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 and. This role has a 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, etc.
The ideal candidate will work with stakeholders across the entire company in an effective, execution based, and agile manner and be able to help influence and steer the direction of various initiatives in a highly effective and efficient manner. As such, this role requires strong capital management, analytical, financial, project management, communication, interpersonal, written and oral skills.
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 the company'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.
Your Impact:
As a key member of the Capital Planning and Management Reporting Team, you will:
Lead a team responsible for capital forecasting, analysis and reporting processes 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.
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 the regulator 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 related benchmarking vs. 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, capital build toward its target state where the company will be considered fully capitalized under the regulatory capital framework.
Basic 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 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 solutions
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 approach to solutions and ability to guide/manage a team through this building phase.
Numbers & Facts
Location
McLean, VA
Salary
$225,000–$250,000 Per Year
Skills
Ad Hoc Financial Modelingunmatched
Analysis Skillsunmatched
Bank Stress Testingunmatched
Banking Regulationsunmatched
Benchmarkingunmatched
Board Meetingunmatched
Business Planunmatched
Business Practicesunmatched
Business Skillsunmatched
Capital Analysisunmatched
Communication Skillsunmatched
Corporate Planningunmatched
Dodd Frank Actunmatched
Federal Housing Finance Agency (FHFA)unmatched
Financeunmatched
Financial Servicesunmatched
Financial Statementsunmatched
Forecastingunmatched
Interpersonal Skillsunmatched
Investor Relationsunmatched
Leadershipunmatched
Legalunmatched
Legal Support Skillsunmatched
Management Reportingunmatched
Mergers and Acquisitionsunmatched
Metricsunmatched
People Managementunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Product Programsunmatched
Project/Program Managementunmatched
Regulationsunmatched
Regulatory Reportsunmatched
Reporting Dashboardsunmatched
Reporting Skillsunmatched
Riskunmatched
Risk Managementunmatched
Scorecardingunmatched
Secondary Marketsunmatched
Secondary Mortgagesunmatched
Strategic Analysisunmatched
Stress Testingunmatched
Team Lead/Managerunmatched
Thought Leadershipunmatched
Writing Skillsunmatched
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