BBF Wealth
Lead Business Analyst | Regulatory Reporting Technology
BBF Wealth, Bradenton, Florida, United States, 34211
**Job Description Summary**Note: This position will follow our hybrid work model, we expect the selected candidate to be in office 50% of the total number of business days in a given month at one of the following offices St. Petersburg, FL (primary), Memphis, TN, or Southfield, MI.
This role is not eligible for Work Visa sponsorship, either currently or in the future**Job Description**Raymond James is seeking an experienced Business Analyst to join our Information Technology Regulatory Reporting team. In this role, you will collaborate with Finance, Risk, and cross functional Technology teams to design, implement, and support Axiom based regulatory reporting solutions across multiple regulatory domains, including Broker Dealer, Bank Holding Company (BHC), and Non-Financial Regulatory Reporting.**Key Responsibilities:*** Partner with business and IT stakeholders to gather, interpret, and translate reporting requirements for Axiom based solutions.* Lead and support reporting initiatives for CCAR, Liquidity Risk (e.g., FR 2052a), and other Federal Reserve reporting.* Produce clear and comprehensive BRDs and FRDs.* Perform data analysis and mapping between upstream systems and downstream data models.* Support SIT and UAT testing, including test case development, execution, and defect management.* Develop business process documentation, data lineage mapping, and reporting logic.* Collaborate with data owners and technology partners to validate and source required data.* Support audit and regulatory reviews, including evidence preparation and walkthroughs.* Participate in project planning, estimation, and delivery of initiatives.**Skills/Previous Experience:*** More than five (5) years of experience as a Business Analyst would be preferred or a combination of education, training and experience.* Hands on financial experience, strong knowledge of U.S. regulatory reporting requirements (e.g., CCAR, FR Y 14, FR Y 9C, FR 2052a), and the ability to translate business needs into scalable technology solutions.**Knowledge, Skills, and Abilities:**Knowledge of:* Data models, templates, and integration patterns.* U.S. regulatory reporting frameworks, including CCAR, FR Y 14, FR Y 9C, FR 2052a, and Basel III.* Product knowledge e.g. Loans & Leases, Securities, Deposits, Derivatives, SFT, etc.* SDLC methodologies (Agile, Waterfall, Hybrid).* Basic accounting principles and financial instruments.* Risk management, issue tracking, and change management processes.Skills in:* Requirements gathering, analysis, and documentation for regulatory reporting.* Experience with OFSAA is a plus or similar finance data warehouse platforms.* Data analysis, reconciliation, and source to target mapping.* Intermediate SQL for data validation and investigation.* Working with big data warehouse platforms.* Data governance and metadata management concepts.* Communicating complex concepts to both technical and non technical stakeholders.* Using Jira, TFS, Confluence, and advanced Excel tools.Ability to:* Translate regulatory and financial reporting needs into functional and non-functional specifications tailored for Axiom.* Influence and collaboration with senior stakeholders and regulators.* Lead initiatives from requirements through deployment.* Identify gaps, propose solutions, and drive continuous improvement.* Deliver high quality work under tight regulatory deadlines.* Occasionally work non standard hours to support regulatory cycles.**Preferred Regulatory Reporting Experience (Preferred Skills):*** Axiom ControllerView(V10) architecture* SEC Filings: 10 K, 10 Q, 8 K* Federal Reserve Reports* Federal Financial Institutions Examination Council Reports* Treasury International Capital Reports* FINRA Reports: FOCUS (X 17A 5), SIS, SSOI, 15c3-1, 15c3-3* FDIC Reports: Call Reports, UBPR* Basel III: LCR, NSFR* Stress Testing: DFAST, CCAR (FR Y 14A/Q/M), RWA* Regulation Y Reports**Licenses/Certifications:*** None required.**Education**Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, High School (HS) (Required)**Work Experience**General Experience - 3 to 6 years**Certifications****Travel**Less than 25%**Workstyle**HybridAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
•
Grow professionally and inspire others to do the same
•
Work with and through others to achieve desired outcomes
•
Make prompt, pragmatic choices and act with the client in mind
•
