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 agendaExecute stress forecasting calculations and submission deliverables for CCAR and Risk AppetitePrepare 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 neededProvide timely and concise updates and escalate issues appropriatelyEnhance 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 experienceGood analytical and problem solving skills with ability to analyze large data sets and present conclusions conciselyAdvanced proficiency with automation and data analytics tools, including Alteryx and PythonExperience with financial modeling and planning platforms such as AnaplanAdvanced Excel skills, including complex formulas, pivot tables, and data analysis functionsExpertise in data visualization and dashboarding using TableauAdvanced verbal and written communication skills with the ability to articulate complex issues clearlyHighly motivated and able to thrive and think clearly under pressure and tight deadlinesSelf-starter with excellent time management/prioritization skillsDemonstrated ability to partner well, mentor and influence others

Preferred qualifications, capabilities and skills 

CFA, CPA, MBAExperience in the financial services industry Experience with CCAR and regulatory stress testing frameworksFamiliarity with other data management or reporting tools