Wipfli · 13 hours ago
Asset Liability Management Consultant II
United States
Full-time
Remote
Entry, Mid Level
$60K/yr - $99K/yr
2+ years exp
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Responsibilities
Assist with conducting comprehensive ALM and liquidity risk validations and internal audits for banks and credit unions.
Identify areas of concern, formulate recommendations for improvement, and effectively share this information with others (both verbally and written).
Interview and collaborate with personnel at all levels within the client organization.
Evaluate whether controls are designed appropriately and operate effectively. Assist clients in regulatory compliance related to ALM and liquidity risk management.
Prepare detailed reports and presentations for clients.
Collaborate with internal teams to deliver timely work product.
Stay updated on industry trends, regulatory changes, and best practices in ALM and liquidity risk management.
Analyze large data sets and complex financial information.
Contribute to an internal team culture where we “work hard/play hard” and “teamwork makes the dream work”.
Managing client engagements, to include planning, scheduling, and ensuring timely completion of projects.
Work on internal projects, propose time saving measures and contribute to team goals.
Answer questions from less experienced team members.
Provide proactive assistance and consultative advice to clients.
Complete initial reviews of testing documentation prepared by consultants.
Participate in other team initiatives, including industry events, business development training, process improvement projects, etc.
Qualification
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Required
Bachelor's degree in finance, accounting, economics, or related degree.
Minimum of 2 years of experience in finance.
Preferred 2 years experience in ALM and liquidity risk management, preferably within the banking or credit union sector.
Familiarity with internal controls, accounting, finance and/or banking preferred.
Strong analytical skills and proficiency in financial modeling, including Microsoft Excel.
Effective communication skills with both technical and business partners as well as executive management.
Strong analytical skills with high attention to detail and accuracy.
Ability to multitask and prioritize in a high volume, high paced dynamic environment.
Travel to clients and for occasional team meetings - 10-20%.
Preferred
Familiarity with internal controls, accounting, finance and/or banking preferred.
Benefits
8 health plan options (both HMO & PPO plans)
Dental and vision coverage
Opportunity to enroll in HSA with potential Firm contribution
Employee Assistance Program
Firm-sponsored basic life and short and long-term disability coverage
401(k) savings plan & profit share as well as Firm matching contribution
Well-being incentive
Education & certification assistance
Flexible time off
Family care leave
Parental leave
Family formation benefits
Cell phone reimbursement
Travel rewards
Critical illness & accident insurance
Hospital indemnity insurance
Legal
Long-term care
Pet insurance
ID theft protection
Supplemental life/AD&D
Company
Wipfli
Always advancing. Always progressing. From curiosity to clarity to results. That’s Wipfli.
1001-5000 employees
H1B Sponsorship
Wipfli has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (4)
2022 (6)
2021 (7)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Ryan Risley
Principal and Chief Technology Officer of Business Solutions Group
Jeffery B Thill
Partner & Chief Financial Officer
Recent News
The Business Journals
2024-05-21
Company data provided by crunchbase