Take ownership and hold themselves and others accountable for delivering results that matter
•
Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.#LI-NM1Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr
This role is not eligible for Work Visa sponsorship, either currently or in the future**Job Description**Raymond James is seeking an experienced Business Analyst to join our Information Technology Regulatory Reporting team. In this role, you will collaborate with Finance, Risk, and cross functional Technology teams to design, implement, and support Axiom based regulatory reporting solutions across multiple regulatory domains, including Broker Dealer, Bank Holding Company (BHC), and Non-Financial Regulatory Reporting.**Key Responsibilities:*** Partner with business and IT stakeholders to gather, interpret, and translate reporting requirements for Axiom based solutions.* Lead and support reporting initiatives for CCAR, Liquidity Risk (e.g., FR 2052a), and other Federal Reserve reporting.* Produce clear and comprehensive BRDs and FRDs.* Perform data analysis and mapping between upstream systems and downstream data models.* Support SIT and UAT testing, including test case development, execution, and defect management.* Develop business process documentation, data lineage mapping, and reporting logic.* Collaborate with data owners and technology partners to validate and source required data.* Support audit and regulatory reviews, including evidence preparation and walkthroughs.* Participate in project planning, estimation, and delivery of initiatives.**Skills/Previous Experience:*** More than five (5) years of experience as a Business Analyst would be preferred or a combination of education, training and experience.* Hands on financial experience, strong knowledge of U.S. regulatory reporting requirements (e.g., CCAR, FR Y 14, FR Y 9C, FR 2052a), and the ability to translate business needs into scalable technology solutions.**Knowledge, Skills, and Abilities:**Knowledge of:* Data models, templates, and integration patterns.* U.S. regulatory reporting frameworks, including CCAR, FR Y 14, FR Y 9C, FR 2052a, and Basel III.* Product knowledge e.g. Loans & Leases, Securities, Deposits, Derivatives, SFT, etc.* SDLC methodologies (Agile, Waterfall, Hybrid).* Basic accounting principles and financial instruments.* Risk management, issue tracking, and change management processes.Skills in:* Requirements gathering, analysis, and documentation for regulatory reporting.* Experience with OFSAA is a plus or similar finance data warehouse platforms.* Data analysis, reconciliation, and source to target mapping.* Intermediate SQL for data validation and investigation.* Working with big data warehouse platforms.* Data governance and metadata management concepts.* Communicating complex concepts to both technical and non technical stakeholders.* Using Jira, TFS, Confluence, and advanced Excel tools.Ability to:* Translate regulatory and financial reporting needs into functional and non-functional specifications tailored for Axiom.* Influence and collaboration with senior stakeholders and regulators.* Lead initiatives from requirements through deployment.* Identify gaps, propose solutions, and drive continuous improvement.* Deliver high quality work under tight regulatory deadlines.* Occasionally work non standard hours to support regulatory cycles.**Preferred Regulatory Reporting Experience (Preferred Skills):*** Axiom ControllerView(V10) architecture* SEC Filings: 10 K, 10 Q, 8 K* Federal Reserve Reports* Federal Financial Institutions Examination Council Reports* Treasury International Capital Reports* FINRA Reports: FOCUS (X 17A 5), SIS, SSOI, 15c3-1, 15c3-3* FDIC Reports: Call Reports, UBPR* Basel III: LCR, NSFR* Stress Testing: DFAST, CCAR (FR Y 14A/Q/M), RWA* Regulation Y Reports**Licenses/Certifications:*** None required.**Education**Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, High School (HS) (Required)**Work Experience**General Experience - 3 to 6 years**Certifications****Travel**Less than 25%**Workstyle**HybridAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
•
Grow professionally and inspire others to do the same
•
Work with and through others to achieve desired outcomes
•
Make prompt, pragmatic choices and act with the client in mind
•
Take ownership and hold themselves and others accountable for delivering results that matter
•
Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.#LI-NM1Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr