ALM & Banking Strategy Advisor

Strata Decision Technology; Chicago, Phoenix (IL, AZ); Hybrid; USD 160,000 - 180,000; Full time

Benefits offered by this job

Retirement benefits

Health and welfare benefits

Paid time off

Parental leave

Life and accident insurance

Well-being benefits

Job summary

Strata Decision Technology is seeking a senior advisor to guide banking clients on ALM, balance sheet strategy, and risk management in a hybrid Chicago role. You will translate complex financial dynamics into actionable insights for CEOs, CFOs, and boards, leading discussions and presenting strategic options with clarity.

The position requires 10+ years in banking, strong Excel skills, and the ability to travel 15-30%. CFA is a plus; relocation to Chicago or Phoenix is considered.

Qualifications

• 10+ years of progressive experience within banking or financial services.
• Experience in asset/liability management, interest rate risk, and liquidity management.
• Experience with community/regional banks (assets < $50B) and executive communication.

Responsibilities

• Advise bank management teams and boards on balance sheet strategy and ALM.
• Lead client discussions linking financial performance to strategic objectives.
• Facilitate board and executive presentations explaining analyses and options.
• Perform ALM analyses, interest rate risk assessments, and balance sheet reviews.
• Lead development of planning assumptions in collaboration with clients.
• Assist clients in evaluating growth, funding, and capital management decisions.

Skills

ALM

Balance sheet

Executive communication

Financial analysis

Communication with boards

Excel

Strategic planning

Client management

Risk management

Travel readiness

Education

CFA designation is a plus

Tools

Advanced Microsoft Excel

Job description

Strata Decision Technology is seeking a senior advisor to guide banking clients on ALM, balance sheet strategy, and risk management in a hybrid Chicago role. You will translate complex financial dynamics into actionable insights for CEOs, CFOs, and boards, leading discussions and presenting strategic options with clarity.

The position requires 10+ years in banking, strong Excel skills, and the ability to travel 15-30%. CFA is a plus; relocation to Chicago or Phoenix is considered.