Jobs · Marketing · New York

Product Owner – Regulatory Reporting & Financial Data

Heitmeyer Consulting · Buffalo, NY · Yesterday
MarketingFull-time

About the Role

We are seeking a highly analytical and execution-focused Product Owner – Regulatory Reporting & Financial Data to support critical regulatory reporting and financial data initiatives within a banking or financial services environment. This is not a strategic product management role. We are looking for a hands-on Product Owner who operates similar to a Business Data Analyst, partnering closely with Finance, Regulatory Reporting, and Technology teams to drive requirements refinement, source-to-target data mapping, backlog management, and data quality initiatives. The ideal candidate has deep experience working with financial and regulatory reporting data, understands how data moves throughout a financial institution, and can effectively bridge business and technical teams to ensure accurate and timely delivery of reporting solutions.

Key Responsibilities

  • Lead source-to-target mapping efforts for financial and regulatory reporting data across multiple data sources and platforms.
  • Partner with Finance, Accounting, Regulatory Reporting, and Technology stakeholders to gather, refine, and prioritize business and data requirements.
  • Translate business requirements into detailed mapping specifications, user stories, acceptance criteria, and supporting documentation.
  • Analyze data, profile datasets, identify data quality issues, and investigate root causes of reporting discrepancies.
  • Utilize SQL to query, validate, and analyze data for reporting and data quality purposes.
  • Own and manage the product backlog, including story refinement, prioritization, and sprint planning activities.
  • Participate in Agile ceremonies and collaborate with delivery teams in a Scrum-based environment.
  • Facilitate cross-functional discussions to drive alignment across business and technology stakeholders.
  • Communicate project progress, data dependencies, and implementation impacts to senior leadership and operational teams.
  • Ensure regulatory reporting requirements are accurately reflected in data mappings and downstream reporting processes.

Required Qualifications

  • 5-7 years of experience as a Product Owner, Data Product Owner, or Business Data Analyst in an Agile environment, with a strong focus on execution, delivery, and requirements management rather than product strategy or roadmap ownership.
  • Experience supporting Finance, Accounting, or Regulatory Reporting functions within a banking or financial services organization.
  • Strong understanding of financial data elements and regulatory reporting data, including how data is sourced, transformed, validated, reconciled, and consumed.
  • Proven experience leading source-to-target mapping initiatives across multiple systems, applications, and data platforms.
  • Ability to profile data, perform data analysis, identify data quality issues, and investigate root causes of reporting discrepancies.
  • Experience translating business requirements into detailed mapping specifications, user stories, acceptance criteria, and supporting documentation.
  • Strong backlog management experience, including story creation, refinement, prioritization, and sprint planning activities.
  • Solid understanding of Agile delivery methodologies, including Scrum and Kanban, with experience operating within Scrum-based teams.
  • Hands-on SQL skills with the ability to write queries for data validation, joins, filtering, aggregations, data quality analysis, reconciliations, and data investigations.
  • Experience working with enterprise data warehouses or large-scale data environments and partnering closely with data engineering and technology teams.
  • Excellent communication and stakeholder management skills with the ability to facilitate discussions and gain alignment across Finance, Regulatory Reporting, Technology, and senior leadership teams.
  • Proven ability to lead requirements-gathering sessions, mapping workshops, and cross-functional discussions to drive successful delivery of regulatory reporting initiatives.

Preferred Qualifications

  • Product Owner certification (CSPO, PSPO, or similar).
  • Experience with Axiom and/or Workiva.
  • Snowflake Data Warehouse experience.
  • Experience with Oracle Financials ecosystem, including: Oracle Analytics Cloud (OAC), Financial Data Intelligence (FDI), and Autonomous Data Warehouse (ADW).

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