Capital Planning and Analysis Senior

Freddie Mac • McLean, VA

9d

About The Position

At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. Position Overview: The Capital Forecast and Analysis Senior plays a critical role in supporting the Capital Planning and Analytics team by providing expert financial analysis and project management to drive strategic capital initiatives. This position requires a confident, self-motivated professional with strong analytical, financial modeling, project management and communication skills. The Senior will work cross-functionally with Finance, Business Functions, Risk, Regulatory Affairs, and other lines of business to ensure accurate forecasting, reporting, and optimization of capital resources. Our Impact: The Capital Planning and Management Reporting Team focuses on the consolidated capital forecasting, reporting and analytics, scenario design for business planning, capital planning, stress testing and risk appetite setting, rating agencies and investor relations, Corporate Scorecard development and reporting, industry and competitor benchmarking, and the development of Freddie Mac’s Resolution Planning and readiness capabilities. Our team’s central role is to be a close and reliable partner to senior management, providing a variety of insights from regular business and market updates to ad hoc strategic and financial analysis for updates to the Board and our regulator, FHFA. The Capital Planning and Management Reporting Team reports to the VP of Capital Planning & Mgmt Reporting and this is an excellent opportunity to be part of a results-driven team that will implement Freddie Mac’s Capital Planning and Management Strategy. Your Impact: As Capital Planning and Analysis Senior you will: Assist in evaluating capital requirements for new products, business initiatives, and strategic projects; Collaborate with business units to gather relevant data and ensure accurate capital assessment Analyze the impact of proposed changes in models and methodologies from business units on capital requirements; Liaise with model development and validation teams to understand changes and explains details to management; Prepare documentation and presentations summarizing capital impact for senior management and regulatory review Support the review and update of capital planning and reporting policies and procedures to align with regulatory guidance and industry best practices; Ensure governance frameworks are current and reflect changes in business strategy, models, or regulatory requirements Assist in preparation of the capital forecasts for all monthly, quarterly, annual and multi-year business planning cycles across a range of scenarios including Annual Business Plan, regulatory stress testing (DFAST), Capital Planning and Risk Appetite setting partnering with the business finance teams and in coordination with Legal, Regulatory Affairs, Risk, etc. Perform capital metrics related benchmarking vs. competitors and banks based on regulatory/Basel rules and industry developments to advise management on capital optimization opportunities Provide Capital related analytics and updates for key stakeholder sessions such as the Capital Committee, Capital Management Council, Risk Committee, Board meetings, FHFA meetings, etc. Assist management in strategic projects and support a wide range of analytical work to support Freddie’s capital strategies e.g. capital accretion, capital stack, eventual capital distribution, capital build toward its target state where Freddie Mac will be considered fully capitalized under the regulatory capital framework

Requirements

• Bachelor’s degree in Finance, Economics, Business, Mathematics, or a related field required; advanced degree or relevant certification (e.g., CFA, FRM) preferred.
• Minimum of 5 years of progressive experience in capital planning, financial analysis, or risk management within banking or financial services; previous experience related to capital management, capital planning, reporting and analysis strongly preferred
• Knowledge of the Basel capital framework, secondary mortgage market, financial statements and business practices, Dodd Frank Stress Testing (DFAST) is strongly preferred.
• Excellent verbal and written communication and strategic thinking skills to engage with senior leadership with ability to develop presentations and management dashboards
• Ability to deliver positive change, influence and build strong relationships across different / divergent areas and stakeholders in complex organizations
• Strong business acumen and analytical skills with ability to think critically, analyze problems and develop creative and practical solution
• Technical expertise in capital management, capital planning, stress testing, and risk management
• Exceptionally strong analytical, project management, and communication skills; with the ability to work in a fast-paced team environment
• Ability to quickly pick up complicated concepts and engage subject matter experts to obtain desired inputs/results for analysis
• Detailed oriented and due diligence in all deliverables
• Demonstrate the ability to build good relationships across the Enterprise
• Ability to use data to help inform strategy and direction
• Show flexibility in thinking as we develop new processes as multiple iterations are likely to happen before a workstream is completed
• Provide resolutions to an extensive range of complicated problems. Solutions should be innovative, thorough, and practicable.
• Be independent and a thought-leader in determining and developing approach to solutions.

Responsibilities

• Assist in evaluating capital requirements for new products, business initiatives, and strategic projects
• Collaborate with business units to gather relevant data and ensure accurate capital assessment
• Analyze the impact of proposed changes in models and methodologies from business units on capital requirements
• Liaise with model development and validation teams to understand changes and explains details to management
• Prepare documentation and presentations summarizing capital impact for senior management and regulatory review
• Support the review and update of capital planning and reporting policies and procedures to align with regulatory guidance and industry best practices
• Ensure governance frameworks are current and reflect changes in business strategy, models, or regulatory requirements
• Assist in preparation of the capital forecasts for all monthly, quarterly, annual and multi-year business planning cycles across a range of scenarios including Annual Business Plan, regulatory stress testing (DFAST), Capital Planning and Risk Appetite setting partnering with the business finance teams and in coordination with Legal, Regulatory Affairs, Risk, etc.
• Perform capital metrics related benchmarking vs. competitors and banks based on regulatory/Basel rules and industry developments to advise management on capital optimization opportunities
• Provide Capital related analytics and updates for key stakeholder sessions such as the Capital Committee, Capital Management Council, Risk Committee, Board meetings, FHFA meetings, etc.
• Assist management in strategic projects and support a wide range of analytical work to support Freddie’s capital strategies e.g. capital accretion, capital stack, eventual capital distribution, capital build toward its target state where Freddie Mac will be considered fully capitalized under the regulatory capital framework

Benefits

• Freddie Mac offers a comprehensive total rewards package to include competitive compensation and market-leading benefit programs.
• This position has an annualized market-based salary range of $108,000 - $162,000 and is eligible to participate in the annual incentive program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees