Senior ALM Analyst

Job Description

** We are currently hiring for one position that may be based out of either our Florida or California office locations. While we are considering candidates from both coasts, only one role will be filled.**

Partners Federal Credit Union — Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members.

For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience.

At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent—individuals who are inspired by our Members’ financial dreams and committed to meaningful work.

Whether you’re offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way.

Here, you’ll find more than just a job. You’ll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks—because we believe that when people feel supported, they thrive.

Join us—and experience what it means to truly love what you do.

The Senior Financial Analyst plays a critical role in supporting the Finance team and business leaders to achieve strategic objectives and drive profitable growth. This position is deeply involved in Asset Liability Management (ALM) analytics and balance sheet strategy, with a focus on analyzing performance down to the product level and understanding key financial drivers and risks under various economic scenarios. The analyst partners closely with leadership to develop and refine strategies for hedging and funding, aiming to optimize risk-adjusted returns. A strong foundation in financial modeling is essential, as the role is responsible for maintaining and enhancing multiple models, including those for ALM, profitability, planning, and CECL. In addition to technical expertise, the Senior Financial Analyst is expected to proactively identify opportunities for financial improvement and offer strategic recommendations that support long-term business goals. This includes delivering insightful, analysis to senior management and cross-functional teams and contributing to key business initiatives through ad-hoc reporting and scenario planning.

Essential Responsibilities:

Perform ALM and capital stress testing on business plan evaluating financial risks (IRR, Credit, Liquidity etc.) against established policy guidelines and risk appetite

Develop and test “what if” scenarios to optimize performance

Perform financial analysis, on profitability (member, product and channel), review performance, provide insights and opportunities to management

Collaborates with leaders in Finance and Credit Risk to update model assumptions

Provide insights and recommendations on the value of the membership across various member segments

Utilizes expertise in accounting and financial concepts, including activity-based costing, funds transfer pricing and in the programming and utilization of the measurement process

Manages modeling tool inputs, evaluates and updates methodology; maintains detailed documentation of model assumptions and changes

Develops and delivers regular ALM performance reporting including KPI for ALCO, senior management and board committees

Analyze new product/service proposals to support product development and assess financial viability and performance.

Ensures accuracy of model inputs

Performs model back tests and coordinates model validation with third parties

Develop financial assumptions, analyses and recommendations

Performs monthly updates to current year and 12 month budget and liquidity forecasts

Partner with business units to develop projections and forecasts.

Assembles the ALCO meeting packet, documents meeting discussion

Perform ad-hoc analysis to support critical financial and operational decisions

KNOWLEDGE & SKILLS

Minimum Education Required to Perform Job:

Bachelor’s Degree

Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire:

5 to 7 years

Specific Experience Required:

Other Training, Technical Skills, or Knowledge Required:

Proficiency in financial modeling, advanced analytics

Proficiency in MS Office (especially Excel)

Profitability analysis

Other Measurable Abilities Required:

Strong financial modeling experience

Excellent verbal and communication skills

Curious, analytical thinker

Strong problem-solving skills

Ability to work both independently and as a member of a collaborative team

Effective project management abilities

Technical leadership

Excellent attention to detailPhysical Demands & Environmental/Working Conditions:

This position requires the ability to:

move self in different positions to accomplish tasks in various environments including tight and confined spaces

remain in a stationary position, often standing or sitting for prolonged periods

adjust or move objects up to 15 pounds in all directions

perform repeat motions that may include the wrists, hands, and/or fingers

use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together

verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly

hear average or normal conversations and receive ordinary information

prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity.Disclaimer

The information contained in this job description has been designed to indicate the general nature and level of work performed by cast members within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of cast members assigned to this job.

The hiring range for this position in Florida is $84,960 to $127,440 per year and in California is $96,000 to $144,000 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

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