPA a plus
- Superior organization and documentation skills
- Advanced user of Microsoft Excel, Power Point and Access
- Experience preparing presentations for senior leaders
- Excellent interpersonal skills necessary to work effectively with a variety of individuals
43
Firmwide Regulatory Reporting & Analysis Team-strategic Initiatives VP Resume Examples & Samples
- VP level
- Strong experience establishing and assessing processes and controls
- Ability to execute tasks under aggressive targets, multi-task, and prioritize
- Bachelor's in accounting or finance
44
Firmwide Regulatory Reporting & Analysis Team-business Management Associate Resume Examples & Samples
- Business and department related reporting, including headcount, budget, organizational charts, technology, etc
- Presentations including townhalls, department related, etc
- Coordination of employee onboarding activities
- Forecasting of headcount and budget
- Tracking and oversight over third party related engagements, including tracking consultant headcount and invoicing
- Real estate coordination, floor plan updates and oversight
- Other business related initiatives and ad hoc reporting as required
- Associate level
- 3+ years related finance and business management experience
- Advances proficiency in Microsoft Excel and PowerPoint
- Strong organizational, multitasking and prioritization skills
- Close attention to detail and ability to work independently
- Deadline driven with the ability to work on multiple priorities at the same time
45
Firmwide Regulatory Reporting & Analysis Team-regulatory Capital Reporting & Analysis Resume Examples & Samples
- Knowledgeable about the Basel 3 advances & standardized approaches
- Very strong communications skills, written and verbal – significant interaction with LOBs, risk streams, senior managers, and with regulators
- Ability to work on multiple priorities at the same time within tight deadlines, demonstrating excellent organizational skills
- Bachelor's degree in finance/accounting required (CPA, Master's, MBA preferred)
46
Firmwide Regulatory Reporting & Analysis Team-strategic Initiatives Resume Examples & Samples
- Ability to lead by influence
- Knowledge of, or direct experience in, external reporting related processes and analyses
- Familiarity with the Global Finance Organization a plus
- CPA a strong plus
47
Firmwide Regulatory Reporting & Analysis Team-strategic Initiatives Project Manager Resume Examples & Samples
- Accountability and Attestation– Developing a cohesive end-to-end US regulatory reporting accountability and attestation framework that aligns accountability to the appropriate functions and facilitates enhanced controls to reduce the risk of external reporting errors
- Manual Adjustments– Establishing and enhancing processes to prioritize manual adjustments for elimination and implementing improved manual adjustment tracking and controls
- Errors and Issues Management- Enhancing external reporting error and issue management practices, standards, processes and controls to drive increased accountability for issue remediation and facilitate the appropriate prioritization throughout the organization
- Variance Analysis and Report Validation - Developing US regulatory reporting variance analysis processes and standards to facilitate consistent analysis that articulates key business drivers impacting financial reporting and helps identify reporting errors and issues
- Quality Assurance –Developing and implementing a program that helps mitigate the risk of reporting errors through additional independent review & validation processes
- Project Management– Provide Project Management for key remediation activities
- Bachelor's degree in finance, accounting, economics, systems engineering or related required (PMP certification a strong plus)
48
Firmwide Regulatory Reporting & Analysis Stand Alone Regulatory Reporting Resume Examples & Samples
- Develop business requirements, perform systems and user testing, and participate in report implementation across key Standalone Regulatory Reporting initiatives, including
- FFIEC 009 Country Exposure Report
- FSB Phase 3
- TIC Reports and Surveys
- Lead / participate in project working groups, communicating status and providing updates
- Partner with legal entity controllers, lines of business controllers, and Corporate functions to improve data quality and efficiency of reporting processes
- 4 - 7 years experience, with financial, accounting, or regulatory experience preferred
- Demonstrated project management/organizational skills
- Collaborative team player, able to develop meaningful and effective working relationships with fellow colleagues
- Results-oriented / self motivator
49
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Execution and delivery of suite of TIC reports currently owned within FRRA
- 10+ years experience, with financial, accounting, or regulatory experience preferred
- Strong people management background
