Capital Planning Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the capital planning job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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DT
D Tromp
Demond
Tromp
4597 Goyette Flat
Dallas
TX
4597 Goyette Flat
Dallas
TX
Experience Experience
09/2014 – present
Phoenix, AZ
Manager, Capital Planning
Phoenix, AZ
Manager, Capital Planning
09/2014 – present
Phoenix, AZ
Manager, Capital Planning
09/2014 – present
  • Assist Wealth Management Finance in providing leadership on capital management areas
  • Assist Wealth Management Finance in acting as the key subject matter expert and primary contact person on CCAR for Wealth Management US
  • Assist the capital reporting team in providing senior management with accurate and timely information in support of effective decision-making
  • Work with legal entities and Operating Groups to develop and implement a consistent process
  • Develop financial models for discounted cash flow and weighted average cost of capital for the company (5%)
  • Analyze the company’s financial statements and assist in the preparation of executive and Board of Directors presentations on capital structure (20%)
  • Provide support for the preparation of annual business plans and forecasts in support of the annual and mid-year capital plan
05/2012 – 06/2014
Phoenix, AZ
Capital Planning Manager
Phoenix, AZ
Capital Planning Manager
05/2012 – 06/2014
Phoenix, AZ
Capital Planning Manager
05/2012 – 06/2014
  • Knowledge of Capital Planning within an ALCM/Treasury function (e.g., instruments, issuance, and intra-entity cash streaming) - beneficial
  • Manage capital projects to include re-cores, roofs, facades, parking lots and any major projects exceeding $50,000
  • A qualification in accounting or banking risk management or another financial discipline
  • Knowledge of Capital Planning covering both Demand and Supply - critical
  • Knowledge of Risk Models and, in particular, the IRB (Internal Rating Based) approach - beneficial
  • Support Capital Control senior management in the challenge of risk methodologies and models feeding into the core documentation
  • Reports to: PMO (Project Management Office) Lead
11/2006 – 11/2011
New York, NY
Capital Planning
New York, NY
Capital Planning
11/2006 – 11/2011
New York, NY
Capital Planning
11/2006 – 11/2011
  • Assist in the production and coordination of presentations for Firm senior management, steering committees, and ALCOs
  • Assist in managing the overall CCAR budget
  • Management of inter-company guarantee and large exposure analysis and governance processes
  • Governance oversight of corporate FX exposure management
  • Capital demand / supply planning across a diverse population of locally regulated APAC subsidiaries and branches, as well as the related impacts at Parent Bank & Group Consolidated level
  • Scope to work with a broad set of stakeholders regionally & globally, across Treasury, Business & Shared Services
  • Strengthening the governance framework and helping drive best practice
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Bowling Green State University
Bachelor’s Degree in Finance
Skills Skills
  • Strong analytical skill is a pre-requisite ability to take various data from different sources, analyse results and draw relevant conclusions
  • Proficiency in MS Office tools particularly, strong Excel skills
  • Proven track record of great teamwork and ability to work across organizational boundaries
  • 2 to 7 years of professional experience in financial services
  • Ability to intelligently forward plan and prioritize for deadlines
  • Excellent organizational and analytical skills
  • Strong verbal and written communication skills
  • Strong multi-tasking capabilities
  • Confident, proactive, and independent self-starter
  • Adept at working in a fast-paced, high-energy level environment
Create a Resume
1

Capital Planning & Liquidity Risk Management Professional Resume Examples & Samples

  • Analyzing capital and liquidity impact resulting from business plans and activities, advising business units on optimal capital and liquidity mix
  • Identifying liquidity and funding risks, and recommending & implementing mitigating actions
  • Partnering with infrastructure teams including finance, tax, legal on capital and liquidity planning and execution
  • Assessing liquidity impact on contingency funding plan (CFP) and overseeing the implementation of liquidity risk management framework in a business unit setting or on a regional entity setting
  • Play the role of being the technical expert on global and regional capital rules to drive capital planning and capital management agenda for Morgan Stanley businesses in Asia, focusing on specific capital requirements, such as US Basel, local regulatory rules in the region, economic capital framework, and return on capital
  • Making presentations to senior management, Morgan Stanley Asia Treasury team, and global Treasury colleagues
  • LI-JG1
  • 4 years of experience, preferably from global securities firm or large bank
  • Excellent verbal and written communication, interpersonal influencing and client-servicing skills
  • Excellent communication skills in English and Mandarin
  • Good at Microsoft Excel and Powerpoint applications
2

Manager, Capital Planning Resume Examples & Samples

  • Support the Director in developing and implementing, and take a leadership role in operating and managing, a more effective CCAR process which is integrated with other strategic, business, risk and capital processes directing the bank’s future plans and activities to thereby support the execution of an effective CCAR planning process
  • Implement an integrated CCAR process that incorporates strategy, risk appetite, stress test modeling and other business factors
  • Provide leadership in the management of the processes necessary to implement and monitor the successful implementation and application of such principles and methodologies
  • Work with legal entities and Operating Groups to develop and implement a consistent process
  • Undergraduate degree in Finance or Accounting
  • One of more of the following: MBA (Finance), CFA, CA, CGA, CMA Strong knowledge of regulatory and economic capital management concepts
  • Expert knowledge of financial analysis and financial modeling
  • Strong knowledge of capital markets
  • Good knowledge of regulatory and economic capital management concepts
  • Able to apply designation/education and financial experience in a financial services organization
  • Strong proficiency using Excel
  • Excellent organizational & analytical skills
  • Conceptual thinker
3

EVP Head of Capital Planning Resume Examples & Samples

  • Excellent communication skills to be able to explain complex capital regulations and their impacts
  • Good management skills to ensure that the team runs effectively and efficiently together and all team members are appropriately developed and supported
  • Excellent writing skills to be able to ensure that complex policies, regulations and their implications for HNAH are easily understood by key stakeholders
4

Capital Planning & Liquidity Risk Management Resume Examples & Samples

  • Analyze capital and liquidity impact resulting from business plans and activities, advise business units on optimal capital and liquidity mix
  • Identify liquidity and funding risks, and recommending & implementing mitigating actions
  • Partner with infrastructure teams including finance, tax, legal on capital and liquidity planning and execution
  • Assess liquidity impact on contingency funding plan (CFP) and overseeing the implementation of liquidity risk management framework in a business unit setting or on a regional entity setting
  • Make presentations to senior management, Morgan Stanley Asia Treasury team, and global Treasury colleagues.*LI-JG1
  • Bachelor’s Degree in Finance, Economics, or Accounting necessary; a master’s degree / MBA / CFA a strong plus
  • At least 6 years of experience, preferably from global securities firm or large bank
  • Strong analytic capabilities, including ability to summarize complex business problems and detailed analysis with clarity and brevity
  • Proven track record of teamwork and ability to work in a fast-paced, high-energy, dynamic environment, across organizational and geographical boundaries
  • Excellent communication skills in English and Mandarin necessary
5

VP of Treasury & Capital Planning Resume Examples & Samples

  • Bachelor's Degree in Accounting, Economics, Engineering, and/or Finance
  • Holds or actively pursuing CPA, CIA, FRM or other relevant professional designation
  • Previous Audit experience (Financial; Operational; Products)
6

Capital Planning Resume Examples & Samples

  • Strong analytical skill is a pre-requisite ability to take various data from different sources, analyse results and draw relevant conclusions
  • Ideally, experience in Management Consulting or in the support function (Risk/Finance) of an Investment Bank
  • Proficiency in MS Office tools particularly, strong Excel skills
  • Familiarity with regulations around capital (e.g. Basel 3 / CRD IV) and the regulatory submissions (e.g. regulatory returns, ICAAP and Recovery Plan) are an added advantage
  • Professional Accountancy qualification or equivalent would be advantageous
7

Est Capital Planning Production Manager Resume Examples & Samples

  • Minimum 8 years of business experience
  • Experience in risk or financial analysis
  • Demonstrated oral and written communication skills
  • Strong financial analysis skills, preferably within financial services industry
  • Highly proficient use of project management and analysis tools including Microsoft Office (eg. Excel, Word, PowerPoint)
  • Must be willing to comply with pre-employment screening, including but not limited to drug testing, reference verification, and background check
  • Audit or Regulatory Reporting experience, with specific accountability for FR Y-14A and / or FR Y-9C reporting
  • Management Consulting experience
  • Master's degree or equivalent certification
8

Capital Planning Treasury Analyst Resume Examples & Samples

  • Develops and prepares the organization's financial plans and budgets, interprets financial reports and tax returns, and maintains good corporate relations
  • Performs treasury financial analysis involving cash funds, foreign exchange, debt and capital management
  • Provides analytical and technical support to treasury-related activities
9

Avp, Audit Capital Planning Resume Examples & Samples

  • Delivery of services in accordance with the Department’s policies and procedures
  • Partnering with the Department’s business, products, and functional audit teams such as: Compliance, Risk, IT, etc., as needed
  • Establish and maintain ongoing relationships with headquarters, business and functional leadership for the subject areas
  • Proactively advance integrated auditing concepts and use of technology; and
  • Continuously develop and maintain sector/industry/ technical knowledge and share knowledge with team
  • Understanding of industry leading practices within the subject areas and the ability to apply them within the GEC organization
  • MBA, Masters or Bachelors degree preferred
  • Ability to challenge the business (including assumptions made) and influence positive change in the organization
  • Ability to build strong, trusting relationships with senior business stakeholders
  • Ability to suggest policy changes to key stakeholders that will improve GEC’s overall risk and control framework/program
  • Ability to deliver internal audit’s point-of-view with respect to the subject areas
  • Possess strong project management skills, make sound decisions, and exhibit initiative and intuitive thinking; and
  • Strong oral and written communication, presentation and facilitation skills
10

