Corporate Finance Manager

Job Summary

Required Qualifications

• •Minimum 7 years' experience in corporate finance, treasury, investment banking, capital markets, or a related field
• •Bachelor's degree in finance, accounting, economics, business administration, or related field
• •Advanced proficiency with financial modeling, valuation, and scenario analysis
• •Advanced proficiency with MS Office applications, with an expert level of proficiency in Excel
• •Demonstrated ability to learn new software programs as required
• •Advanced knowledge of corporate finance principles including capital structure, debt issuance, investment management, and balance sheet strategy
• •Strong understanding of M&A processes including valuation, due diligence, deal structuring, integration planning, and post-close performance tracking
• •Deep knowledge of asset/liability management concepts, including interest rate risk, liquidity risk, net interest margin analysis, and behavioral modeling
• •Strong understanding of financial institution / credit union regulatory requirements, including capital adequacy, NCUA frameworks, and investment policy guidelines
• •Working knowledge of investment portfolio strategy, fixed income markets, derivatives concepts, and counterparty risk
• •Knowledge of financial modeling, scenario analysis, stress testing, and forecasting methodologies
• •Understanding of strategic planning processes and how corporate finance supports long-term organizational vision and market expansion
• •Knowledge of analytical reporting design, BI / data visualization tools, and reporting automation best practices
• •Awareness of cross-functional impacts of corporate finance decisions, including effects on member experience, growth, earnings, and capital
• •Basic knowledge of Credit Union products, services, features, and member needs
• •Possesses superior interpersonal skills
• •Able to professionally represent the Credit Union to investors, broker/dealers, regulators, auditors, strategic partners, management, and staff
• •Possesses strong leadership skills
• •Functions well within cross-functional teams
• •Possesses exceptional communication skills, including active listening and the ability to translate complex financial analysis into clear, decision-grade recommendations for executive and Board audiences
• •Skilled in communicating effectively with key stakeholders and leveraging critical relationships
• •Exhibits superior problem-solving, analytical, and critical thinking skills
• •Possesses strong technical financial modeling and quantitative analysis skills
• •Able to deal with complex problems involving multiple variables and ambiguous information in non-standardized situations
• •Exceptional organizational skills
• •Able to prioritize multiple high-priority projects and deadlines while managing resources with little direction
• •Able to read, analyze, and interpret financial publications, regulatory guidance, and technical materials
• •Able to measure performance through analytics and transform results into actionable strategy
• •Understands and applies team and department best practices and continually works for process and service improvements
• •Ability to remain in a stationary position for extended periods while working at a computer
• •Frequently operates a computer and other standard office equipment (e.g., keyboard, mouse, phone)
• •Ability to communicate effectively in person, via video, and over the phone
• •Occasionally moves about the office to attend meetings and collaborate with team members
• •May occasionally lift or move items up to 10–15 pounds (e.g., files, office materials)
• •May require flexibility in work hours to meet business needs and critical reporting deadlines

Desired Qualifications

• •Financial services or credit union experience preferred, with direct exposure to balance sheet management, investment portfolios, or M&A
• •Demonstrated experience leading or supporting M&A transactions, capital markets activity, or institutional investment portfolios
• •Experience supporting ALCO or asset/liability management processes preferred
• •Experience with ALM, treasury, or investment management platforms a plus
• •MBA, CFA, or CTP designation preferred