Financial Modeling Specialist

Position Goals:

Performs treasury functions to assist the Financial Modeling Officer, and other treasury team members.

Essential Duties and Responsibilities:

1. Assist the Financial Modeling Officer with the asset and liability modeling process including:
1. Ensure the asset liability model (ALM) parameters, model upgrades, chart of accounts, and other model assumptions are maintained and updated.
2. Ensure the ALM results are reasonable based on the rate environment.
3. Support internal and external model validation efforts as well as responding to regulatory inquires.
4. Conduct analysis of actual results vs plan or simulations.
5. Complete the implementation and documentation of asset liability model updates.
2. Use mathematics and statistics to measure, model, and predict deposit and loan behaviors of the customer base which would allow for better pricing and product decisions.
3. Perform ad-hoc research across a variety of deposit and loan data sets.
4. Assist in the monthly and quarterly key report production and review including specific model reports.
5. Partner with the Financial Modeling Officer to complete interest rate simulation result analysis and strategy recommendations.
6. Work independently in a fast-paced environment.
7. Special projects defined by Financial Modeling Officer.

Position Requirements:

Education - Bachelor's degree in accounting, finance, economics, management, or a related field.

Experience - None.

Other - None.

Preferred Requirements:

Experience with various software (e.g. Microsoft Word, Excel, Power BI, Azure, etc.).

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)