New York, NY

Job Type
Contract Full-Time

Pay Rate

Managers Notes: I am looking for experience in financials reporting or planning and analysis experience preferably at a financial institution. Also looking for exposure to balance sheet and experience with Essbase or similar OLAP reporting tool. CCAR exposure is a plus. As far as soft skills, looking for energetic and dynamic personality capable of handling the “real time” nature of the role.

Job Description: They must have balance sheet and/or capital planning and analysis experience at a financial firm.

Compile, analyze, and report monthly balance sheet and capital. Prepare quarterly balance sheet, risk weighted asset (RWA), capital, and return on equity (ROE). Perform balance sheet consolidation for business budget, forecast, and comprehensive capital analysis and review (CCAR) forecast.

Validate segment business required capital reporting. Production, support, and validation of financial and regulatory disclosures. Perform capital scenario analysis to support strategic business decisions. Partner with Treasury on legal entity funding and resources. Execute ad hoc management request and projects.

MINIMUM Experience Requirement: two (2) years of experience
Special Skills: Requires one (1) year of experience with: Basel III capital regime; capital calculation and analytics; capital concepts including business required capital and diversification allocation; risk weighted asset (RWA) calculation(standardized and advanced) and analysis; balance sheet reporting and analysis; wealth management business including products and services provided, statutory disclosures reporting, and internal management reporting; VBA; and Excel.

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