Consolidated Reporting & Analytics Director
About The Position
The Consolidated Analytics & Reporting Director leads the development of the enterprise Balance Sheet, Net Interest Income (NII), and Net Interest Margin (NIM) outlook. This role integrates input from Treasury, Finance, Risk, and Business Line Finance to deliver a consolidated view of expected financial performance across the organization. The position is responsible for forecast governance, executive reporting, and ensuring leadership maintains a clear understanding of key drivers, assumptions, risks, and opportunities impacting financial results. This leader provides independent analysis and constructive challenge to forecast outcomes, identifying emerging trends that may influence balance sheet performance and profitability. The role supports senior management and committee discussions by translating complex financial information into clear, concise insights and actionable recommendations. The successful candidate will lead a high-performing team, build strong cross-functional partnerships, and drive continuous improvement in forecasting, reporting, and analytical processes. This position requires the ability to manage multiple priorities and deadlines simultaneously, coordinate efforts across a broad stakeholder group, and deliver timely, accurate, and actionable insights. Success in this role requires deep balance sheet expertise, sound judgment, strong prioritization skills, and the ability to communicate effectively with both technical and executive audiences.
Requirements
- Asset Liability Management (ALM) and/or Interest Rate Risk (IRR) experience
- Quantitative Risk Management (QRM) experience
- Bachelor's degree in Accounting, Finance, or a related field, or equivalent work experience
- 13+ years of relevant financial management experience
- 5+ years of people leadership and management experience
Nice To Haves
- Extensive knowledge of accounting and finance principles
- Advanced planning, forecasting, and analytical capabilities
- Exceptional verbal and written communication skills
- Demonstrated ability to influence and partner effectively with senior leaders and executives
- MBA and/or CPA preferred
Responsibilities
- Leads the development of the enterprise Balance Sheet, Net Interest Income (NII), and Net Interest Margin (NIM) outlook.
- Integrates input from Treasury, Finance, Risk, and Business Line Finance to deliver a consolidated view of expected financial performance across the organization.
- Responsible for forecast governance, executive reporting, and ensuring leadership maintains a clear understanding of key drivers, assumptions, risks, and opportunities impacting financial results.
- Provides independent analysis and constructive challenge to forecast outcomes, identifying emerging trends that may influence balance sheet performance and profitability.
- Supports senior management and committee discussions by translating complex financial information into clear, concise insights and actionable recommendations.
- Leads a high-performing team.
- Builds strong cross-functional partnerships.
- Drives continuous improvement in forecasting, reporting, and analytical processes.
- Manages multiple priorities and deadlines simultaneously.
- Coordinates efforts across a broad stakeholder group.
- Delivers timely, accurate, and actionable insights.
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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What This Job Offers
Job Type
Full-time
Career Level
Director
