U.S. Banks Financial Planning & Analysis - Director
Core
Director of Financial Planning & Analysis for U.S. Banks, responsible for strategic planning, financial forecasting, and regulatory stress testing submissions.
Role type
Director, Financial Planning & Analysis
Builds
Annual Strategic Plan, periodical forecasts, Balance Sheet and Income Statement efforts for stress tests (CCAR/AST/QST), management reporting, and capital allocation analysis.
Domain
Banking / Financial Services / Regulatory Compliance
Deliverable
dashboards & analysis
Required skills
Financial forecasting, budgeting, long-term planning, stress testing modeling, regulatory reporting (CCAR/DFAST), capital planning, data analysis, process improvement, project management
Preferred skills
TM1 application knowledge
Technologies
Excel, PowerPoint, TM1
Responsibilities
Support preparation and analysis of financial forecasts, budgets, and long-term plans; Support end-to-end Balance Sheet and PPNR processes for CCAR/Annual/Quarterly Stress Test submissions; Utilize multiple data sources to create management reporting including Balance and Revenue analysis; Develop key analytics to enhance decision making for CFO, Senior Management, Board, and Regulators; Contribute to process improvement and automation initiatives; Collaborate with Business Units, Corporate FP&A, Controllers, Treasury, Capital, and Risk Management.
Seniority
Director, strategic leadership & hands-on execution
