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Reporting Consultant

Jobs via Dice

New York · Hybrid Contract Today

About the role

Job Summary

We are seeking a detail-oriented Reporting Consultant to support the preparation, validation, and delivery of daily (14‑day), monthly (M), quarterly (Q), and yearly (Y) reports. The role focuses on regulatory compliance, financial reporting, and management insights within a banking environment. The ideal candidate will have strong analytical skills, banking domain knowledge, and experience with regulatory frameworks.

Key Responsibilities

  • Prepare and deliver 14‑day, monthly, quarterly, and annual reports in line with internal and regulatory requirements
  • Ensure accuracy, completeness, and timeliness of all submitted reports
  • Collaborate with Finance, Risk, Treasury, and IT teams to gather and validate data
  • Interpret regulatory reporting requirements and implement reporting logic accordingly
  • Perform data analysis, reconciliation, and variance analysis across reporting cycles
  • Identify and resolve data quality issues and inconsistencies
  • Support audits by providing documentation and explanations for reported figures
  • Automate and improve reporting processes using tools such as SQL, Excel, or BI platforms
  • Maintain proper documentation of reporting processes, controls, and methodologies
  • Monitor changes in regulatory guidelines and update reporting frameworks accordingly

Required Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or related field
  • 3–7 years of experience in banking reporting, regulatory reporting, or financial analysis
  • Strong understanding of reporting cycles: daily / monthly / quarterly / annual
  • Experience working in banking or financial institutions
  • Proficiency in:
    • Microsoft Excel (advanced functions, pivot tables)
    • SQL or data querying tools
    • Reporting tools (Power BI, Tableau, or similar)
  • Knowledge of financial products, balance sheet, and P&L concepts
  • Strong analytical and problem‑solving skills
  • Excellent attention to detail and organizational abilities

Preferred Qualifications

  • Experience with regulatory frameworks (e.g., Basel, liquidity reporting, capital reporting)
  • Familiarity with systems like Axiom, Moody’s, or similar regulatory reporting tools
  • Certification such as CFA, CPA, or FRM (preferred but not mandatory)
  • Experience in process automation or data transformation tools (Python, Alteryx, etc.)

Key Competencies

  • Analytical thinking
  • Stakeholder communication
  • Data integrity and governance
  • Time management under strict deadlines
  • Continuous improvement mindset

Requirements

  • The ideal candidate will have strong analytical skills, banking domain knowledge, and experience with regulatory frameworks
  • Bachelor s degree in finance, Accounting, Economics, or related field
  • 3 7 years of experience in banking reporting, regulatory reporting, or financial analysis
  • Strong understanding of reporting cycles: daily / monthly / quarterly / annual
  • Experience working in banking or financial institutions
  • Proficiency in:
  • Microsoft Excel (advanced functions, pivot tables)
  • SQL or data querying tools
  • Reporting tools (Power BI, Tableau, or similar)
  • Knowledge of financial products, balance sheet, and P&L concepts
  • Strong analytical and problem-solving skills
  • Excellent attention to detail and organizational abilities
  • Analytical thinking
  • Stakeholder communication
  • Data integrity and governance
  • Time management under strict deadlines
  • Continuous improvement mindset

Responsibilities

  • We are seeking a detail-oriented Reporting Consultant to support the preparation, validation, and delivery of daily (14-day), monthly (M), quarterly (Q), and yearly (Y) reports
  • The role focuses on regulatory compliance, financial reporting, and management insights within a banking environment
  • Prepare and deliver 14-day, monthly, quarterly, and annual reports in line with internal and regulatory requirements
  • Ensure accuracy, completeness, and timeliness of all submitted reports
  • Collaborate with Finance, Risk, Treasury, and IT teams to gather and validate data
  • Interpret regulatory reporting requirements and implement reporting logic accordingly
  • Perform data analysis, reconciliation, and variance analysis across reporting cycles
  • Identify and resolve data quality issues and inconsistencies
  • Support audits by providing documentation and explanations for reported figures
  • Automate and improve reporting processes using tools such as SQL, Excel, or BI platforms
  • Maintain proper documentation of reporting processes, controls, and methodologies
  • Monitor changes in regulatory guidelines and update reporting frameworks accordingly

Skills

ExcelPower BISQLTableau

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