Senior Analyst, Capital Planning Resume Examples & Samples

  • Develop, implement and manage robust program management framework to drive completion of Capital management programs and projects
  • Connect all work streams (existing and prospective) across multiple functions and businesses to create cohesive and comprehensive framework
  • Identify and manage timely execution of work streams
  • Establish appropriate operating rhythm
  • Perform calculations, analysis and validation, as appropriate, and address or escalate unexpected results or inconsistencies
  • Use interpretive and analytical skills to drive operational excellence and offer solutions to establish recurring process or further enhance processes
  • Communicate progress and roadblocks to various stakeholders, preparing updates to Senior Management and the Board
  • Execute on program's implementation approach and communication strategy to support effective and lasting change across Risk Management processes
  • Bachelor's Degree with 5+ years of experience in Finance, Risk, Treasury or 4 years if a Graduate of a GE Leadership Program (Financial Management (FMP) or Corporate Audit Staff (CAS) programs)
  • Proven ability to multi-task and lead cross-functional stakeholders and influence others
  • Strong analytical and data management skills
  • Strong verbal/written communication skills
  • Referrals will only be eligible for the special incentive referral bonus payout based on date of referral submission during special program eligibility dates. All other guidelines under the WDYK program are applicable
  • Insurance accounting experience
  • GE Leadership Program Graduate (CAS preferred)
  • Demonstrated ability to absorb vast amounts of data and regulatory material
  • Demonstrated ability to manage multiple priorities
  • Financial services experience, experience within finance, treasury, risk, or capital management functions preferred
  • Proficient use of financial systems and Microsoft Office (eg. Excel, Work, PowerPoint)and executive presence
11

Director of Capital Planning Resume Examples & Samples

  • High personal standards and professional ethics with a commitment to excellence
  • Excellent communication skills both written and verbal with all levels of leadership
  • Strong analytical and strategic thinking skills
  • Ability to perform statistical analysis and coordinate/interpret complex statistical analysis
  • Good knowledge of regulatory capital guidelines, balance sheet and funding requirements
  • Strong leadership qualities and broad-based technical skills to be able to launch and manage new projects and teams, as required
12

Senior Financial Analyst Global Capital Planning Fp&a Resume Examples & Samples

  • Continuously simplify and improve Visa’s Capital Planning process and educate stakeholders jointly with the Technology team
  • Own annual Capital Planning process to lead and guide Project Sponsors & Product Development; define and track performance measures
  • Drive reporting enhancements and capabilities by creating a data repository and one “source of truth” for Technology and Business project sponsors
  • Provide thought leadership and recommendations to balance process simplification with senior management and regulatory requirements; develop/execute long-term roadmap while resolving gaps
  • Partner with the Technology team to develop capabilities and reports around upstream processes to improve operational performance, forecast accuracy and accountability e.g. project portfolio health, project timelines, resource capacity
  • Enhance and develop enterprise systems to enable decisions and management of project portfolio and investments
  • BS or BA in technical field (Accounting, Finance, Engineering, etc.) with
  • At least 5 years of experience with progressively increasing responsibility
  • Experience in Fortune 1000 technology, financial services or manufacturing firm preferred
  • Highly articulate and influential written and verbal communication skills
  • Ability to translate complex, unstructured areas into simple, measurable dashboards/reports
  • Strong business acumen for linking operations and results
  • Collaboration and leadership skills for the development, coordination, implementation and satisfactory completion of deliverables
  • Experience working with project portfolios and related processes such as prioritization, benefits tracking, financial management and portfolio management
  • Proven track-record in change management, process improvement and re-design
  • Highly proficient with MS Excel and MS PowerPoint. MS Access experience preferred but not required
  • Proficient in Hyperion or similar enterprise reporting and forecasting tool
  • Understanding of project management tools and methodologies preferred
  • Comfortable with rapidly changing environment and reprioritization of tasks
13

Audit Manager, Capital Planning Resume Examples & Samples

  • Delivers on time high quality audit reports, Internal Audit and Regulatory issue validation and (where appropriate, branch examinations, as well as business monitoring and governance committee reporting
  • Manages audit activities for a component of a product line, function, or legal entity at the regional or country level including a portion of the audit annual plan
  • Applies in-depth level of expertise in one or more of the corporation's businesses and leverages this knowledge into a leadership role in one or more teams
  • Proactively advances integrated auditing concepts and use of technology
  • Manages a complex and critical unit within Internal Audit, including a small to medium sized team of Internal Audit professionals. Recruits staff, develops talent, builds effective teams, and manages a budget. Possesses a broad and comprehensive understanding of different Internal Audit standards, policies and local regulations; applies a broad and comprehensive knowledge of high risk areas including: Consumer or Investment Banking, technology management; project/program management; regulatory compliance or supplier management
  • Develops effective senior line management relationships and has a strong understanding of the businesses
  • Uses excellent communication skills in order to influence a wide range of internal audiences including respective product, function, or regional executive management partners. May negotiate internally often at higher levels on matters which will have a major impact on the area managed
  • Participates in major business initiatives and pro-actively advises and assists the business on change initiatives
  • Serves as lead reviewer for all types of reviews
  • Effective negotiation skills, a proactive and 'no surprises' approach in communicating issues and strength in sustaining independent views. This individual must be an articulate and effective communicator, both orally and in writing, with an energetic, charismatic and approachable style
14

Senior Audit Manager, Capital Planning Resume Examples & Samples

  • Develops and executes a robust Audit Plan, by reviewable entity, for assigned businesses in accordance with Internal Audit standards, relevant government statutes and regulations and Citigroup and Citibank policies
  • Directs complex audit activities for a component of a product line, function, or legal entity at the regional or country level including a portion of the audit annual plan
  • Applies comprehensive expertise in one or more of the corporation's businesses and leverages this knowledge into a leadership role in one or more teams
  • Proactively advances integrated auditing concepts and use of technology. Closely follows latest trends in own field and adapts them for application within own job and the business
  • Manages a complex and critical unit within Internal Audit, including a medium sized team of Internal Audit professionals. Recruits staff, develops talent, builds effective teams, and manages a budget. Possesses a broad and comprehensive understanding of different Internal Audit standards, policies and local regulations; applies a broad and comprehensive knowledge of high risk areas including: Consumer or Investment Banking, technology management; project/program management; regulatory compliance or supplier management
  • Leads the professional development of Internal Audit staff
  • Applies an in-depth understanding of the inter-relationships of business and support units throughout the corporation and how they impact the overall control environment and the audit approach
  • Demonstrates strong judgment, political astuteness, and sensitivity to cultural diversity
  • Possesses strong project management and interpersonal skills, makes sound decisions, exhibiting initiative and intuitive thinking. Consulted often by others for advice and opinions and recognized as a leadership role model
  • Frequently involved in matters that require complex judgments and solutions based on sophisticated analytical thought such as identifying solutions for a variety of complex and novel audit control issues. Analyzes reporting findings; Recommends appropriate interventions where needed. Proposes creative and pragmatic solutions for risk and control problems. Partners with Directors and Managing Directors to develop approaches for addressing broader corporate emerging issues
  • Serves as lead reviewer for all types of reviews, including the most complex
  • Reviews and approves Business Monitoring Quarterly Summaries
  • Related certifications (CPA, ACA, CFA, CIA, CISA or similar) are a plus
  • Senior level experience in a related role with experience in business, functional and people management, with proven abilities in taking responsibility for executing concurrently on a portfolio of high quality deliverables to stakeholders according to strict timetables
  • Specific subject matter expertise regarding technology application control disciplines and a strong business understanding of Capital Planning processes including governance frameworks, modelling approaches, scenario design, data management, PPNR forecasting, etc
  • Demonstrates experience in managing teams and managing integrated internal audit and assurance delivery within a matrix reporting environment
  • Strong interpersonal skills for interfacing with all levels of internal and external audit and management
15

Capital Planning & Liquidity Risk Management Professional Resume Examples & Samples

  • Making presentations to senior management, Morgan Stanley Asia Treasury team, and global Treasury colleagues*LI-LT2
  • 3+ years of experience, preferably from global securities firm or large bank
  • Excellent communication skills in English, additional Asian languages a strong plus
16

Finance Manager Fixed Assets & Capital Planning Resume Examples & Samples

  • Manage and consolidate the monthly estimate brand submission reporting package for the corporate capital planning analysis team
  • Lead the annual planning process for capital expenditures, including aligning the brands capital review meetings with senior management
  • Key support in managing the North America fixed asset capital team
  • Ensure accuracy and completeness of the branded capital spend tracking reports through reviews, reasonableness tests, and analytical assessments
  • Manage, administer, and review the open project status with monthly reporting consisting of the reports for assets under construction, counter liability, counter receivables for submission to corporate fixed assets
  • Prepare and review monthly brand Net Book Value reports. Ensure assets of closed doors have been appropriately disposition
  • Develop standard management reports to issue to Finance & Key Account Management
  • Create desktop procedures for all Fixed Asset processes for brand finance and NAFA team
  • Develop, implement, and enforce policies and procedures for all fixed asset accounting and facilitate standardization within the region
  • Analyze monthly Balance Sheet accounts reports for validity. Research and investigate unusual items for propriety
  • Conduct timely reviews for processes and give recommendations for improvement
  • Assist in SOX compliance work
  • Prepare ad-hoc analysis as requested by functional or finance leadership
  • Position requires 5+ years of related work experienced preferred
  • College/University degree in Finance/Accounting or related field preferred
  • Proficient in Advance Excel, and accounting/financial reporting systems (SAP, CPM)
  • Ability to work independently and in groups
  • Proven problem-solving capabilities, strong communication, and presentation skills
17

