Sr. Specialist within Treasury Capital Management

About the role

As a Sr. Specialist within Treasury Capital Management, you will play a critical role in shaping and sustaining the firm’s capital strategy across the corporation and its subsidiaries. This role sits at the intersection of financial analysis, regulatory alignment, and strategic decision-making—where your work directly supports capital adequacy, liquidity strength, and enterprise-wide financial transparency.

Responsibilities

• Contribute to maintaining dynamic capital forecasting models, enabling leadership to make informed, timely decisions in a fast-moving environment with competing priorities and tight deadlines.
• Partner across Treasury, Finance, and other business units to monitor capital impacts driven by customer activity, corporate actions, and market dynamics.
• Develop insightful dashboards and reporting to translate complex financial data into actionable insights for senior leadership, including materials supporting ALCO and Board-level discussions.
• Contribute to strengthening internal controls and optimizing processes through automation and tool enhancement.
• Identify inefficiencies, recommend improvements, and implement scalable solutions to directly influence operational effectiveness and accuracy.

Requirements

• 2+ years of experience in finance, accounting, or related business roles.
• Bachelor’s degree in Finance, Accounting, Business, or related field.
• Foundational knowledge of finance and accounting principles, including financial statements and capital frameworks.
• Strong analytical skills with high attention to detail and accuracy in financial modeling and reporting.
• Proficiency in Microsoft Excel and PowerPoint for analysis, modeling, and presentation development.
• Effective verbal and written communication skills, with the ability to convey complex financial information clearly.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Preferred Qualifications

• 3+ years of experience in Treasury, Capital Management, FP&A, or related finance functions.
• Experience supporting capital planning, forecasting, or balance sheet management.
• Exposure to regulatory or internal capital requirements within a financial services environment.
• Experience building or enhancing financial models and automated reporting tools.
• Demonstrated ability to collaborate cross-functionally and influence stakeholders.

Benefits

• 401(k) with company match and Employee stock purchase plan.
• Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.