Sr. Financial Analyst - Liquidity

Insight Global; Charlotte (NC); On-site; USD 80,000 - 120,000; Full time

Job summary

Insight Global is seeking a Senior Financial Analyst to join the Corporate Treasury organization of a regional banking client. You will support the Liquidity team with financial analysis, stress testing, dashboard development, and process documentation, collaborating with Risk, Audit, and Model Validation to improve liquidity risk management.

The role requires strong financial acumen, attention to detail, and the ability to communicate insights clearly as processes evolve in treasury operations.

Qualifications

• Minimum 3+ years of financial/analytical experience.
• Advanced Excel proficiency required.
• Experience validating and reconciling financial data and reporting.
• Ability to translate data into clear business insights.
• Strong attention to detail and proactive problem-solving.
• Excellent written and verbal communication skills.

Responsibilities

• Perform financial analysis and reporting for liquidity and treasury.
• Support liquidity stress testing and dashboard development.
• Document processes and controls within treasury operations.
• Partner with Risk, Audit, and Model Validation teams.

Skills

3+ years experience

Advanced Excel

Financial data analysis

Data interpretation & insight

Attention to detail

Communication skills

Job description

Insight Global is seeking a Senior Financial Analyst to join the Corporate Treasury organization of a regional banking client. This individual will support the Liquidity team in managing and enhancing the organization’s liquidity risk management function. The role will be responsible for financial analysis and reporting, liquidity stress testing, dashboard development, process documentation, and partnering with teams across Risk, Audit, and Model Validation. The ideal candidate will have a strong financial and analytical foundation with the ability to understand, interpret, and communicate the meaning behind financial data. This individual should be detail-oriented, curious, and comfortable taking ownership of work in an environment where processes and reporting capabilities continue to evolve.

REQUIRED SKILLS AND EXPERIENCE

• 3+ years of relevant financial/analytical experience
• Strong financial analysis skills with advanced Excel proficiency
• Experience analyzing, validating, and reconciling financial/data reporting
• Ability to understand the business meaning behind data and clearly communicate key findings
• Strong attention to detail with ability to identify process gaps and independently problem-solve
• Strong written and verbal communication skills