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Lead Financial Strategist

2 months ago

Lowell, Massachusetts, United States Engage Partners, Inc. Full time
Lead Financial Strategist

Role Overview:
The Lead Financial Strategist possesses extensive expertise in key financial domains, including Asset-Liability Management (ALM), Fixed Income Investments, Liquidity Analysis, Budgeting, and Profitability Assessment. This role is pivotal in facilitating informed decision-making for senior leadership and requires the ability to work autonomously while delivering comprehensive reports across these critical areas. The position collaborates closely with budgeting software to develop and sustain templates and workflows, as well as to conduct training sessions for budget managers.

Key Responsibilities:
Asset-Liability and Liquidity Oversight
Collaborate with the Senior Finance Manager to:
  • Prepare presentations and supporting materials for the Board of Directors, ensuring timely completion of all necessary analyses and documentation.
  • Maintain and enhance the Asset Liability simulation model, including data collection, assumption validation, and quarterly scenario analysis.
  • Conduct initial reviews of simulation model outcomes generated by junior analysts.
  • Analyze and report on the quarterly Economic Value of Equity (EVE) results.
  • Present findings during ALM Group meetings.
  • Compile the quarterly ALM presentation covering liquidity, capital adequacy, interest rate sensitivity, and investment strategy updates.
  • Review and update the organization’s Liquidity Contingency Early Warning System.
  • Generate various cash flow analyses and forecasts.
  • Ensure that ALM procedures are documented and regularly updated.
Investment Portfolio Management
  • Engage in the investment portfolio management process, attending strategy meetings and documenting recommendations.
Under the guidance of the Senior Finance Manager:
  • Conduct analyses for potential security transactions, including total return and break-even analyses.
  • Monitor various sectors for new investment opportunities.
  • Utilize analytical tools to prepare investment assessments.
  • Review investment pricing and amortization tests.
  • Prepare transaction reports for ALM presentations.
Derivatives Management
  • Oversee monthly reconciliations of interest rate swaps and Risk Participation Agreements (RPA).
  • Monitor derivative collateral positions and coordinate with counterparties as necessary.
Budgeting and Profitability Analysis
Work under the Senior Finance Manager to:
  • Develop and refine budgeting templates and workflows.
  • Prepare and review the Net Interest Margin Budget.
  • Conduct profitability analyses and reporting for revenue centers.
  • Act as a liaison for budget managers, ensuring the accuracy of annual and quarterly budget analyses.
  • Utilize analytical skills to support budgeting processes, including trend analysis and management reporting.
Additional Responsibilities
  • Conduct quarterly reviews of correspondent banks.
  • Assist the Senior Finance Manager with various projects as needed.
  • Adhere to all applicable laws, regulations, and company policies.
  • Perform other related duties as assigned.
  • Strive to exceed expectations in customer service.
Qualifications:
A Bachelor’s degree in Accounting or Finance from an accredited institution, coupled with four to seven years of relevant experience in banking or financial analysis, or an equivalent combination of education and experience.

Preferred Attributes:
  • Expertise: Recognized as a thought leader in financial analysis.
  • Innovative Thinking: Consistently introduces new ideas and approaches.
  • Attention to Detail: Executes tasks with precision and thoroughness.
  • Commitment: Dedicated to achieving organizational goals with integrity.