Capital Management Lead

1 month ago


Frisco, United States Analytic Recruiting Inc. Full time

A medium-sized financial institution that is growing quickly is seeking a Capital Management Lead to be involved in the preparation of the Capital-related sections of Comerica’s annual Capital Plan, preparation of materials for the Capital Management Committee (CMC), and the monthly capital forecasting process.


 

Location: Frisco, TX (2 days/week)

Salary: Base up to $140K + bonus 

Visa sponsorship is NOT AVAILABLE


 

Please send your updated resume to: hazem@analyticrecruiting.com

Responsibilities:

  • Prepares analysis and presentation materials for Board of Directors, executive level committees, and regulators as needed
  • Assists senior analyst with forecasting current and future position of Parent Company Cash and Bank Dividend capacity; monitor daily cash.
  • Assists senior department members with maintaining appropriate audit and controls, including secondary reviews.
  • Reporting daily share repurchases and BOLI/COLI matters, performs ad-hoc analysis as required by senior management.
  • Reading and interpreting regulation & formulating calculations.
  • Capital Forecasting Model
  • Runs the capital model on a regular basis including inputting actual results into the model.
  • Assists senior analyst with model enhancements, maintenance, and documentation as needed.
  • Capital Plan & Stress Testing
  • Able to run the capital model for the Capital Plan scenarios.
  • Prepares supporting materials and analysis for the annual capital plan.
  • Produce specific materials for presentations to CMC, Board, and regulators.


Qualifications:

  • Bachelor’s degree in finance or similar
  • 4 years of relevant experience with capital forecasting, regulatory reporting, Bank financial analysis or Bank FP&A
  • 4 years of experience in banking or financial services
  • Advanced level Excel skills; proficient with other Microsoft Office applications
  • Knowledge of S&P Global Markets Intelligence, Workiva, Workday, and other applications or ability to learn quickly

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