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.
What the Team is Saying
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What We Do
Alliant is unlike any other financial institution — a digital credit union that wows our members. We’re boldly disrupting banking norms to do good for our members, employees and communities.
With over 85 years of history and more than $19 billion in assets, Alliant Credit Union is the largest credit union in Illinois and one of the largest in the U.S.
Our industry-leading financial products, seamless digital experiences and exceptional customer service make banking simpler for our 800,000+ members.
Fully digital, fully human and full of possibility, we work to provide our members with experiences that redefine the financial industry, challenge the status quo and unleash brilliance.
Why Work With Us
Our employees enjoy a hybrid schedule, allowing for flexible remote work and purpose-driven, outcome-focused onsite opportunities. Driven by Alliant's guiding principles and values, employees across all teams build together to provide our members with industry-leading financial products, seamless digital experiences & exceptional customer service.
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Alliant Credit Union Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Alliant offers a purpose-driven, outcome-focused hybrid workplace model.
