Capital Planning and Analytics, AVP/Director
Core
Director in Capital Planning providing management, review, analysis, and advisory services for the Firm's financial and capital resources, including planning, forecasting, and optimizing capital, liquidity, and funding.
Role type
Director, Capital Planning & Treasury
Builds
Capital planning frameworks, regulatory deliverables (CCAR, DFAST), and stress testing processes
Domain
Financial Services / Corporate Treasury
Deliverable
dashboards & analysis
Required skills
Capital planning, liquidity management, regulatory compliance, stress testing, financial analysis, policy development, strategic planning, process automation, governance oversight
Preferred skills
CCAR knowledge, stress testing expertise, Microsoft Office proficiency
Responsibilities
Manage CCAR/Capital Stress Testing process, support internal stress testing preparation, assist in DFAST compliance preparation, perform strategic capital and financial analysis, assist with global Capital Policy writing, coordinate presentations for senior management, enhance capital planning automation and internal controls
Seniority
Director, 5-8 years experience