- Effective communication skills – able to articulate and deliver on a vision
50
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Serve as the Report Owner for the Mortgages and Card related FR Y-14M (Monthly) and Capital related FR Y-14Q (Quarterly) CCAR reports and become the subject matter expert for the associated filings
- Partner closely with Schedule Preparers and Schedule Owners in the lines of business
- Enhance the analysis of monthly and quarterly reports
- Enhancing the governance and attestation framework for the monthly and quarterly CFO Attestation requirement
- Background in Capital
- Knowledge of Regulatory reporting and related requirements
51
Firmwide Regulatory Reporting & Analysis Strategic Initiatives Axiom Project Resume Examples & Samples
- Work with business project management, technology and the business
- Review and provide input into core project deliverables– charter, plans, business requirements, functional specifications, status reporting, training, etc
- Assist in developing an operation model with the appropriate controls such as data validation, reconciliation, standard operating procedures, etc
- Review test plan and ensure full traceability of documented business requirements and solution design elements through documented test cases
- Execute user acceptance test scripts ensuring that testing results meet business expectations
- Assist in building and managing off-shore resources involved in the project
- Document, manage, and communicate project issues, risks, and action items
- Hold project status meetings specific for report and schedule owners to focus on areas that impact the business such as risks and issues, action items, etc
- Provide feedback and lessons learned on project execution and project team performance
- Support ongoing Axiom project releases
- Experience with leading projects through all phases of a software development lifecycle
- Experience with the implementation of processes and controls
- Ability to resolve conflict and facilitate decision-making
- Ability to quickly understand complex subject matter and propose viable solutions
- Ability to work independently whilst also operating effectively in a team based environment
- Exceptional relationship management skills
- Knowledge of, or direct experience in, Axiom (reporting tool) a plus
- Knowledge of, or direct experience in, external reporting a plus
- Familiarity with the JPM Global Finance Organization a plus
- Bachelor's degree required; Master's degree or equivalent a plus
52
Firmwide Regulatory Reporting & Analysis Corporate Capital Stress Testing Capital Adequacy Planning & Analysis Resume Examples & Samples
- Support the build-out / automation of capital planning and analysis reporting tools
- Respond to ad-hoc analytical requests from senior management, other functions, and regulatory agencies
- Support initiatives to continually improve and enhance existing processes
53
Firmwide Regulatory Reporting & Analysis Corporate Capital Stress Testing Recovery Resolution Resume Examples & Samples
- Perform detailed analytics for firmwide Capital to enable senior management to understand key drivers of underlying capital stress testing results required for the Firm’s Annual Recovery and Resolution Plans
- Contribute to the preparation of Recovery and Resolution Plan narratives related to Capital
- Develop an understanding of JPM’s regulatory requirements and processes
- Knowledge of balance sheet, income statement and basic accounting concepts preferred
- Proficiency in Microsoft Office applications (Excel & PowerPoint in particular)
54
Firmwide Regulatory Reporting & Analysis Team-regulatory Reporting Training VP Resume Examples & Samples
- Bachelor's degree in accounting, finance, economics or related field required
- Vice President level or equivalent experience
- Strong US GAAP accounting and relevant U.S. regulatory reporting knowledge
- CPA and/or Master's in accounting preferred but not required
- Flexibility to change priorities as new situations present themselves
55
Firmwide Regulatory Reporting & Analysis Wholesale Deposit Ferc Resume Examples & Samples
- Drive strategy and relationship management with Financial Information Reporting Solutions (FIRS) and technology to enhance regulatory compliance
- Drive the implementation and execution of technology initiatives
- Establish strong relationships/partnerships with key stakeholders
- Constructively escalate, monitor and support the resolution of issues encountered and present complex information in a clear and concise manner to Management
- Work on various business integration initiatives that involve streamlining processes, building best practices for data analysis and retrieval, and structuring efficiencies into work product
- The role will require regular meetings with partners in FRRA, FIRS and LOBs
- Strong knowledge of GAAP along with a Bachelor’s degree in Accounting or Finance
- Proficiency in Excel, SAP, and Hyperion Essbase
