Analyst - Treasury jobs in United States
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Bellco Credit Union · 14 hours ago

Analyst - Treasury

Bellco Credit Union is a local not-for-profit organization that has been giving back to its members and communities since 1936. They are seeking a Treasury Analyst to manage financial resources related to cash management, pricing, funding, and asset-liability management.

BankingFinancial Services

Responsibilities

Provides a valuable and enjoyable experience to both internal customers and members during interactions. Consistently suggests ways to improve the member/customer experience through improved processes and technology
Prepares monthly loan participation reporting and remittances. Works with external customers and internal departments to continually enhance efficiencies
Responsible for developing and maintaining pricing models, including back testing and monthly pricing updates
Performs in-depth deposit and loans portfolio analysis on pricing and product parameters
Prepares monthly reports to support deposit and loan pricing decisions
Develops and produces portfolio-level reports, dashboards, scorecards and analyses to generate insights that inform and enable business strategies
Performs back-testing and Analytics support for various Loan and Deposit promotions
Ensures various daily and monthly loan and deposit rate setting processes are consistent with ALCO directives
Assists in the development of new concepts, methodologies, and techniques for financial and operational information analysis
Develops updates and maintains departmental procedures
Prepares special analyses at the request of management and other internal customers
Regular and punctual attendance

Qualification

Financial analysisData modelingExcelPowerBIAccessCrystal ReportsListening skillsCommunication skillsIndependent workTeam collaboration

Required

Bachelor's degree required
2+ years of Treasury, Finance and/or Financial Planning & Analysis
Proficient p.c. skills, including familiarity with a Windows-based environment
Intermediate-level data modeling skills, with the ability to develop new models
Intermediate Excel, proficient in Access, Word, PowerPoint
Ability to analyze financial documents
Demonstrated ability to gather information from various third party data sources and integrate into decision making
Ability to work independently, understand and carry out written and verbal directions
Ability to actively listen and assimilate the needs of other employees, departments, and vendors, in person, by phone, or through written communication
Strong working knowledge of loans and deposit products
Strong oral and written communication skills

Preferred

Finance, Accounting or Economics degree preferred
Financial Services experience preferred
Experience with PowerBI, Qlik Sense or other dashboarding tools is a plus
Experience with Crystal Reports or similar database reporting tool

Benefits

Medical
Dental
Vision
401 (k) with company match
Supplemental Life Insurance
Paid Vacation
Paid Sick Days
Paid Holidays

Company

Bellco Credit Union

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Bellco Credit Union offers great checking accounts, CDs, auto, home loans and savings.

Funding

Current Stage
Growth Stage

Leadership Team

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Carrie Fredenburg
Senior Vice President - Chief Human Resources Officer
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John Rivera
SVP - Chief Retail Officer
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Company data provided by crunchbase