Lead Analyst, Balance Sheet Management

Responsibilities

• Provide reporting and decision support, complex financial analysis around balance sheet management strategy and objectives.
• Produce and develop reporting on interest rate risk, liquidity, investments, derivatives and balance sheet management analysis for the Asset Liability Management Team and board ALCO review.
• Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed.
• Report gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated.
• Develop complex ad hoc analyses and financial models to support financial decisions, in investments, funding, pricing, and asset liability management.
• Leverage analytical expertise, understanding of data sources, and knowledge of business performance and strategies to help support growth, drive and monitor results, and eliminate or mitigate potential risks.
• Translate ALM and other modeling results into meaningful balance sheet strategies through what-if scenario analysis.
• Support modeling assumption development for all models and other modeling or forecasting responsibilities as needs arise.
• Administer, maintain, and refine internal funds transfer pricing system.

Qualifications

• Bachelor’s Degree in Accounting, Finance, Economics, or related field is required; Master’s Degree (e.g MBA in finance or equivalent), or CFA preferred.
• At least 10 years’ experience in financial institution asset liability management, treasury, or financial analysis.
• Exceptional communication skills with ability to simplify complex analytical concepts/recommendations across multiple organizational levels including board level, senior executive team, business unit management teams, outside vendor partners or regulatory/audit personnel.
• Proven experience creating robust, repeatable, and proven analysis from both existing data as well as integration of new sources.
• Experience in SQL and skilled in querying, reporting, and data visualization tools.
• Abilities to understand complex data, their relationships and define solutions.
• Extraordinarily proficient in us of Excel or other analytical tools.

Pay

$102,128.00 – $153,150.40 (Annually) Target Compensation $115,000 - $135,000