Manages financial planning process working with different stakeholders across the organization.
Recommends operational strategies and plans with direct impact on the bank's results.
Develops and exercises business cases by utilizing/developing financial forecast models, and challenging assumption inputs that will have impact on the achievement of functional results.
Conducts financial analysis through primary and secondary research in order to identify business trends, financial performance and competitors developments.
Analyzes and monitors issues that affect profitability, growth and productivity for the different business’ units.
Prepares monthly reporting under US GAAP to senior leaders on consolidated entity as well as all its reporting segments.
Develop standardized financial and operational reporting, including key metrics and dashboards for dissemination to executive management and internal stakeholders
Support on Board of Director materials as well all Investor Relations materials
Source detailed financial information for use with financial modeling and reporting
Develop and maintain comprehensive control policies and procedure documents to ensure the integrity of the forecast and reporting processes
Translate detailed accounting data into actionable analytics
Evaluate the bank's financial risks, including liquidity and interest rate risks, and propose effective management strategies.
Contribute to the design, calibration, and maintenance of internal liquidity management metrics, including Early Warning Indicators
Assist in the development and upkeep of the Liquidity Stress Testing model and Cash-flow Forecasting framework
Responsible for the modeling, analysis and reporting of the bank’s interest rate risk position including NII and EVE analysis, back-testing and sensitivity / stress testing
Contribute to ALCO reporting on Liquidity, Interest Rates, and Capital
Aid in the design and maintenance of the Contingency Funding Plan
Respond to regulatory and auditors inquiries regarding financial planning and asset/liability matters
Stay updated on regulatory changes and financial market trends that may impact the bank’s liquidity, funding, and structural risks, and recommend enhancements to the management framework.
Assist in special projects and ad-hoc analyses
Trains, mentors, and coaches colleagues and subordinates
Minimum Requirements:
Bachelor's Degree or equivalent work experience: Business Administration, Finance or Accounting
CPA or CFA license holder preferred
Master's Degree Business Administration, Accounting, Economics, Statistics, or equivalent field preferred
10+ Years Financial Planning, Analysis/Budgeting in the Banking/Financial Services Industry, with at least 5 years in Asset Liability Management or Treasury
Experience in banks with total assets greater than $1 billion, preferred
Proactive problem solver, expected to present problems and recommendations simultaneously
Ability to prioritize and manage multiple projects simultaneously.
Ability to multi-task and meet strict deadlines.
Ability to effectively interact with the market, executive management and vendors.
Ability to adapt and adjust to multiple demands and competing priorities.
Ability to convey a sense of urgency and drive issues/projects to closure.
Excellent verbal and written communication skills.
Excellent leadership skills.
Strong financial analysis, modeling, and problem-solving.
Detail oriented with the ability to research, organize and analyze financial data.
Intermediate to Advanced in MS Office applications (Excel, Word, Access, PowerPoint)
Excellent interpersonal skills with ability to build relationships at all levels of management.
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