Senior FP&A & Treasury Strategy Analyst

We are looking to hire a Senior FP&A & Treasury Strategy Analyst to join a growing team of finance and accounting professionals. The successful candidate will play a crucial role in providing financial insights to stakeholders, supporting planning and forecasting activities, and contributing to the build and development of FP&A tools - with a core focus on bank balance sheet modeling, capital allocation, and regulatory ratio calculations.

Responsibilities

Develop, own, and maintain bank balance sheet and capital allocation models to optimize net interest income (NII), manage liquidity, and inform asset-liability management (ALM) strategy (such as allocating balance sheet capacity to various asset alternatives); Familiarity with forward flow, ABS-style structures; Incorporate regulatory capital and liquidity ratio considerations (e.g., LCR, NSFR, CET1, Tier 1 Leverage) into integrated financial planning, stress testing, and scenario analysis; Develop and maintain financial models for strategic planning, budgeting, forecasting, and scenario planning; Perform variance analysis to identify financial discrepancies and provide insights; Ensure data accuracy and completeness through data cleansing and quality assurance procedures; Build and prepare reports to communicate financial findings and recommendations; Collaborate with cross-functional teams to gather data and support financial planning initiatives; Build and improve cashflow planning processes and analytics; Support the development of cost allocations and profitability analytics; Clearly communicate financial data and analysis to stakeholders; Document financial models and assumptions to ensure transparency and maintain institutional knowledge; Demonstrate a mindset that balances operational excellence and continuous improvement; Prepare ad hoc financial reporting and analysis as needed to support decision-making; Perform all other duties as assigned

Requirements

4-6+ years of experience in FP&A, Corporate Treasury, or Asset-Liability Management (ALM) - ideally within a Corporate Treasury division at a major financial institution or a high-growth Fintech preferred; Deep proficiency in balance sheet modeling, including interest rate risk (IRRBB), capital planning, and bank regulatory frameworks; Bachelor’s degree in Finance, Accounting, or a related field; Experience building and maintaining financial models; Skilled at analyzing financial data to identify trends, patterns, and key insights; Proficient in Microsoft Excel, with additional skills in FP&A software like Vena and use of AI software preferred; Intellectually curious; Strong attention to detail, judgment, and analytical skills; Ability to work independently and collaboratively in a fast-paced environment

Nice to have

Ideally within a Corporate Treasury division at a major financial institution or a high-growth Fintech; Additional skills in FP&A software like Vena and use of AI software

Benefits

Competitive compensation based on experience, geographic location, and role; Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits; Flexible vacation policy; A challenging and fulfilling opportunity to join an extremely experienced team in fintech; A fun team environment where your career will be supported