56
Firmwide Regulatory Reporting & Analysis Team-ccar CFO Attestation Program Central Team Analyst Resume Examples & Samples
- Develop materials to support governance committees, executive-level meeting
- Very strong analytical skills, ability to work with large sets of data
- InfoPath and Sharepoint experience preferred
57
Firmwide Regulatory Reporting & Analysis Wholesale Deposit Ferc-associate Resume Examples & Samples
- Drive strategy and relationship management with Financial Information Reporting Solutions (FIRS) and technology to enhance regulatory compliance
- Assist in driving the implementation and execution of technology initiatives
- Establish strong relationships/partnerships with key stakeholders
- Constructively escalate, monitor and support the resolution of issues encountered and present complex information in a clear and concise manner to Management
- Work on various business integration initiatives that involve streamlining processes, building best practices for data analysis and retrieval, and structuring efficiencies into work product
- The role will require regular meetings with partners in FRRA, FIRS and LOBs
- Ability to grasp concepts quickly, develop a plan, and execute for results
- Solid problem solving, analytical, and creative thinking skills
- Strong capabilities in change management
- Minimum 1-2 years experience in the Financial or Accounting industries
- Business Objects, SQL or SAS skills preferred
58
Firmwide Regulatory Reporting & Analysis Team-ccar CFO Attestation Program Central Team VP Resume Examples & Samples
- Provide analytical and project management support to one or multiple critical workstreams within the CCAP framework
- Assist in enhancing “business as usual” processes centrally and/or distributed across LOB’s and Corporate functions, as applicable
- Support development and documentation of evolving framework and standards around CCAP including updating materiality policy, framework and results, refining standards for controls testing and developing training strategy and related documentation
- Support management with development of materials for CCAP communication with regulators
- Bachelor's degree in accounting, finance or equivalent field required (Master's degree, CPA and/or equivalent preferred)
59
Firmwide Regulatory Reporting & Analysis Team-ccar CFO Attestation Program Central Team Associate Resume Examples & Samples
- Execute initial and ongoing CCAP central team functions (e.g. deficiency/error assessment, executive reporting packages)
- Bachelor's degree in accounting / finance (Master's degree, CPA and/or equivalent a plus)
- 4-6 years of experience in related work
60
Firmwide Regulatory Reporting & Analysis Team Solution Architect Resume Examples & Samples
- A B.S. in computer science, information technology, or an engineering discipline
- Minimum of two years of software development experience
- Strong understanding of good design practices, design documentation and application architecture
- Experience in SharePoint 2013 development
- Experience in Business Intelligence development (Business Objects, Cognos, Qlikview, or Tableau)
- Experience in front-end webpage development (HTML, jQuery, and CSS)
- Experience in Oracle PL/SQL
- Salesforce.com Lightning experience a plus
- Knowledge of or direct experience in external reporting related processes a plus
61
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Report Owner for Schedule A.2 (US Auto Loan), Schedule A.9 (US Small Business), Schedule B (Securities), Schedule F (Trading Risk), Schedule K (Supplemental) and Schedule L (Counterparty Risk)
- Schedule Owner for Schedule K (Supplemental)
- Produce quarterly and ad-hoc analytics across all FR Y-14Q schedules
- Establish and prepare quarterly review packages for CCAR CFO Attestation
- Review of quarterly reconciliations / variance analysis / edit checks and ensure signoff from Schedule Owners
- Strong sense of control and governance
- Ability to work with and synthesize large data sets
- Knowledge of Tableau a plus
62
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Support the preparation of internal and external presentations and supporting materials for the FRRA management team
- Develop and enhance quarter-end analytics to provide efficiency and transparency
- Proactively analyze trends, research issues and respond to inquiries
- Develop financial and other models to analyze/predict results
- Ensure data integrity and accuracy in all reporting
- Assist in building out new reporting capabilities to help support results before filing
- Support analysis and reporting for Comprehensive Capital Analysis and Review (CCAR) and Internal Capital Adequacy Assessment Process (ICAAP)
- Bachelors degree in Accounting/Finance/Economics or other related majors
- 5+ years in Finance/Accounting, management consulting or other financial/analytic roles and Big 4 (plus)
