Global Credit Union

Financial Planning and Analysis

• Conduct detailed, comprehensive and independent financial risk analyses.
• Assist in performing asset/liability management (ALM) process using financial models to assess Interest Rate Risk (IRR), Net Interest Income (NII), and Net Economic Value (NEV).
• Assist in business planning, budgeting, forecasting, scenario analyses of the ALM process.
• Develop financial risk analyses and stress testing for IRR, credit risk, concentration risk, liquidity risk, and capital risk and prepare management reports.
• Maintain and assess the credit union’s financial model assumptions and attributes, perform sensitivity analyses including beta’s, decay rates, prepayment speeds.
• Prepare the monthly Allowance for Loss calculations and assist in maintaining the CECL model.
• Analyze large quantities of data, perform model governance and back testing, and review data for integrity to validate results and improve model accuracy.
• Prepare ad-hoc financial risk analyses independently, efficiently, and accurately.
• Enhance analyses through automation & improvement, and monitor and document related processes.
• Effectively communicate results of analyses and risk assessments to management and other analysts.
• Build collaborative relationships with coworkers, management, and vendors.

Financial Risk Analyst I, II, III

Analyst

• Assist in developing and administering a regulatory compliant capital planning and stress testing program for the Credit Union.
• Become familiar with the NCUA’s capital planning requirements and supervisory expectations and stay abreast of emerging changes to expectations.
• Collaborate with internal and third-party providers as part of the capital planning process.
• Responsible for reporting or analysis activities that pertain to understanding the impact of financial performance, strategic initiatives, concentrations and other relevant risk exposures on the enterprise’s overall capital position and risk framework.
• Responsible for aggregating stressed results and investigating their impact on the enterprise capital and balance sheet over time.
• Assist in the development of written procedures, policies and other internal controls that support the capital planning and stress testing process.
• Coordinate with senior leaders in carrying out governance processes related to capital planning.
• Focus on implementing efficient and repeatable processes that are consistent with regulatory expectations and business needs.

Capital Planning Analyst I, II, Senior

• Conduct detailed, comprehensive and independent financial risk analyses
• Assist in performing asset/liability management (ALM) process using financial models to assess Interest Rate Risk (IRR), Net Interest Income (NII), and Net Economic Value (NEV)
• Assist in business planning, budgeting, forecasting, scenario analyses of the ALM process
• Assist in developing financial risk analyses and stress testing for IRR, credit risk, concentration risk, liquidity risk, and capital risk and prepare management reports applicable to financial risks inherent to the credit union
• Assist in maintaining and assessing the credit union’s financial model assumptions and attributes, perform sensitivity analyses including beta’s, decay rates, prepayment speeds
• Prepare the monthly Allowance for Loss calculations and assist in maintaining the CECL model
• Analyze large quantities of data, perform model governance and back testing, and review data for integrity to validate results and improve model accuracy
• Prepare ad-hoc financial risk analyses independently, efficiently, and accurately
• Enhance analyses though automation & improvement, monitor and document related processes
• Effectively communicate results of analyses and risk assessments to management and other analysts
• Build collaborative relationships with coworkers, management, and vendors to create a positive, productive, and efficient work environment
• Maintain an understanding of credit union policies and regulatory requirements pertaining to financial risks and assist in reviewing policies and procedures
• Perform other duties as assigned

Manager

• Manage the delivery of enterprise platform capabilities of a Center of Excellence
• Actively seeks ways to improve performance by optimizing agile practices of the Center of Excellence team
• Collaborates across product owners, product managers, and stakeholders to deliver timely and meaningful capabilities that benefit the entire enterprise
• Leads the daily activities of the team and effectively navigates team dynamics
• Escalates and removes roadblocks as needed to support the team’s mission
• Facilitates agile ceremonies such as standup, retros, refinement sessions to effectively manage work across the team
• Collaborates across capability delivery managers to improve processes and coordinate delivery of multi-COE initiatives
• Actively promotes and engages in the Capability Delivery Domain to improve processes and methodologies
• Engage and collaborate with the Service Delivery Manager community of practice to deliver business value
• Encourage and empower the organization to use COE capabilities
• Facilitates delivery engagements including setting delivery expectations
• Perform other duties as assigned.

Capability Delivery Manager

• Manage the delivery of enterprise platform capabilities of a Center of Excellence
• Actively seeks ways to improve performance by optimizing agile practices of the Center of Excellence team
• Collaborates across product owners, product managers, and stakeholders to deliver timely and meaningful capabilities that benefit the entire enterprise
• Leads the daily activities of the team and effectively navigates team dynamics
• Escalates and removes roadblocks as needed to support the team’s mission
• Facilitates agile ceremonies such as standup, retros, refinement sessions to effectively manage work across the team
• Actively promotes and engages in the Capability Delivery Domain to improve processes and methodologies
• Engage and collaborate with the Service Delivery Manager community of practice to deliver business value
• Encourage and empower the organization to use COE capabilities
• Facilitates delivery engagements including setting delivery expectations.
• Perform other duties as assigned.