Charlotte, North Carolina

Job Description:

Balance Sheet Management is a division within the CFO group responsible for providing executive management with accurate and timely forecasts of the balance sheet and net interest income (NII). Another critical BSM function is the measurement and analysis of Interest Rate Risk (IRR) using various methods. This information provides the framework that allows the company to position its balance sheet consistent with its risk appetite and expectations for changes in interest rates.

BSM maintains close partnerships with various groups across the enterprise, providing key input to critical processes and strategic decisions. These partnerships focus on the following: (1) balance sheet composition and interest rate risk strategy, (2) strategic planning for the company's three-year outlook with Corporate Planning and Finance, (3) setting the right strategy to accurately measure the profitability of assets and liabilities to ensure efficient usage of the balance sheet, (4) stress testing the balance sheet under adverse economic scenarios with the Global Stress Testing team and, (5) producing the balance sheet and NII forecast in coordination with the Line of Business and Global Liquidity Management for the Global Resolution and Recovery Planning exercise.

The Balance Sheet Management Integrated Forecasting and Reporting (IFAR) group plays a critical role in consolidated reporting and analysis for Treasury. This includes analytical reporting around month-end close, financial forecasting/planning cycles, quarter end Investor Relations routines, and residual income allocation and analysis. The IFAR group also works on various ad-hoc projects and leverages emerging technology to assist with process improvement.

Core Responsibilities:
  • Play a critical role in driving process improvement efforts across the BSM IFAR team
  • Assist with enhancing existing routines and analysis by leveraging emerging technology and standardizing processes across deliverables
  • Coordinate with key business partners to get buy in and help drive out change
  • Help drive project planning and implementation

Required Skills and Experience:

  • Bachelor's degree or equivalent experience
  • Proficient with SAP/eLedger, demonstrates advanced excel skills, experience with emerging technology (Tableau/Alteryx)
  • Self-starter, motivated to learn and grow in role
  • Strong analytical skills
  • Inquisitive, willing to challenge the status quo and strive to improve processes
  • Comfortable presenting information to Senior Management
  • Trusted business partner with proven ability to work across teams
  • Ability to work independently


Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
--> Job Description:

Balance Sheet Management is a division within the CFO group responsible for providing executive management with accurate and timely forecasts of the balance sheet and net interest income (NII). Another critical BSM function is the measurement and analysis of Interest Rate Risk (IRR) using various methods. This information provides the framework that allows the company to position its balance sheet consistent with its risk appetite and expectations for changes in interest rates.

BSM maintains close partnerships with various groups across the enterprise, providing key input to critical processes and strategic decisions. These partnerships focus on the following: (1) balance sheet composition and interest rate risk strategy, (2) strategic planning for the company's three-year outlook with Corporate Planning and Finance, (3) setting the right strategy to accurately measure the profitability of assets and liabilities to ensure efficient usage of the balance sheet, (4) stress testing the balance sheet under adverse economic scenarios with the Global Stress Testing team and, (5) producing the balance sheet and NII forecast in coordination with the Line of Business and Global Liquidity Management for the Global Resolution and Recovery Planning exercise.

The Balance Sheet Management Integrated Forecasting and Reporting (IFAR) group plays a critical role in consolidated reporting and analysis for Treasury. This includes analytical reporting around month-end close, financial forecasting/planning cycles, quarter end Investor Relations routines, and residual income allocation and analysis. The IFAR group also works on various ad-hoc projects and leverages emerging technology to assist with process improvement.

Core Responsibilities:
  • Play a critical role in driving process improvement efforts across the BSM IFAR team
  • Assist with enhancing existing routines and analysis by leveraging emerging technology and standardizing processes across deliverables
  • Coordinate with key business partners to get buy in and help drive out change
  • Help drive project planning and implementation

Required Skills and Experience:

  • Bachelor's degree or equivalent experience
  • Proficient with SAP/eLedger, demonstrates advanced excel skills, experience with emerging technology (Tableau/Alteryx)
  • Self-starter, motivated to learn and grow in role
  • Strong analytical skills
  • Inquisitive, willing to challenge the status quo and strive to improve processes
  • Comfortable presenting information to Senior Management
  • Trusted business partner with proven ability to work across teams
  • Ability to work independently


Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
Job Description:

Balance Sheet Management is a division within the CFO group responsible for providing executive management with accurate and timely forecasts of the balance sheet and net interest income (NII). Another critical BSM function is the measurement and analysis of Interest Rate Risk (IRR) using various methods. This information provides the framework that allows the company to position its balance sheet consistent with its risk appetite and expectations for changes in interest rates.

BSM maintains close partnerships with various groups across the enterprise, providing key input to critical processes and strategic decisions. These partnerships focus on the following: (1) balance sheet composition and interest rate risk strategy, (2) strategic planning for the company's three-year outlook with Corporate Planning and Finance, (3) setting the right strategy to accurately measure the profitability of assets and liabilities to ensure efficient usage of the balance sheet, (4) stress testing the balance sheet under adverse economic scenarios with the Global Stress Testing team and, (5) producing the balance sheet and NII forecast in coordination with the Line of Business and Global Liquidity Management for the Global Resolution and Recovery Planning exercise.

The Balance Sheet Management Integrated Forecasting and Reporting (IFAR) group plays a critical role in consolidated reporting and analysis for Treasury. This includes analytical reporting around month-end close, financial forecasting/planning cycles, quarter end Investor Relations routines, and residual income allocation and analysis. The IFAR group also works on various ad-hoc projects and leverages emerging technology to assist with process improvement.

Core Responsibilities:
  • Play a critical role in driving process improvement efforts across the BSM IFAR team
  • Assist with enhancing existing routines and analysis by leveraging emerging technology and standardizing processes across deliverables
  • Coordinate with key business partners to get buy in and help drive out change
  • Help drive project planning and implementation

Required Skills and Experience:

  • Bachelor's degree or equivalent experience
  • Proficient with SAP/eLedger, demonstrates advanced excel skills, experience with emerging technology (Tableau/Alteryx)
  • Self-starter, motivated to learn and grow in role
  • Strong analytical skills
  • Inquisitive, willing to challenge the status quo and strive to improve processes
  • Comfortable presenting information to Senior Management
  • Trusted business partner with proven ability to work across teams
  • Ability to work independently


Shift:
1st shift (United States of America)

Hours Per Week:
40
Learn more about this role

Charlotte, North Carolina

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