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Senior Financial Analyst

2 months ago

Columbia, South Carolina, United States Forge Search Full time
Senior Financial Analyst

We are seeking a highly skilled Senior Financial Analyst to join our team at Forge Search. As a key member of our financial team, you will be responsible for conducting economic analysis, budgeting, forecasting, and asset and liability management.

Key Responsibilities:
  • Compliance and Regulation: Ensure adherence to all laws, statutes, and regulations governing the company.
  • Team Leadership: Manage direct reports to maximize productivity and efficiency, including hiring, job assignments, performance monitoring, coaching, and performance reviews.
  • Asset/Liability Management: Monitor interest rate, credit, and portfolio risk, setting limitations as required, and identify strategies to reduce interest rate sensitivity and risk.
  • Investment and Borrowing: Manage and optimize the investment and borrowing portfolios, ensuring liquidity needs are met and above-average earnings are achieved.
  • Budget Oversight: Lead budget planning, preparation, and administration processes, ensuring expenses are controlled and strategic objectives are met.
  • Regulatory Reporting: Ensure compliance with all required regulatory reporting in a cost-effective manner, minimizing legal liabilities.
  • Vendor Contract Negotiations: Assist in negotiating significant vendor contracts to protect the financial interests of the organization.
  • Financial Reporting: Oversee and interpret statistical and financial reporting to provide valuable insights for decision-making.
  • Audit and Examination Support: Lead preparations for NCUA examinations and independent audits, ensuring all necessary information is available.
Requirements:
  • Bachelor's degree in finance, accounting, or a related field (CPA license preferred).
  • 10+ years of experience in financial analysis, accounting, or treasury management.
  • Expertise in asset/liability management and budgeting.
  • Excellent analytical, problem-solving, and communication skills.
  • Proficiency in financial systems and data reporting tools.
  • CPA License preferred but not required.
  • Leadership experience and the ability to work collaboratively with senior management and cross-functional teams.

Forge Search is a leading financial institution in Greenville, SC, and we are committed to providing our employees with a challenging and rewarding work environment. If you are a motivated and experienced financial professional looking for a new opportunity, please submit your application for confidential consideration.