Managing Director, Audit Capital Planning Resume Examples & Samples

  • Minimum of 15 years of experience in audit, or risk management at a diversified financial institution and/or consultancy with emphasis in financial services
  • Prior interactions with financial regulators
  • Experience/knowledge of design, implementation and/or audit of key elements of a large and complex risk management program
  • Leadership and team development experience
  • Must apply via COS (internals) or through www.gecareers.com (externals) to be considered for this position
  • Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening
  • YOU MUST BE ABLE TO SATISFY THE REQUIREMENTS OF SECTION 19 OF THE FEDERAL DEPOSIT INSURANCE ACT
  • Must be willing to comply with pre-employment screening, including but not limited to, drug testing, reference verification and background check
18

Capital Planning & Management Associate Resume Examples & Samples

  • Liquidity– recommend the Firm’s liquidity policy and framework; manage the Firm’s overall liquidity profile; provide analysis relating to various capital and liquidity metrics; invest and manage the Firm’s liquidity portfolio
  • Funding –develop and execute long-term financing plan for the Firm, securing attractive financing in global markets; build syndicate relationships to evaluate and access demand for the Firm’s credit; continuously monitor the global capital markets for opportunities to enhance funding diversification and cost-effectiveness through the implementation of new products
  • Development and implementation of the Firm’s capital management policy and framework
  • Ongoing refinement of the Firm’s internal capital assessment model and capital stress testing
  • Involvement with the UK Group’s annual Internal Capital Adequacy Assessment Process (ICAAP), related documentation and key Treasury inputs
  • Performance of the quarterly UK Group internal capital assessment review and capital forecasting
  • Capital support and monitoring of various legal entities within the UK Group and EMEA, e.g. dividends, infusions, standalone ICAAP requirements
  • Support in the execution of the UK Group and legal entity capital plans
  • Preparation and analysis of the quarterly Global Subsidiary Double Leverage Review
  • Analysis of regulatory developments and dealing with PRA and other regulatory requests
  • Preparation of capital materials for key governance forums and PRA meetings
  • A background in capital management and a core understanding of other Treasury areas including liquidity and funding
  • A good understanding of the principles of risk management balanced with a commercial awareness to support the Business Units
  • The role requires a broad understanding of the Securities industry, including a strong analytical ability to decipher the Treasury impacts of complex transactions
  • Ability to develop relationships and rapport with senior management and other key stakeholders across Finance, Firm Management, Tax, Legal, Operations and Technology
  • Demonstrate leadership potential and good decision making skills
  • Post graduate qualification / studying towards: ACT, CFA, CIMA, ACA or equivalent preferred
19

Est Capital Planning Documentation Analyst Resume Examples & Samples

  • Support development of stress testing documentation function including supporting documentation with support from partner organizations in line with regulatory expectations
  • Partner with GECC’s internal controls function to ensure appropriate documentation of stress testing policy, process, procedures, and controls
  • Partner with GECC’s business units to ensure stress testing documentation is in-line with corporate standards
  • Support semi-annual stress testing documentation efforts and submission of written narratives to Federal Reserve
  • Support processes for providing narratives and documentation to the Federal Reserve in support of GECC’s stress testing efforts
  • Help ensure adequate controls are built into the documentation process
  • Support strategy and process for developing GECC’s FR Y-14A supporting documentation, partnering with key stakeholders to ensure documents are prepared and reviewed in-line with regulatory expectations
  • Ensure thorough documentation of Enterprise Stress testing results in Capital Plan and FRY-14 supporting documentation
  • Bachelor's Degree with 3+ years of experience in Finance, Risk, or 2+ years if a Graduate of a GE Leadership Program (Financial Management (FMP) or Corporate Audit Staff (CAS) programs)
  • Strong organizational and problem solving skills and attention to detail
  • Bachelor's Degree in Economics, Finance or Accounting
  • Strong understanding of CCAR/DFAST reporting requirements
  • Risk Management Program (FMP) grad or Corporate Audit Staff (CAS) grad
  • Financial services industry experience
  • Ability to develop strong cross-functional working relationships
20

Financial Analyst, Capital Planning Resume Examples & Samples

  • Bachelor’s degree (preference to Finance, Economics, Accounting, Statistics)
  • Proven ability to lead/contribute to large multi-step projects in educational/professional setting
  • Needs proven organizational skills, including the ability to manage individual responsibilities/deadlines
  • Intermediate/Advanced level of proficiency in PowerPoint/Excel (preferably with presentation samples)
  • Must have 2 or more years of experience in financial statements and accounting and must possess a fundamental understanding of financial statements/accounting
  • Must work well in a team setting
  • Requires a passion for learning and openness to new ideas
  • Attention to detail is key
  • Strong organizations skills
21

Lead Treasury & Capital Planning Auditor Resume Examples & Samples

  • 7+ years of Financial Services experience
  • Bachelor's Degree in Accounting, Economics, Engineering, Finance, and/or a related field
  • Holds or is actively pursuing CPA, CIA, FRM or other relevant professional designation
  • Solid Audit background (Financial; Operational; Products)
  • Previous experience with Risk Assessment, Compliance Audit, and Internal Controls
22

Senior Analyst, Capital Planning & Management Resume Examples & Samples

  • Tracks and reports Capital Expenditures for Domestic & International teams
  • Reviews and assists with the development of capital project business cases, including financial analysis/modeling (IRR, NPV, lease classification testing, etc.) in support of financial business decision-making
  • Provides guidance on GAAP in the treatment of capital versus operating expenditures
  • Assists with the development and delivery of Capital Planning tools
  • Ability to manage significant amount of detailed information
  • Coordinates, assists and enforces compliance on all Capital Management practices and SOX requirements
  • Assists in the preparation of capital post-project audit reports
  • Serves as a Finance resource in providing Capex information to the Global FP&A community
  • Compiles and analyzes data to be included in monthly/quarterly Executive reports
  • Performs ad hoc analyses, prepares reports and presentations and makes recommendations to Senior Management
  • Liason for SAP Project Systems and US FP&A Teams
  • Assists with the administration of FinCap (Hyperion Capital Cube)
  • Bachelors Degree in Accounting or Finance – MBA is a plus
  • 3-5 years of progressive experience in financial planning and analysis, accounting and capital planning
  • Experience with SAP & Hyperion Essbase a plus
  • Strong organizational and analytical and interpersonal skills are required
  • Ability to manage multiple projects simultaneously, including deadline-sensitive priorities
  • Must be self-motivated/self-starter with the ability to work independently to resolve problems with limited information
  • Team player possessing a strong work ethic
23

IHC Capital Planning Senior Analyst Resume Examples & Samples

  • Support development of CCAR roadmap and detailed project plan with regards to capital
  • Provide periodic updates to the plan and proactively highlight execution risks
  • Partner with functional teams to execute individual CCAR workstreams (scenario design, capital adequacy metrics, enterprise risk identifications, etc.)
  • Drive design and implementation of both tactical and strategic solutions focused on 14A templates by partnering with stakeholders across Finance, Risk, and Treasury
  • Assist in the development of an independent challenge function framework and tools to effectively assess quality of capital plan outputs (e.g. stress results challenge process)
  • Perform capital plan quantitative analytics including summaries of stress results, sensitivities, etc
  • Perform industry capital plan benchmarking to assess internal results (e.g. PPNR and loss rates, stress capital depletion, etc.)
  • Ensure creation of robust documentation and controls standards for the capital policy, actions, and plan
  • Partner with internal audit teams to develop 2nd line of oversight for the CCAR process with specific focus on the capital plan
  • Partner with functional teams to drive remediation plans to address regulatory feedback around capital plan
24

Manager, Capital Planning Resume Examples & Samples

  • Support Wealth Management Finance in developing and implementing, and take a leadership role in operating and managing, a more effective CCAR process which is integrated with other strategic, business, risk and capital processes directing the bank’s future plans and activities to thereby support the execution of an effective CCAR planning process
  • Help assess capital planning and modeling tools across Operating Groups and legal entities
  • Provide support for the preparation of annual business plans and forecasts in support of the annual and mid-year capital plan
  • Assist Wealth Management Finance in partnering with Senior US Executives, Finance Executives, lines of business and corporate colleagues to complete the annual CCAR process to assess capital adequacy
  • Help to quantify stress testing impacts on enterprise capital for purposes of the CCAR Plan and regulatory stress tests
  • Assist Wealth Management Finance in acting as the key subject matter expert and primary contact person on CCAR for Wealth Management US
  • Work under the direction of Wealth Management Finance to redesign the linkages between CCAR and the bank’s strategic, business, risk and capital planning processes to create an integrated process that supports the determination of capital adequacy across the plan and stress scenarios
  • Help Wealth Management Finance to identify tools, resources and competencies required to achieve an effective CCAR process which is integrated with other related bank planning processes at the enterprise and Operating Group levels
  • Assess the capital impact/implications of stress tests and work with Wealth Management Finance and the business management in formulating responses to the various stress scenarios
  • Assist Wealth Management Finance in providing leadership on capital management areas
  • Assist the capital reporting team in providing senior management with accurate and timely information in support of effective decision-making
  • One of more of the following: MBA (Finance), CFA, CA, CGA, CMA
  • Strong knowledge of regulatory and economic capital management concepts
  • 5-7 years of experience in Wealth Management, finance, or risk management
  • Strong knowledge of Wealth Management
25

Capital Planning & Fixed Asset Accountant Resume Examples & Samples

  • BS/BA in Accounting or Finance
  • CPA/MBA preferred
  • At least 2-3 years relevant experience with demonstrated performance within fixed assets accounting
  • Experience across a broad range of accounting functions is highly desirable
  • SAP/Business Warehouse knowledge a plus
  • Financial modeling expertise a plus
  • Ability to work well within a team and a fast-paced, dynamic environment
  • Strong work ethic with a positive, can-do attitude
  • Independent worker and analytical thinker with ability to conduct research, data analysis and resolve complex problems
  • Strong presence with ability to interact with Senior Leadership
  • Strong knowledge of generally accepted accounting principles and internal control
  • Demonstrated high performer
26

