SUMMARY: Responsible for the production of critical financial analyses to support ALEC’s financial reporting, investment portfolio, Asset/Liability Management (ALCO) model, Budgeting, and Profitability Analysis. 

ESSENTIAL FUNCTIONS:

• Responsible for maintaining ALM software and ensuring accurate monthly reporting, including Board of Director, ALCO, Senior Management and Responsibility Center (RC) reports
• Analyzes financial information to produce variance and forecast reports
• Assembles spreadsheets and draws charts and graphs used to illustrate financial information
• Interprets data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences
• Maintains knowledge and stays abreast of developments in the fields of business, finance, and economic theory
• Monitors fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies and trade publications
• Assists in the preparation of investment action plans based on financial analyses
• Researches investment alternatives and makes recommendations to CFO
• Assists in the budget and reforecast process
• Maintains budget systems and assembles reforecast information in the Budget system
• Evaluates profit and cost efficiencies in various areas of the organization as needed
• Develops, maintains, and distributes ad-hoc reports and financial models as needed
• Assists Accounting with the proper application of GAAP
• Other duties as assigned

QUALIFICATIONS:

• Education Required:  High School Diploma or equivalent (GED)
• Education Preferred: Bachelor’s degree in Accounting, Finance or Business Administration,
• CPA preferred
• Experience Required: Two (2) years of experience working in an Accounting or Finance position      
• Experience Preferred: Three (3) years of experience working in an Accounting of Finance position within a financial institution                 

Knowledge, Skills and Abilities (KSAs):

• Ability to analyze and interpret financial and accounting data, and summarize in a manner which can be communicated to the business leaders efficiently
• Financial analysis capability using financial and/or accounting applications and the Microsoft Office Suite
• Capable of using critical thinking skills and judgment when making decisions
• General knowledge of current financial debt markets
• Knowledge of US GAAP
• Ability to perform job functions independently
• Ability to work as part of a team
• Ability to verbally communicate effectively with internal and/or external members
• Ability to use computers and job-specific technology/software efficiently
• Maintains confidentiality
• Performs responsibilities with composure, quality and accuracy under stress of deadlines/requirements

TRAVEL REQUIREMENTS:  Up to 5% local and national travel to attend training, networking events and conferences