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Assistant Treasurer, Strategy & Planning Analyst

Description

                                                                                                 Assistant Treasurer, Strategy & Planning Analyst - New York, NY 

This position reports to the Head of Strategy and Planning, Risk Management.  The Strategy and Planning function is the dedicated team that supports the Chief Risk Officer (“CRO”) to meet all high-priority cross-department needs and objectives.  This team reports directly into the CRO and serves in both business-as-usual and forward-looking capacities to address operational and strategic challenges.  This team also has day-to-day chief-of-staff responsibilities.

The AT, Strategy & Planning Analyst will support the Head of Strategy & Planning of Risk Management in order to lead/execute the following key activities: monthly management and Board committee governance processes, quarterly Risk Management town halls, coordinating preparations and responses to regulatory exams/reviews and internal audits, and enforcing a disciplined approach to policy and procedure reviews bank wide.  The successful candidate will also assist in other work efforts.

Essential Duties and Responsibilities

  • Lead monthly management and Board committee governance process by establishing strict schedules, collecting materials for meetings, performing high-level reviews on received materials, and following up on open action items.
  • Liaise with department leadership, as well as other Bank personnel, when needed.
  • Provide credible challenge when received materials are not of the quality expected.
  • Drive end-to-end completion of quarterly department town halls, including but not limited to, setting agendas, soliciting guest speakers, reviewing program content with CRO, and coordination of scheduling.
  • Coordinate efforts needed for regulatory exams/reviews and internal audits, by assisting with preparation for initial kick-off presentation, tracking received requests, monitoring timely responses, and coordinating meetings when follow-up questions are required.
  • Serve as policies and procedures administrator, bank wide, by incorporating a disciplined approach to management and Board level reviews.
  • Coordinate annual planning and budgeting process for department.
  • Monitor progress of different departmental work plans and/or open findings, as well as budget.
  • Prepare executive level presentations and/or revise them as needed.
  • Assist with preparations for leadership offsite meetings.
  • Perform internal reviews of remediation documentation Risk Management personnel plan to submit to Internal Audit (“IA”) for validation.
  • Perform minute-taking as requested, as well as other ad hoc requests that arise

Skills, Education and Experience

  • Bachelor’s degree required.
  • Highly motivated, self-starter with 2-3 years of relevant work experience, preferably within the finance industry;
  • At least intermediate proficiency with Microsoft Office suite of tools (Word, Excel, PowerPoint, Visio, Project, Access, SharePoint, etc.).
  • Proven ability to produce accurate work product; impeccable attention to details.
  • Judgment and discretion in handling sensitive and confidential information.
  • Ability to provide critical feedback to business areas in a thoughtful and productive manner.
  • Interest in developing Project Management skills, driving tasks/projects to completion autonomously while being able to manage several projects at once.
  • Excellent written and verbal communication and ability to interact with all levels of the Bank.
  • Ability to work collaboratively and productively with the other team members, and provide assistance with various projects upon request.
  • Ability to work in a fast-paced environment, multi-task, and meet deadlines.
  • Team player in an evolving work environment, incorporating a positive attitude and flexible approach.

Apple Bank offers Medical/Dental, Vision, 401k and Tuition Reimbursement to full time employees.

We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Requirements

 

Job Snapshot

Location US-NY-New York
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Other
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Company Overview

Apple Bank

From the remnants of the Civil War, a new America emerged. The country was shifting from an agrarian society to one that was more modernized, and various financial reforms compelled the formation of banks throughout the country. While many of those institutions have disappeared into history, Apple Bank continues to stand strong, tracing its roots to the founding bank that was established in 1863 in the Dutch community of Haarlem, New York. In prosperous Haarlem, a group of men committed to serve the financial needs of their neighbors under the auspices of the Haarlem Savings Bank. The Haarlem of that time would be unrecognizable today, with working farms and undeveloped lots dominating the landscape. In April 1863, these men convened at the Rosenbourgh Haarlem Bridge House, a tavern owned by one of the bank’s first trustees, to finalize paperwork that led to the bank opening its doors in June, about a month before the infamous draft riots tore apart the city. Learn More

Contact Information

US-NY-New York

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Snapshot
Apple Bank
Company:
US-NY-New York
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Other
Store Type:

Description

                                                                                                 Assistant Treasurer, Strategy & Planning Analyst - New York, NY 

This position reports to the Head of Strategy and Planning, Risk Management.  The Strategy and Planning function is the dedicated team that supports the Chief Risk Officer (“CRO”) to meet all high-priority cross-department needs and objectives.  This team reports directly into the CRO and serves in both business-as-usual and forward-looking capacities to address operational and strategic challenges.  This team also has day-to-day chief-of-staff responsibilities.

The AT, Strategy & Planning Analyst will support the Head of Strategy & Planning of Risk Management in order to lead/execute the following key activities: monthly management and Board committee governance processes, quarterly Risk Management town halls, coordinating preparations and responses to regulatory exams/reviews and internal audits, and enforcing a disciplined approach to policy and procedure reviews bank wide.  The successful candidate will also assist in other work efforts.

Essential Duties and Responsibilities

  • Lead monthly management and Board committee governance process by establishing strict schedules, collecting materials for meetings, performing high-level reviews on received materials, and following up on open action items.
  • Liaise with department leadership, as well as other Bank personnel, when needed.
  • Provide credible challenge when received materials are not of the quality expected.
  • Drive end-to-end completion of quarterly department town halls, including but not limited to, setting agendas, soliciting guest speakers, reviewing program content with CRO, and coordination of scheduling.
  • Coordinate efforts needed for regulatory exams/reviews and internal audits, by assisting with preparation for initial kick-off presentation, tracking received requests, monitoring timely responses, and coordinating meetings when follow-up questions are required.
  • Serve as policies and procedures administrator, bank wide, by incorporating a disciplined approach to management and Board level reviews.
  • Coordinate annual planning and budgeting process for department.
  • Monitor progress of different departmental work plans and/or open findings, as well as budget.
  • Prepare executive level presentations and/or revise them as needed.
  • Assist with preparations for leadership offsite meetings.
  • Perform internal reviews of remediation documentation Risk Management personnel plan to submit to Internal Audit (“IA”) for validation.
  • Perform minute-taking as requested, as well as other ad hoc requests that arise

Skills, Education and Experience

  • Bachelor’s degree required.
  • Highly motivated, self-starter with 2-3 years of relevant work experience, preferably within the finance industry;
  • At least intermediate proficiency with Microsoft Office suite of tools (Word, Excel, PowerPoint, Visio, Project, Access, SharePoint, etc.).
  • Proven ability to produce accurate work product; impeccable attention to details.
  • Judgment and discretion in handling sensitive and confidential information.
  • Ability to provide critical feedback to business areas in a thoughtful and productive manner.
  • Interest in developing Project Management skills, driving tasks/projects to completion autonomously while being able to manage several projects at once.
  • Excellent written and verbal communication and ability to interact with all levels of the Bank.
  • Ability to work collaboratively and productively with the other team members, and provide assistance with various projects upon request.
  • Ability to work in a fast-paced environment, multi-task, and meet deadlines.
  • Team player in an evolving work environment, incorporating a positive attitude and flexible approach.

Apple Bank offers Medical/Dental, Vision, 401k and Tuition Reimbursement to full time employees.

We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Requirements

 
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