Senior Lead, ALM Executive Analyst
Hybrid · Charlotte, North Carolina, United States
Job Summary
Lead a critical treasury finance function, delivering cohesive and strategic presentation materials for senior-level committees and external reporting; coordinate with cross-functional teams—including Investor Relations, Regulatory Relations, and data providers—to ensure timely, accurate, effective, and governance-compliant deliverables; advise senior leadership on content strategy and support the BSIRRM team across topics such as market trends, regulatory developments, and strategic initiatives; drive process improvements and risk control enhancements by providing technical insights and recommending best practices; implement key risk initiatives and lead critical processes within a robust risk management framework; collaborate with peers and leadership to resolve issues and achieve strategic goals; exercise independent judgment while developing deep knowledge of treasury functions, policies, and compliance requirements.
Required Qualifications
- 7+ years of Treasury experience
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- Experience with QRM, Essbase, Python and emerging AI technologies is preferred
- Strong stakeholder management
- Deep understanding of financial institution balance sheets, risk areas, and financial forecasting
Desired Qualifications
- 7+ years of Treasury experience
- Deep understanding of financial institution balance sheets, risk areas, and financial forecasting
- Strong stakeholder management
- Experience with QRM, Essbase, Python and emerging AI technologies
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- Experience working with cross-functional teams (Investor Relations, Regulatory Relations)
- Excellent written and verbal communication for executive-level reporting
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