Job description
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!
Essential Job Functions:
- Assist with the examination of the credit union’s balance sheet cash flows and business cycles to identify and monitor potential liquidity risk conditions, assess risk, and determine stress levels
- Review the credit union’s liquidity / funding ratios to ensure sufficient funding sources are readily available.
- Work closely with IT to ensure appropriate reports available from DNA to perform data analysis. This work may entail writing queries against sequel databases.
- Develop reporting from all other applications that can assist with cash flow forecasting.
- Establish relationships with the lending teams to understand funding needs and timing of member payments.
- Using historical performance and future expectations, forecast daily cashflows for the next 12 months.
- Provide summarized reporting and present to Director of Investments, SVP – Investments, CFO and other ALCO members that can be used for real time decision making.
- Provide strategies to Director of Investments and SVP Investments for Investment or wholesale funding based on forecasted activity.
- Work with members of the Finance team to ensure forecasting aligns with budget and monthly balance sheet forecast.
- Participate in and when assigned, take the lead on special projects, presentation materials and analytic review of investments and liquidity.
- Support the introduction of new and expansion of existing investment and liquidity products as the credit union grows and evolves.
- Deliver complex investment and liquidity material as requested.
- Identify process improvements to measurably improve operational efficiency and drive process simplification.
- Provide and participate in the formalization of changes to the control framework for managing operational risk.
Minimum Qualifications:
- Bachelor’s degree in a business-related discipline.
- Minimum one (1) year of financial services experience, preferably in the fixed income sector; or experience with SQL Server type databases. Equivalent combinations of education and experience may be considered.
- Must have sound knowledge of accounting, mathematics, and databases.
- Ability to think and work independently to solve problems and escalate issues on a timely basis when necessary.
- Must have keen business acumen to back core knowledge areas.
- Demonstrate strong governance, control, and risk management behaviors.
- Must be proficient in Microsoft Word, SQL Server, and Excel, as well as other database and presentation applications.
- A working knowledge of Bloomberg, and investment systems is helpful.
Starting Compensation: $55,154- $67, 564, plus a competitive benefits package
Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.
We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class.
Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at
bv-talentacquisition@sefcu.com
.
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