CCAR Finance Project Manager

SMBC Group; Charlotte (NC); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Hybrid work model

Reasonable accommodations during candidacy

Job summary

SMBC Group is looking for a CCAR Finance Program Manager in Charlotte, NC, to lead the end-to-end delivery of the bank’s Finance stress testing platform. This role encompasses finance model execution, capital aggregation, and regulatory reporting.

The ideal candidate will have 10+ years of experience in finance technology and possess strong knowledge of CCAR regulatory frameworks. A hybrid work model is in place, allowing flexibility for remote work.

Qualifications

• 10+ years of experience in finance technology, regulatory reporting, or stress testing programs.
• Strong knowledge of CCAR / DFAST regulatory frameworks and FR Y-14 reporting requirements.
• Experience implementing finance model platforms, aggregation engines, or regulatory reporting systems.
• Proven experience managing large cross-functional regulatory programs.
• Strong stakeholder management and communication skills.

Responsibilities

• Lead the end-to-end CCAR Finance program spanning model execution, aggregation, and regulatory reporting.
• Manage delivery across multiple workstreams including Finance MEP and FR Y-14 reporting.
• Define program roadmap, milestones, and delivery plans aligned with regulatory timelines.
• Coordinate across Finance, Risk, Treasury, and Technology stakeholders.
• Oversee implementation of the Finance Model Execution Platform.

Skills

Finance technology expertise

Regulatory reporting knowledge

Strong stakeholder management

Communication skills

Education

10+ years in a related field

Tools

Axiom

Cloud data platforms (e.g., Databricks)

Job description

Role Overview

We are seeking a CCAR Finance Program Manager to lead the end-to-end delivery of the bank’s Finance stress testing platform, covering finance model execution, capital and balance sheet aggregation, and FR Y-14 regulatory reporting.

This role will drive the implementation and integration of key components of the CCAR finance architecture, including the Finance Model Execution Platform (MEP), enterprise aggregation engine, and regulatory reporting platforms (e.g., Axiom). The program manager will coordinate across Finance, Risk, Treasury, and Technology teams to ensure timely delivery, regulatory compliance, and alignment with enterprise stress testing requirements.

The ideal candidate will combine strong program management experience with deep understanding of CCAR, finance stress testing, and regulatory reporting frameworks.

Key Responsibilities

• Lead the end-to-end CCAR Finance program spanning model execution, aggregation, and regulatory reporting.
• Manage delivery across multiple workstreams including Finance MEP, balance sheet and PPNR projections, aggregation, and FR Y-14 reporting.
• Define program roadmap, milestones, and delivery plans aligned with regulatory timelines.
• Coordinate across Finance, Risk, Treasury, and Technology stakeholders.
• Oversee implementation of the Finance Model Execution Platform supporting execution of:
• • Balance sheet projection models
  • RWA and capital models
  • Tax and capital action models
• Ensure integration with scenario management, data ingestion pipelines, and aggregation layers.
• Aggregation:
• • Lead the design and delivery of the CCAR aggregation framework to consolidate outputs from finance and risk models.
  • Ensure consistency across model outputs and alignment with enterprise stress testing assumptions.
  • Implement controls for data reconciliation, adjustments, overlays, and audit traceability.
• Regulatory Reporting:
• • Manage implementation and integration of FR Y-14 reporting processes including Axiom or similar regulatory platforms.
  • Ensure automated data feeds from aggregation to reporting templates.
  • Establish reconciliation controls between aggregation outputs, general ledger, and regulatory reports.
• Governance and Regulatory Engagement:
• • Establish program governance, delivery tracking, and issue management processes.
  • Coordinate with Model Risk Management, Internal Audit, and Regulatory Affairs.
  • Support regulatory submissions and examinations related to CCAR.
• Stakeholder Management:
• • Serve as the primary liaison between Finance, Risk, Technology, and external vendors.
  • Drive alignment across cross-functional teams delivering the CCAR platform.
  • Provide regular updates to senior finance and technology leadership.

Qualifications

Required Qualifications

• 10+ years of experience in finance technology, regulatory reporting, or stress testing programs.
• Strong knowledge of CCAR / DFAST regulatory frameworks and FR Y-14 reporting requirements.
• Experience implementing finance model platforms, aggregation engines, or regulatory reporting systems.
• Proven experience managing large cross-functional regulatory programs.
• Strong stakeholder management and communication skills.

Preferred Qualifications

• Experience with Axiom regulatory reporting platform.
• Experience building or managing model execution platforms for finance or risk models.
• Familiarity with balance sheet forecasting, PPNR modeling, RWA calculations, and capital planning.
• Experience working with cloud data platforms (e.g., Databricks) and modern data architectures.
• Prior experience working with regulators or regulatory remediation programs.

SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at [e-mail].