Lead Financial Analyst, Regulatory Reporting in Cleveland, OH at Key Bank- Corporate

Date Posted: 3/24/2018

Job Snapshot

Job Description

Position Title: Lead Financial Analyst, Regulatory Reporting

Job Brief (Purpose):
The Regulatory Reporting Group is looking for a dynamic, intellectually-curious and self-motivated individual to join the team. This unique opportunity not only provides the right candidate with critical understanding of the bank’s operations, organizational and legal structures; but also allows for great visibility, as the individual will be in contact with management of the different lines of business. Given the volatility of the regulatory environment, the right candidate must be able to thrive under deadlines, but at the same time shift gears quickly if priorities change. The candidate will be responsible for regulatory compliance of KeyCorp’s various entities with Federal and State regulators, and also for the completion of related projects involving complex financial analysis.

Essential Job Functions:
  • Prepare quarterly financial reports (e.g., Call Reports, FRY-9C, FR Y-9LP, FR Y-11, FR Y-12, etc.) prescribed by the banking regulators (e.g., Board of Governors of the Federal Reserve (“FRB”), Department of Commerce, Office of the Comptroller of the Currency (“OCC”), Federal Deposit Insurance Corporation (“FDIC”), etc.) in an accurate and timely manner to ensure that KeyCorp is not exposed to substantive penalties.
  • Conduct analytical reviews of regulatory reports to ensure that the balances, variances between periods and trends are reasonable and sufficiently explained. Recognize, investigate, document and explain fluctuations and trends to management. Earn the trusted advisor status by proactively providing analysis and generating ideas and solutions.
  • Accumulate, analyze and distribute financial information required by various Federal and State regulators to facilitate the execution of their examinations and other oversight responsibilities.
  • Cross-train in the preparation and analysis of other government reports prepared on a more frequent basis and in the compilation and review of financial data required in offering circulars related to the issuance of debt.
  • Implement new/revised reporting requirements established by the FRB, OCC, FDIC, etc. Analyze implications to KeyCorp and provide management with insightful analysis.
  • Support the financial information needs of other departments (e.g., Investor Relations, Law Group, Public Affairs, etc.); develop internal partnerships.
  • Develop and maintain comprehensive control policies and procedures to ensure the integrity of the regulatory reporting process.
  • Maximize the use of automated technology to achieve the highest level of quality and efficiency in the preparation of regulatory reports.
  • Assist with training of new employees in the department.

Required Qualifications/Competencies:
  • Bachelor’s Degree in Finance, Information Technology, Mathmatics, Accounting or Related Field.
  • Minimum of 3-5 years of related work experience in a financial reporting or financial data analysis position.
  • Solid understanding of accounting principles.
  • Database querying and data transformation experience (i.e., Excel, Access, DB2, QMF).
  • Strong analytical, problem solving, and decision making skills. Inquisitive, creative and enthusiastic; draws well-integrated conclusions and insights from analyses.
  • Action oriented; takes initiative to challenge current processes and implement change.
  • Interest, willingness and ability to assimilate information quickly and succinctly.
  • Excellent written and verbal communication skills. Fosters open communication. Writes clearly and concisely.
  • Detail-oriented.
  • Good planning and organizational skills.
  • Excellent interpersonal skills with the ability to establish solid working relationships with multiple teams and individuals with varying levels of expertise.
  • Proven team player, willing to assist others as needed to ensure that group deadlines are met and quality standards achieved.

Preferred Skills:
  • Proficient in Microsoft Office Suite (Excel, Access and PowerPoint).
  • Experience in financial system reporting environments (i.e., IBM TM1, Hyperion, Cognos, Essbase, Oracle, etc.).
  • Proficiency in using analytical tools (DB2, SQL/QMF, Visual Basic, SAS (EG) and Microsoft Office Suite (Excel and Access).
  • Hands on experience with database compilation and analysis.
  • Banking accounting or reporting experience.
  • Financial statement preparation experience.

KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.

KeyBank has administrative services in place that help support the business. These include: Finance, Human Resources, Legal, and Marketing. KeyBank’s Corporate Center supports strategic initiatives through multiple teams which provide distinctly different, yet interrelated, disciplines for the KeyBank Leadership team and its business groups. The Corporate Center protects and enhances Key’s brand through thoughtful and deliberate messaging and responsible banking. Our proactive approach and significant expertise engage both internal and external constituents – employees, clients, shareholders, investors, regulators, legislators, community advocates – by adding value, positively influencing their perceptions, and instilling a sense of confidence in Key.


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

JobID: 27068BR