Capital Forecasting and Analysis Director Full Time

The Capital Forecasting and Analysis Director role will report to the Vice President of Capital Planning and Management Reporting Team and will lead a team responsible for coordinating and liaising across all the key capital forecasting, reporting and analytics related priorities and. This role has a significant exposure to Freddie Mac’s senior management, and will partner extensively with colleagues across Finance, Business Functions, Legal, Risk, Regulatory Affairs, etc. to drive capital-related initiatives including capital and returns optimization, capital determination for new products and initiatives, etc.

The ideal candidate will work with stakeholders across the entire company in an effective, execution based, and agile manner and be able to help influence and steer the direction of various initiatives in a highly effective and efficient manner. As such, this role requires strong capital management, analytical, financial, project management, communication, interpersonal, written and oral skills.

Our Impact:

The Capital Planning and Management Reporting Team focuses on the consolidated capital forecasting, reporting and analytics, scenario design for business planning, capital planning, stress testing and risk appetite setting, rating agencies and investor relations, Corporate Scorecard development and reporting, industry and competitor benchmarking, and the development of Freddie Mac’s Resolution Planning and readiness capabilities. Our team’s central role is to be a close and reliable partner to senior management, providing a variety of insights from regular business and market updates to ad hoc strategic and financial analysis for updates to the Board and our regulator, FHFA.

Your Impact:

As a key member of the Capital Planning and Management Reporting Team, you will:

• Lead a team responsible for capital forecasting, analysis and reporting processes for all monthly, quarterly, annual and multi-year business planning cycles across a range of scenarios including Annual Business Plan, regulatory stress testing (DFAST), Capital Planning and Risk Appetite setting partnering with the business finance teams and in coordination with Legal, Regulatory Affairs, Risk, etc.
• Responsible for quarterly consolidated regulatory capital reporting for 10Q/K disclosures, Capital Public Disclosures, regulatory capital-related templates, management reporting, dashboards, etc.
• Responsible for quarterly consolidated reporting of returns metrics on overall portfolio and new business acquisitions to the regulator and management
• Drive aligned new business pricing assumptions per regulatory and management guidance
• Own policies, standards and procedures related to capital and returns management and reporting
• Perform capital metrics related benchmarking vs. competitors and banks based on regulatory/Basel rules and industry developments to advise management on capital optimization opportunities
• Provide guidance and review capital requirements for new business initiatives
• Provide Capital related analytics and updates for key stakeholder sessions such as the Capital Committee, Capital Management Council, Risk Committee, Board meetings, FHFA meetings, etc.
• Lead strategic projects and support a wide range of analytical work to support Freddie’s capital strategies e.g. capital accretion, capital stack, eventual capital distribution, capital build toward its target state where Freddie Mac will be considered fully capitalized under the regulatory capital framework.

Qualifications:

• 12+ years of related financial services professional/industry experience – previous experience related to capital management, capital planning, reporting and analysis strongly preferred
• Knowledge of the Basel capital framework, secondary mortgage market, financial statements and business practices, Dodd Frank Stress Testing (DFAST) is strongly preferred.
• Ability to lead, manage, and develop teams and resources within a dynamic and complex environment
• Excellent verbal and written communication and strategic thinking skills to engage with senior leadership with ability to develop presentations and management dashboards
• Ability to deliver positive change, influence and build strong relationships across different / divergent areas and stakeholders in complex organizations
• Strong business acumen and analytical skills with ability to think critically, analyze problems and develop creative and practical solutions
• An undergraduate degree is required. Advanced degrees (MBAs, Masters, strongly preferred)

Keys to Success in this Role:

• Technical expertise in capital management, capital planning, stress testing, and risk management
• Exceptionally strong leadership, organization, analytical, project management, and communication skills (prior experience in effective team management a must)
• Demonstrate the ability to build good relationships across the Enterprise
• Ability to quickly pick up complicated concepts and engage subject matter experts to obtain desired inputs/results for analysis
• Be independent and a thought-leader in determining and developing approach to solutions – and ability to guide/manage a team through this building phase

Source: Freddie Mac’s Career Page

Tagged as: REPE Firm