Financial Planning Administrator managing specialised administration support/services and client relationships at Progeny. Ideal for someone with 2+ years in financial services, offering growth opportunities.
About the role
- Executive Director-Financial Reporting at Wells Fargo, advising on regulatory reporting and capital treatment. Collaborating with internal stakeholders on interpretive issues and regulatory compliance.
Responsibilities
- Focus heavily on Basel End‑Game preparation and advocacy.
- Evaluate and interpret current and proposed banking regulations and reporting requirements.
- Provide expert consultation and interpretations on regulatory capital and reporting matters.
- Deliver technical transaction advisory support for company-wide initiatives.
- Educate corporate and business unit executive management on emerging regulatory issues.
- Offer technical advice, research, training, and awareness to business lines.
- Lead implementation of complex regulatory capital and reporting projects.
- Develop, implement, maintain, and communicate regulatory capital policies.
- Review and provide input on quarterly and annual financial data for regulatory reports.
- Contribute to the preparation and review of comment letters and other correspondence.
- Serve as a liaison for regulatory capital and reporting issues.
- Conduct in-depth business analysis and support development of long-term strategies.
- Participate in review and remediation of critical regulatory reporting issues.
- Engage in industry and peer groups to influence the standard-setting process.
- Collaborate effectively with multiple stakeholders across the organization.
Requirements
- 7+ years of Finance, Accounting, Financial Reporting, Accounting Reporting or Risk Reporting experience.
- A collaborative subject matter expert in banking capital rules and/or Regulatory Reporting
- MS/MA degree or higher in Finance, Accounting, Analytics, or Reporting.
- CFA or CPA
- Demonstrated ability to lead effectively within a matrixed organization.
- Ability to prepare and present senior level communications.
Benefits
- Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture.
- Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Job title
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