Capital Planning Analyst
Dallas, TX, United States
Job Description
Hilltop Holdings is looking for a Capital Planning Analyst who is responsible for preparing data inputs for the semi-annual capital stress testing process, as well as assisting in the monthly Basel III capital calculation and reporting process. The analyst will strive to improve processes and procedures regarding data inputs, assumptions, and presentation materials. The analyst will work across lines of business to ensure stress testing is a comprehensive and thorough process, as well as getting an understanding of new accounts or material changes to business. The Capital Planning Analyst will develop processes and procedures for improving the data inputs and assumptions for the CPST and FTP Models. The Capital Planning Analyst will have a strong technical background including the use of SQL, Visual Studio, or other data transformative tools, as well as familiarity with Oracle reporting units. This position also requires a thorough understanding of current and emerging regulatory requirements as they pertain to bank Treasury, regulatory capital, liquidity, and other areas of the banking sector. This position will work with various departments to meet reporting needs as they pertain to ALCO, budgeting, FTP/economic capital, risk management, and regulatory reporting, as well as assisting with the planning and implementation of several long-term projects.
Responsibilities
Assist in the completion of semi-annual capital stress testing. This will include, but is not limited to, accessing, retrieving, and uploading relevant economic data from sources such as Moody's and the Federal Reserve, preparation of analysis and forecasts utilizing BancWare and other analytic tools, and working with SMEs across various lines of business to review and challenge assumptions and results
Assist with enhanced FTP and profitability reporting development, monthly runs, and documentation, as well as economic capital development as needed
Generate and prepare reports for ALCO which include Treasury modeling results and other reports deemed necessary by management. Document and report all assumptions and create variance reports from expected results
Prepare and review monthly consolidated and subsidiary Basel III capital calculations with management
Collect and maintain large data sets to use within modeling or other data mining initiatives. Create, recommend, and implement new data sources and efficiency improvements to existing data sources. Must be able to troubleshoot any data issues or transformation problems using SQL, Visual Basic, Visual Studio, or other similar programs.
Provide reporting and analysis to other departments as needed through SQL and other analytical data aggregation tools
Assist with long term projects from planning to implementation as requested
Perform special projects and other duties as assigned
Qualifications
Bachelor's degree required. Finance, Accounting, Mathematics, or other related field strongly preferred
2+ years in direct Treasury experience required. Additional related experience in banking or finance industry with knowledge of accounting, finance, data base management or development and asset liability management preferred
Exposure to Basel capital rules and stress testing methodologies a plus
Advanced Excel skills required. SQL Database, VBA, Visual Studio, Oracle SmartView, S&P Capital IQ Pro, and/or BancWare Treasury experience strongly preferred.
Excellent quantitative and analytical skills
Must have excellent interpersonal, written, and verbal communication skills. Extensive writing and documentation required
Must be highly motivated and able to work with little supervision
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
About the Team
The Finance department at Hilltop Holdings is a vital component of our organization. We are responsible for managing and optimizing the financial health of the company. Our team is comprised of highly skilled professionals who possess a deep understanding of the intricate workings of the financial world. We analyze and interpret financial data, ensure accurate reporting and compliance with regulations. With a focus on strategic financial planning and forecasting, we provide valuable insights to guide decision-making processes throughout the organization. From budgeting and forecasting to financial analysis and risk management, our department plays a crucial role in driving the success and sustainability of Hilltop. We work closely with other departments to support their objectives, provide financial guidance, and facilitate effective resource allocation. With a commitment to integrity, transparency, and fiscal responsibility, the Finance department at Hilltop is dedicated to achieving and maintaining financial excellence.
#J-18808-Ljbffr