Senior Treasury Consultant

2 weeks ago


Raleigh, North Carolina, United States CFA Institute Full time

Overview

This position operates in a hybrid capacity, requiring regular engagement both in the office and remotely.

The role leverages advanced expertise to partner with organizational leaders and executives on financial and treasury initiatives aimed at fulfilling business goals while ensuring adherence to regulatory standards. It involves monitoring the risk and control landscape that supports comprehensive capital stress assessments to maintain acceptable exposure levels and advising on risk mitigation strategies. The consultant will provide specialized knowledge to the risk and internal controls framework that underpins Capital Management and Planning.

Key Responsibilities

  1. Strategic Development: Formulates and implements strategies to enhance treasury objectives in capital management and stress testing. Oversees treasury initiatives, policies, and processes related to the internal control and risk framework for capital management and planning, ensuring alignment with business and strategic objectives, and recommending modifications as necessary. Engages with senior management to ensure that proposed solutions align with both current and future business requirements.
  2. Program Oversight: Assesses, deploys, and manages the internal controls framework supporting capital, ensuring compliance with legal and regulatory standards. Leads program execution and communication with senior leadership and executives. May supervise projects linked to change management efforts.
  3. Financial Analysis: Analyzes the balance sheet's asset-liability risks to recommend targets and limits. Conducts intricate analyses and identifies risks across products, markets, and client behaviors.
  4. Stakeholder Engagement: Cultivates and sustains robust, communicative relationships with senior management, regulatory bodies, internal risk, and audit teams to guide and promote internal control initiatives and strategies.

Qualifications

A Bachelor's Degree with a minimum of 10 years of experience in Treasury, Internal Audit, Finance, or Risk, or a High School Diploma/GED with 14 years of relevant experience, including management roles.

Preferred Experience: Banking Sector.

Preferred Fields of Study: Quantitative Analysis, Statistics, Finance, Risk Management.

Preferred Education Level: Master's Degree.

The benefits programs at CFA Institute are tailored to support associates at various life stages. Full-time associates (20+ hours) are provided with a comprehensive benefits package, featuring customized options designed to assist families in diverse forms. Additional information regarding our benefits offerings is available.



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