About this role
Role Overview
- Develop, maintain, and enhance the balance sheet and NII forecast for lending products
- Partner with line-of-business leaders, Corporate Finance, and Quantitative Finance teams
- Provide actionable insights into trade-offs across return metrics (ROE, ROA), capital allocation, and interest rate risk
- Collaborate with the ALM forecast team, liquidity management, and capital management
- Drive continuous improvement in forecasting tools, data quality, and documentation
- Drive the vision and strategy for loan forecasting within ALM
- Lead, mentor, and develop a high-performing team of analysts
- Serve as a trusted advisor to Treasury, Finance, Risk, and business leaders
- Champion process enhancements and technology adoption
Requirements
- Bachelor's degree, or equivalent work experience
- Eight or more years of related experience
- Advanced knowledge of financial analysis concepts and methodologies
- Considerable knowledge of accounting theory practice, regulatory requirements and reporting
- Well-developed financial analysis, forecasting and planning skills
- Management experience required
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law