Capital Planning Resume Examples & Samples

  • Governance oversight of corporate FX exposure management
  • Supporting Recovery & Resolution Planning (RRP) and legal entity structural reform initiatives
  • Analysing capital related implications of local regulatory change & business driven initiatives
  • Identifying and driving optimization opportunities across the above areas
  • Development of best-in-class MIS, including materials to support relevant governance forums
  • Support broader regional Treasury team on ad hoc initiatives and projects as needed
  • Scope to work with a broad set of stakeholders regionally & globally, across Treasury, Business & Shared Services
  • Excellent analytical skills with strong attention to detail
  • Ability to understand, assess & convey complex issues in a straight-forward and concise manner
27

Human Capital Planning Leader Resume Examples & Samples

  • Influence key stakeholders to ensure delivery of efficient and effective workforce plans including processes, reviews, updates, and improvements
  • Leverage change management and project management skills to effectively implement human capital management best practices to the enterprise
  • Analyze workforce Plans and model trends to support better and faster decision making and development of recruiting plans
  • Support HR leaders to provide actionable data analytics insight that will drive business decisions key responsibilities
  • Help define Visa’s Human capital Strategy, in key segments of populations/roles, by proactively researching emerging macro-economic labor trends and bringing analytical insight from diverse forecasts related to company financials, business metrics etc
  • Define, model and monitor human capital demographics, current and future human capital outlook on structure and mobility
  • Collaborate with functional leaders to monitor ongoing planned versus actual human capital metrics, interpret HR data and support the development of action plans to achieve their human capital plans
  • Partner with finance to ensure integration with current processes that incorporate headcount forecasting and reporting
  • Bachelor’s degree in Business disciplines such as Finance, Strategy, Economics, and Marketing etc. with approximately 10 to 15 years of business, consulting or HR role(s) where focus has been on business planning, analytics, especially Human capital related
  • Ability to interpret business strategy and multi-year financial plans to help identify action plans for their successful implementation
  • Advanced knowledge of Microsoft Office products (especially Excel and PowerPoint)
  • Ability to assimilate disparate Excel data into centralized models & provide relevant cuts and model implications based on input variables and assumptions
  • Ability to deal with ambiguity, be self-driven, multitask and manage dynamically changing, competing priorities and deadlines
  • Master’s degree in Business disciplines such as Finance, Strategy, Economics, and Marketing etc. with approximately 8 to 10 years of business, consulting or HR roles in areas stated above
  • Strong Consulting experience in Business Management fields, Transformation or in Strategy groups
  • Ability to connect internal and external human capital information, especially to quickly research best practices and relevant global labor market data
  • Experience in the development and implementation of HR Analytics discipline
  • Basic understanding of statistics and related software packages, especially as it relates to identifying human capital drivers of key business metrics
  • Knowledge of HRIS systems. (Workday, etc.)
28

Avp-internal Audit Ccar IHC Capital Planning Resume Examples & Samples

  • Assist in executing standalone capital planning and capital calculations audits as well as supporting capital planning aspects of integrated business audits in accordance with Internal Audit standards & methodology, relevant regulatory expectations, and Bank’s policies and procedures
  • Undertake Internal Audit and Regulatory issue validation, continuous monitoring and regularly scheduled and ad-hoc reporting
  • Maintain knowledge and expertise of developments related to capital & contingency planning, capital calculations and RWA including: best practices, regulatory requirements and key control processes especially as they relate CCAR/IHC
  • Support the delivery of CCAR/IHC audit plan relating to capital & contingency planning, capital calculations to ensure the use of sound risk management controls and regulatory compliance
  • Assist the Audit Manager in the execution of a program of continuous risk and performance monitoring (e.g. business developments, emerging risks and control issues
  • Assist the Audit Manager in planning, budgeting, scoping, execution and delivery of CCAR/IHC audits related to market risk management etc
  • Provide systemic and thematic issues and raise cross-functional topics as a result of capital/contingency planning, capital/RWA calculations audits related to CCAR/IHC
29

Manager, Capital Planning Resume Examples & Samples

  • Forecast and analyze Estee Lauder’s Global balance sheet and cash flow statement; improve the reporting and financial analyses with respect to working capital, foreign exchange, interest income/expense, pension obligations and other treasury related cash flows (20%)
  • Analyze the company’s financial statements and assist in the preparation of executive and Board of Directors presentations on capital structure (20%)
  • Assist with the tactical execution of stockholder distribution strategy via dividends and share repurchases (5%)
  • Develop financial models for discounted cash flow and weighted average cost of capital for the company (5%)
  • Work with Accounts Payable, Accounts Receivable, and Operations team to identify and implement working capital improvements (5%)
  • Analyze economics of buy vs. lease of capital purchases (5%)
  • Build models that will help measure the impact of foreign currency movements on Estee Lauder’s financial statements, and develop strategies that mitigate currency related volatility (5%)
  • Prepare presentations for rating agency meetings, and analyze analyst reports to understand the rating agencies credit metric methodologies (10%)
  • Leverage treasury systems (e.g., SAP, CPM, Quantum) to improve the efficiency of collecting and analyzing data, and implement improvements to current processes to maximize productivity (5%)
  • Manage special projects as needed (20%)
  • Strong knowledge of financial planning and analysis
  • Advanced Excel skills, with experience building complex analytical models
  • Ability to drive key process improvements and effectively manage priorities and ambiguity
  • Experience as a project manager, leading cross functional teams to implement significant new business initiatives, process reengineering, and/or system conversions
30

Avp-le Capital Planning Resume Examples & Samples

  • Capital demand / supply planning across a diverse population of locally regulated APAC subsidiaries and branches, as well as the related impacts at Parent Bank & Group Consolidated level
  • Management of inter-company guarantee and large exposure analysis and governance processes
  • Analyzing capital related implications of local regulatory change & business driven initiatives
  • Strengthening the governance framework and helping drive best practice
  • Solid understanding of relevant areas of the global / regional regulatory environment
  • Investment banking and private banking business knowledge preferred
  • Financial accounting background would be advantageous
  • Pro-active with ability to see multiple tasks through to completion
  • Strong interpersonal skills, effective collaborator
  • Proficient with Excel and PowerPoint
31

Director COE Capital Planning Resume Examples & Samples

  • Review program and project request from client with understanding the financial cause and effect to the overall Capital Plan
  • Thorough review of business need/justification, scope, budget and risks for assigned projects
  • Driving overall strategy of Capital Plan and Capital Plan Financial Modeling
  • Develop a comprehensive Business Case Report (within standard templates) for each assigned project including financial analysis (payback, NPV)
  • Build rapport with client representatives and ensure scope of project and outside business forces affecting the project is fully understood and that specific deliverables are fully understood with performance standards and other relevant criteria
  • Identify and address areas of concern regarding potential risk surrounding project, project logistical issues, budget and scope project resource constraint project team
  • Assist Program Lead in the establishment and refinement of best practices of standards of excellence
  • Assist in training and developing Jones Lang LaSalle team members in the skills and understanding of firm procedures, methodology and practices
  • Supervise assigned capital planning staff
  • Review and approve all project recommendations
  • Bachelor Degree from an accredited institution in Accounting, Business, Architecture, Engineering, or Construction Management strongly preferred
32

Capital Planning Manager Resume Examples & Samples

  • Develop a list of potential projects from the life cycle asset management tool and project requests from Client
  • Implement the utilization of JLLs Capital Planning Tool
  • Perform thorough review of business driver, scope, budget and risks for assigned projects
  • Develop estimates and schedules to be included in a comprehensive Business Case Report (within standard template) for each assigned project
  • Manage the prioritization process of projects within the capital plan
  • Identify and address potential risks surrounding project, project logistics, budget and scope
  • Manage capital planning budget and vendor contracts
  • Manage and oversee multiple vendors and professional services providers
  • Build rapport with client representatives to ensure full understanding of the capital planning process, timelines, specific deliverables and other relevant criteria
  • Develop new templates and documents specific to client needs as needed
  • Assist PMO (Project Management Office) Lead in the establishment and refinement of best practices of standards of excellence
  • Assist in training and developing JLL team members in the skills and understanding of firm procedures, methodology and practices
  • Comply with all JLL policies and procedures, including but not limited to ethics and business practice
  • 15+ years of practical project experience in large engineering/architectural organizations
  • Experience with multi-site and multi building campuses
  • Experience with real estate life cycle asset management (LCAM)
  • Experience with infrastructure and complex projects
  • Experience with estimating and scheduling
  • Experience in construction management
  • Highly organized with strong analytical skills
  • Very strong report writing skills
  • Ability to analyze and communicate data to client and team
  • Ability to successfully communicate with architects, contractors, client’s representatives, and team members
  • Ability to review consultant reports (A/E) and evaluate accuracy and completeness
  • Ability to delve into a conceptual project and ask “all the appropriate questions” to identify the full scope and implications
  • Ability to understand all aspects of construction projects effectively and efficiently including, but not limited to budgeting, and scheduling in order to fully understand project implications based on minimal conceptual information
  • Demonstrated high level of performance in project scope development, estimating and budgeting
  • Demonstrate a level of familiarity with financial concepts and analytics preferred
  • Knowledge of Microsoft Office applications
  • Varies
  • Reports to: PMO (Project Management Office) Lead
  • Bachelor Degree from an accredited institution in Architecture or Engineering with experience in Business, Construction Management strongly preferred
  • Real Estate Development degree or experience preferred
33

