Senior Financial Strategist for Credit Union Growth

7 days ago


Fort Bragg, North Carolina, United States GreenState Credit Union Full time
About GreenState Credit Union

We are a forward-thinking financial institution dedicated to creating lasting value for our members. Our mission is to empower employees, enhance the lives of our members, and contribute to the vitality of our communities.


Job Summary

The Senior Financial Strategist will play a critical role in driving strategic credit and financial modeling, annual planning, CECL reporting, forecast reporting, and execution of our overall financial strategies. This individual will work closely with senior leaders to identify opportunities and mitigate risks, ensuring the Credit Union's long-term financial success.


Main Responsibilities
  1. Develop and implement complex credit models, including CECL and forecasting, to inform strategic decisions and drive business growth.
  2. Analyze financial data, identify trends, and provide actionable insights to support executive leadership in making informed operational and strategic decisions.
  3. Collaborate with cross-functional teams to develop and maintain sophisticated credit risk management frameworks, stress testing, and capital planning initiatives.
  4. Prepare and present monthly credit and forecast reports to the Asset Liability Committee (ALCO) and other committees.
  5. Assist in the implementation and maintenance of advanced financial software, leveraging expertise in DCF or PD/LGD methodology.
  6. Provide guidance on credit risk measurement, monitoring, and management, ensuring alignment with regulatory requirements and industry best practices.
  7. Contribute to the development and maintenance of the Credit Union's capital plan and stress testing framework, aligning with long-term financial forecasts and stressed credit losses.
  8. Support the Treasury Vice President in reviewing and analyzing credit-related input assumptions within internal pricing models.

Requirements
  • Bachelor's degree in finance, economics, actuarial science, accounting, or a related field.
  • Eight or more years of experience in financial institutions, preferably with assets exceeding $10B.
  • In-depth knowledge of CECL, credit modeling, forecast modeling, capital planning, stress testing, and complex cash flow models.
  • Experience with implementing and maintaining sophisticated CECL software, utilizing DCF or PD/LGD methodology.
  • Ability to analyze complex risks independently and communicate findings effectively to stakeholders.
  • Proven ability to manage multiple assignments, prioritize tasks, and meet deadlines in a fast-paced environment.
  • Excellent analytical and problem-solving skills, with the ability to think critically and make sound recommendations.
  • Highly proficient in Microsoft Office, including Excel and Word, with experience in Power BI, Python, and SQL a plus.
  • Strong understanding of financial institution products, services, and reports.

Compensation and Benefits

The salary range for this position is estimated at $159,822.78 - $213,907.72, with a comprehensive benefit package, including progressive benefits and opportunities for professional growth and development.



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