Maintain, enhance, and develop reporting processes, control frameworks, and systems for capital management
Produce accurate and timely capital management reporting for internal management, finance/business partners, executive leadership, and external regulators
Collaborate with Finance, Risk Management, Business Partners, and Regulatory Teams to support capital planning and reporting activities
Assist with or conduct capital planning, forecasting, risk identification, and stress testing activities to evaluate capital adequacy and resilience
Deliver insightful analysis and reporting to support internal management and fulfill external regulatory requirements
Identify and implement process improvements to enhance efficiency, effectiveness, and automation of reporting and forecasting functions
Ensure appropriate controls, reconciliations, and governance frameworks are in place for capital reports and forecasts
Drive continuous improvements to regulatory reporting and forecasting processes and benchmark against industry best practices
Manage capital distribution, issuance and redemption processes in accordance with regulatory and internal governance standards
Provide mentorship and subject matter expertise to junior and peer team members
Requirements
Undergraduate degree or equivalent work experience
5+ years of experience
Experience with capital reporting, capital planning, forecasting, and stress testing
Knowledge of regulatory reporting and capital adequacy requirements
Experience implementing controls, reconciliations, and governance frameworks
Experience managing capital distribution, issuance and redemption processes
Experience identifying and implementing process improvements and automation
Mentorship and subject matter expertise to support junior team members
Ability to collaborate with Finance, Risk Management, Business Partners, and Regulatory Teams
Creates and maintains user profiles, and monitors and controls remote access to network
Benefits
Base pay and variable compensation/incentive awards (eligibility for cash and/or equity incentive awards)
Health and well-being benefits
Savings and retirement programs
Paid time off (Vacation PTO, Flex PTO, Holiday PTO)
Banking benefits and discounts
Career development and training programs (online learning platform, mentoring, training & onboarding sessions)
Reward and recognition programs
Colleague development and regular performance/development conversations
Accommodation for applicants with disabilities and equal opportunity policies
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
capital reportingcapital planningforecastingstress testingregulatory reportingcapital adequacycontrols implementationreconciliationsgovernance frameworksprocess improvements