This position is responsible for the direction, development, and management of Treasury activities as pertaining to Capital Planning. Leads the program management function of the Capital Planning process as part of the Capital Team within Treasury. Ensures the alignment of Treasury strategy with wider organizational tactics to maximize Bank earnings while minimizing losses.
Maintain documentation and inventories to support stress testing and capital planning.
Coordinate with first and second-line partners to adhere with the internal control framework.
Maintain and update key capital planning governance documents.
Manage the development and maintenance of process documentation, including process flow
diagrams and associated procedures.
Coordinate the annual stress testing cycle, including developing timelines and tracking progress.
Manage review and challenge activities.
Develop stress testing reporting packages for Capital and Stress Testing Committee, Senior Management, and Board of Directors.
Manage attestation process.
Complete the annual Capital Plan document.
Interact with regulators.
Identify and lead enhancements towards capital planning preparedness as a Category IV firm.
Manage 2-3 associates
Bachelor’s Degree and 10 years of experience in Bank Treasury or Stress Testing OR High School Diploma or GED and 14 years of experience in Bank Treasury or Stress Testing.
License or Certification Type: Chartered Financial Analyst (CFA) Preferred
Skill(s): Experience with financial risk modeling – market risk, credit risk, and operational risk
Other preferred qualifications:
10+ years in finance, accounting, analytics, reporting, or project management
Knowledge of capital planning and regulatory requirements