Assistant Vice President, Funds Transfer Pricing & Capital Allocation Greater Charlotte, NC Area
About the Role
Greater Charlotte, NC Area (On-site)(Charlotte, North Carolina)
The Company is seeking an Assistant Vice President to support funds transfer pricing and capital allocation analytics, profitability assessments, and funding strategies. Responsibilities include analyzing balance sheet trends and outcomes, preparing analyses and presentations for senior leaders, and collaborating with finance, treasury, risk, and business teams to gather data and validate assumptions. The role also involves adjusting balance sheet forecasts and actuals, improving processes and controls, and supporting model development and monitoring. Maintaining clear documentation and governance routines is essential to accurate reporting and analysis. Candidates must have at least two years of treasury experience, or equivalent experience, training, or education. Desired qualifications include a basic understanding of interest rate risk, liquidity management, or treasury regulatory capital concepts, along with experience preparing management analyses, reports, or presentations. Strong collaboration, organization, and prioritization skills are important, as is experience in a regulated financial services environment. Familiarity with data management or reporting tools is also valued.
Functions:
- Finance
About the Company
Successful multinational financial services company
Industry
Financial Services
Type
Public Company (WFC)
Age
employees
10,001+