Lead and manage budgeting, forecasting, and strategic planning processes to ensure financial stability and growth.
Conduct thorough data analysis to support internal reporting and drive informed decision-making.
Design, prepare and present internal financial reports, including LOB performance, profitability, and scorecards.
Conduct thorough analysis of merger and acquisition opportunities to support strategic growth initiatives.
Assess and manage interest rate risks to optimize financial outcomes in uncertain interest rate environment.
Monitor and manage liquidity risks to ensure adequate cash flow and financial stability.
Manage, analyze, and trade the securities portfolio to meet liquidity and yield needs within defined parameters.
Manage funding of balance sheet growth, ensuring short and long term liquidity needs are met.
Monitor and guide line of business use of back-to-back swaps and manage use of derivatives to hedge balance sheet from interest rate risk.
Develop and maintain pricing models for loans and deposits to ensure competitiveness and profitability.

Bachelor's degree in Finance, Accounting, or a related field (Master's degree preferred).
CPA or CFA certification is highly desirable.
7-10 years banking or mortgage servicing industry experience required.
Proven experience in financial management, accounting, treasury, and risk management.
Proven ability to manage multiple tasks and meet deadlines.
Strong analytical skills and attention to detail.
Excellent communication and presentation skills.
Proficiency in financial modeling, forecasting, and data analysis tools.

Director of Financial Management

Key skills