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Finance Specialist

2 months ago

Lowell MA, United States Engage Partners, Inc. Full time

Senior Financial Analyst



Financial Analyst II ??? Lowell, MA



What You???ll Do:  The Senior Financial Analyst exhibits strong working knowledge over the primary areas of Finance, including Asset-Liability Management (ALM), Fixed Income Securities, Liquidity, Budgeting, and Profitability to support senior management decision making, and is able to exercise judgment and work independently to complete a first draft or review of all required reporting over these areas. This position works closely with our budgeting software to create and maintain templates and workflows and to lead training sessions for the cost center managers.


Additionally, the Senior Financial Analyst is responsible for maintaining, updating, and validating the Asset Liability simulation model including inputs, assumption validation, analysis, and reporting. This individual also provides support for the organization's investment portfolio and prepares the revenue center profitability report and cover memo to the board of directors highlighting key changes in profitability.



ESSENTIAL FUNCTIONS & RESPONSIBILITIES:

Asset-Liability/Liquidity Management
Works with the Senior Finance Manager to:
~ Build the Board of Directors ALM presentation and appendix material package, ensuring that all required analysis, procedures, and documentation are completed on the required schedule basis
~ Maintain, update, and perform analyses and reporting on the Asset Liability simulation model including: data compilation, assumption validation, quarterly net interest income scenario comparisons, identification of variances, potential issues/preparing detailed written explanations, and performing back-testing procedures
~ Complete first review of Asset Liability simulation model results as prepared by the Financial Analyst II or I.
~ Prepare and perform analysis and reporting or completes a first review of the quarterly Economic Value of Equity (???EVE???) results
~Presents portions of the ALM Group Presentation for ALM Group (Management ALCO) meetings
~Prepare the quarterly ALM Presentation including areas such as liquidity, capital adequacy, interest rate sensitivity, balance sheet position, strategy updates and fixed income investment portfolio strategy and performance update
~ Update or complete a first review of the organization's Liquidity Contingency Early Warning System
~ Produce various cash flow analyses and forecasts
~ Responsible for ensuring ALM procedures are written and updated regularly

Investment Portfolio
~ Participate in the investment portfolio management process, attends strategy meetings and documents recommended strategies

At the direction of the Senior Finance Manager:
Perform analysis for potential security purchases and sales such as:
Total return analysis
Reviewing cash flow projections
Break-even analysis
Pro-forma portfolio allocations

Monitor Agency, MBS and CMO sectors and analyzes new opportunities for the portfolio
Utilize Bloomberg to prepare pre and post purchase investment analysis
Perform or review investment pricing reasonableness tests
Perform or review reasonableness tests for amortization of CMO/MBS Premiums/Discounts
Prepare or review investment transaction report for ALM Presentation
Derivatives
Prepare monthly interest rate swap and Risk Participation Agreement (RPA) reconciliation and review
Monitor derivative collateral position and work with counterparty banks on collateral transfers, as required
Vena / Budget / Profitability
Works under the direction of the Senior Finance Manager:
Create Vena templates and workflows related to the budgeting process and ALM
Maintain and improve existing Vena templates related to the budgeting process and ALM
Prepare or complete first review of the Net Interest Margin Budget
Prepare revenue center profitability analysis and reporting.
Liaison for cost center budget managers, working with them to ensure proper completion of their annual budget and quarterly budget versus actual analysis
Use judgement and decision making to provide budgeting and reporting process support including: analyzing bank-wide trends, evaluating or reviewing assumptions, reporting on budget versus actual results, and preparing management reports
Other
Complete or review the quarterly correspondent bank review
Assist the Senior Finance Manager with projects, as needed
Perform all duties consistent with applicable Federal and State laws and regulations as well as Bank policies
Perform other related duties as assigned
Exceed customer expectations by following the guidelines outlined in the Customer Experience Program
The hours for this position are Monday ??? Friday 8:30am ??? 5:00pm.This position is eligible for Hybrid, Remote, or Onsite. Candidates from MA, NH, and ME only.



Requirements:  Bachelor???s degree in Accounting or Finance from a four-year college or university and four to seven years of related banking, financial reporting/analysis experience or equivalent combination of education and experience.



If you don???t meet all the requirements, apply anyway Our recruiting team considers your entire professional journey. Team members are made up of more than just their previous titles. 



Qualifications
Behaviors

Preferred

Functional Expert: Considered a thought leader on a subject

Thought Provoking: Capable of making others think deeply on a subject

Innovative: Consistently introduces new ideas and demonstrates original thinking

Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Dedicated: Devoted to a task or purpose with loyalty or integrity 


Motivations

Preferred

Self-Starter: Inspired to perform without outside help

Goal Completion: Inspired to perform well by the completion of tasks

Peer Recognition: Inspired to perform well by the praise of coworkers

Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization


Please send resumes to Wendi@engagestaff.com