Capital Planning Analyst I, II, Senior

Global Credit Union • Glendale, AZ

1d

About The Position

The Capital Planning Analyst is responsible for assisting in developing and administering a regulatory compliant capital planning and stress testing program for the Credit Union. This role involves understanding the NCUA’s capital planning requirements, collaborating with internal and third-party providers, and reporting on the impact of financial performance and risk exposures on the enterprise’s capital position. The analyst will also assist in developing procedures and policies, coordinating governance processes, and implementing efficient, repeatable processes consistent with regulatory expectations and business needs.

Requirements

• Strong understanding of financial assets and liabilities
• Strong financial analysis skills
• Ability to work independently
• Results oriented with the ability to adapt to changing priorities
• Degree in accounting, finance, economics or some other quantitative field.
• Experience in Asset Liability Management or Lending within a complex financial institution (in lieu of education)
• Two plus years working in a financial institution
• Strong MS Excel skills.

Nice To Haves

• Experience with DFAST and/or CCAR experience preferred but not required.

Responsibilities

• Become familiar with the NCUA’s capital planning requirements and supervisory expectations and stay abreast of emerging changes to expectations.
• Collaborate with internal and third-party providers as part of the capital planning process (policy, model developers, data (requirements, quality issues, delivery) and monitor project status and timelines.
• Responsible for reporting or analysis activities that pertain to understanding the impact of financial performance, strategic initiatives, concentrations and other relevant risk exposures on the enterprise’s overall capital position and risk framework.
• Responsible for aggregating stressed results and investigating their impact on the enterprise capital and balance sheet over time.
• Assisting in the development of written procedures, policies and other internal controls that support the capital planning and stress testing process.
• Coordinate with senior leaders in carrying out governance processes related to capital planning
• Focus on implementing efficient and repeatable processes that are consistent with regulatory expectations and business needs.

Benefits

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees