Strategic Capital Planning & Forecasting Lead

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A financial services organization in New York, NY, seeks a Capital Planning Specialist. This role focuses on analyzing capital needs and supporting the development of capital plans. Responsibilities include building capital models, monitoring metrics, and collaborating with various teams. The ideal candidate should have a Bachelor's degree in Finance and strong analytical skills. Proficiency in Excel and familiarity with financial modeling tools are preferred. This full-time position offers an estimated annual compensation between $140,000 and $185,000.

Qualifications

• Strong understanding of capital markets and financial statements.
• Experience in financial planning & analysis or risk management preferred.
• Ability to manage complex data across scenarios.

Responsibilities

• Support capital planning, forecasting, and budgeting processes.
• Analyze capital adequacy and funding needs.
• Build and maintain capital models and forecasts.
• Monitor capital metrics and key performance indicators.

Skills

Analytical skills

Financial modeling

Communication skills

Attention to detail

Collaboration

Education

Bachelor’s degree in Finance or related field

Tools

Excel

SQL

Python

VBA

Job description

A financial services organization in New York, NY, seeks a Capital Planning Specialist. This role focuses on analyzing capital needs and supporting the development of capital plans. Responsibilities include building capital models, monitoring metrics, and collaborating with various teams. The ideal candidate should have a Bachelor's degree in Finance and strong analytical skills. Proficiency in Excel and familiarity with financial modeling tools are preferred. This full-time position offers an estimated annual compensation between $140,000 and $185,000.