Title Project Manager/Data Analyst
LocationWork from Anywhere
Job Information

Position: Project Manager/Data Analyst

Location: Work from Anywhere

Type of Role: Consultant


Our Client is a company that specializes in analyzing data, diagnosing and solving problems for banks, insurance, and other highly-regulated institutions. They use reliable, easy-to-use, and meaningful software engineered to simplify their clients’ workflows. They differ from other software and consulting firms not only by the depth of their client relationships, but also by the agile and focused problem-solving approach they take to address their clients’ critical issues.

Requirements: The ideal candidate should have a Bachelor’s degree in Accounting, Finance or Economics. The ideal candidate should have Financial Services/Risk Management background.. The ideal candidate has a combination of business and financial systems analysis skills and is required to be knowledgeable in a range of software products that have the potential to meet business needs as well as the ability to define scope and requirements, isolate key issues, reviewing possible solutions, assist in the preparation and presentation of a recommendation.

In addition, the ideal candidate will have:

  • 10-years of Project Management experience on Regulatory/Data Projects
  • Entrepreneurial, visionary and willingness to take ownership
  • PMP Certification
  • Working knowledge of Axiom Regulatory Reporting Platform and Calculator
  • Several years of Data Analysis/Analytics/Remediation
  • Proficiency creating Executive PowerPoint Presentations
  • Previous experience as a Business Analyst in a Financial Services Organization (gathering business information, defining project scope and requirements, preparing BRD, liaising with technology counterparts and performing UAT)
  • Previous or current experience working on various operations and technology transformation initiatives
  • The ability to advise financial institutions in process re-engineering, manage business requirements, data testing in QA/UAT environments, and support regulatory requirements.
  • Proficient with spreadsheets, relational databases and statistical and graphics packages in order to develop recommendations for senior management and to develop detailed presentations and financial reports that include forecasting, cost-benefit analysis, trending and results analysis
  • Must have strong communication skills (verbal and writing), Critical thinking and research skills.
  • Detailed oriented with the ability to handle multiple tasks and deadlines in a fast-paced environment.
  • Ability to assess current financial conditions as well as rely heavily on modeling and forecasting
  • Ability to interpret financial transactions and must verify documents for their compliance with government regulations.
  • Ability to gain a thorough understanding of a client’s operations, industry and the business challenges it faces.


What you will be doing:  Implementation of AxiomSL’s Regulatory Reporting platform, ControllerView for strategic automated filings of​ the following:


  1. Systemically Important Financial Institution (SIFI)
  • FR 2052a
  • FR Y-14A, FR Y-14Q, FR Y-14M, FR Y-15
  1. Non-SIFI
  • FR Y-9C, FFIEC 031, FR 2900, FR 2644, FR 2886b, FR Y-9LP, FR 2314


  1. Reconciliation Solutions
  • US CCAR Reconciliation (FR Y-14M, FR Y-14Q, FR Y-14A), US Cross-Report Reconciliation (FR 2052a to FR Y-9C and FR Y-15 to FR Y-9C)


  1. Delivery of all required CDEs from all authoritative sources, finance, and treasury systems for a singular data pipe to Axiom.​


  1. Data Governance of all data sourced through strategic data delivery. ​


  1. Other reporting around:
  • FFIEC 009
  • Axiom’s RWA Calculator Solution for Regulatory Capital & RWA

(Respond to: diane.katz@primesoftinc.com)