Capital Planning Analyst I, II, Senior

. Responsible for assisting in developing and administering a regulatory compliant capital planning and stress testing program for the Credit Union .

Posted 4/22/2026full-timeGlendale • California • 🇺🇸 United StatesSenior💰 $69,557 - $152,718 per yearWebsite

Key responsibilities & impact

Responsible for assisting in developing and administering a regulatory compliant capital planning and stress testing program for the Credit Union
Become familiar with the NCUA’s capital planning requirements and supervisory expectations
Collaborate with internal and third-party providers as part of the capital planning process
Responsible for reporting or analysis activities that pertain to understanding the impact of financial performance, strategic initiatives, concentrations and other relevant risk exposures
Responsible for aggregating stressed results and investigating their impact on the enterprise capital and balance sheet over time
Assisting in the development of written procedures, policies and other internal controls that support the capital planning and stress testing process
Coordinate with senior leaders in carrying out governance processes related to capital planning
Focus on implementing efficient and repeatable processes that are consistent with regulatory expectations and business needs

What you’ll need

Strong understanding of financial assets and liabilities
Strong financial analysis skills
Ability to work independently
Results oriented with the ability to adapt to changing priorities
Degree in accounting, finance, economics or some other quantitative field
Experience in Asset Liability Management or Lending within a complex financial institution
Two plus years working in a financial institution
Strong MS Excel skills
Experience with DFAST and/or CCAR experience preferred but not required

Comp & perks

Short-term and long-term incentives
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
401(k) plan with a 5% match
Employee Assistance Program (EAP)
Life and disability coverage
Voluntary cash benefits for accident, hospitalization and critical illness
Tuition Reimbursement
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays

ATS Keywords

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Hard Skills & Tools

financial analysiscapital planningstress testingAsset Liability ManagementDFASTCCARreportingquantitative analysisMS Excel

Soft Skills

independent workresults orientedadaptabilitycollaborationorganizational skills