Unclassified - Pawtucket, RI

posted 5 months ago

Full-time - Senior
Pawtucket, RI
10,001+ employees

About the position

Coastal1 Credit Union is seeking to hire a Vice President Asset Liability Management & Profitability Manager. As a key member of the finance team, you will be responsible for overseeing the development of programs and/or models that evaluate the financial stability, risk management, and profitability of the credit union. This role is crucial in ensuring the credit union's financial health and involves leading and overseeing budgeting, forecasting, and stress test modeling as well as profitability studies. You will be tasked with developing programs and strategies to monitor and report on interest rate risk (IRR) and liquidity risk, executing strategies to mitigate both risks, and ensuring compliance with internal policy measures. In this position, you will act as a liaison to Darling Consulting Group, gathering and analyzing data that is used to develop and evaluate the organization's asset/liability management (ALM) strategy. You will generate accurate interest rate risk management reports, including gap and income sensitivity reports, and monitor the Credit Union's liquidity to ensure compliance with liquidity policies. Additionally, you will model cashflow stress tests, liquidity forecasts, and effective early warning indicators, while also monitoring and reporting on the creditworthiness of the Credit Union's depositories. Your role will also involve maintaining the data and assumptions used in the ProfitStars application to produce effective forecasting and budgeting models/reports. You will review and recommend modifications to the ALM/Interest Rate Risk, Liquidity, and Investment policies, incorporating industry, regulatory, and institutional changes. Effective communication of ALM objectives and achievements to senior management and the board of directors will be essential, as will coordinating ALM calendar/meetings and preparing meeting minutes. You will also assist in optimizing the mix of fixed-rate and variable-rate assets and liabilities to minimize interest rate risk and analyze funding sources to minimize costs while maintaining stability. Furthermore, you will support the CFO in designing and executing stress tests to evaluate the potential effects on the credit union's financial conditions from exceptional but plausible events.

Responsibilities

  • Act as liaison to Darling Consulting Group, gathering and analyzing data for ALM strategy development.
  • Review/analyze the quarterly Darling ALM package, researching discrepancies.
  • Generate accurate interest rate risk management reports, including gap and income sensitivity reports.
  • Monitor and report on compliance with internal policy measures.
  • Work with Chatham Financial and Darling Consulting Group to analyze potential hedging strategies.
  • Monitor the Credit Union's liquidity to ensure compliance with liquidity policies.
  • Model cashflow stress tests, liquidity forecasts, and effective early warning indicators.
  • Monitor and report on the creditworthiness of the Credit Union's depositories.
  • Monitor and report on the professional background and good standing of investment brokers and firms used by the Credit Union.
  • Maintain data and assumptions in the ProfitStars application for effective forecasting and budgeting models/reports.
  • Review and recommend modifications to ALM/Interest Rate Risk, Liquidity, and Investment policies.
  • Effectively communicate ALM objectives and achievements to senior management and the board of directors.
  • Coordinate ALM calendar/meetings and prepare meeting minutes.
  • Assist in optimizing the mix of fixed-rate and variable-rate assets and liabilities to minimize interest rate risk.
  • Analyze and forecast financial market trends to inform decision-making.
  • Analyze funding sources to minimize costs while maintaining stability.
  • Evaluate investment opportunities considering risk-return trade-offs.
  • Support the CFO in designing and executing stress tests for financial conditions evaluation.
  • Manage the ProfitStars profitability software to calculate branch/organizational and product profitability.
  • Maintain and enhance the profitability model to reflect current operating conditions.
  • Lead the annual budgeting process utilizing ProfitStars budget software.
  • Construct an annual budget optimizing corporate performance consistent with business objectives.
  • Monitor budget performance and recommend adjustments as needed.
  • Participate in new product design and development discussions.
  • Develop models to assess profitability of proposed products, services, and investment strategies.
  • Identify opportunities to enhance profitability.
  • Perform other duties or projects as required.

Requirements

  • Bachelor's Degree from a four-year college or university in finance, accounting, or related field required (Master's preferred).
  • Minimum of 5 years successful experience in a back-office financial service environment or similar industry.
  • Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) designation is advantageous.
  • Proficiency in financial modeling, data analysis, and budgeting software.
  • Strong understanding of credit union operations, regulations, and risk management.

Nice-to-haves

  • Experience with financial services industry regulations.
  • Familiarity with risk management frameworks and practices.

Benefits

  • Health insurance
  • On-site gym
  • Dental insurance
  • Paid time off
  • Vision insurance
  • 401(k) matching
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