Maintaining a best-in-class organization for capital calculations and analysis that supports the firm’s balance sheet, capital management, and policy advocacy efforts.
Executing the Earnings close process which runs on an accelerated timeline to maintain the firm’s premier position.
Responsible for the integrity and oversight of the capital data submitted, including analytical review and analysis of the variances.
Prepare capital results in compliance with rule interpretations and within a framework of robust controls and procedures.
Design and maintain a robust control environment for strategic implementations, calculation changes, regulatory reporting, and comprehensive oversight of the results.
Be at forefront of implementing the future state Basel III endgame calculations and operating model in collaboration with key partners.
Will work across the organization and build relationships across the firms’ various Lines of Business and functional partners.
Represent the firm in regular meetings with the various U.S. regulatory agencies to review material issues, present large strategic changes, discuss capital implications, and respond to any regulatory queries.
Responsible for leading a team of over 100 people spread across New Jersey, Delaware, Bangalore, and Warsaw along with matrix responsibility to Capital Management, Data Management, Risk Management, and Line of Business partners who provide input to the Capital results.
Collaboration and tight partnership with a dedicated technology and program team.
Required qualifications, skills and experience
Bachelor’s degree or the equivalent in Finance, Accounting, Business or related field
15+ years of experience in a large financial services organization within Treasury, Risk, Finance, or similar strategy/analytical functions with a focus on the Firms’ capital calculations
Comprehensive knowledge of the Basel III rules and imminent Basel III endgame progressions
Strong understanding of the regulatory landscape surrounding the capital/RWA rules
High sense of urgency to meet tight deliverables and effectively addresses challenges as they arise
Proven experience in leading, inspiring, and motivating large global teams, demonstrating vision, creativity, presence, and credibility
Proven experience in streamlining process improvements and driving technology enhancements to support long-term strategic goals
Skilled in incorporating stakeholder feedback and recommending solutions that align with their priorities, while ensuring adherence to the firm’s direction
Strong ability to build relationships, influence and execute initiatives across functions
Excellent written, verbal, and technical skills with proven ability to translate complex concepts into user-friendly languages for senior leadership and external stakeholders