Capital Adequacy Strategy & Risk Analytics Lead

Truist; Charlotte (NC); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

401k plan

Paid vacation and holidays

Job summary

Truist is seeking a capital planning professional to support the capital adequacy process, financial analysis, and stress testing across macroeconomic scenarios. You will own several forecasting and reporting tasks and collaborate with senior management to inform capital decisions.

Ideal candidates have 5–7 years of financial management experience, strong Excel skills, and a solid grasp of regulatory capital requirements.

Qualifications

• Bachelor’s degree in a business-related field or equivalent education and related training.
• Five to seven years of financial management experience.
• Excellent communication/presentation skills with the ability to interact with upper management.
• Demonstrated ability to provide leadership skills; management experience.
• Working knowledge of compliance and regulatory issues for the Corporate Treasury department.
• Ability to assist in the organization and management of projects related to Capital Adequacy initiatives.
• Advanced financial analysis skills using Microsoft Excel.
• Financial background with ability to perform financial analysis on a forward-looking basis.
• Proven understanding of, and experience with, capital planning and stress testing.
• High degree of quantitative analysis skills.

Responsibilities

• Perform comprehensive financial analysis for consolidated- and product-level financial projections under different macroeconomic scenarios.
• Develop and maintain financial management tools for accurate and timely reporting and analysis of stress test results.
• Analyze stress testing results and drivers to assess performance under different macroeconomic scenarios.
• Support the implementation of a robust sensitivity analysis framework and range of outcomes.
• Support stress testing process execution and governance routines and ensure accurate aggregation of information.
• Support the preparation of FR Y-14A templates and related financial projection aggregation and reporting.
• Support the capital planning process through cross-functional engagement and process enhancements.
• Assess Truist’s practices relative to regulatory guidelines and oversee implementation of initiatives.

Skills

Communication skills

Leadership

Regulatory knowledge

Excel proficiency

Forward-looking analysis

Capital planning

Quantitative analysis

Education

Bachelor's degree in business or related field

Tools

SAP BPC

Essbase

OneStream

Job description

Truist is seeking a capital planning professional to support the capital adequacy process, financial analysis, and stress testing across macroeconomic scenarios. You will own several forecasting and reporting tasks and collaborate with senior management to inform capital decisions.

Ideal candidates have 5–7 years of financial management experience, strong Excel skills, and a solid grasp of regulatory capital requirements.