Data Steward

Role Description

The Finance Data Steward (FDS) in the Data Management Team (part of the Enterprise Data Management Function) assists the Enterprise Finance Data Management Executive in implementing the organization's data governance strategy by advocating for the solutions aligned to our data principles, policies and standards and educate key stakeholders within Finance on purpose and value of data governance and importance of data quality.  As a FDS, you will partner with Finance experts to identify key data elements, analyze the end-to-end process for financial and regulatory reporting to clearly articulate inefficiencies, inaccuracies, data quality and control issues. The FDS work will drive improvements in the quality of information used in regulatory filings in the U.S., liquidity, treasury, financial statements, disclosures and financial metric calculations. The FDs also will be responsible for documentation and maintenance of meta data related to Finance Processes data. The FDS will lead efforts to perform root cause analysis of identified issues and map out tactical and strategic solutions for process and control improvement, as well as front to back teams across the Americas Divsion as well globe to agree solutions, prioritize the delivery, and oversee the implementation.

Scope

The role of Finance Data Steward (FDS) in the Data Management Team will assist in implementing the organization's data governance strategy by advocating for the solutions aligned to our data principles, policies and standards and educate key stakeholders within Finance on purpose and value of data governance and importance of data quality.  The FDS partners with Finance experts to identify key data elements, analyze the end-to-end process for financial and regulatory reporting to clearly articulate inefficiencies, inaccuracies, data quality and control issues. The FDS work will drive improvements in the quality of information used in regulatory filings in the U.S., liquidity, treasury, financial statements, disclosures and financial metric calculations. The FDS also will be responsible for documentation and maintenance of meta data related to Finance Processes data. The FDS will lead efforts to perform root cause analysis of identified issues and map out tactical and strategic solutions for process and control improvement, as well as front to back teams across the Americas Divsion as well globe to agree solutions, prioritize the delivery, and oversee the implementation. 

A successful FDS candidate for this position must possess both a deep and wide background exposure in the finance, products and finance data (e.g., key data elements identification, data traceability/lineage & Data quality & issue management), treasury, liquidity & reporting, stress testing, capital management, product control and managerial & regulatory reporting areas specifically around (e.g., FRY-9C, FFIEC 009, FRY-11, FRY-15, FFIEC 002, FR 2052a, CCAR  FRY-14s reports (M/Q/A) , Basel (FFIEC 101/102), Volcker etc.).  

Role Objectives

• Promote the enterprise data strategy by advocating for the solutions aligned to SMBC's data principles, policies and standards and educate key stakeholders within Finance on purpose and value of data governance and importance of data quality                                
• Support the definition and maintenance of metadata, business terms, data ownership, Key Data Elements (KDE’s), producer/consumer listing, data quailty validation rules, data flow diagrams and lineage                                
• Manage the execution our Data Quality Issues management process (analysis issues, design solutions, prioritize implementation, plan, and track execution) for the Finance domain                                
• Support on-going operation of data quality management across the Finance data domain by defining and reporting on processes and metrics to measure the quality of the data used in Finance including leveraging the Bank’s BCBS239 Compliance Framework                                
• Supports Finance Domain to establish strong regulatory interaction. Coordinates and works with the business to remediate, regulatory, internal audit, self-identified management and data quality issues                                 
• Knowledge regulatory reporting (e.g., FRY-9C, FFIEC 009, FRY-11, FRY-15, FFIEC 002, FR 2052a, CCAR FRY-14s reports (M/Q/A), Basel (FFIEC 101/102), Volcker etc.), treasury & capital management and liquidity (i.e., stress testing, intraday liquidity reporting etc.)                                
• Expertise in finance and treasury process-related data, with the ability to fluently communicate with Finance verticals professionals to gather and understand requirements and solve problems                                
• Identify opportunities for continuous improvement within data management processes and tools (e.g., key data elements, lineage, control documentation, data quality measurement), while translating business strategy into practical operational action plans with clear objectives                              
• Strong communication, project management, writing and presentation skills    

Qualifications and Skills

• BS/ master’s degree preferred: MBA or MS in Finance or Financial Engineering or Computer Science or related degree from an accredited university.                
• 5-7 years of experience years' experience in program data governance, finance, regulatory reporting, product control with proven success in project execution. 
• Knowledge of data governance tools and platforms such as Collibra                                
• Experience with BI / data analytics tools, (e.g., Tableau, QlikView, Alteryx) and Experience working with large data sets and Advanced Relational Database Experience (RDBMS) in one or more of the following:
• Microsoft SQL Server; Oracle; MySQL.                                
• Experience in developing data standards, processes, and policies, as well as developing and implementing enterprise data strategies, operational data stores and data quality tools
• Strong and deep understanding and direct experience with Finance, Regulatory Reporting and Treasury                                
• Experience in business and data analysis, process improvement and project management                            
• Possess a results-oriented attitude and can lead and drive towards results in an independent and collaborative manner      
• Ability to build relationships, team-oriented player with interpersonal and facilitation Skills
• Excellent listening, written and verbal communication skills      
• Ability to work in a cross-functional, fast paced finance environment under pressure    

Additional Requirements

D&I Commitment

Responsible for fostering a culture of diversity and inclusion, holding leaders accountable for creating an inclusive environment through awareness and practice of equity in recruiting, developing, and promoting diverse talent.