Director, CCAR Finance Project Manager

Sumitomo Mitsui Banking Corporation • Charlotte, NC

35d • Hybrid

About The Position

We are seeking a CCAR Finance Program Manager to lead the end-to-end delivery of the bank’s Finance stress testing platform, covering finance model execution, capital and balance sheet aggregation, and FR Y-14 regulatory reporting. This role will drive the implementation and integration of key components of the CCAR finance architecture, including the Finance Model Execution Platform (MEP), enterprise aggregation engine, and regulatory reporting platforms (e.g., Axiom). The program manager will coordinate across Finance, Risk, Treasury, and Technology teams to ensure timely delivery, regulatory compliance, and alignment with enterprise stress testing requirements. The ideal candidate will combine strong program management experience with deep understanding of CCAR, finance stress testing, and regulatory reporting frameworks.

Requirements

• 10+ years of experience in finance technology, regulatory reporting, or stress testing programs.
• Strong knowledge of CCAR / DFAST regulatory frameworks and FR Y-14 reporting requirements.
• Experience implementing finance model platforms, aggregation engines, or regulatory reporting systems.
• Proven experience managing large cross-functional regulatory programs.
• Strong stakeholder management and communication skills.

Nice To Haves

• Experience with Axiom regulatory reporting platform.
• Experience building or managing model execution platforms for finance or risk models.
• Familiarity with balance sheet forecasting, PPNR modeling, RWA calculations, and capital planning.
• Experience working with cloud data platforms (e.g., Databricks) and modern data architectures.
• Prior experience working with regulators or regulatory remediation programs.

Responsibilities

• Lead the end-to-end CCAR Finance program spanning model execution, aggregation, and regulatory reporting.
• Manage delivery across multiple workstreams including Finance MEP, balance sheet and PPNR projections, aggregation, and FR Y-14 reporting.
• Define program roadmap, milestones, and delivery plans aligned with regulatory timelines.
• Coordinate across Finance, Risk, Treasury, and Technology stakeholders.
• Oversee implementation of the Finance Model Execution Platform supporting execution of: Balance sheet projection models, PPNR models, RWA and capital models, Tax and capital action models.
• Ensure integration with scenario management, data ingestion pipelines, and aggregation layers.
• Lead the design and delivery of the CCAR aggregation framework to consolidate outputs from finance and risk models.
• Ensure consistency across model outputs and alignment with enterprise stress testing assumptions.
• Implement controls for data reconciliation, adjustments, overlays, and audit traceability.
• Manage implementation and integration of FR Y-14 reporting processes including Axiom or similar regulatory platforms.
• Ensure automated data feeds from aggregation to reporting templates.
• Establish reconciliation controls between aggregation outputs, general ledger, and regulatory reports.
• Establish program governance, delivery tracking, and issue management processes.
• Coordinate with Model Risk Management, Internal Audit, and Regulatory Affairs.
• Support regulatory submissions and examinations related to CCAR.
• Serve as the primary liaison between Finance, Risk, Technology, and external vendors.
• Drive alignment across cross-functional teams delivering the CCAR platform.
• Provide regular updates to senior finance and technology leadership.

Benefits

• Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office.
• Reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed