VP - Capital Planning Manager

  • Posted: 27/04/2023
  • Salary: $150,000 - $200,000
  • Location: Dallas, Texas, United States
  • Job Type: Permanent/Fixed Term
JCW is currently working on a search for a VP – Capital Planning with a leading banking organization for their Dallas, TX location. The qualified candidate will play a key role in the bank’s annual Capital Plan and Stress Test, coordinate the compilation of the Capital sections of the Plan, and produce materials for executive management and the bank’s Board of Directors.

Responsibilities include:
  • Coordinate compilation of the Capital sections of the bank’s annual Capital Plan and Stress Test.
  • Maintain the bank’s Capital Management Policy.
  • Review results from the capital forecasting model, with ability to run this model when required.
  • Responsible for audit and controls for the Capital Management team.

Position requirements:
  • 5 years of relevant experience with capital forecasting, regulatory reporting, Bank financial analysis or Bank FP&A, including experience with stress testing (e.g., CCAR/DFAST) along with a solid knowledge of bank capital regulations and capital concepts
  • 7 years’ experience in banking or financial services with a sound knowledge of a bank’s balance sheet
  • Meaningful experience utilizing Microsoft Office products, including Outlook, Word, and PowerPoint; Expert level with Excel
  • Experience with or ability to quickly learn other software packages such as Workiva and S&P Global Markets Intelligence
Corey Rague Director

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