Senior Financial Analyst - Asset & Liability Management

***This position can support a fully remote role for those who meet the job qualifications if you live in Washington, Oregon, Tri Cities, North Idaho, Colorado, Florida, Georgia, Texas, Virginia, and or Wyoming. In addition, we are looking for someone with a minimum of 2 years+ working in Asset Liability Management preference given to those with experience in a financial institution.  

Position Overview:

The Senior ALM Analyst serves as a subject-matter expert 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

• Lead and independently perform advanced ALM modeling and analysis of the organization’s asset and liability positions by assessing interest rate risk, liquidity risk, and other key financial indicators, and translate the results into actionable insights and strategic recommendations for leadership.
• 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

• Manage ALM modeling and analysis, ensure timely and accurate completion of ALM-related processes, and implement process improvements and efficiency enhancements within the function.
• Present ALM modeling results, key assumptions, and propose assumption changes to Leadership.
• 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.