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Phaxis

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Business Analyst, Data & Regulatory Reporting

New York, NY 10004

Posted: 07/17/2026 Employment Type: Contract Job Number: 28905605

Job Description

Department Overview
The Finance Division, reporting to the CFO, comprises 3, 000 global employees. It safeguards the firm's records, assists in risk management, liaises with regulators, and communicates financial data to investors. The Global Corporate Controllers (GCC) manage accounting and regulatory reporting, preparing external financial reports and internal forecasts. The US Legal Entity Regulatory Control team ensures regulatory compliance, preparing and filing FOCUS reports and calculating daily customer reserve requirements.
Role Summary
Seeking a senior-level consultant to support data analysis and process improvements for financial and regulatory reporting in New York. The role involves detailed data-driven analysis, documenting data needs, performing gap analyses, and collaborating with Finance, Technology, and Regulatory teams to drive improvements.
Responsibilities
  • Analyze financial and regulatory data requirements for New York legal entities.
  • Evaluate current data sources and reporting processes against regulatory standards.
  • Conduct gap analysis to identify deficiencies and inefficiencies.
  • Document data requirements, gaps, assumptions, and dependencies.
  • Collaborate with stakeholders to validate requirements, confirm data quality, and align on solutions.
  • Enhance regulatory control and reporting processes for efficiency and compliance.
  • Translate needs into actionable data and reporting requirements.
  • Support automation and optimization initiatives.
  • Communicate findings and recommendations through documentation and presentations.
  • Operate effectively in a fast-paced, high-visibility environment.
Required Skills
  • Expertise in business analysis, data analysis, and process improvement.
  • Experience in detailed data requirement and gap analysis for financial or regulatory reporting.
  • Comprehensive understanding of financial services data, including General Ledger and finance processes.
  • Experience in data requirements and process enhancements.
  • Proficiency in reconciling and differentiating data sources, with strong spreadsheet articulation skills.
  • 6-10 years of independent work experience.
  • Advanced Excel and AI (Copilot) skills.
  • Preferred experience with Alteryx.
  • Knowledge of financial products such as derivatives and assets.

Meet Your Recruiter

Robyn Banks

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Drew Anson

Chief Delivery Officer

Drew Anson is Chief Delivery Officer at Phaxis, a Workforce Solutions Company based in New York.

In this role, Drew leads the delivery and recruiting working closely with the leadership team to define a model that is efficient at supporting the firm s current needs and is scalable for future growth.

Drew is a seasoned executive with more than 13 years of Services & Recruitment experience. In that time, he has supported numerous Fortune 100/500/1000 organizations across industries by providing global workforce solutions, namely resources and thought leadership for large-scale projects, implementations, and managed services.

Prior to joining Phaxis predecessor firm Park Hudson in 2021, Drew spent three years at engineering technology and talent solutions firm, Collabera, as Director of Sales in North Carolina. Earlier in his career, he spent nearly eight years at Insight Global, most recently as Sales Manager of the Columbus, OH office.

He holds a degree from Central Michigan University in Sales & Marketing.

Favorite Book: Extreme Ownership Jocko Willink & Leif Babin
Favorite Team: Michigan Wolverines
Inspirational Quote: There is no substitute for hard work. Thomas A. Edison