Strategy & Planning Specialist Senior
About The Position
This position leads the research, discovery, collection, and interpretation of business requirements. The role participates in the development and review of financial processes, procedures, workflow analytics, and reporting. Responsibilities include developing detailed written guidance for financial reporting and data changes needed to meet regulatory expectations, in close coordination with Technology and Line of Business partners. The role also engages external vendors, legal partners, and Line of Business subject matter experts to design and execute business processes that improve the accuracy of Part 148 regulatory reporting. Communicate with business stakeholders and technology teams to support moderately complex business requirements. Conduct gap analyses and facilitate future state business process modeling for clients. Develop and maintain processes for ongoing data collection and compliance, and support risk, audit, and regulatory reviews by providing timely and accurate information. Additional ad hoc responsibilities may include the development and maintenance of a regulatory reporting repository supporting multiple regulations. The role may also support Resolution Plan activities, including aggregation, drafting, and governance, as well as developing an understanding of bankruptcy and other actions required in a resolution scenario. Responsibilities may further include operational capabilities and assurance testing related to Resolution Plan requirements, development and implementation of testing frameworks (including frequency and key elements), and process formalization and governance framework support.
Requirements
- Advanced knowledge of financial products and a bank’s balance sheet
- Ability to build strong partnerships across departments to ensure alignment and shared success
- Strong financial analysis skills
- Excellent attention to detail
- Ability to drive initiatives from concept through execution
- Strong consensus building and collaboration skills
- Entrepreneurial mindset with the ability to work on unstructured projects and create new processes
- Strong written communication skills
- Bachelors degree
- 3+ years of relevant / direct industry experience
Nice To Haves
- Branding
- Change Management
- Creative Process
- Design Thinking
- Innovation
- Machine Learning (ML)
- Personal Initiative
- Strategic Planning
Responsibilities
- Supports one or more strategic enterprise initiatives to understand, analyze, develop, recommend, and deliver strategy and planning solutions.
- Defines the business problem, identifies issues and implements a planned approach for one or more initiatives.
- Defines and obtains data collection, research and reporting activities for assigned initiatives.
- Analyzes and recommends solutions for key initiatives.
- Works with more senior team members to develop and deliver presentations.
- Collaborates with the line of business and/or multiple line of businesses to implement recommended solutions.
- Develops detailed written guidance for financial reporting and data changes needed to meet regulatory expectations, in close coordination with Technology and Line of Business partners.
- Engages external vendors, legal partners, and Line of Business subject matter experts to design and execute business processes that improve the accuracy of Part 148 regulatory reporting.
- Communicates with business stakeholders and technology teams to support moderately complex business requirements.
- Conducts gap analyses and facilitates future state business process modeling for clients.
- Develops and maintains processes for ongoing data collection and compliance.
- Supports risk, audit, and regulatory reviews by providing timely and accurate information.
- Develops and maintains a regulatory reporting repository supporting multiple regulations.
- Supports Resolution Plan activities, including aggregation, drafting, and governance.
- Develops an understanding of bankruptcy and other actions required in a resolution scenario.
- Supports operational capabilities and assurance testing related to Resolution Plan requirements.
- Develops and implements testing frameworks (including frequency and key elements).
- Supports process formalization and governance framework.
Benefits
- medical/prescription drug coverage (with a Health Savings Account feature)
- dental and vision options
- employee and spouse/child life insurance
- short and long-term disability protection
- 401(k) with PNC match
- pension and stock purchase plans
- dependent care reimbursement account
- back-up child/elder care
- adoption, surrogacy, and doula reimbursement
- educational assistance, including select programs fully paid
- a robust wellness program with financial incentives
- maternity and/or parental leave
- up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- between 15 to 25 vacation days each year, depending on career level; and years of service
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What This Job Offers
Job Type
Full-time
Career Level
Senior
