Senior Financial Analyst
2 weeks ago
Senior Financial Analyst – Engage Partners, Inc.
This position offers flexible work arrangements, including Hybrid, Remote, or Onsite options.
Key Responsibilities: The Senior Financial Analyst demonstrates comprehensive expertise in essential Finance domains, such as Asset-Liability Management (ALM), Fixed Income Investments, Liquidity Analysis, Budgeting, and Profitability Assessment to aid executive decision-making. This role requires independent judgment and the ability to draft or review all necessary reports related to these functions. The Senior Financial Analyst collaborates closely with budgeting software to develop and sustain templates and workflows while leading training sessions for cost center managers. Furthermore, this individual is tasked with the upkeep, enhancement, and validation of the Asset Liability simulation model, which includes input management, assumption verification, analysis, and reporting. Additionally, support for the organization’s investment portfolio and preparation of profitability reports for revenue centers are key aspects of this role.
PRIMARY DUTIES & RESPONSIBILITIES:
Asset-Liability and Liquidity Oversight
- Collaborates with the Senior Finance Manager to:
- Develop the ALM presentation for the Board of Directors, ensuring all necessary analyses, procedures, and documentation are completed on schedule.
- Maintain and analyze the Asset Liability simulation model, including data collection, assumption validation, quarterly net interest income scenario evaluations, variance identification, and back-testing procedures.
- Conduct initial reviews of simulation model results prepared by junior analysts.
- Analyze and report on quarterly Economic Value of Equity (EVE) results.
- Present segments of the ALM Group Presentation during management meetings.
- Prepare quarterly ALM presentations covering liquidity, capital adequacy, interest rate sensitivity, balance sheet positioning, strategic updates, and investment portfolio performance.
- Update or review the Bank's Liquidity Contingency Early Warning System.
- Generate various cash flow analyses and forecasts.
- Ensure that ALM procedures are regularly documented and updated.
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