Assisting with the preparation of regulatory reporting presentations for the (FFIEC 031/041- Call Report, FFIEC 101, FR 2900, FR 2915, FR 2644), as well as ensuring that appropriate auditable documentation for all reports - Assisting with audit and examination requests.
February 28, 2020
Drive process improvement to enhance reporting and gain efficiencies.
March 04, 2020
Set expectations and key objectives, and provide feedback to junior members of the team.
March 24, 2020
Contribute to various firmwide disclosures, including financial instrument disclosure for the 10-Q/K process and regulatory reporting of financial instrument notional and fair value.
April 03, 2020
Prepare request for information (RFI) for submission to Regulatory Reporting, SEC Reporting, and Head Office Reporting teams.
April 19, 2020
Participate in and help drive the overall LBC agenda on Controls Management, Firmwide legal entity reporting projects including infrastructure and process improvement efforts and other Controller initiatives as needed.
May 15, 2020
Review balance sheet commentaries, legal entity recaps and funding for transaction investments, settlements of intercompany transactions as well as managing FX exposure.
May 20, 2020