Financial Analyst

Posted 05/03/2019
Arlington

Position Information

Job Title *

Financial Analyst

Position Location

Arlington Texas

Position Type

Full Time

Career Level

Senior,Mid-Career

Primary Duties

Principal Duties and Responsibilities Data Management • Master user of the Enterprise Management System (Axiom) used in Accounting and Finance. The position will be an integral part of the system’s implementation and ongoing utilization. o Database management o Data stewardship o Data mapping o Data analysis o Custom data/report formation using SQL and/or Visual Basics. Interest Rate Risk Management • Administer the Asset Liability Management Model. This includes documenting, setting and maintaining assumptions used for interest rate analysis. o Reinvestment rates o Beta factors o Amortization schedules o Prepayment speeds o Rate forecast o Decay rates o Sensitivity test scenarios • Document findings for each interest rate shock scenario. • Prepare IRR reporting for Management, Asset and Liability Committee and Board. • Collecting historical information to support back testing analysis of model projections versus actual. • Reconciling source data files and ALM model outputs. Liquidity Management • Calculating, analyzing, and creating weekly and monthly liquidity metrics. • Working across multiple departments, ensuring a clear understanding of the Bank’s liquidity position and to support liquidity projections. • Continuous Improvement - Reviewing, developing, and continually strengthening the analysis and forecasting of the liquidity position and liquidity adequacy of the Bank. • Actively involved in the governance processes surrounding liquidity management and preparation of the quarterly liquidity stress test. • Regularly participating in meetings with Senior Management. Forecasting • Administer the budgeting system. This includes documenting, setting and maintaining forecast assumptions. o Reinvestment rates o Beta factors o Amortization schedules o Prepayment speeds o Rate forecast o Decay rates • Prepare and maintain 5-year projections for Affiliated Bank and BancAffiliated Inc. by partnering with multiple departments within the bank and holding company. • Ensuring that the forecasting models are consistent with its board-approved ALM, Liquidity and Correspondent Bank policies and risk appetite. • Create and maintain support for the creation of the overall forecast and the reporting presentation to the Leadership Team. • The ongoing monitoring and reporting of financial performance and assisting in the development of actionable recommendations to address identified business challenges and opportunities (actual vs. forecast). • Report and track bank, department and individual KPIs on a monthly basis. Other • Maintain and document the Asset Liability Management Policy, Liquidity Policy and Correspondent Bank Risk Policy. • Assess current business processes and provide recommendations for new methods to enhance analytics. • Work on projects as assigned and directed by the CFO. • Ensuring compliance with the Bank’s established guidelines, policies, and procedures. • Understands and agrees to abide by the policies and procedures established by Affiliated Bank. • Performs duties in compliance with applicable laws and regulations. • Maintains the security and confidentiality of pertinent information and records. • Maintains current and up-to-date knowledge and continues professional development through training as applicable. • Demonstrates a courteous, pleasant, self-motivated and dependable behavior. Maintaining a professional environment in both appearance and conduct. • Performs additional duties as assigned or directed.

Position Summary

The Financial Analyst will have responsibilities within the Finance area of the bank to include data management, asset liability management and budgeting.

Position Salary

$70 - $80k annual

Candidate Requirements

• Bachelor’s Degree in Data Analysis, Finance, Accounting or a related field is preferred. • At least 5 years prior experience in financial analyst, query and reporting role, preferably in a financial institution. • Proven technical expertise working with data models, database design development, data mining and segmentation techniques. • Working knowledge of SQL and SQL query writing skills experience. • Understanding of data warehouse concepts and experience preferred. • Experience working in asset/liability management, liquidity risk management, budgeting and forecasting is preferred. • Experience creating KPIs and dashboards to provide better visibility into operating performance, while identifying areas for process enhancement. • Experience with Kaufman/Hall- Axiom is not required, but preferred.

How to Apply

Email,Website

Contact Information

Company/Organization

Affiliated Bank

Contact Persons Name

Kim Vincent

Email Address *

kvincent@affiliatedbank.com

Website

www.affiliatedbank.com

Phone Number

817-987-2398

Street Address

3030 Matlock Road

City/State/Zip

Arlington, TX 76015