Balance Sheet Manager

3 weeks ago


Charlotte, North Carolina, United States Disability Solutions Full time
Job Overview:

Disability Solutions is a leading provider of disability solutions, and we are seeking a highly skilled Senior Asset Liability Analyst to join our team. This role will be responsible for overseeing daily trend analysis on the balance sheet and managing projects for executive management.

The ideal candidate will have a strong background in analytics, with experience in design, testing, and implementation of calculations related to balance sheet, net interest income, cash flows, or risk analytics. They will also possess excellent communication skills and be able to work effectively with cross-functional teams.

Responsibilities:

  • Daily, monthly, and quarterly monitoring of securities, residential mortgages, and interest rate derivative portfolio trends across Actuals and Forecast
  • Standardized and ad-hoc analysis to inform key strategic decisions and inform overall investment portfolio management
  • Project management and change execution on key initiatives around forecasting and analytics
  • Partnering with key internal stakeholders including CIO, Enterprise Capital Management (ECM), Global Liquidity Management (GLM), Global Risk, and Accounting Policy among others

Requirements:

  • At least 2-4 years of experience in analytics with emphasis on design, testing, and implementation of calculations related to balance sheet, net interest income, cash flows, or risk analytics
  • Bachelor's Degree in Finance, Business, Accounting, Quantitative, or Economics - or equivalent work experience
  • Finance/Accounting knowledge - experience in balance sheet management, forecasting, or other Corporate Treasury functions
  • Understanding of financial market dynamics, interest rates, accounting, and financial products
  • Ability to manage multiple priorities in a time sensitive environment
  • Ability to work across multiple teams in a collaborative environment
  • Proficient in Microsoft Office tools, especially Microsoft Excel & SQL skills

Salary Range: $85,000 - $110,000 per year, based on qualifications and experience. We offer a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.



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