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Broker Dealer Senior Regulatory Reporting Specialist

Societe Generale

Societe Generale

Compliance / Regulatory
Posted on May 13, 2025

Responsibilities

  • Prepare and file the monthly FOCUS report with various Regulators. Must be in a position to become a key contributor with the FOCUS Report preparation process from start to finish including analysis, review and presentation of FOCUS results.
  • 15c3-1 Net Capital – Assist in the daily and monthly preparation, analysis, review.
  • 15c3-3 Customer and PAB protection formulas – Assist in the compilation of Customer & PAB reserve computation. Present and communicate the results to Regulatory management and the CFO.
  • 17H Risk Assessment Filing – quarterly preparation and analysis.
  • 17a-5 compliance including preparation/review of procedures and controls.
  • Proactively identify control weaknesses as well as areas for improvement and automation in order to reduce operational risks and enhance the control environment.
  • Prepare and/or review supplemental reporting schedules such as SSOI, Form Custody, OBS, and SLS.
  • Be a key contact for various regulatory exams and audits, both external and internal. Provide requested support and documentation.
  • FBAR Filing – annual preparation and analysis.
  • Ad Hoc Reporting – preparation, analysis & review.
  • Review and assist in the preparation of the FRY -15 FRB report.
  • Other FINRA Reporting – preparation and analysis.