Independent Testing Utility -Data & Reporting Manager

East West Bank•San Francisco, CA

About The Position

The Independent Testing Utility - Data & Reporting Manager leads the design and execution of data-driven analytics and reporting capabilities that enhance risk-based testing and automation. The role uses AI, automation, and workflow improvements to make risk-based activities more efficient, consistent, and valuable. It focuses on evaluating process performance, testing control design and operating effectiveness, monitoring risk and control indicators, and validating remediation or corrective actions. This is an individual-contributor position that directly leads and executes analytics and reporting initiatives without direct management responsibilities. The manager partners with Risk, business, Technology, Data, control owners, and application owners to develop fit-for-purpose analytics and reporting, support testing and monitoring, and deliver measurable risk-management outcomes. The role oversees analytics initiatives from requirements through implementation and ongoing enhancement, with attention to data quality, governance, security, auditability, and sustainable execution.

Requirements

Bachelor’s degree or equivalent.
At least 8–10 years of related work experience in audit, supervision, risk management, or compliance within banking or financial services.
At least 3 years of experience in reporting, analytics, data management, or a combination of these areas.
Hands-on experience designing, developing, and maintaining reports, analyses, and Power BI dashboards.
Advanced experience designing and generating reports and analyses using a combination of Microsoft SQL Server Reporting Services (SSRS), AI, and Power BI.
Knowledge of banking operations, products, and services.
Strong attention to detail, analytical ability, and organizational skills, with an emphasis on data reporting and analysis.
Ability to manage and multitask across various projects, deliverables, and initiatives.
Excellent verbal and written communication skills for interacting with all levels of the organization.
Legal authorization to work in the United States; visa sponsorship is not offered.

Nice To Haves

Master’s degree preferred.
Experience with risks and controls or control-gap identification in Loan Operations, Commercial Lending and Banking, Retail Banking, Bank Support and Corporate functions, BSA/AML/OFAC, Payment Fraud, Cross-border Banking, or Digital Banking.
Understanding of federal and/or state compliance regulatory requirements applicable to banks, including CFPB and FRB requirements.

Responsibilities

Lead identification, prioritization, and delivery of analytics and reporting capabilities for risk-based process reviews, control testing, monitoring, and validation.
Assist with the department’s AI adoption strategy by identifying high-impact use cases, developing organizational capabilities, and promoting innovation and continuous learning.
Develop data-driven approaches to assess process performance, identify control gaps, detect trends, and support timely management action.
Design and implement recurring reports, dashboards, and analytical routines to improve consistency, reduce manual effort, and increase the reliability of testing and monitoring outputs.
Establish and maintain a centralized inventory of analytics, reporting, monitoring, and validation use cases, including prioritization, ownership, status, and benefit realization.
Partner with Technology and Data teams to align analytics and reporting solutions with enterprise architecture, data governance, access management, and security standards.
Translate process, control, testing, monitoring, and validation objectives into data requirements, reporting logic, and analytical procedures.
Partner with Risk, business, Technology, Data, and control owners to design analytics for control design assessments, operating effectiveness testing, and issue validation.
Own analytics and reporting initiatives from requirements through design, development, testing, implementation, and ongoing enhancement.
Align risk objectives, testing methodologies, reporting outputs, and technical execution so analytics are fit for purpose and support defensible conclusions.
Lead development of Power BI dashboards and analytics providing insight into process performance, control effectiveness, risk trends, testing results, monitoring outcomes, and validation status.
Use analytics tools such as SQL and Power BI to mine, analyze, and interpret patterns and detect potential breaches.
Define and standardize key risk indicators, key performance indicators, control metrics, and testing and monitoring measures.
Work with data teams and application owners to support data quality, completeness, lineage, integrity, and governance across reporting and analytics platforms.
Promote self-service analytics and standardized reporting to improve transparency, comparability, and timely identification of risk and control issues.
Assess business processes and control activities for opportunities in analytics-enabled testing, automated monitoring, exception reporting, and validation support.
Simplify, standardize, and integrate reporting and analytical processes to improve efficiency, consistency, and repeatability.
Document data sources, business rules, reporting logic, assumptions, limitations, and control dependencies for auditability and sustainable execution.
Prioritize analytics that deliver measurable risk-management value, support timely escalation, and strengthen evidence-based decision-making.