DescriptionJoin a team that will give you the opportunity to work in an area of the Firm that covers a wide spectrum of asset classes and financial/banking products. Treasury is a function within the Consumer & Community Banking (CCB)Finance organization that supports senior leadership in actively managing their balance sheet Capital and Risk Weighted Assets (RWA) Liquidity Interest Rate Risk and Funds Transfer Pricing. The CCB Controllers team is responsible for ensuring the overall integrity and validity of Treasury financials and controls and communicating Consumer and Community Banking views of daily/monthly/quarterly forecasts and actuals annual budget/mid-year reporting and stress testing (Comprehensive Capital Analysis and Review; Risk Appetite; and Resolution & Recovery).
As a Senior Associate in the Treasury Controllers team you will partner with external regulatory reporting / forecasting leads. This position offers visibility into various products across the bank as well as the unique opportunity to understand firmwide initiatives and you will have the opportunity to partner with colleagues within various lines of businesses and corporate functions. It is a unique and critical mix of reporting analytics and project management in an ever-changing regulatory environment.
Job Responsibilities:
- Provide Capital/RWA reporting for all CCB lines of business (Home Lending Card Services Banking and Wealth Management Chase Auto) for actual results
- Complete RWA adjustments control checks reconciliations and variance analysis
- Identify and drive strategic and technology initiatives to improve Consumer and Community Banking Treasury reporting processes
- Coordinate with lines of business Controllers Corporate Treasury Basel Measurement & Analytics Capital & Liquidity Management and other Controllers groups on First Republic related capital and liquidity assumption update new business initiatives regulatory instructions update and other Corporate and senior management deliverables
- Become a subject matter expert on Basel rule and other regulatory policies as well as being a point of contact between Consumer and Community Banking and Corporate partners who interpret such policy and regulatory changes
- Promote a robust control environment maintain a well-controlled reporting processes and foster a team environment of continuous improvement
Required qualifications capabilities and skills
- 4 yearsof relevant experience in financial reporting external regulatory reporting treasury or balance sheet management
- Bachelors degree in Finance Economics Accounting or other related fields
- Proficient in Microsoft Office applications in particular advanced Excel (pivot tables xlookup macros etc.) and PowerPoint
- Knowledge of Tableau and Alteryx and experience working with large datasets
- Strong analytical and organizational skills and attention to detail
- Thrives in a fast-paced environment and have passion and intellectual curiosity to find and capture business value
- Has a control mindset is proactive is able to challenge the status quo and can manage multiple work streams simultaneously
- Excellent communication and partnering skills and an ability to communicate effectively with Senior Management
Preferred qualifications capabilities and skills
- Experience in SEC reporting
- Knowledge of retail banking and consumer products
Additional Information
Applicants must be authorized to work for any employer in the U.S. We are not ableto provide immigration sponsorship or take over sponsorship of an employment Visa at this time.
Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting.
This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring.
Required Experience:
Senior IC
DescriptionJoin a team that will give you the opportunity to work in an area of the Firm that covers a wide spectrum of asset classes and financial/banking products. Treasury is a function within the Consumer & Community Banking (CCB)Finance organization that supports senior leadership in actively m...
DescriptionJoin a team that will give you the opportunity to work in an area of the Firm that covers a wide spectrum of asset classes and financial/banking products. Treasury is a function within the Consumer & Community Banking (CCB)Finance organization that supports senior leadership in actively managing their balance sheet Capital and Risk Weighted Assets (RWA) Liquidity Interest Rate Risk and Funds Transfer Pricing. The CCB Controllers team is responsible for ensuring the overall integrity and validity of Treasury financials and controls and communicating Consumer and Community Banking views of daily/monthly/quarterly forecasts and actuals annual budget/mid-year reporting and stress testing (Comprehensive Capital Analysis and Review; Risk Appetite; and Resolution & Recovery).
As a Senior Associate in the Treasury Controllers team you will partner with external regulatory reporting / forecasting leads. This position offers visibility into various products across the bank as well as the unique opportunity to understand firmwide initiatives and you will have the opportunity to partner with colleagues within various lines of businesses and corporate functions. It is a unique and critical mix of reporting analytics and project management in an ever-changing regulatory environment.
Job Responsibilities:
- Provide Capital/RWA reporting for all CCB lines of business (Home Lending Card Services Banking and Wealth Management Chase Auto) for actual results
- Complete RWA adjustments control checks reconciliations and variance analysis
- Identify and drive strategic and technology initiatives to improve Consumer and Community Banking Treasury reporting processes
- Coordinate with lines of business Controllers Corporate Treasury Basel Measurement & Analytics Capital & Liquidity Management and other Controllers groups on First Republic related capital and liquidity assumption update new business initiatives regulatory instructions update and other Corporate and senior management deliverables
- Become a subject matter expert on Basel rule and other regulatory policies as well as being a point of contact between Consumer and Community Banking and Corporate partners who interpret such policy and regulatory changes
- Promote a robust control environment maintain a well-controlled reporting processes and foster a team environment of continuous improvement
Required qualifications capabilities and skills
- 4 yearsof relevant experience in financial reporting external regulatory reporting treasury or balance sheet management
- Bachelors degree in Finance Economics Accounting or other related fields
- Proficient in Microsoft Office applications in particular advanced Excel (pivot tables xlookup macros etc.) and PowerPoint
- Knowledge of Tableau and Alteryx and experience working with large datasets
- Strong analytical and organizational skills and attention to detail
- Thrives in a fast-paced environment and have passion and intellectual curiosity to find and capture business value
- Has a control mindset is proactive is able to challenge the status quo and can manage multiple work streams simultaneously
- Excellent communication and partnering skills and an ability to communicate effectively with Senior Management
Preferred qualifications capabilities and skills
- Experience in SEC reporting
- Knowledge of retail banking and consumer products
Additional Information
Applicants must be authorized to work for any employer in the U.S. We are not ableto provide immigration sponsorship or take over sponsorship of an employment Visa at this time.
Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting.
This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring.
Required Experience:
Senior IC
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