Capital Planning Review Vice President

1 day ago

Tampa, Florida, United States Hispanic Technology Executive Council Full time
Job Summary

The Vice President of Capital Planning Review will provide independent risk management oversight for capital management, planning, and forecasting, ensuring compliance with regulatory requirements. This role will lead the holistic review and challenge of the capital management and planning process, encompassing business-as-usual capital management, ongoing and quarterly business and capital planning forecasts.

Key Responsibilities
  • Perform effective review and challenge activities for P&L and balance sheet through ongoing interaction with the first line via walkthroughs and dedicated governance meetings.
  • Maintain an end-to-end perspective within and across capital planning components, develop in-depth analysis to assess reasonability of results and ensure transparency of governance, methodologies, and processes.
  • Develop a strong understanding of forecasting methodologies across businesses, products, and risks to drive analytical insights, highlight trends, and anticipate outcomes.
  • Present observations and results of the review and challenge during CPRT review sessions.
  • Develop presentation materials and review and challenge templates and memorialize R&C meetings key takeaways.
  • Lead and conduct deep-dive analysis related to specific forecast components to enhance understanding of drivers and inform decision-making.
  • Lead and oversee ad-hoc analysis, including competitor/peer analysis.
  • Present analytical insights to senior stakeholders across the Finance CRO and firms first line of defense.
  • Guide the development of reports and tools to enhance analytical capabilities.
  • Manage strategic projects by conducting independent research and collaborating with internal stakeholders.
  • Assist with regulatory exams, responses to regulatory feedback, execution of corrective actions, and internal audit exams/reviews; engage with regulators and other external stakeholders.
  • Oversee the development of controls and automation across the reporting process to ensure accuracy and timeliness of information presented to senior management and support a strong control environment across the CPRT.
Requirements
  • 6+ years of relevant experience within the financial services industry with Tier-1 player or regulatory entity or top-tier consulting; demonstrated experience in macroeconomic/bank analysis.
  • Experience managing large datasets and extrapolating insights for various P&L components.
  • Advanced Microsoft Office skills, particularly Excel and PowerPoint; additional experience with Tableau, SQL, SP&P CapIQ/SNL or Bloomberg preferred.
  • Relevant experience with Capital Planning/Adequacy Process and Capital regulatory requirements (e.g., CCAR/DFAST) and guidance including SR 15-18.
  • Strong verbal and writing communication skills; proactive self-starter and strong project management mindset.
Education
  • Bachelor's degree in quantitative discipline (e.g., Math, Economics, Data Analytics/Sciences) and advanced degree (e.g., MBA, MS in Finance, MS in Business Analytics) preferred.
  • Additional finance-focused education or certification (CFA, CPA, FRM) beneficial.

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