Liquidity Regulatory Reporting & Data Governance Lead

Software Guidance & Assistance, Inc., (SGA), is searching for a Liquidity Regulatory Reporting & Data Governance Lead for a contract assignment with one of our premier financial services clients in lower Manhattan, NYC. Hybrid schedule 3x weekly onsite

Project:
Primary FR 2052a deliverable: Manage the execution of the FR 2052a Traceability Document, including end-to-end data lineage, regulatory interpretations, define governance model and document controls across technology, maker/checkers and report owners (e.g., ownership, attestations, issues, change management). Provide hands-on execution support across the FR 2052a book of work as well as Recovery & Resolution Planning initiatives. The role will help ensure data used for liquidity and resolution reporting is well-controlled, traceable end-to-end, and supported by clear documentation and governance. Coordinate data and documentation inputs (e.g., liquidity & funding metrics, playbooks), input RRP liquidity stress assumptions with integration from ILST/capital stress testing, develop liquidity stress projections aligned to financial forecasts, outline key indicators and document treasury governance and escalation triggers. Drive visible, regulatory-facing deliverables; work at the intersection of liquidity reporting, data governance, and operational resilience; and partner closely with Finance, Treasury, Technology, and Risk to improve data quality and control discipline.

Responsibilities :

• Maintain the FR 2052a Traceability Document:
• Refresh lineage diagrams/narratives, source-to-report mappings, key calculations, material assumptions, and known limitations
• Ensure version control and audit-ready evidence.
• Partner with data owners, SMEs, and technology teams to validate lineage, document regulatory interpretation, and map processes to governance and controls (controls inventory, control descriptions, testing artifacts, issue management).

Required Skills:

• 8+ years supporting regulatory reporting, liquidity/treasury reporting, finance transformation, or data governance/control initiatives within a financial institution.
• Demonstrated experience creating/maintaining traceability and data lineage documentation (source systems, transformations, controls, and reporting outputs); strong attention to detail and documentation quality.
• Knowledge of governance and control concepts (RCSA, control design/operating effectiveness, issue & action tracking, evidence management) and ability to map processes/data to the control environment.
• Strong knowledge of RRP regulatory requirements, deliverables and concepts.
• Strong stakeholder and project coordination skills; comfortable driving working sessions, documenting decisions, managing dependencies, and escalating risks/issues.
• Advanced Excel and PowerPoint skills; ability to synthesize complex processes/data into clear narratives for management, auditors, and regulators.
• FR 2052a experience (data sourcing, interpretive guidance and key schedules/segments).
• Clear, concise written communication; able to produce regulator/audit-ready documentation.
• Highly organized; can manage multiple workstreams, deadlines, and dependencies with minimal oversight.
• Confident facilitator who can challenge constructively, drive consensus, and escalate appropriately.
• Bachelor's degree in Finance, Accounting, Economics, Information Systems, or related discipline (or equivalent experience).

Preferred Skills:

• Exposure to Recovery & Resolution Planning, liquidity contingency frameworks, or operational resilience (e.g., playbooks, dry runs, capability testing).
• Familiarity with data tooling and artifacts (SQL, data dictionaries, Jira/Confluence, SharePoint)
• CPA, CFA, FRM, PMP, CBAP, or data governance/control certifications (e.g., CDMP) or equivalent practical experience.

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company to request an accommodation or assistance regarding our policy.

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