ALM Analyst Sr

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.

NATURE AND SCOPE
Reports to the Vice President, Finance. Responsible for operation of Asset and Liability Management (ALM) model including data validation, integration and reporting. Plays a key role in developing and managing models to support decision making related to organizational and functional growth, profitability, and performance. Collaborates with other associates in finance, accounting, and business line functions to identify, measure, report and understand KPIs across the organization.

REQUIREMENTS
1. Bachelor's degree in finance, accounting, or related field and 3 years of financial analysis experience within the financial services industry, preferably at a financial institution. Equivalent combination of education and experience may be considered.
2. Experience with financial management and reporting systems including system maintenance, data compilation and custom reporting.
3. Experience collecting, analyzing, organizing, modeling, forecasting, and delivering financial data to various levels of internal stakeholders.
4. Knowledge of or ability to gain proficiency in ALM systems, PowerBI and other reporting and business intelligence systems along with excellent MS Excel skills are required
5. Proven ability to coordinate, prioritize, and execute multiple tasks while maintaining high levels of accuracy and meeting deadlines.
6. Strong verbal and written communication skills, problem solving skills, organizational skills, and the ability to work independently.
7. Demonstrated ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
8. Must develop a thorough understanding of company policies and procedures as they relate to this position. Must understand and comply with all job-related State and federal laws and regulations.

PRINCIPAL ACCOUNTABILITIES
1. Responsible for operating ALM model including loading of data, assumption management, variance analysis, reporting and quality assurance; builds analytical tools to gain efficiencies in modeling.
2. Lead the data compilation, validation, and integration of data for ALM model; working to streamline the data process from sourcing to uploading.
3. Develops models to support:
a. Analysis of institution risk parameters on a monthly/quarterly basis;
b. Quarterly forecasting and annual budgeting cycles;
c. Ad hoc analyses
That drive decision making related to organizational and functional growth, profitability, and performance.
4. Actively participate in regulatory exams/discussions pertaining to the ALM model, oversight, adjustments and assumptions.
5. Collaborate with Treasury, FP&A and other departments to ensure alignment and accuracy of forecasting, budgeting and other projects as needed.
6. Serve as back-up to FP&A analyst for managerial reporting needs.
7. Perform other duties as assigned.

EEO/Veterans/Disabled