Capital Management Forecast Coordinator

Truist • Charlotte, NC

1d

About The Position

Coordinate the enterprise-wide stress testing and comprehensive capital analysis and review (CCAR) processes for Truist. Organize activities among multiple process participants to produce stress testing and CCAR outputs and documentation in support of capital plan submissions, along with all required regulatory submissions. Coordinate key control and governance activities related to stress testing and capital in compliance with internal policies and regulatory requirements and expectations, including coordination with the 15-18 office. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Manage the enterprise-wide stress testing and CCAR processes. Organize activities among multiple process participants to produce stress testing and CCAR outputs and documentation in support of capital plan submissions. Communicate stress testing and CCAR process, control, and governance requirements; project plans; and results to senior management and key process stakeholders. Develop and manage the stress testing and CCAR calendars for Truist. Enhance and maintain the quarterly stress testing process to be efficient, transparent and controlled. Incorporate both corporate and bank-level stress testing results. Coordinate regulatory meetings and communications during CCAR supervisory review, ensuring documentation is provided timely to satisfy regulator requests Coordinate the response and project plans addressing internal and external feedback to stress testing processes and results. Manage the stress testing and CCAR processes to remain compliant with Internal Audit and regulators as applicable, including coordination with the 15-18 Office. Prevent the occurrence of repeat findings.

Requirements

• Bachelor's degree in business, accounting, economics, finance or equivalent education and related training
• Seven years of banking or equivalent relevant experience
• In-depth knowledge of general banking and risk management
• Demonstrated experience in process improvement and project management
• Advanced competency in Excel, PowerPoint, Visio
• Demonstrated independent thinking and teamwork skills appropriate for coordinating a cross-functional process
• Ability to interact directly with Senior Leadership, line of business management and external regulators
• Ability to maintain process controls and manage deadlines
• Excellent analytical, facilitation and interpersonal skills
• Excellent written and verbal communication skills
• Ability to travel as needed, occasionally overnight

Nice To Haves

• Master's degree, MBA or professional designation (e.g., CFA, FRM, PMP)
• Proficient in Microsoft Project or similar project management software
• In-depth understanding of risk management and process concepts and best practices
• Experience managing complex projects and leading teams
• Experience implementing and documenting controls

Responsibilities

• Manage the enterprise-wide stress testing and CCAR processes.
• Organize activities among multiple process participants to produce stress testing and CCAR outputs and documentation in support of capital plan submissions.
• Communicate stress testing and CCAR process, control, and governance requirements; project plans; and results to senior management and key process stakeholders.
• Develop and manage the stress testing and CCAR calendars for Truist.
• Enhance and maintain the quarterly stress testing process to be efficient, transparent and controlled.
• Incorporate both corporate and bank-level stress testing results.
• Coordinate regulatory meetings and communications during CCAR supervisory review, ensuring documentation is provided timely to satisfy regulator requests
• Coordinate the response and project plans addressing internal and external feedback to stress testing processes and results.
• Manage the stress testing and CCAR processes to remain compliant with Internal Audit and regulators as applicable, including coordination with the 15-18 Office.
• Prevent the occurrence of repeat findings.

Benefits

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level