Strategic Financial Analyst: ALM, Forecasting & Investment

Wheelhouse Credit Union; San Diego (CA); On-site; USD 80,000 - 95,000; Full time

Job summary

A financial institution in San Diego is seeking a Senior Financial Analyst to provide advanced financial insights and support. Responsibilities include budgeting, forecasting, asset-liability management, and profitability analysis. The ideal candidate will have a Bachelor’s Degree in Finance and five to seven years of experience in a financial institution. Advanced spreadsheet skills and strong communication abilities are necessary. This position plays a pivotal role in aiding management decisions through accurate financial data and reports.

Qualifications

• Five to seven years of finance-related experience in a financial institution is preferred.
• High level of proficiency in data analysis.
• Ability to handle multiple projects and deadlines.

Responsibilities

• Support daily cash management and liquidity analysis.
• Analyze investment portfolio performance and risk.
• Prepare quarterly Asset-Liability Management (ALM) reports.
• Lead the preparation of annual budget process.
• Develop and maintain branch and product profitability.

Skills

Advanced spreadsheet skills

Data analysis

Professional written and verbal communication

Collaborative skills

Organizational skills

Education

Bachelor’s Degree in Finance

Tools

Microsoft Office (Word, PowerPoint)

Job description

A financial institution in San Diego is seeking a Senior Financial Analyst to provide advanced financial insights and support. Responsibilities include budgeting, forecasting, asset-liability management, and profitability analysis. The ideal candidate will have a Bachelor’s Degree in Finance and five to seven years of experience in a financial institution. Advanced spreadsheet skills and strong communication abilities are necessary. This position plays a pivotal role in aiding management decisions through accurate financial data and reports.