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 m...

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Treasury Consulting Associate

Job Description

Apply for This Position