Job Description

POsition : Business Execution Consultant
Location : CONCORD, CA

  • Lead the execution and delivery of data transformational and remediation activities, collaborating closely with Loan Delivery, Loan Accounting, Lending Collateral, and other relevant teams.
  • Participate in Regulatory Data Product Backlog refinement, prioritization, and planning events to ensure alignment with business objectives and regulatory requirements.
  • Simplify the end-to-end data supply chain for lending data, focusing on high-priority regulatory reporting such as FRY 14Q and FR 2052a, while ensuring minimal disruption to critical commitments.
  • Provide strategic vision, leadership, and industry expertise to influence complex companywide strategies related to business and financial operations.
  • Plan and manage strategic initiatives, leveraging analytical skills and extensive business knowledge to drive organizational success.


  • Bachelor's degree in Finance, Business Administration, Computer Science, or related field; advanced degree preferred.
  • Proven experience in financial services, with a focus on Financial & Risk Regulatory reporting within lending domains.
  • Strong understanding of regulatory reporting requirements and frameworks (e.g., FRY, FR Y-14Q, FR 2052a) applicable to commercial and investment banking.
  • Demonstrated expertise in leading data transformation and remediation activities, including collaboration with cross-functional teams.
  • Excellent analytical skills and the ability to translate complex data requirements into actionable insights and strategies.
  • Strong communication and stakeholder management skills, with the ability to effectively engage with senior leadership and influence decision-making.
  • Experience in strategic planning and project management, with a track record of successfully delivering complex initiatives on time and within budget.
  • Knowledge of emerging technologies and trends in data management, analytics, and regulatory compliance within the financial services industry.
  • Relevant certifications (e.g., FRM, CFA, CPA) would be an asset.

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