Job Description

The core parts of your role would be to:

  • Create current position balance sheet with cash flows for credit union clients and support team members in external regulatory and management reporting
  • Work extensively with credit union contacts to develop customized chart of accounts using sophisticated financial modelling software
  • Coordinate directly with credit union contacts to collect balance sheet data for simulations; includes verification of loan, investment, deposit and other balance sheet data
  • Ensure charts are properly built to capture credit unions unique balance sheet attributes
  • Work extensively with spreadsheets and databases to import/export data and prepare the data for use in the simulation software
  • Ensure data integrity and accuracy of client information for use in interest rate risk, liquidity and capital metrics
  • Timelines and accuracy of results are critical to support accuracy in modeling interes...

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