Stress Testing and Workflow Automation, Senior Associate

The Corporate Sector Planning & Analysis (P&A) team supports and partners with Corporate Sector CFOs and their F&BM teams on financial forecasting budgeting reporting and other ad-hoc analysis and strategic priorities. The team also provides support for Firmwide P&A Investor Relations Regulatory & Capital Management Resolution & Recovery and other Corporate groups. Corporate P&A consists of 60 people with locations in Jersey City Plano and Mumbai. This role is part of the Regulatory and Controls team within Corporate Central P&A with specific responsibilities that contribute to the execution of the Comprehensive Capital Analysis & Review (CCAR) Quarterly Capital Stress Testing and Resolution and Recovery (R&R) Plan

As a Stress Testing Senior Associate within the Regulatory and Controls team in Corporate Central P&A you will contribute to the execution of the Comprehensive Capital Analysis & Review (CCAR) Quarterly Capital Stress Testing and Resolution and Recovery (R&R) Plan. You will be responsible for working on stress forecasting R&R and multiple complex projects. You will work closely with the central CCAR teams Controllers Control Management MRGR and multiple functions within Corporate and must be comfortable working in a fast-paced environment with evolving priorities. Documenting processes promoting automation re-engineering of the operating model and enhancing the control environment are other key aspects of this role.

Job responsibilities

• Serve as a liaison across corporate functions Controllers Firm wide Planning & Analysis Tax HR Finance and other relevant teams to execute on the CCAR Risk Appetite and Resolution and Recovery agenda
• Execute stress forecasting calculations and submission deliverables for CCAR and Risk Appetite
• Prepare and present complex financial analyses in a clear concise manner using advanced data visualization tools (Tableau).
• Drive process improvements and automation initiatives to increase operational efficiency utilizing Alteryx for workflow automation and data processing.
• Participate in and support ad-hoc special projects and requests as needed
• Provide timely and concise updates and escalate issues appropriately
• Enhance controls and improve risk environment including producing organizing and maintaining documentation
• Help process improvement and automations to increase operational efficiency

Required qualifications capabilities and skills

• BA/BS in Finance or Accounting
• 5 years of experience
• Good analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Advanced proficiency with automation and data analytics tools including Alteryx and Python
• Experience with financial modeling and planning platforms such as Anaplan
• Advanced Excel skills including complex formulas pivot tables and data analysis functions
• Expertise in data visualization and dashboarding using Tableau
• Advanced verbal and written communication skills with the ability to articulate complex issues clearly
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Self-starter with excellent time management/prioritization skills
• Demonstrated ability to partner well mentor and influence others

Preferred qualifications capabilities and skills

• CFA CPA MBA
• Experience in the financial services industry
• Experience with CCARand regulatory stress testing frameworks
• Familiarity with other data management or reporting tools