Financial Planning and Analysis

• Assess interest rate risk, liquidity, and capital positions of the organization.
• Use various systems, methods, and understanding of models to perform financial risk and capital reporting/analysis.
• Develop and optimize risk strategies and credit guidelines that drive portfolio growth while ensuring that portfolios operate within boundaries of acceptable risk.
• Develop data visualization projects using data mining techniques for analyzing current and future performance.
• Create financial reports based on the impact of predictive modeling assumptions.
• Evaluate/develop/implement analytical techniques such as attribution and variance analysis.
• Participate in the production of performance reports for management.
• Utilize data validation and audits to identify variances and/or deviations from forecasts.
• Identify existing and new issues pertaining to compliance with state and federal regulations to ensure necessary policies, strategies and procedures are implemented.
• Participate in complex interdepartmental initiatives of significant business risk & impact.
• Gather, analyze, and synthesize quantitative and qualitative data of business processes to determine and promote data driven business decisions.
• Interpret results of analysis; present recommendations, alternatives, and implications.
• Utilize performance measurements and indicators to identify areas for improvement.
• Perform other duties as assigned or appropriate.

Financial Risk Analyst – Capital Management

Finance Coordinator

Director, Finance – People Ops

Finance Specialist, Impact Finance and Markets

R&D Financial Specialist

Manager, FP&A