Capital Planning & Financial Reporting Analyst

Royal Bank of Canada; Raleigh (NC); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Total rewards program

Coaching and development

Impactful work

Collaborative, high-performing team

Opportunities to influence strategy

Job summary

RBC Bank in Raleigh, NC seeks a Capital Planning & Financial Reporting Analyst to support CCAR submissions, forecast balance sheets, and provide management with robust financial dashboards. You will partner with FP&A, modeling teams, and business lines to ensure accurate projections, documentation, and compliance with regulatory expectations.

The role emphasizes model execution, controls validation, variance analysis, and the creation of executive reports to drive strategic decisions.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3 years of experience in capital planning, regulatory reporting, treasury, FP&A, or a related area.
• Proficiency in Excel, with ability to manage large datasets and build/maintain financial models.

Responsibilities

• Support end-to-end development of Balance Sheet and PPNR forecasts under Baseline, Adverse, and Severely Adverse scenarios.
• Collaborate with lines of business, FP&A, and modeling teams to gather driver inputs and validate assumptions.
• Prepare and validate balance sheet and income statement schedules for CCAR submissions.
• Perform variance analysis between actuals, plan, and stressed forecasts.
• Develop and maintain CCAR documentation, including model whitepapers, policies and procedures.
• Assist with back-testing and model performance evaluation to assess forecast accuracy.
• Enhance the CCAR forecast process and drive automation and controls in model execution.
• Track and remediate regulatory and audit findings related to CCAR and stress testing.
• Monitor macroeconomic indicators relevant to scenario analysis.
• Create executive performance reports and dashboards to track key drivers and initiatives.

Skills

Financial planning and analysis

Financial reporting

Regulatory reporting

Accounting

Decision making

Results-oriented

Education

Bachelor’s degree in Finance, Accounting, Economics

Tools

Excel

Job description

Job Description

Join RBC Bank in Raleigh, NC, a subsidiary of the Royal Bank of Canada (RBC) that provides cross-border banking advice and solutions for Canadians in the U.S., as our new Capital Planning & Financial Reporting Analyst.

The Capital Planning & Financial Reporting Analyst is a key member of the RBC Bank Finance team responsible for supporting the development, execution, and oversight of RBC Bank’s contribution to the overall Comprehensive Capital Analysis and Review (CCAR) submission for RBC in the US. The role involves financial forecasting under multiple economic scenarios, partnering with internal stakeholders to ensure the integrity of projections, and maintaining rigorous documentation in line with regulatory expectations. The analyst will play a critical role in model execution, controls validation, variance analysis, and delivering well-supported financial schedules for submission to the central aggregations CCAR team.

In addition to forecasting business and financial outcomes, this role will support the design and maintenance of business performance reports and dashboards highlighting key financial, business, operational, and strategic Key Performance Indicators that will be routinely presented to executives and used to influence and inform strategic decision‑making. This involves tracking business performance against the annual plan, monthly forecasts, strategic initiatives, and long‑term business priorities and other key metrics to drive successful outcomes and business performance.

What will you do?

• Support end-to-end development of Balance Sheet and PPNR (Pre-Provision Net Revenue) financial projections under Baseline, Adverse, and Severely Adverse scenarios.
• Partner with business lines, FP&A, and modeling teams to gather key driver inputs and validate scenario assumptions.
• Prepare and validate balance sheet and income statement schedules for CCAR submissions.
• Perform variance analysis between actuals, business plan, and stressed forecasts.
• Support the development and maintenance of CCAR documentation, including model whitepapers, policies and procedures.
• Assist with back-testing and model performance evaluation to assess forecast accuracy and calibration.
• Help implement enhancements to the CCAR forecast process and drive automation and control improvements in model execution.
• Track and help remediate regulatory and audit findings related to CCAR and stress testing processes.
• Monitor and interpret macroeconomic indicators relevant to scenario analysis.
• Create and maintain executive performance reports to track the bank’s key business drivers
• Produce dashboards to display and visualize the bank’s progress against the annual plan and strategic initiatives

What do you need to succeed?

Must-have

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3 years of experience in capital planning, regulatory reporting, treasury, financial planning & analysis, or a related area.
• Proficiency in Excel, with ability to manage large datasets and build/maintain financial models.

Nice-to-have

• 4-6 years of experience in the banking industry
• Understanding of CCAR, DFAST, and regulatory capital frameworks.
• Experience with data reporting, ETL tools and data visualization tools (e.g. Tableau)

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to build close relationships with clients

Job Skills

• Accounting
• Decision Making
• Financial Planning and Analysis (FP&A)
• Financial Reporting and Analysis
• Results-Oriented

Additional Job Details

Address:

8081 ARCO CORPORATE DRIVE:RALEIGH

City:

Raleigh

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

OFFICE OF THE CFO

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-11-06

Application Deadline:

2025-12-08

I **nclusion and Equal Opportunity Employment**

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.