Balance Sheet Strategy Analyst

🕒 il y a 2 mois

🌵 Arizona, Kentucky, +4 états de plus – Distant

🌵 Arizona – Remote 🐎 Kentucky – Remote 🚗 Michigan – Remote 🔔 Pennsylvania – Remote 🗿 South Dakota – Remote 🎸 Tennessee – Remote

💵 $86 000 - $145 000 / an

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

🧐 Stratégie

👻 Score fantôme 28%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Pathward

Site WebLinkedInTous les Emplois

1001 - 5000 employés

🛡️ Assurance

💼 Conseil

📦 Logistique

Insurance • Consulting • Logistics

Pathward est une institution financière enregistrée au niveau fédéral qui fournit une infrastructure bancaire robuste, des partenaires technologiques éprouvés et une collaboration dynamique pour aider les partenaires tiers à offrir des programmes bancaires répondant aux besoins des clients. L'entreprise se concentre sur la fourniture de diverses solutions financières, notamment l'émission, l'acquisition, les paiements numériques, les solutions de crédit et les solutions fiscales professionnelles, entre autres. De plus, Pathward soutient la finance commerciale via le fonds de roulement, le financement d'équipements, le financement structuré et le financement de primes d'assurance. Engagée en faveur de l'inclusion financière, Pathward favorise l'accès financier et l'innovation à travers des partenariats stratégiques, y compris des efforts pour soutenir la croissance des prêts à l'énergie renouvelable.

Description

• Design and maintain financial models, data workflows, dashboards, and reporting supporting loan sale and balance sheet optimization strategies • Evaluate loan sales, participations, syndications, and other off-balance-sheet alternatives • Analyze pricing, transaction structures, portfolio impacts, expected financial outcomes, ROA modeling, and data capture for retained and transferred exposures • Own and enhance models, dashboards, and data workflows supporting loan portfolio strategy • Build financial models comparing hold, sell, participation, syndication, and other alternatives • Analyze sale proceeds, gain or loss on sale, retained economics, funding-cost savings, capital impacts, and future revenue tradeoffs • Develop valuation, cash flow, profitability, balance sheet forecasting, and scenario models • Develop ROA and balance sheet optimization models for historical portfolio performance and new business origination • Identify and evaluate loans and portfolios for potential sale • Support the loan-sale lifecycle through portfolio stratifications, valuation, bid comparisons, transaction recommendations, forecasts, and post-transaction performance analysis • Build Power BI data models and dashboards and use SQL, Matillion, or comparable tools to integrate data and automate recurring analysis • Define data capture, reporting, and governance requirements for off-balance-sheet activities • Establish validation, reconciliation, change-control, and documentation standards for models and recurring analytical outputs • Maintain organized materials in SharePoint • Track transactions against assumptions and translate results and investor feedback into recommendations • Present findings to management and governance committees

🎯 Exigences

• Bachelor's degree in finance, accounting, economics, business or data analytics, information systems, mathematics, or a related field • Two to five years of experience in banking, commercial lending, treasury, capital markets, portfolio analytics, FP&A, or transaction advisory • Strong financial modeling skills, including valuation, cash flow analysis, forecasting, and scenario analysis • Advanced Excel proficiency • Experience developing Power BI data models and dashboards • Experience working with large loan-level or financial datasets • Working knowledge of SQL preferred • Experience with Matillion, Alteryx, Azure Data Factory, dbt, Informatica, or another data-integration platform preferred • SharePoint experience beneficial • Ability to independently structure complex analytical problems and communicate clear recommendations to technical and nontechnical stakeholders • Loan-sale, syndication, securitization, commercial loan pricing, or balance sheet management experience preferred • Advanced analytics • Data architecture • Power BI and SQL • Forecasting and balance sheet optimization

🏖️ Avantages

• Annual performance-based incentive opportunity • Health insurance • 401(k) retirement benefits • Life insurance • Disability benefits • Paid time off • Comprehensive benefits package

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