Director, Capital Planning Resume Examples & Samples

  • Works collaboratively with all executive stake holders to analyze and communicate strategic financial data that directly impacts firm position and investment returns
  • Provide visibility into fund-level liquidity and capital concerns; drive execution of region capital and liquidity initiatives
  • Drive departmental and deal level expense management, controls and budgeting process
  • Oversee development and production of materials for Quarterly Asset Management Review (up to 90 active investments across 10 funds) in partnership with Head of Portfolio Management
  • Drive efficient delivery of global planning deliverables relating to projected investment targets
  • Coordination and development of investor materials relating to investments within the Americas region and investor meeting preparation tools for executive leadership
  • Provide strategic leadership to the Hudson Americas Capital Planning team to ensure data is collected and presented / translated into desired business communications
  • Collaborate with the asset management and underwriting teams to ensure that Fund goals and business plan objectives align with the organization’s overall strategy
  • Mentor team members, with a purpose of driving business results and professional development
  • Strong analytic and financial modeling skills
  • Knowledge of financial statements, valuations and cash flows; ability to work with detailed financial or other data and to understand and communicate macro implications
  • Excellent interpersonal skills, including ability to communicate clearly and concisely both orally and in writing with all levels of management
  • Excellent project management and problem solving skills
  • Ability to lead a team of varied experience and levels; must be able to mentor, coach and provide overall leadership to a team of approximately 4 people
  • Ability to navigate smoothly between strategic planning and tactical details
  • High attention to detail and accountability in analytical assessments, but with the aptitude to maintain a big picture perspective
  • Ability to work in a dynamic, deadline-driven environment with low to moderate supervision
  • Self-starter with the ability to multi-task
  • 12+ years of progressive work experience
  • Experience in a fast-paced investment bank, strategic consulting firm, hedge fund, private equity firm or operating company
  • Minimum 8 years in a progressive leadership role
  • Proficiency in Word, Excel, Outlook, and PowerPoint (Microsoft Office Suite 2003/2007)
  • Efficiency in Excel, including ability to summarize data via formulas, lookups, Pivot Tables, conditional formatting, etc
  • Adaptability - Exhibits the capacity to successfully change and evolve one’s actions, opinions and behavior as a result of changing priorities or environment
  • Influential Leadership - Leads with confidence and conviction, and is able to establish credibility, trust, and respect among team members
  • Team Work - Fosters collaboration among team members and business partners, and uses capabilities to achieve team goals
34

Capital Planning Resume Examples & Samples

  • Track and manage timeline of various capital planning projects and initiatives, including CCAR, DFAST and quarterly stress tests
  • Coordinate with key stakeholders including Risk, Finance and Treasury to ensure that capital inputs and documentation deadlines are met
  • Maintain documentation for end-to-end processes and procedures
  • Support CCAR process enhancement, control, challenge and governance initiatives
  • Centralize CCAR communications
  • Assist in the production and coordination of presentations for Firm senior management, steering committees, and ALCOs
  • Assist in managing the overall CCAR budget
  • Proven track record of great teamwork and ability to work across organizational boundaries
  • Experience in cross-functional project management
  • Confident, proactive, and independent self-starter
  • Strong multi-tasking capabilities
  • High degree of technical proficiency (e.g., MS Office, MS Visio) and ability to learn quickly
  • Excellent organizational and analytical skills
  • 2 to 7 years of professional experience in financial services
  • Ability to intelligently forward plan and prioritize for deadlines
  • Regulatory reporting and/or CCAR experience is a plus
35

Assistant VP Capital Planning Hnah Resume Examples & Samples

  • Build collaborative connections with peers throughout the organization to facilitate delivery of analysis
  • Manage and develop technical financial analysis, modeling and reporting to support business results tracking and decision-making. Conduct qualitative and quantitative analysis and prepare metrics on assigned business area to include product pricing, business lines, channels, customers, new business opportunities, forecasts, incentives, budgets and/or cost-benefit analyses
  • Substantial autonomy to guide area of responsibility
  • Strong management, interpersonal relationship management, analytical, project management, presentation and verbal and written communication skills
  • Seven years proven financial analysis and/or project management experience, or equivalent. Management and consumer financial services experience preferred
  • Bachelor’s degree in finance, accounting, economics, mathematics, statistics, business management, related field or equivalent experience. MBA preferred
  • Knowledge of financial analysis, modeling, systems and reporting preferred
  • Proficiency with personal computers and pertinent mainframe systems and software packages. Advanced spreadsheet and database knowledge preferred
36

Technical Communicator Capital Planning Resume Examples & Samples

  • Provide technical editing support, including writing, proofreading, and editing, for the timely bi-annual submissions of capital planning (CCAR/DFAST) documentation to the regulatory agencies
  • Create, develop, monitor, and execute project plans, tracking all aspects of initiatives, including sub-projects, interdependencies, milestones, risks, contingency plans, and project resources
  • Lead and coordinate the documentation working group meetings
  • Communicate the status of the CCAR documentation project plan for internal governance bodies and other stakeholders to include deliverables, meetings, presentations, approval milestones, and overall communication and coordination strategies
  • Interface with Discover internal teams, including Corporate Risk Management, Treasury, and other key capital planning partners
  • Lead and coordinate the review and approval processes using the certification tool in Wdesk
  • Bachelor’s degree in Business, English, or Journalism, Master’s degree preferred
  • Minimum 4 years’ professional writing experience
  • Ability to influence others without having direct accountability for them
  • Excellent interpersonal skills with the ability to effectively interact with all levels of the business
  • Project management experience (PMP or Lean Certification recommended, but not required.)
37

Senior Treasury Analyst Capital Planning Resume Examples & Samples

  • Reports to the Manager – Capital Planning
  • Interfaces with business partners in Finance, Credit Risk Management and Corporate Risk Management
  • Drives analytical, modeling, and forecasting support in the Capital Planning area
  • Conduct stress testing and scenario planning and assess potential impacts
  • Monitor, evaluate and clearly communicate the potential capital impact of regulatory and legislative developments
  • Optimize level of Parent liquidity and required capital for the annual Corporate Planning, CCAR regulatory reporting cycle, and any other capital reporting required as part of the Basel program framework
  • Bachelor’s degree in Business Administration, Finance, or related disciplines
  • 4-6 years of experience in a Bank or a Financial Services firm
  • Strong attention to process and details
38

Capital Planning & Engineering Manager Resume Examples & Samples

  • Reviews project design for compliance with engineering principles, company standards, contract requirements, and related specifications
  • Coordinates activities concerned with technical developments, scheduling, and resolving engineering design issues
  • Directs integration of process design activities and production requirements into capital projects
  • Evaluates and approves design changes, specifications, and drawing releases
  • Controls expenditures within limitations of project budget
  • Prepares interim and completion project reports
  • Prepares capital authorization documents
  • Coordinates merit and feasibility studies
  • Assure that projects are being designed and installed using sound engineering principles and are in accordance with national codes and standards as well as Grace Corporate wide procedures and standards
  • Develop and maintain the engineering documents required for successful completion of capital projects
  • Directly supervise engineering firms who are designing assigned projects
  • Supervise either directly or indirectly, outside contractors and subcontractors who are constructing assigned projects
  • Provide engineering assistance as required to other departments and other plants
  • Review capital budget and spending requirements for a group of plants
  • Inspect key equipment prior to release for shipment for all assigned projects
  • BS degree in engineering, preferably Mechanical or Chemical
  • Minimum of 10 years experience in project design and project management in the chemicals industry
39

Senior Financial Analyst Capital Planning Resume Examples & Samples

  • Prepare and present capital reports and presentations for senior management and other audiences
  • Manage, drive and support work streams associated with ad-hoc analytical reports
  • Develop, implement and support management and regulatory reporting capabilities related to capital and risk weighted assets
  • Proven ability to be flexible, prioritize, multi-task and be a self-starter
  • Familiarity with emerging regulatory standards (Basel and Dodd-Frank rules) a plus
40

Capital Planning Program Manager Resume Examples & Samples

  • Develop and communicate detailed budgets and budget forecasts that will drive both capital planning and procurement strategy over a multi-year time horizon
  • Track costs on active projects and communicate overall program budget health to senior leadership on a regular basis
  • Run reports and analysis on existing sites to include the cost comparison/ bridge in the business case documentation
  • Have the ability to estimate pricing based on similar projects and varying market conditions and timelines
  • Conduct multiple weekly standing meetings/ calls with internal teams to obtain or share information and track deliverables
  • Evaluate current working procedure, increase structure and add processes to streamline information flow and track deliverables
  • Monitor critical path items and escalate to leadership on potential risks and delays
  • Coordinate information between various teams in the organization
  • Manage other critical one off projects that are related to adding network capacity if needed
  • 5 years program management experience or related field or 2+ years of experience within Amazon
  • Experience with detailed documentation and analytical thinking
  • Experience leading and interacting with cross-functional teams
  • Experience leading large scale programs
  • Ability to work independently in a fast-paced and rapidly changing environment
  • Superior communication skills, including the proven ability to effectively manage, influence, negotiate, and communicate with external business partners and internal teams to meet organizational capacity needs
  • Detail orientation with proven problem solving skills
  • Confident leader who can prioritize and analyze tradeoffs, communicate clearly and compellingly and effectively influence internally and externally, across organization boundaries
  • Able to independently influence and resolve conflicts with others who are not in your reporting chain
  • Drive effective teamwork, communication, collaboration and commitment across multiple disparate groups with competing priorities
  • Must be a quick learner, able to come up to speed on any type of technical project and credibly assist the team
  • Excellent Analytical, Quantitative and communications skills
  • Self-starter who has prior experience in design, implementing, modeling, estimating and managing building start-up’s
  • Experience with Fulfillment Center construction & startup budget estimation is desired
  • Experience in managing construction or material handling design/ implementation programs is a plus
41

