The ALM Analyst specializes in Asset Liability Management (ALM) modeling and analysis performs in-depth financial analyses to assist with business decisions completes financial reporting internally to the Board of Directors and Leadership Team as well as external regulatory entities forecasts the balance sheet and income statement in alignment with the strategic plan and supports all areas of the finance department.
Core Job Requirements/Outcomes
- Model and analyze the organizations asset and liability positions by assessing interest rate risk liquidity risk and other key financial indicators as well as providing valuable insights and recommendations based on ALM analysis.
- Assist leadership in making informed decisions by conducting in-depth financial analyses to uncover meaningful insights recommend strategic actions and effectively communicate findings through presentations and reports utilizing SQL data warehouse resources and data visualization tools to extract compile analyze and present data in a clear and actionable way.
- Prepare timely and accurate financial reports that meet all deadlines and comply with applicable governmental regulations by ensuring initial reporting accuracy and continuously suggesting and implementing process efficiencies to drive improvement.
Other Essential Functions
- Perform ALM modeling and analysis ensure timely and accurate completion of ALM-related processes and implement process improvements and efficiency enhancements within the function.
- Accurately budget balance sheet and/or income statement general ledger accounts by partnering with internal departments accurately forecasting future activity in GLs and communicating regarding variances to plan.
- Support departmental or credit union wide initiatives and projects by contributing as an effective project team member and complete all tasks and assignments in a timely manner.
- Provide support for functions within the department including cross-training on other analyst job duties and covering when needed.
- Represent the Finance department by providing timely professional and friendly communication to all we encounter.
- Ensure proper accounting by keeping current with GAAP and making recommendations for changes in policies and procedures to maintain compliance.
Qualifications :
Education: Bachelors degree in Accounting or Finance required.
Job Experience: Minimum of two years experience in an accounting or finance position preferably in a financial institution or in a public accounting/auditing position. Proven ability to work independently while demonstrating competency in communication and time management skills.
Software Skills: Proficient knowledge of MS Office programs including Outlook Word Excel and Teams. Proven experience with report writing and/or data base (SQL data warehouse).
Physical Demands: Must be able to regularly talk hear and operate a computer keyboard and mouse and occasionally lift pull/push and carry up to 10 pounds with accommodations.
Work Conditions: Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting. Exposure to high-stress fast-paced deadline-oriented environment.
Additional Information :
Ready to apply Click on Im interested!
Remote Work :
No
Employment Type :
Full-time
The ALM Analyst specializes in Asset Liability Management (ALM) modeling and analysis performs in-depth financial analyses to assist with business decisions completes financial reporting internally to the Board of Directors and Leadership Team as well as external regulatory entities forecasts the ba...
The ALM Analyst specializes in Asset Liability Management (ALM) modeling and analysis performs in-depth financial analyses to assist with business decisions completes financial reporting internally to the Board of Directors and Leadership Team as well as external regulatory entities forecasts the balance sheet and income statement in alignment with the strategic plan and supports all areas of the finance department.
Core Job Requirements/Outcomes
- Model and analyze the organizations asset and liability positions by assessing interest rate risk liquidity risk and other key financial indicators as well as providing valuable insights and recommendations based on ALM analysis.
- Assist leadership in making informed decisions by conducting in-depth financial analyses to uncover meaningful insights recommend strategic actions and effectively communicate findings through presentations and reports utilizing SQL data warehouse resources and data visualization tools to extract compile analyze and present data in a clear and actionable way.
- Prepare timely and accurate financial reports that meet all deadlines and comply with applicable governmental regulations by ensuring initial reporting accuracy and continuously suggesting and implementing process efficiencies to drive improvement.
Other Essential Functions
- Perform ALM modeling and analysis ensure timely and accurate completion of ALM-related processes and implement process improvements and efficiency enhancements within the function.
- Accurately budget balance sheet and/or income statement general ledger accounts by partnering with internal departments accurately forecasting future activity in GLs and communicating regarding variances to plan.
- Support departmental or credit union wide initiatives and projects by contributing as an effective project team member and complete all tasks and assignments in a timely manner.
- Provide support for functions within the department including cross-training on other analyst job duties and covering when needed.
- Represent the Finance department by providing timely professional and friendly communication to all we encounter.
- Ensure proper accounting by keeping current with GAAP and making recommendations for changes in policies and procedures to maintain compliance.
Qualifications :
Education: Bachelors degree in Accounting or Finance required.
Job Experience: Minimum of two years experience in an accounting or finance position preferably in a financial institution or in a public accounting/auditing position. Proven ability to work independently while demonstrating competency in communication and time management skills.
Software Skills: Proficient knowledge of MS Office programs including Outlook Word Excel and Teams. Proven experience with report writing and/or data base (SQL data warehouse).
Physical Demands: Must be able to regularly talk hear and operate a computer keyboard and mouse and occasionally lift pull/push and carry up to 10 pounds with accommodations.
Work Conditions: Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting. Exposure to high-stress fast-paced deadline-oriented environment.
Additional Information :
Ready to apply Click on Im interested!
Remote Work :
No
Employment Type :
Full-time
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