Senior Treasury & Capital Planning Analyst

Santander Bank; Boston (MA); On-site; USD 56,000 - 95,000; Full time

Job summary

Santander Holdings USA, Inc. in Boston is seeking a Senior Analyst to support day-to-day Capital Planning operations and provide senior analysis for forecasts and reporting. The role focuses on RWA and capital generation forecasting under US GAAP and IFRS, contributing to a 3-year plan and budget in collaboration with finance partners.

Strong SQL and Excel skills are required; Power BI is a plus. The role entails coordinating with stakeholders, adhering to SOX controls, and driving accuracy in

Qualifications

• Bachelor’s Degree: Finance, Economics, Business or equivalent field.
• 3 Years Financial planning, analysis or related experience.
• 3 Years Experience in Capital Management – Preferred.
• Advanced in MS Word, MS Excel, SQL, Power BI, MS Outlook.

Responsibilities

• Day-to-day execution of operations in Management Processes.
• Validate the accuracy of internal reporting of financial and operational data.
• Perform variance, reconciliation and forecasting analysis of key financial data.
• Ensure adherence to established standards and risk limits.
• Contribute to a strong internal control environment by executing and reporting on SOX controls.
• Performs required accounting entries and reports.
• Ensures treasury policies, practices and procedures are understood and followed.
• Communicate effectively with internal stakeholders.

Skills

Analytical

Strong communication

Teamwork

Project management

Detail oriented

Education

Bachelor’s Degree in Finance/Economics/Business

Tools

SQL

Power BI

MS Excel

MS Word

MS Outlook

Job description

Santander Holdings USA, Inc. in Boston is seeking a Senior Analyst to support day-to-day Capital Planning operations and provide senior analysis for forecasts and reporting. The role focuses on RWA and capital generation forecasting under US GAAP and IFRS, contributing to a 3-year plan and budget in collaboration with finance partners.

Strong SQL and Excel skills are required; Power BI is a plus. The role entails coordinating with stakeholders, adhering to SOX controls, and driving accuracy in