Tom Jose

About Tom Jose

Financial / Business Analyst | Product Owner | Banking & Regulatory Reporting SpecialistFinancial/Business Analyst and Product Owner with 19+ years of experience in the Financial Services and Banking industry. Proven expertise across Business & Financial Analysis, SDLC, and end-to-end delivery of data-driven solutions.Strong background in Financial Statement Analysis, Risk Analysis, CCAR/BASEL, U.S. Banking Regulatory Reporting, and SEC reporting, with hands-on experience in Axiom SL, SQL, BI, Data Modeling, and Data Mapping. Deep understanding of accounting principles, business requirements preparation, and business model creation.Known for strong problem-solving skills and the ability to translate complex regulatory and business needs into scalable, high-impact solutions.

Experience

1. Lead Financial Reporting Analyst

   Wells Fargo

   Feb 2024 — Present · Charlotte, NC, US

Education

• MBA (Master of Business Administration) in Finance

  Master of Business Administration (M.B.A.), Finance

  2003 — 2005

• B.Com (Bachelor of Commerce) in Accounting

  Bachelor’s Degree, Accounting

  2000 — 2003

Skills

• Etl Tools
• IT Project Lifecycle
• Data Warehousing
• Financial Planning and Analysis
• Data Analysis
• Sdlc
• Database Development
• Risk Management
• Team Management
• Change Management
• Data Mapping
• Content Management
• Vendor Management
• Informatica
• Sql
• Analytics
• Ccar
• Qlikview
• Business Analysis
• Tableau
• Basel Iii
• Business Intelligence
• Databases
• Requirements Analysis
• Management
• Financial Analysis
• Financial Statement Analysis
• Analysis
• Taxonomy