Capital Forecasting and Analysis Director - to $250,000
Intermedia Group Inc., Mc Lean, VA, United States
OPEN JOB: Capital Forecasting and Analysis Director
LOCATION:
McLean, Virginia
Relocation Assistance Available
BASE SALARY:
$225,000 to $250,000
BONUS ELIGIBLE:
Yes
Position Overview
The Capital Forecasting and Analysis Director role will report to the Vice President of Capital Planning and Management Reporting Team and will lead a team responsible for coordinating and liaising across all the key capital forecasting, reporting and analytics related priorities.
This role has significant exposure to the company's senior management and will partner extensively with colleagues across Finance, Business Functions, Legal, Risk, Regulatory Affairs, etc. to drive capital‑related initiatives including capital and returns optimization, capital determination for new products and initiatives.
The ideal candidate will work with stakeholders across the entire company in an effective, execution‑based, and agile manner and help influence and steer the direction of various initiatives efficiently.
As such, the role requires strong capital management, analytical, financial, project management, communication, interpersonal, written, and oral skills.
Impact
The Capital Planning and Management Reporting Team focuses on 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 the company’s Resolution Planning and readiness capabilities. The team’s central role is to be a close and reliable partner to senior management, providing insights from regular business and market updates to ad‑hoc strategic and financial analysis for updates to the Board and regulators.
Your Impact
Lead a team responsible for capital forecasting, analysis, and reporting processes for monthly, quarterly, annual, and multi‑year business planning cycles across scenarios including Annual Business Plan, regulatory stress testing (DFAST), Capital Planning, and Risk Appetite setting with business finance teams in coordination with Legal, Regulatory Affairs, Risk, etc.
Responsible for quarterly consolidated regulatory capital reporting for 10Q/K disclosures, Capital Public Disclosures, regulatory capital‑related templates, management reporting, dashboards, etc.
Responsible for quarterly consolidated reporting of returns metrics on overall portfolio and new business acquisitions to regulators and management.
Drive aligned new business pricing assumptions per regulatory and management guidance.
Own policies, standards, and procedures related to capital and returns management and reporting.
Perform capital metrics benchmarking versus competitors and banks based on regulatory/Basel rules and industry developments to advise management on capital optimization opportunities.
Provide guidance and review capital requirements for new business initiatives.
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.
Lead strategic projects and support a wide range of analytical work to support the company's capital strategies, e.g., capital accretion, capital stack, eventual capital distribution, and building toward the target state where the company will be considered fully capitalized under the regulatory capital framework.
Qualifications
12+ years of related financial services professional/industry experience – 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.
Ability to lead, manage, and develop teams and resources within a dynamic and complex environment.
Excellent verbal and written communication and strategic thinking skills to engage with senior leadership and develop presentations and management dashboards.
Ability to deliver positive change, influence, and build strong relationships across divergent areas and stakeholders in complex organizations.
Strong business acumen and analytical skills with the ability to think critically, analyze problems, and develop creative and practical solutions.
An undergraduate degree is required. Advanced degrees (MBA, Masters) are strongly preferred.
Keys to Success in this Role
Technical expertise in capital management, capital planning, stress testing, and risk management.
Exceptionally strong leadership, organization, analytical, project management, and communication skills (prior experience in effective team management a must).
Demonstrate the ability to build good relationships across the Enterprise.
Ability to quickly pick up complicated concepts and engage subject matter experts to obtain desired inputs/results for analysis.
Be independent and a thought‑leader in determining and developing approaches to solutions – and ability to guide/manage a team through this building phase.
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McLean, Virginia
Relocation Assistance Available
BASE SALARY:
$225,000 to $250,000
BONUS ELIGIBLE:
Yes
Position Overview
The Capital Forecasting and Analysis Director role will report to the Vice President of Capital Planning and Management Reporting Team and will lead a team responsible for coordinating and liaising across all the key capital forecasting, reporting and analytics related priorities.
This role has significant exposure to the company's senior management and will partner extensively with colleagues across Finance, Business Functions, Legal, Risk, Regulatory Affairs, etc. to drive capital‑related initiatives including capital and returns optimization, capital determination for new products and initiatives.
The ideal candidate will work with stakeholders across the entire company in an effective, execution‑based, and agile manner and help influence and steer the direction of various initiatives efficiently.
As such, the role requires strong capital management, analytical, financial, project management, communication, interpersonal, written, and oral skills.
Impact
The Capital Planning and Management Reporting Team focuses on 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 the company’s Resolution Planning and readiness capabilities. The team’s central role is to be a close and reliable partner to senior management, providing insights from regular business and market updates to ad‑hoc strategic and financial analysis for updates to the Board and regulators.
Your Impact
Lead a team responsible for capital forecasting, analysis, and reporting processes for monthly, quarterly, annual, and multi‑year business planning cycles across scenarios including Annual Business Plan, regulatory stress testing (DFAST), Capital Planning, and Risk Appetite setting with business finance teams in coordination with Legal, Regulatory Affairs, Risk, etc.
Responsible for quarterly consolidated regulatory capital reporting for 10Q/K disclosures, Capital Public Disclosures, regulatory capital‑related templates, management reporting, dashboards, etc.
Responsible for quarterly consolidated reporting of returns metrics on overall portfolio and new business acquisitions to regulators and management.
Drive aligned new business pricing assumptions per regulatory and management guidance.
Own policies, standards, and procedures related to capital and returns management and reporting.
Perform capital metrics benchmarking versus competitors and banks based on regulatory/Basel rules and industry developments to advise management on capital optimization opportunities.
Provide guidance and review capital requirements for new business initiatives.
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.
Lead strategic projects and support a wide range of analytical work to support the company's capital strategies, e.g., capital accretion, capital stack, eventual capital distribution, and building toward the target state where the company will be considered fully capitalized under the regulatory capital framework.
Qualifications
12+ years of related financial services professional/industry experience – 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.
Ability to lead, manage, and develop teams and resources within a dynamic and complex environment.
Excellent verbal and written communication and strategic thinking skills to engage with senior leadership and develop presentations and management dashboards.
Ability to deliver positive change, influence, and build strong relationships across divergent areas and stakeholders in complex organizations.
Strong business acumen and analytical skills with the ability to think critically, analyze problems, and develop creative and practical solutions.
An undergraduate degree is required. Advanced degrees (MBA, Masters) are strongly preferred.
Keys to Success in this Role
Technical expertise in capital management, capital planning, stress testing, and risk management.
Exceptionally strong leadership, organization, analytical, project management, and communication skills (prior experience in effective team management a must).
Demonstrate the ability to build good relationships across the Enterprise.
Ability to quickly pick up complicated concepts and engage subject matter experts to obtain desired inputs/results for analysis.
Be independent and a thought‑leader in determining and developing approaches to solutions – and ability to guide/manage a team through this building phase.
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