Principal Capital Planner (Perm -Hybrid at our Chicago HQ near O'Hare Airport)

The Principal Capital Planner will oversee the capital planning process, focusing on capital plan stress testing and ensuring regulatory compliance. Develop and implement capital planning strategies, providing financial analysis and recommendations to senior management, implementing and documenting key controls, and collaborating with key stakeholders to align with the company's financial goals and regulatory requirements.
Responsibilities

• Lead enterprise-wide capital plan stress testing to evaluate the resilience of the company's financial position under various macro-economic scenarios
• Coordinate with key stakeholders across finance, lending, deposits and risk to develop various scenarios. Leverage insights and outcomes to align with and influence strategic objectives
• Develop and deliver capital plan reports to senior management and the board of directors
• Lead capital plan engagements with external regulators
• Create and document key controls to ensure compliance with regulatory requirements and internal policies related to capital planning
• Execute monthly financial business forecasts to estimate the impact on earnings and capital given dynamic economic conditions. Analyze and present conclusions to the CFO
• Manage ad hoc projects related to strategic initiatives, sustainable growth, and enhanced capital management

Education:

• Bachelors Degree - Finance, Accounting, Business Administration or Related - Minimum
• Graduate Degree - Finance, Accounting, Business Administration or Related - Preferred

Years of Experience:

• 5 Years - Capital planning, financial analysis or related - Minimum

In Lieu of Education:

• 8 years - Capital planning, financial analysis or related

You will benefit from:
• Competitive medical, dental, and free vision benefits• Paid parental leave• Competitive compensation plan• Gym memberships discounts • Generous PTO and banking holidays off • Tuition reimbursement • 401k with immediate employer match and vesting
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.