Director, Capital Planning & Analysis Resume Examples & Samples

  • Lead the annual and interim capital planning processes and prepare quarterly MCCSR forecasts
  • Provide variance analysis to annual plan and quarterly forecasts
  • Recommend and implement process/structural improvements to the existing forecasting methodologies and sensitivity analysis
  • Work with the Business Group capital teams to manage local and Canadian capital requirements
  • Manage capital allocation methodology and update and revise the existing methodologies to reflect changes in the environment/organizational direction or new measures
  • Manage and support the development, review and update of capital and liquidity related policies, guidelines and methodologies, including Capital Risk Policy, and ensure that Business Groups maintain updated capital guidelines and standards
  • Manage and coordinate Corporate Capital Management Committee Materials
  • Manage or assist in preparation of various capital analysis and reports for senior management and the Board
  • Coordinate or participate in the benchmarking of the Company’s capital management against its peers including the impact of differences in structure, product mix, investment strategy
  • Participate or assist in optimization and M&A on an as required basis
  • MBA, CA, CFA or other Finance designation
  • Strong communication skills; ability to interface effectively with senior management and effectively communicate complex financial information
  • Understanding of Financial metrics and analytical tools
  • Capable of developing complex financial models
  • Understanding of regulatory capital in various geographic jurisdictions
  • Understanding of capital markets
  • Understanding of key business drivers for the Life/Asset management Industry
42

Senior Analyst, Capital Planning Resume Examples & Samples

  • Develop, analyze and present regulatory capital forecasts for holding company and bank subsidiaries
  • Manage Monthly, Quarterly, CCAR and Mid-cycle calendars and governance process
  • Assist in the preparation of Capital Plan and other Federal Reserve/ FDIC submissions
  • 4-6 years of Corporate Forecasting or Treasury experience in a Bank or a Financial Services firm
  • Proficiency with MS Office, Bloomberg, HFM, Essbase, and related tools
  • Ability to coordinate tasks with colleagues across many areas of the organization
  • Prior CCAR/ CapPR bank experience preferred
43

Capital Planning & Anly Senior Resume Examples & Samples

  • Monitor the adequacy of the firm's economic capital levels
  • Analyze the impact to capital and profitability of various business strategies by using scenario analyses and statistical analyses
  • Analysis of data systems to assess data attributes to evaluate historical default, loss given default and exposure at default data in addition to other credit related attributes related to Mortgage Business
  • Assessing that risk identification and assessment is comprehensive and standardized and properly incorporated into capital planning processes
  • Liaise with business and risk management team to implement the economic capital methodology to capture firm-wide positions
  • Provide financial analytics support to FP&A long-term strategic planning
  • Review the current reporting and analysis processes to determine enhancement opportunities
  • 5 – 7 years of experience conducting financial analysis and developing high quality management reports/dashboards
  • Bachelor’s degree in Finance, Accounting, Economics, Statistics, or related degree
  • Computer programming skills: R, SAS, SQL, VB
  • Experience with working with databases (Hyperion)
  • Excellent Excel and PowerPoint presentation skills
  • Experience in Finance, Risk and/or Treasury, preferably with some focus on Capital Management and preferably the CCAR supervisory process
  • Financial modeling and analysis skills
  • Experience with corporate finance, background in planning and analysis, forecasting and financial reporting
  • Working knowledge of GAAP financial accounting and fixed income finance
  • Experience with mortgage industry, including single-family mortgage credit risk
  • Experience with statistical modeling platforms such as R or SAS applied to large data sets is desirable
44

Manager of Capital Planning & Engineering Resume Examples & Samples

  • Looking for a combination of strong team leadership, organizational efficiencies and executive level communications
  • Exposure to Strategic Planning (regardless of field) with demonstrated experience in prioritization techniques will be crucial
  • 2+ years of experience in direct supervision
  • Capital Project Management Experience
  • Strong Organizational and Communication skills - Highly proficient in both verbal and written communication. Should be capable of communicating to upper levels of management on both issues that affect our operations (both positive and negative), and on opportunities to improve our processes. Conveys information effectively through formal and informal documents
  • Excellent teamwork and ability to function across multiple areas of the business
45

Administrative Assistant Iv-regional Capital Planning Resume Examples & Samples

  • Sign routine correspondence on behalf of supervisor, or in own name
  • Receive requests for information concerning supervisor's programs; advise when material can be furnished and prepare it or follow up to see that such material is prepared in an appropriate and timely manner
  • Provide support or be responsible for coordination of independent special projects
  • May assist in the budget process and maintain budget records
  • May coordinate, review and oversee the work of subordinate clerical employees
  • Receives telephone and personal callers, in absence of supervisor, screen those which can be handled by others; make referrals, answer questions not requiring research or technical knowledge
  • Act on supervisor's behalf in accomplishing general and complex administrative matters which may involve making decisions and commitments within scope of delegated authority
  • Make all necessary travel arrangements for supervisor and staff, including making reservations for transportation, hotel reservations and registration fees
  • Maintains and coordinates itineraries and preparation for travel related activities, including travel reports
  • Maintain supervisor's calendar or multiple calendars and schedule appointments and conferences; assure that supervisor is fully briefed on matters to be considered before scheduled meetings
  • Includes coordinating catering and food supplied at meetings or conferences
  • Provide a wide variety of services requiring a high degree of skill in office methods and functions
  • Maintain budget records, process requisitions, invoices and personnel forms
  • Process expense reports and credit card billing statements
  • Minimum five (5) years of professional administrative experience and/or experience utilizing progressively responsible administrative/executive level administrative support skills
  • Experience in customer service or client relations
46

Capital Planning Manager Resume Examples & Samples

  • Support the development and continual challenge of Capital Plan at Group level and in the Entities
  • Own elements of the production of core documentation (e.g., the Capital Plan, the ICAAP) providing accurate (and precise) data to allow the Head of Capital Planning and ICAAP to hold material and productive discussions with executives
  • Ensure the owned sections of the document are relevant and continually current (i.e., it is maintained as a living document). Produce materials, where requested, to allow the effective communication across business lines, global functions, major entities, and the sites
  • Support Capital Control senior management in the challenge of risk methodologies and models feeding into the core documentation
  • Provide support to ensure the regulatory capital vision is accurate and effective, and in itself, contributes to a meaningful step-change in global capital planning and ICAAP process and capability
  • Lead the design and implementation of new frameworks (e.g., RWA/Capital Demand Planning and/or Forecasting) and regulatory methodologies to support both the delivery of core external documentation, and internal deliverables (e.g., AOP, Latest Estimates)
  • Support the ongoing improvement of the oversight capability of Group Finance in relation to the Group's Capital Demand planning and forecasting, enabling Group Finance to effectively and insightfully review and challenge global business and regional strategic plans
  • A qualification in accounting or banking risk management or another financial discipline
  • Excellent data analysis and report building skills
  • Knowledge of Capital Planning covering both Demand and Supply - critical
  • Experience of the fundamental concepts of a Capital Planning flow, with understanding of how it links into budgeting, planning, and stress testing activities
  • Experience of produce ICAAP documentation - beneficial
  • Knowledge of Risk Models and, in particular, the IRB (Internal Rating Based) approach - beneficial
  • Knowledge of Capital Planning within an ALCM/Treasury function (e.g., instruments, issuance, and intra-entity cash streaming) - beneficial
  • Broad experience of the business drivers of RWAs / Capital
  • (beneficial not mandatory) UK Regulatory Capital Rules, including an understanding of future developments in this area (inc. planned changes, probable changes, and possible changes)
47

Director, Capital Planning & Development Resume Examples & Samples

  • A current resume(Chronological, indicating your related experience)
  • A Letter of Interest (preferably no more than two (2) pages) indicating how you meet the qualifications and why you are an ideal candidate for this position; and
  • Three (3) professional references
  • Bachelor's degree in Engineering, Architecture, Science, Public Administration, or closely related field whose accreditation is recognized by the U.S. Department of Education or the Council for Higher Education Accreditation (CHEA), or foreign equivalent
  • A valid drivers' license
  • Ability to oversee and manage projects with significant IT requirements
  • Intermediate level of technical knowledge in fields of architecture, engineering, building systems, planning, design, energy, and construction, as well as contracting processes, in delivery of a wide variety and diversity of facilities
  • Intermediate level of knowledge of state statues affecting architecture, engineering, planning, energy, the environment and public works construction contracting
  • Intermediate level of knowledge of advanced principles of management, including long-range, strategic, tactical and business planning, budget development, principles of economics, economic and market analysis, financial decision-making and alternative financing structures, forecasting and trend analysis, policy analysis and formulation, legislative construction, project planning, budgeting and budget execution, agency management, legislative testimony, applicable state statutes
  • Understanding of state laws and administrative code pertaining to public works procurement, building codes, state financial management and personnel management
  • Knowledge and understanding of, and commitment to, the ethical expectations of persons in high public position entrusted with very large public fund expenditure authority
  • Ability to communicate through analytical analysis to execute management (decision papers and feasibility studies)
  • Ability to evaluate the quality of work performed by design and construction professionals in both public and private sectors
  • Ability to make critical decisions affecting the capital construction program for state agencies
  • Ability to integrate the efforts of a professional staff with multi-disciplinary background
  • Ability to establish and maintain effective working relationships with a broad range of interested parties, including state and local government officials, the public, and the media
  • Ability to testify to legislative committees comfortably and clearly, representing Department issues
  • Ability to facilitate consensus with high level agency managers
  • Ability to mentor and train staff and Department work force
  • Effective communication and presentation skills. Ability to speak and write clearly using multiple styles of presentation to fit the audience
  • Ability to communicate complex issues to a variety of groups and individuals, including client facilities, legislature, OFM, private sector industry, legal, media, other professional engineers and architects, and legislative staff
48

