Consumer & Community Banking - Treasury Controller - Managing Director
Job Responsibilities
Lead a global team of approximately 30 controller and financial analysis professionals: report directly to the CCB Controller, dotted reporting line to the CCB Treasurer.
Identify, seek buy-in, and drive strategic, technology, and transformation initiatives for the CCB Treasury Controller organization including delivering automation / AI-enabled workflows that reduce cycle times, improve data quality and strengthen controls in line with the broader Finance Transformation priorities.
Deliver accurate and complete Treasury financials and reporting within a SOX-compliant controls framework (including; FR2502a, LCR, FFIEC, FR Y9C, Pillar III).
Communicate CCB's perspectives of monthly and quarterly forecasts and actuals financial reports, as well as managing the annual budget, outlook, and stress testing (CCAR/Risk Appetite) process.
Provide oversight and guidance of funding execution, liquidity reporting (daily / monthly / quarterly), RWA forecasting, and capital allocation process across the CCB LOBs.
Partner with CCB LOB Controllers, Planning & Analysis Leads, CFO teams, and Core Treasury Analytics to address senior management goals for business results, achieve efficient and complete forecasts, and provide meaningful analysis.
Assist with preparation and/or review of various reports or provide supporting information as required by external auditors, regulatory authorities, internal audit and internal control testing including SOX compliance.
Required Qualifications, Capabilities, And Skills
- 10+ years prior experience in the Financial industry or with Capital and / or Treasury reporting
- Strong leadership, management experience and negotiation skills
- Proven ability to innovate and lead complex initiatives or projects; ability to initiate and drive transformation
- Strong analytical, critical thinking and problem solving skills with a track record of execution against deliverables
- Strong judgment, professional maturity, proactive, has the confidence to challenge the status quo and manage multiple deliverables simultaneously
- Ability to serve as a Subject Matter Expert for capital, liquidity, treasury analytical and reporting requests with proven track record in leading technical discussions with senior management, external regulators and auditors
- Excellent communication and partnering skills, ability to interact with and forge strong relationships with employees at all tenure levels across a broad range of functions, including at the executive level and work with a team to accomplish common goals
Preferred Qualifications, Capabilities, And Skills
- BS/BA and CPA or advanced degree in business or financial related field
- Aptitude for learning enhanced technologies and experience with SQL, Databricks, Tableau or similar data mining tools preferred
- Experience deploying automation/AI use cases in a controlled environment (data governance, model risk awareness, and auditability)