Capital Planning and Forecasting Specialist

2 weeks ago


Dallas, Texas, United States JCW Full time

Please read this job description carefully before applying.

Our client, a large bank in the DFW region, is seeking experienced professionals to fill two senior positions: Capital Planning and Forecasting Manager. The ideal candidates will have prior experience managing and forecasting capital for CCAR or DFAST at a bank with over $100 billion in assets.

The successful candidate will report directly to the head of capital management and play a key role in coordinating the annual CCAR process. Key responsibilities include:

  • Reviewing and running the capital forecasting model
  • Cross-functional coordination and communication with stakeholders

To excel in this position, you will need:

  • At least 5 years of experience in banking, with significant experience in capital planning and forecasting for CCAR or DFAST at a bank with over $100 billion in assets
  • Advanced Excel skills
  • A willingness to work on-site at least 3 days per week in the corporate office in the Dallas metropolitan area

If you meet the requirements, please submit your application, including your resume, to be considered for this exciting opportunity.



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