Financial Analyst, Capital Planning Resume Examples & Samples

  • Assist in the preparation, maintenance and analysis of Capital Authorization Requests
  • Work closely with Real Estate, Foot Locker Divisions and other finance teams
  • Prepare and analyze various weekly, monthly, and quarterly financial reports
  • Prepare financial analyses and reports for presentation to Corporate and the Financial Services Center
  • Run PeopleSoft Financial queries to update databases
  • Perform all account reconciliations and analysis
  • Complete ad hoc assignments and reports as required
  • Requires a bachelor's degree in finance, accounting or related field
  • One to two years of related experience preferred
  • Proficient with Microsoft Office Suite (i.e., Excel, Word, and Access)
  • Demonstrated experience working in a team environment as well as working independently with minimal supervision
  • Experience presenting to all levels of management
  • Excellent communication, analytical and problem solving skills
  • Strong organizational and interpersonal skills
49

VP-capital Planning Resume Examples & Samples

  • Planning, preparation and supporting production of Capital Plan cycles (including MTP, Stress tests, Legal Entity planning & Weekly Outlook)
  • Actual vs. forecast trend analysis
  • Liaison with key stakeholders (i.e. BP&A, Regulatory Finance, CALM)
  • Drive improvement and standardisation of the forecasting processes
  • Maintain the Capital database (i.e. Cyrus)
  • In addition the successful candidate will have an opportunity to contribute toward other initiatives across the team such as driver based modelling and model enhancement as well as ad hoc analysis when required
  • Good understanding of capital planning and forecasting methodologies and processes
  • Good knowledge of a bank’s balance sheet and capital regulatory landscape
  • Able to design and deliver new management information and analysis that supports and enhances forecasts and forecasting processes
  • Strong controls awareness
  • Strong knowledge of Excel and ability to manipulate and analyse large volumes of data
  • Strong stakeholder management skills
50

Data Center Capital Planning Manager Resume Examples & Samples

  • Evolve the data center capital program and facilitate regular discussions with leadership on overall progress
  • Manage the portfolio of Data Center Improvement projects, as well as develop and mature a forum for non-demand driven changes
  • Partner with the team to scope, establish, and develop a metrics program aimed at making our business more efficient
  • Engage with Finance on planning and reporting projected spend for data center construction projects
  • Collaborate with Accounting to proactively understand and mitigate financial statement risk from construction projects
  • Team with senior leadership to drive efficiencies in the business
  • Provide analytical and presentation support on various other projects
  • Bachelor's degree in Accounting, Finance or equivalent field
  • 7+ years professional experience in managing a capital program for large-scale construction or development projects
  • Knowledgeable in excel and power point/keynote
  • Hands-on experience analyzing and managing cost data and message the story to management
51

Bank Treasury Capital Planning & Management Resume Examples & Samples

  • Capital planning, analytics and management
  • Day-to-day central coordination of DFAST processes
  • Content provider for written DFAST narratives
  • Aggregation and quality control of DFAST inputs and submission
  • Interpret and evaluate financial modeling and quantitative stress test results
  • Produce material for senior management, Board and external presentations
  • Assist in interpretation of regulatory instructions and guidance
  • Undergraduate degree with some quantitative/finance coursework
  • 2+ years work experience in treasury, banking, accounting, consulting, risk management
  • Strong organizational skills, able to manage processes and multiple projects
  • Strong interpersonal and collaborative skills
  • Ability to communicate clearly in written, graphical and verbal presentations
  • General understanding of Treasury function
  • Familiarity with financial accounting and regulatory standards
  • Self-motivated with high personal standards, attention to detail and critical thinking skills
  • Proficient in PowerPoint, Excel, Word
52

AVP Capital Planning Resume Examples & Samples

  • This position may be found in one of the following areas: Other global regions capital planning teams undertaking capital planning and ICAAP processes for local regulatory and Group purposes
  • Bachelor's degree in finance, accounting, economics, mathematics, statistics, business management, related field and/or equivalent experience in the financial services industry
  • Knowledge of the principles of bank capital and regulatory policy preferred
  • Ability to communicate complex ideas both written and verbally to multiple stakeholders
  • Strong teamwork
  • Ensuring production and maintenance of high quality technical, procedural and project documentation
53

VP Capital Planning, Hnah Resume Examples & Samples

  • Qualified accountant/MBA/CFA with experience in finance and regulatory regimes in the US and globally
  • Knowledge of the principles of bank capital and regulatory policy
  • Strong computer skills including spreadsheet and modelling capabilities
54

Senior Auditor, Capital Planning Ccar Resume Examples & Samples

  • As a seasoned professional applies solid understanding of internal audit standards, policies, and local regulations to provide timely audit assurance
  • Contributes to the development of audit processes improvements
  • Applies solid understanding of how internal audit collectively integrates with line management and control functions to accomplish the objectives of the function and overall business
  • Performs moderately complex audits related to Consumer or Investment Banking, technology management; project/program management; or supplier management in accordance with corporate methodologies and professional standards, including drafting of audit reports, presenting issues to the business and discussing practical solutions
  • Completes assigned audits within budgeted timeframes, and budgeted costs
  • Provides coaching to team members in all phases of the audit process
  • Monitors the risk environment and assesses the emerging risks through the Business Monitoring process
  • Recommends appropriate and pragmatic solutions to risk and control issues
  • Applies knowledge of key regulations to influence audit scope
  • Develops effective line management relationships to ensure strong understanding of the business
  • Pro-actively develops automated routines to help focus audit testing
  • BS/BA degree or equivalent combination of education/experience
  • Intermediate level experience in a related role with experience in business, functional and people management, with proven abilities in taking responsibility for issuing to stakeholders high quality deliverables according to strict timetables
  • Specific subject matter expertise regarding technology application control disciplines and a business understanding of Capital Planning processes including governance frameworks, modelling approaches, scenario design, data management, PPNR forecasting, etc
55

Senior Data Analyst, Capital Planning Resume Examples & Samples

  • Providing data analytics to support ad-hoc and defined regulatory requests
  • Production of monthly MI packs to support the capital working groups with Retail and Commercial divisions
  • Engagement with business divisions to achieve agreement on the credit capital plan and on going monitoring of performance
  • Developing committee briefings on the credit capital outlook
  • Reviewing and implementing changes in the various regulations impacting the capital outlook
  • To be a qualified or part qualified accountant or equivalent
  • A strong working knowledge of Capital Adequacy regulations coupled with a general awareness of the broader regulatory regime
  • Banking experience and detailed knowledge of Basel metrics
  • Excellent knowledge of capital modelling and stress testing methodologies
  • Data analytics and MI production
56

Human Capital Planning Lead Resume Examples & Samples

  • Construct critical components of annual, integrated strategic Human Capital plans that are multi-year focused
  • Analyze quantitative and qualitative data to forecast resource needs and develop resource plans. Analyze various HR metrics to identify trends/issues and propose applicable solutions
  • Build out the component details of integrated workforce & talent plans at the division level, ensuring alignment with the enterprise Human Capital plan
  • Engage in organizational design analysis and, as appropriate, propose organizational redesigns in partnership with ODE
  • Participate in the development & support the implementation of staffing plans
  • Coordinate workforce talent needs assessments, development processes, projects and programs in collaboration with HR COEs and Business Delivery teams
  • Lead projects or segments of projects assuring their integration with overall enterprise strategies, processes, desired outcomes, and rhythms/timing
  • Utilize various data sources to identify critical analytics, trends, and predictive analysis to determine best approach to address resource and capability gaps
  • Leverage demonstrated understanding of business to navigate the organization and propose viable solutions
  • Utilize familiarity with compensation and workforce planning to align all recommendations to enterprise standards and procedures
  • 8+ years of related experience
  • Demonstrated understanding and practical application of Human Capital Planning Activities
  • Prior experience in organizational development, resource management, organizational design, project management, and/or process/change management consultation
  • Proven track record of identifying and then successfully solving moderate to highly complex business challenges
  • Ability to effectively build relationships and influence senior business leaders, HR and other support functions
  • Prior experience managing multiple concurrent projects and continually changing priorities
  • Demonstrated quantitative analytic skills with proven ability to integrate qualitative elements into a comprehensive analysis
  • Demonstrated ability to produce graphic representations of analytical data and “tell the story”, in both written and verbal form
  • Proficiency in all Microsoft applications, specifically PowerPoint and Excel
  • Knowledge of the secondary mortgage business is a plus
57

Capital Planning Resume Examples & Samples

  • Answers the telephone, prepares, edits and may compose correspondence, maintains and establishes files
  • Maintains calendar and schedules meetings
  • Gathers data and prepares reports
  • Orders supplies and processes special payment authorizations and expense reimbursements
  • May train other employees and participate in special projects
  • Organizes and plans travel as needed
  • Coordinates a variety of complex tasks under minimal supervision
  • Utilizes specialized skills to coordinate, review, oversee, or administer programs, presentations, projects, or processes related to the function served
  • Consults and serves as an administrative liaison with the Capital Planning team and other business partners/segments and/or bank personnel
  • Prioritizes daily workload with minimal supervision in accordance with established department and partner deadlines
  • Adheres to bank policies and procedures and complies with legal, regulatory and investor defined reporting, remitting and reconciling requirements
  • 3-5 years' experience in a high volume administrative role working on and resolving complex tasks
  • Highly motivated, focused, and goal oriented with a strong sense of initiative and urgency
  • Must have excellent written and verbal communication skills including professional grammar and presence to work with other managers and executives and represent the team with highly professional communications, tact and confidentiality
  • Strong organizational skills with attention to detail, planning and follow-up
  • Proficient in Excel, PowerPoint, Outlook, and SharePoint
  • PC and internet proficiency
  • Flexibility and commitment to work a schedule reliably and have flexibility to support periodic overtime
58