- Strong quantitative, critical thinking, excellent quantitative and analytical problem solving skills, confidence with finance and accounting concepts, has the ability to comprehend and clearly communicate complex concepts in a fast- paced, dynamic environment
- Strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, fact based, has the courage to ask the tough questions and challenge the status quo and manage multiple tasks simultaneously
- Knowledge of Microsoft Access, Word, Excel, PowerPoint/PitchPro and Tableau (preferred)
63
Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Prepare key Regulatory Capital Reports under the Basel III rules
- Build knowledge of the Basel III requirements and the impact of the business and market changes on the RWA for the Firm, Bank and Chase USA entities
- Present results and analysis to Senior Management prior to filing deadlines
- Actively engage in and drive adhoc initiatives such as enhancement of FDW reporting platform, migration to Capital desktop for reporting purposes, enhanced analytical capabilities for Standardized RWA
- Partner effectively and efficiently with LOB teams, BM&A team and other key stakeholders to drive accurate and efficient reporting
- Proven ability to engage at all levels across the organization working to tight deadlines
- Working knowledge of Basel III requirements is preferred, but not required
64
Firmwide Regulatory Reporting & Analysis Strategic Initiatives Project Manager Resume Examples & Samples
- Execution of specific project tasks as assigned
- Creation and maintenance of project plans
- Creation and maintenance of project scorecards
- Documentation of business requirements
- Maintenance and organization of project materials
- Liaise with technology and business partners
- Development of presentation materials as needed
- User acceptance testing
- Associate level
- Experience in program management discipline with excellent organizational and problem-solving skills
- Ability to take initiative and drive tasks to successful completion
- Experience working on large projects
- Ability to quickly understand complex subject matter and critically challenge proposed solutions and approaches
- Ability to execute tasks under aggressive targets, multi-task, prioritize, and effectively manage changes to plan
65
Firmwide Regulatory Reporting & Analysis Executive Director Consolidated Regulatory Reporting & Analysis Resume Examples & Samples
- Prepare key Regulatory Reports in compliance with instructions
- Present key results to Executive Management prior to filing and to Regulators post filing
- Develop enhanced analytics around the reported results including linkages with other filed Regulatory reports
- Provide clear commentary explanations for the quarterly and annual results
- Actively engage in and drive adhoc initiatives such as enhancement of reporting platforms, strategic data sourcing, implementation of consistent change management processes, implementation of strategic initiatives (e.g. Accountability, Issue and Error Management)
- Partner effectively and efficiently with LOB teams, FERCs and other key stakeholders to drive accurate and efficient reporting
- Lead and manage the team (~8FTEs) in NY and Bangalore, India
- Firmwide Regulatory Reporting related experience preferred
- Proven managerial experience in guiding and developing team members (team size ~8)
- Strong product knowledge with an understanding of how they are reported in our various reports
- Bachelor’s degree in Accounting or Finance required (CPA, Master's degree or equivalent a strong plus)
- 10+ years experience in Financial Services
66
Analyst Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Graduate / Post Graduate in Accounting or Business/Finance related field
- Knowledge of Basel III regulatory framework
- Self Starter with an ability to multi-task in a fast paced environment; including strong time-management and prioritization skills
67
Associate Firmwide Regulatory Reporting & Analysis Resume Examples & Samples
- Manage the data aggregation for the disclosures
- Managing relationships with the Lines of Business as well as with Corporate teams that are responsible for the external reporting of the firm wide data
- Manage a team of 3-5 Analysts & Senior Analysts
- Managing Performance
- Demonstration of our Values
68
Firmwide Regulatory Reporting & Analysis Team Regulatory Reporting Training Resume Examples & Samples
- Associate level or equivalent experience
- Familiarity with US GAAP accounting and relevant U.S. regulatory reporting knowledge
- CPA preferred but not required
- Demonstrated ability to communicate and present to various types of audiences complex issues in an easy to understand manner
- Strong communication skills – clear, concise, and appropriate method of delivery
- Experience with establishing and meeting critical deadlines, as well as tracking and driving execution
- Ability to manage multiple tasks concurrently
- Bachelor's degree in accounting or finance required
