Financial Analyst - Asset & Liability Management jobs in United States
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STCU · 9 hours ago

Financial Analyst - Asset & Liability Management

STCU is consistently rated one of the top-performing credit unions in the nation, and has been named one of Fortune Magazine’s Great Places to Work. The ALM Analyst specializes in Asset Liability Management modeling and analysis, performing in-depth financial analyses to assist with business decisions and supporting all areas of the finance department.

CommunitiesNon ProfitWealth Management
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Growth Opportunities

Responsibilities

Model and analyze the organization's 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
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

Qualification

Asset Liability ManagementFinancial AnalysisSQLGAAPData VisualizationMS OfficeCommunication SkillsTime Management

Required

Bachelor's degree in Accounting or Finance required
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
Proficient knowledge of MS Office programs including Outlook, Word, Excel, and Teams
Proven experience with report writing and/or data base (SQL, data warehouse)
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
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

Benefits

Paid time off—plus 11 paid holidays!
Medical, dental, vision and life insurance
Training and career development
Success sharing plan
401(k) matching contributions
Tuition reimbursement

Company

STCU

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STCU is consistently rated one of the top-performing credit unions in the nation and has been named one of Fortune Magazine’s Great Places to Work.

Funding

Current Stage
Late Stage
Total Funding
$50M
2022-05-09Debt Financing· $50M

Leadership Team

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Ezra Eckhardt
President and CEO
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Lindsey Myhre
Executive Vice President & CFO
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Company data provided by crunchbase