Head of CCB Finance Stress Testing - Executive Director

Shape how one of the firm’s largest businesses plans for uncertainty and demonstrates resilience under stress. As the senior Finance leader for Consumer and Community Banking stress testing, you will connect Finance, Risk, and sub-lines of business to deliver regulator-ready outcomes. You will drive clear executive reporting, disciplined program governance, and meaningful process modernization through automation and controls enhancements. This role offers high visibility, broad stakeholder exposure, and the chance to lead a team at the center of business planning.

As a Head of CCB Stress Testing – Finance – Executive Director in Consumer and Community Banking Central Planning and Analysis Finance, you will lead end-to-end stress testing program management across sub-lines of business and partner closely with Finance, Risk, and firmwide stakeholders. You help us deliver high-quality submissions and executive reporting by driving strong governance, clear issue and risk management, and well-controlled, well-documented processes. You also identify opportunities to streamline forecasting workflows through automation, improve consistency across businesses, and strengthen readiness for internal and external reviews.

Job responsibilities

• Lead Consumer and Community Banking stress testing program management and serve as the primary Finance liaison across sub-lines of business and firmwide stakeholders

• Develop and manage integrated project plans, milestones, dependencies, and deliverables across annual and quarterly stress testing cycles

• Build and maintain strong partnerships across Finance, Risk, Corporate Capital Stress Testing and functional teams

• Produce executive-ready materials that clearly communicate plans, progress, decisions, issues, and risks

• Analyze and challenge stress testing outputs and key assumptions with Finance and Risk partners to support credible, well-supported results

• Drive consistency across forecasting processes, timelines, and expectations across sub-lines of business

• Partner with transformation teams to deliver forecasting automation initiatives

• Strengthen the controls and risk environment in various forecast processes

• Translate regulator and corporate guidance into clear, actionable expectations for each sub-line of business

• Provide timely updates and escalate material issues noted at lines of business level

• Centralize and maintain program documentation to support future cycles and regulatory inquiries

Required qualifications, capabilities, and skills

• Bachelor’s degree in Finance, Accounting, or a related technical field

• 10+ years of relevant experience in finance, forecasting, capital, stress testing, or related program leadership roles

• Demonstrated experience leading complex, cross-functional programs with senior stakeholder engagement and executive communications

• Working knowledge of regulatory and internal stress testing processes and submission expectations (including Comprehensive Capital Analysis and Review and quarterly capital stress testing)

• Proven ability to identify, communicate, and drive resolution of risks, issues, and dependencies across multiple workstreams

• Experience improving process controls, documentation standards, and operating cadence in a regulated environment

• Strong analytical skills with the ability to assess reasonableness of results and explain drivers clearly

• People leadership experience, including developing teams and delivering outcomes through others

• Proficiency in Microsoft Excel, PowerPoint, and Teams