Financial Planning Manager

7 days ago


Frisco, Texas, United States Analytic Recruiting Inc. Full time

A rapidly expanding medium-sized financial institution is seeking a skilled Financial Planning Manager to oversee its Capital Management team. The successful candidate will play a crucial role in driving the bank's growth initiatives, aiming to reach $100B AUM.

Key Responsibilities:
  • Develop and implement the bank's Capital Management Forecasting Plan, ensuring regulatory compliance.
  • Provide subject-matter expertise on Bank Capital rules and requirements, effectively guiding the team towards strategic goals.
  • Analyze and review the bank's Capital Forecasting model, identifying areas for improvement and providing recommendations.
  • Create timely and informative reports for senior management, enhancing decision-making processes.
  • Oversee audits and controls within the department, maintaining the highest standards of integrity.
  • Present analysis to senior management, fostering collaborative discussions and informed decisions.
Requirements:
  • Minimum 5 years of experience in bank balance sheet management, with expertise in capital forecasting, regulatory reporting (Reg Y-9C), Stress Testing, and deep knowledge of bank capital regulations.
  • Proven ability to work effectively in a team environment, mentoring junior analysts and contributing to a positive, productive dynamic.
  • Demonstrated proficiency in Microsoft Office, particularly Excel and PowerPoint, as well as S&P Global Markets Intelligence and Workiva.
  • Excellent writing and communication skills, enabling clear and concise expression of complex ideas.
  • Bank accounting expertise preferred, but not essential.
  • Familiarity with industry-standard tools and technologies.
  • This is an exciting opportunity to make a significant impact on the bank's capital management strategy.

With a salary range of $120K - $190K, this role offers a competitive compensation package, commensurate with experience. Located in Frisco, TX, this position requires flexibility, adaptability, and a strong work ethic. Apply today and take the first step towards a rewarding career as a Financial Planning Manager



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