Sr ALM Analyst chez Disney

Job Posting Title:

Sr ALM Analyst

Req ID:

10133233

Job Description:

The Senior Financial Analyst plays a critical role in supporting the Finance team and business leaders to achieve strategic objectives and drive profitable growth. This position is deeply involved in Asset Liability Management (ALM) analytics and balance sheet strategy, with a focus on analyzing performance down to the product level and understanding key financial drivers and risks under various economic scenarios. The analyst partners closely with leadership to develop and refine strategies for hedging and funding, aiming to optimize risk-adjusted returns. A strong foundation in financial modeling is essential, as the role is responsible for maintaining and enhancing multiple models, including those for ALM, profitability, planning, and CECL. In addition to technical expertise, the Senior Financial Analyst is expected to proactively identify opportunities for financial improvement and offer strategic recommendations that support long-term business goals. This includes delivering insightful, analysis to senior management and cross-functional teams and contributing to key business initiatives through ad-hoc reporting and scenario planning.

Essential Responsibilities:

• Perform ALM and capital stress testing on business plan evaluating financial risks (IRR, Credit, Liquidity etc.) against established policy guidelines and risk appetite
• Develop and test “what if” scenarios to optimize performance
• Perform financial analysis, on profitability (member, product and channel), review performance, provide insights and opportunities to management
• Collaborates with leaders in Finance and Credit Risk to update model assumptions
• Provide insights and recommendations on the value of the membership across various member segments
• Utilizes expertise in accounting and financial concepts, including activity-based costing, funds transfer pricing and in the programming and utilization of the measurement process
• Manages modeling tool inputs, evaluates and updates methodology; maintains detailed documentation of model assumptions and changes
• Develops and delivers regular ALM performance reporting including KPI for ALCO, senior management and board committees
• Analyze new product/service proposals to support product development and assess financial viability and performance.
• Ensures accuracy of model inputs
• Performs model back tests and coordinates model validation with third parties
• Develop financial assumptions, analyses and recommendations
• Performs monthly updates to current year and 12 month budget and liquidity forecasts
• Partner with business units to develop projections and forecasts.
• Assembles the ALCO meeting packet, documents meeting discussion
• Perform ad-hoc analysis to support critical financial and operational decisions

KNOWLEDGE & SKILLS

Minimum Education Required to Perform Job:
Bachelor’s Degree

Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire:
5 to 7 years

Specific Experience Required:

Other Training, Technical Skills, or Knowledge Required:

• Proficiency in financial modeling, advanced analytics
• Proficiency in MS Office (especially Excel)
• Profitability analysis

Other Measurable Abilities Required:

• Strong financial modeling experience
• Excellent verbal and communication skills
• Curious, analytical thinker
• Strong problem-solving skills
• Ability to work both independently and as a member of a collaborative team
• Effective project management abilities
• Technical leadership
• Excellent attention to detail

Physical Demands & Environmental/Working Conditions:
This position requires the ability to:

• move self in different positions to accomplish tasks in various environments including tight and confined spaces
• remain in a stationary position, often standing or sitting for prolonged periods
• adjust or move objects up to 15 pounds in all directions
• perform repeat motions that may include the wrists, hands, and/or fingers
• use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together
• verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly
• hear average or normal conversations and receive ordinary information
• prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity.

Disclaimer
The information contained in this job description has been designed to indicate the general nature and level of work performed by cast members within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of cast members assigned to this job.

Job Posting Segment:

Credit Unions

Job Posting Primary Business:

Partners! Federal Credit Union

Primary Job Posting Category:

Finance

Employment Type:

Full time

Primary City, State, Region, Postal Code:

Lake Buena Vista, FL, USA

Alternate City, State, Region, Postal Code:

Date Posted:

2025-10-30 Postuler maintenant