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We are currently seeking an enthusiastic and resolute individual to join our team. Under the direction of the VP of Finance the Asset Liability Management (ALM) Analyst will provide organizational/product profitability analysis, forecasting/budgeting, and internal financial management reporting. The individual in this position will also be responsible for product and service cost/benefit analysis; interest rate risk measurement; peer group reporting; trend analysis, and ad hoc analysis.



  • Provide proactive analytical and transactional analysis and support for the credit union’s Asset Liability Management process.
  • Analyze financial data, interpret results, and prepare analyses to identify areas of opportunity or risk.
  • Analyze and create interest rate risk simulation model and related balance sheet forecasts.
  • Verify accuracy, reasonableness, and consistency.
  • Perform simulations under multiple scenarios, including stress testing.
  • Create, analyze, and review model assumptions; develop and test strategies and update underlying analytics.
  • Recommend strategies to improve interest rate margins.
  • Prepare strategic liquidity scenarios and contingency actions available to the credit union.
  • Assist with budgeting and analysis of department performance to support growth projections and strategic planning.
  • Complete all cycles of the budgeting process.
  • Analyze financial information detailing assets, liabilities, and capital; prepare balance sheet, income statement and other reports to summarize current and projected company financial position and performance.
  • Generate reporting and provide analysis of financial results, including peer group reporting, trend analysis, and ad hoc analysis.
  • Create and analyze monthly, quarterly, and annual reports; ensure financial information has been recorded accurately.
  • Assist with month-end closing process, including monthly financial statements.
  • Complete quarterly compliance reporting.
  • Perform financial forecasting and reconciliation of internal accounts.
  • Conform with and abide by all regulations, policies, work procedures, and instructions.



  • Qualified candidates will hold a Bachelor's degree in Accounting, Finance, Economics, or a related field.
  • A minimum of 5 years of experience providing proactive analytical and transactional analysis and support for the Asset Liability Management process within the financial, credit union or banking industry is a requirement.
  • CPA and/or Master’s degree preferred.
  • Experience applying advanced Excel modeling skills, the ability to analyze, interpret and report on financial data and exceptional written and oral communications skills are also required.


Grow your career and share our dedication to be a strong partner within the communities we serve! This is your opportunity to be part of a team where everybody counts, everybody cares and everybody delivers - every day! Please vist our website at for more information and to apply online or you may send your resume to




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