Senior ALM Analyst

Catalyst Corporate Federal Credit Union; Plano (TX); Hybrid; USD 85,000 - 135,000; Full time

Job summary

A financial services organization in Plano, TX, is seeking a Senior ALM Analyst to help manage balance sheet risks for credit unions. The role involves building client relationships, producing analytical reports, and applying financial expertise to strategic initiatives. Ideal for those with solid finance experience looking to deepen their analytical skills in a collaborative environment.

Benefits

401K retirement savings plan with matching

Flexible health and insurance options

Time Away: Sick Time and Parental Leave

Hybrid work environment

Onsite fitness facility

Qualifications

• At least 3 years of relevant experience in finance.
• Strong attention to detail with the ability to interpret financial data.
• Proficiency with financial modeling and data analysis.

Responsibilities

• Managing client relationships and delivering financial risk management reports.
• Supporting strategy with data-driven analysis of key financial metrics.
• Delivering insights and recommendations to clients.

Skills

Analytical Mindset

Communication Skills

Organization

Education

Bachelor's degree in Finance, Economics, Accounting, or related field

Tools

Microsoft Excel

Power BI

Job description

Full-Time, Permanent Opportunity for Senior ALM Analyst (Located in Plano, TX)

Brief Position Description:

Are you looking to take the next step in your finance career and deepen your impact in the world of financial risk management? As a Senior ALM Analyst, you’ll play a key role in helping credit unions and financial institutions understand and manage balance sheet risk.

This position is ideal for someone with a few years of experience who is ready to apply their analytical skills, deepen their technical expertise, and work directly with clients to deliver insights and strategic recommendations.

• Building and maintaining strong client relationships to foster trust and ensure long-term partnerships.
• Producing, interpreting, and delivering comprehensive financial risk management reports.
• Support client strategy with data-driven analysis of interest rate risk, liquidity, and other key balance sheet metrics.

To succeed in this role, the ideal candidate must possess:

• Education: A bachelor’s degree in Finance, Economics, Accounting, or a related field.
• Experience: At least 3 years of relevant experience in finance, preferably in financial services, risk, treasury, ALM, or investment analysis.
• Analytical Mindset: Strong attention to detail with the ability to interpret financial data and trends.
• Communication Skills: Clear, concise writing and the confidence to discuss technical topics with clients.
• Organization: Ability to manage multiple priorities and deliver high-quality work under tight deadlines.

Technical Skills:

• Understanding of fixed income, loan valuation, cash flow modeling, and prepayment behavior.
• Solid foundation in accounting principles and economic theory.
• Proficiency with Microsoft Excel (pivot tables, lookups, formulas) and familiarity with PowerPoint/Word.
• Understanding of Power Platform tools such as Power BI, Power Query, or Power Automate.

Preferred Qualifications:

The following skills and certifications are highly desirable:

• Advanced Degrees/Certifications: MBA, CFA, FRM, CPA, CMA, or CTP.
• Modeling Platforms: Experience with ALM or financial modeling tools (e.g., Empyrean, QRM, FIS, ProfitStars).
• Technical Skills: Alteryx or other ETL tool
• Presentation Skills: Comfort presenting to clients and leadership teams.

Why This Role?

You’ll join a collaborative team of financial experts and gain exposure to a wide variety of client balance sheet strategies and regulatory environments. This is a great opportunity to:

• Deepen your technical and strategic finance skills.
• Partner directly with credit union leadership teams.
• Grow into more advanced consulting, modeling, or client strategy roles.

Who Succeeds in This Role?

Someone who is curious, detail-oriented, and client-focused. You’ll enjoy solving complex financial problems, thinking critically, and working in a fast-paced, analytical environment where your insights directly shape client decisions.

Final Note:

If you’re a strong analyst with a few years of experience and ready to step into a more strategic and client-facing role, we’d love to hear from you.

How We'll Have Your Back

Catalyst's compensation structure offers market-competitive base pay. However, Catalyst's full compensation package is more than just your paycheck and is meant to support and improve your personal and professional life, including:

• Hybrid Work Environment: Prioritizing flexibility and work-life balance, Catalyst employees come into the office once a week on average.
• Time Away: Federal Holidays, Generous Vacation Days, Sick Time, and Parental Leave, as well as time off for volunteering.
• Planning for the Future: 401K retirement savings plan with matching and company contributions.
• Supporting your Health & Well-Being: Flexible health and insurance options, including Medical, Dental, and Vision Insurance choices, Long and Short-Term Disability Insurance, Life Insurance, Supplemental Life and AD&D Insurance, as well as a Flexible Spending Account.
• Building a Family: We were named “Best Place for Working Parents” 5 times in a row due to our commitment to family-friendly policies and practices.
• Work-Life Integration: Other benefits include credit union membership, a casual work environment, paid covered parking, and an onsite fitness facility with showers. We also offer access to a variety of onsite services, such as a massage therapist and personal trainer, car wash and detail service, vehicle refueling service, and food delivery service.

Who We Are

With innovative payments, asset management and liquidity solutions, Catalyst is unlocking new possibilities for credit unions across the nation, and the members they serve. We are passionate about transforming goals into achievements and helping credit unions grow. Discover why more than 1,500 credit unions are using Catalyst’s solutions today: .

Catalyst is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.

Catalyst and Your Career

Catalyst is igniting change and unlocking new possibilities for credit unions and the members they serve. Whether through innovative payments, asset management or liquidity solutions, we’re passionate about transforming goals into achievements and helping credit unions grow.

To accomplish this, we actively pursue talented individuals capable of making a positive impact on member credit unions, and we do our best to retain these employees. Among the ways we do this are . We believe in our employees’ success, and the average employee tenure of 14 years suggests that our employees feel the same way!

Company Overview

Catalyst Strategic Solutions (CSS) has been providing Asset and Liability Management (ALM) and balance sheet advisory services to financial institutions for over 35 years. Brokerage services through our affiliate CU Investment Solutions, LLC. CSS is a wholly owned financial services organization of Catalyst Corporate Federal Credit Union. With this background, CSS is fully attuned to the regulatory, reporting, and management needs of financial institutions. Our client base includes financial institutions across the United States and represents asset sizes ranging from $5 million to over $50 billion.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst and Finance

Referrals increase your chances of interviewing at Catalyst Corporate Federal Credit Union by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Get notified about new Senior Financial Analyst jobs in Plano, TX.

Irving, TX $85,900.00-$179,500.00 1 week ago

Finance and Strategic Initiatives Manager

Alternative Credit Asset Manager, Principal

Audit (Business and Finance) | Analyst | Dallas

Experienced Finance Manager- Volkswagen Richardson

Dallas, TX $85,900.00-$179,500.00 2 weeks ago

Richardson, TX $100,000.00-$115,000.00 3 weeks ago

Richardson, TX $120,000.00-$140,000.00 2 weeks ago

Finance Manager / Lead (Office Head) - GC869730

Senior Financial Analyst, North America Reliability and Maintenance Engineering (RME) Finance

Dallas, TX $60,200.00-$128,800.00 2 weeks ago

Financial Planning & Analysis, Senior Associate - Corporate Stress Testing

Manager Finance Financial Planning & Analysis

Financial Analyst, Commercial Project Manager (Irving, Texas)

Irving, TX $85,900.00-$179,500.00 1 week ago

Manager Finance Financial Planning & Analysis

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.