Analyst providing financial reporting support for Fidelity's Stock Plan Services. Handling client requests, training users, and managing data reporting processes.
About the role
- Regulatory Reporting Analyst managing the reporting layer of the RET system for Citi. Ensuring accurate regulatory information tracking through collaboration and strategic oversight.
Responsibilities
- Manage and maintain the RET system reporting layer, ensuring alignment with recent application updates and user requirements.
- Develop and maintain reports and dashboards to support Regulatory Event Tracking.
- Monitor Data Control Requirement Matrices (DCRMs) and enhance RET adherence to control frameworks including:
- Cross Border Data Clearance
- Privacy Impact Assessment (PIA)
- Lead or support data transformation and migration activities as needed.
- Collaborate with stakeholders to assess reporting needs and deliver actionable insights.
- Liaise with technology teams for system enhancements, data integration, and issue resolution, ensuring seamless data flow and reporting capabilities.
- Conduct thorough business analysis to identify reporting needs, process improvements, and system enhancements.
- Write clear, concise, and comprehensive business requirements documents (BRDs) for system and reporting functionalities, translating business needs into technical specifications.
- Ensure compliance with internal policies and external regulatory requirements.
- Contribute to process improvement initiatives and reporting automation.
- Provide guidance and mentorship to junior team members.
Requirements
- 8–10+ years in financial services or regulatory reporting roles
- Advanced proficiency in Microsoft Office (Excel, PowerPoint, Access)
- Experience with reporting tools (e.g., Tableau, Power BI, SQL)
- Strong understanding of regulatory frameworks and data governance
- Excellent communication and stakeholder management skills
- Strong Business Analysis skills, including requirements gathering, process mapping, and data analysis.
- Proven ability to write clear and comprehensive Business Requirements Documents (BRDs).
- Experience liaising effectively with technology teams and bridging the gap between business and IT.
Benefits
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- planned time off (vacation)
- unplanned time off (sick leave)
- paid holidays
Job title
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