Capital Planning Deployment Lead-virtual Resume Examples & Samples

  • Work with Product Lead to implement and deploy the service to new clients
  • Various temporary/variable assignments to perform capital planning on client accounts
  • Provide superior client service
  • Contribute to the growth of the company
  • Enhance own professional and personal skills
  • Performance and Processes
  • Lead/manage the deployment and implementation of the service
  • Lead/manage account transformations to enhanced service levels
  • Work with account teams (internal and external) to develop technology configurations, tools and templates for each assigned project
  • Develop/document client specific client/account processes and protocols for project approvals, stage gates
  • Develop/document client/account specific integrations with other service lines
  • Develop/document proposed process and protocols by editing baseline playbooks, RASCI, tools and templates
  • Assist Capital Planning Team in the establishment and refinement of best practices of standards of excellence
  • Assist in training and developing internal and external team members in the skills and understanding of firm procedures, methodology and practices
  • Build rapport with client/account representatives, and ensure scope of project and outside business forces affecting the project are fully understood
  • Thorough review of business need, scope, budget, and risks for assigned projects
  • Identify and address areas of concern regarding potential risk surrounding project, project logistical issues, budget and scope
  • MBA, preferred
  • Previous experience effectively supervising, training, mentoring, and evaluating several project managers at various levels within the organization/team
  • Very strong presentation skills
  • Ability to lead a workstream/team and control meeting agendas
  • Strong process skills (Six Sigma)
  • Strong interpersonal skills with an ability to interact with executive level external and internal clients
  • Basic understanding of real estate asset management
  • Basic understanding of fundamental financial terms and processes (expense, depreciation, ROI, payback etc)
  • Broad background of project type and size preferred
  • Knowledge of Microsoft Office applications, Visio and Project software
59

Capital Planning Lead-pds Resume Examples & Samples

  • Manage the Capital Planning Tool for data integrity and accuracy
  • Provide leadership in developing and recommending a multi-year capital plan to Client
  • Present findings around project demand and prioritization
  • Manage the governance process regarding the annual capital plan and spends
  • Provide superior Client service through providing objective recommendations
  • Oversee and manage the development, review and updating of the prioritization process and algorithm for alignment with client goals and objectives
  • Bachelor’s degree from an accredited institution in Accounting, Business, Architecture, Engineering, or Construction Management, strongly preferred
  • 15+ years of practical project experience
  • Experience with infrastructure and large complex projects, strongly preferred
  • Experience in construction management, preferred
  • Previous experience effectively supervising, training, mentoring, and evaluating assigned staffing at various levels within the organization/team
  • Very strong report writing and presentation skills
  • Ability to delve into a conceptual project and ask “all the appropriate questions” to identify the full scope, implications and risks
  • Demonstrated high level of performance in project scope development and budgeting
  • Knowledge of Microsoft Office applications and Project software
60

Senior Financial Analyst, Capital Planning Resume Examples & Samples

  • Independently in charge of Digital (E-Commerce/Digital Guest Experience) and Technology Capital Authorization Requests (CAR) to follow up business requests from Lines-of-Business (LOB) on capital projects, and to present to senior management for CAR detail including business rationale and financial analysis result driven by financial model with appropriate assumptions
  • Support Capital Forecast, Annual Plan and Long Term Plan to ensure high quality on number accuracy and narratives
  • Work with LOBs and Operations Finance to have effective capital control under budget
  • Facilitate Investment Committee meeting inputs for Digital and Technology parts
  • Frequent touch base with LOBs to collect, review and discuss about their capital project requirements to visualize capital investment roadmap and priorities
  • Work closely with other finance partners for their best information of number and financial impact brought by capital projects
  • Ad hoc analysis work and support for other business requirement
  • MBA or other Master’s degree in related field and 3-4 years of MNC experience, or Bachelor’s degree and 4-8 years relevant MNC experience in project finance, operations finance, financial planning, business planning or development, financial and/or management reporting, accounting, and/or corporate finance
  • Top academic achievement with major in a business/finance-related field with significant finance coursework
  • Demonstrated partnering, relationship-building, influencing, and communication skills up and down the organizational structure to convey key elements in a concise and positive manner
  • Strong sense of responsibility and the ability to meet deadlines, handle multiple priorities and perform job responsibilities accurately with minimal supervision
  • Advanced proficiency in quantitative analysis, problem solving, and financial modeling
  • Demonstrated organizational skills with attention to detail
  • Refined written and verbal communication skills, with ability to extract and explain the “story” from the data
  • Strong computer skills (e.g. Microsoft Excel, Word, PowerPoint, Outlook), with knowledge of financial systems (e.g. SAP) and software with the ability to quickly learn and apply new skills and techniques
  • Experience with SAP or other Financial/ERP system
  • Enthusiasm for the entertainment and travel industries
61

Senior Manager, Capital Planning Resume Examples & Samples

  • Networks with all levels of various departments on business cases for large scale capital projects prior to presenting/championing these projects to senior management for approval
  • Oversees the annual capital plan and rolling forecast
  • Engages with Investor Relations to ensure proper guidance to investors, tracking capital investments throughout the year
  • Organizes Board presentations
  • Confirms all corporate governance and capitalization rules are strictly followed
  • Master of Business Administration or equivalent experience/training
  • Managerial experience
  • Experience in Finance, Economics, and/or Quantitative Analysis
  • Knowledge of Microsoft Office to include Word, Excel, PowerPoint, Outlook, etc
  • Knowledge of financial analytical skills such as discounted cash flows, forecasting and variance analysis
  • Exceptional presentation, communication and analytical skills
  • Ability to lead and motivate people, encourage teamwork, and be able to coordinate/provide direction across multiple departments
  • Ability to navigate complex relationships
  • Ability to effectively communicate with all levels both verbally and written
62

Human Capital Planning Lead Resume Examples & Samples

  • Analyze quantitative and qualitative data to forecast resource needs and partner with the business to develop well-structured and proactive resource plans. Analyze various HR metrics to identify trends/issues and propose applicable solutions
  • Demonstrate confidence in putting structured human capital data into the hands of the business to facilitate strategic discussions around what is currently happening (or is predicted to happen) with the SF workforce
  • Partner with the HC Analytics function to build and execute a strategy regarding both structured and unstructured resource level data – and how we can use that data to advance the SF business strategy and increase engagement with its employees
  • Engage in organizational design analysis and, as appropriate, deploy organizational redesigns in partnership with other applicable HR functions
  • Willing to push the envelope to develop and pilot innovative human capital focused programs within the Single Family business while understanding potential scalability across the enterprise
  • Prior experience in organizational development, resource management, organizational design, project management, people analytics, and/or process/change management consultation
  • Ability to effectively build relationships and influence senior business leaders, HR counterparts and other support functions
  • Demonstrated quantitative analytic skills with proven ability to integrate qualitative elements into a comprehensive analysis as well as using the outputs of that analysis to drive proactive, strategic, conversations with business leadership
  • Proficiency in all Microsoft applications, specifically PowerPoint and Excel. Experience with Tableau or other analytic tools and capabilities a plus
63

Capital Planning & Anly Senior Resume Examples & Samples

  • Bachelor’s degree required. Concentration in Finance, Accounting, Economics, Statistics preferred
  • At least 5 years of financial reporting and analytics work experience
  • Knowledge of GAAP financial accounting and reporting concepts
  • Strong financial aptitude and robust analytical skills
  • Excellent MS Excel and PowerPoint presentation skills
  • Superior oral and written communications skills
  • CFA, CPA, or other related certifications
  • Knowledge of mortgage industry
  • Experience with corporate finance, financial planning and analysis, and financial reporting
  • Knowledge of database and system concepts including Hyperion
  • Ability to work effectively with continuous change and short deadlines
  • Demonstrate business acumen, problem solving skills, and relationship management skills
64

Capital Planning Manager Resume Examples & Samples

  • Manage capital projects to include re-cores, roofs, facades, parking lots and any major projects exceeding $50,000
  • Partner with and assist team members in managing process of on-site construction team as well as contractors and outside project managers to complete on time and on budget
  • Ensure scope of work and schedule is used for renovations or restorations to minimize down time of apartments and maximizes revenue generation during the scheduled work period
  • Develop scope of work, Requests for Proposals (RFPs) and Contracts for renovations, acquisitions and restorations
  • Manage the bid process by partnering with district team members in tracking on-site bid meetings, and assisting designers and architects to develop scope of work as required
  • Collaborates with District and Regional associates to develop and implement proactive strategies and means for successful project execution
  • Track Capital Budgets, to include monitor, verify and reconcile expenditures of budgeted funds
  • Lead the Capital Planning team in managing day to day activities to support the district, regional and community teams to promote productive and efficient project execution
  • Communicate and coordinates changes with Senior Leadership to gain approval and/or keep informed of issues
  • Bachelor’s Degree (B.A/B.S.) preferred; additional Industry experience will be considered in lieu of degree
  • Minimum 7-10 years related experience in Construction Projects and/or Facility Management to include people management
  • Proven track record in ability to successfully oversee project managers, contractors and vendors
  • Skilled at analyzing specifications
  • Strong Knowledge of bidding practices, familiar with all various components of construction and maintenance
  • Experience with scheduling all design & construction activities
  • Excellent communication skills; knows when/how to keep stakeholders abreast of possible issues
  • Experience with and ability to maintain a sense of order while handling multiple tasks at different properties
  • Willing and able to travel as needed
  • Demonstrated flexible and efficient time management skills and ability to prioritize workload