**Essential Duties and Responsibilities** + Lead the execution of capital and liquidity risk management strategies in alignment with regulatory requirements and internal risk appetite. + Oversee the preparation and submission of regulatory reports (e.g., FFIEC) ensuring accuracy, timeliness, and compliance. + Implement capital planning strategies, including internal capital adequacy assessments and contingency funding plans. + Prepare short- and long-term liquidity projections to support proactive financial planning, while continuously monitoring liquidity positions and key risk indicators (KRIs) to ensure alignment with risk appetite and regulatory expectations. + Manage business unit-level liquidity forecasting and stress testing initiatives, including the preparation of scenario models and thorough documentation of underlying assumptions and methodologies to support informed decision-making and risk mitigation. + Identify and implement process improvements to enhance efficiency, accuracy, and control in capital, liquidity and regulatory reporting functions. + Lead the Capital Planning Committee (CPC) with analysis, reporting, and recommendations. + Participate in strategic planning and analysis and special projects. + Manage and execute on the annual budgeting process aligning with strategic business goals. + Review financial performance results, analyze variances to budget, and provide actionable insights to executive leadership. + Identify opportunities and implement process improvements, as appropriate. + Partner with the Office of Oversight & Control to conduct market benchmarking and peer analysis. + Collaborate with IT, Operations, and other departments on firm-wide initiatives impacting financial and regulatory reporting. + Maintain strong communication with business units to assess the financial impact of new products, contracts, or operational changes. + Perform other duties and responsibilities as assigned. **Knowledge of** + Company’s working structure, policies, mission, and strategies. + Advanced accounting concepts, practices and procedures. + Financial Services and Treasury Operations + Statistical Modeling and Methods + Controls and implementation of controls as they relate to regulatory reporting. **Skill in** + Reviewing, interpreting and analyzing financial statements. + Project management. + Preparing management reports. + Promoting effective coordination between department and other functional areas. + Interpreting and applying policies and procedures. + Establishing departmental objectives. + Strong analytical and financial modeling skills, including experience with stress testing and scenario analysis. + Excellent communication and leadership skills, with the ability to influence across functions and levels. **Ability to** + Plan, assign, monitor, review, evaluate and lead the work of others. + Establish and communicate clear directions and priorities. + Lead meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes. + Implement changes to standard procedures when required by specific situations and circumstances. + Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives. + Establish and communicate clear directions and priorities. + Explain or clarify financial and regulatory information to all levels of management. **Licenses/Certifications** + MBA, CPA or CFA preferred + Series 99, or ability to obtain within 120 days (as required by FINRA), may be required depending on assigned functional area.