St Petersburg, FL, 33747, USA
13 days ago
Senior Analyst, Capital Planning & Management
Under general supervision, uses knowledge and skills obtained through education and/or experience to assist in the coordination of the end-to-end capital stress test process, capital plan, and associated governance. Supports the maintenance of the firm-wide stress test calendar identifying key dates, activities, and owners. A successful candidate will have a demonstrated history of being exceptionally well-organized, a self-starter who works efficiently to meet tight deadlines, and has exceptional communication skills across multiple levels of management. **Essential Duties and Responsibilities** + Supports the execution of key elements of the firm-wide capital stress test including preparation and coordination of enterprise-wide stress testing meetings, tracking key dates, liaising with stakeholders, creating/maintaining process documentation, and coordination of the review and challenge process, in addition to other relevant governance elements. + Contributes to the development, tracking, aggregation, and maintenance of the capital plan documentation, including the sourcing & QA/QC of data within all sections. + Assists Capital PMO with initiatives related to capital stress testing and the capital plan. + Participates in cross-functional meetings and assists with tracking action items and deliverables + Supports research, analysis, and issue resolution related to challenges raised during the stress testing or capital planning activities. + Prepares materials and responds to information requests from Risk Management, Internal Audit, and regulators. + Aids in preparation of ad hoc analyses and reports for the RJF Board of Directors and other management committees. + Stays abreast of evolving capital regulatory requirements. + Contributes to process improvement initiatives aimed at enhancing efficiency and documentation quality + Performs other duties and responsibilities as assigned. **Knowledge and Abilities** + General concepts, practices and procedures related to planning and project management. + Specific subject matter expertise regarding area of responsibility and a solid business understanding of Raymond James products and services. + Fundamental concepts of financial markets. + Financial risk management and mitigation strategies to support sound financial planning. + Regulatory expectations for Large Financial Institutions (LFI). **Ability to** + Organize, manage, and track multiple tasks with frequently changing priorities in a fast-paced work environment; and maintain accuracy on completed work + Stay organized throughout the project lifecycle, effectively working with stakeholders throughout the organization to achieve desired outcomes. + Gather and analyze financial information to identify key trends, risks, and insights. Analyze issues, evaluate alternatives, develop proposals, and present recommendations. + Use Excel for data manipulation, visual creation, & project management. + Communicate effectively, both orally and in writing, across all organizational levels. + Partner with other functional areas to accomplish objectives. + Proactively address issues and develop solutions. + Reengineer existing processes and implement process improvement initiatives. **Educational/Previous Experience Requirements** + Bachelor’s Degree, preferably with a major in Finance, Economics or a related field. + Experience with Bank Holding Company requirements preferred. + Experience with Workiva, SharePoint, and/or ThoughtSpot are preferred. + ~or~ + Any equivalent combination of experience, education and/or training approved by Human Resources. **Licenses/Certifications** + None Required **Travel Required:** <5%
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