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Senior Financial Analyst
Heritage Bank NWSr Financial Analyst leading liquidity management and funding operations at Heritage Bank. Overseeing daily liquidity positioning and coordinating with finance to align treasury activities.
Posted 7/7/2026full-timeRemote • Florida, Iowa, Minnesota, Montana, South Dakota, Wisconsin • 🇺🇸 United StatesSenior💰 $105,000 - $125,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in liquidity management, funding operations, and financial analysis, with a strong focus on compliance with regulatory expectations and internal policies. Proficient in financial modeling and reporting, with the ability to communicate complex financial concepts effectively.
Highest-signal resume keywords
Liquidity ManagementFinancial AnalysisRegulatory ComplianceFinancial ModelingTreasury Operations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Liquidity PositioningFunding StrategiesInterest Rate Risk ModelingFinancial ReportingBank Financial Statements AnalysisStress TestingDeposit Trends AnalysisLoan Growth AnalysisCost of Funds AnalysisMicrosoft Excel
Soft Skills
Analytical SkillsProblem-Solving SkillsAttention to DetailTime ManagementOrganizational SkillsEffective Communication
Tools & Technologies
CSIPlansmithFinancial Platforms
Industry Keywords
TreasuryFinanceBanking AnalyticsLiquidity RiskInterest Rate Risk
About the role
Key responsibilities & impact- Leads the bank's liquidity management and funding operations
- Oversees daily liquidity positioning and maintains funding strategies
- Ensures compliance with internal policy limits and regulatory expectations
- Partners with finance leadership and ALCO to align treasury activities
- Provides expert analysis, reporting, and recommendations for liquidity and interest rate
- Monitors daily liquidity position and manages funding sources
- Prepares liquidity forecasts and performs stress testing
- Supports ALCO process and assists with interest rate risk modeling
- Analyzes deposit trends, loan growth, and cost of funds
- Supports month-end and quarter-end processes through financial reporting
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, Business, or equivalent experience
- 5 –7 years of experience in treasury, finance, or banking analytics
- Strong understanding of bank financial statements and net interest income drivers
- Strong analytical and problem-solving skills with attention to detail
- Experience with CSI, Plansmith, and other financial platforms
- Strong knowledge of Microsoft Excel and financial modeling
- Ability to communicate effectively, both written and verbal
- Strong time management and organizational skills; ability to manage multiple priorities
- Working knowledge of regulatory expectations related to liquidity and interest rate risk
- Collaborative mindset with ability to operate effectively in a lean environment
Benefits
Comp & perks- Paid time off
- Paid holidays
- Paid volunteer days
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) and ESOP retirement plans
- Additional benefits and incentives consistent with company policy