Head of Balance Sheet Forecasting

Synovus Bank•Atlanta, GA

About The Position

The Head of Balance Sheet Forecasting assists the Corporate Treasurer and CFO in strategically managing the balance sheet to earn adequate returns. The position supports the Corporate Treasurer in measuring and managing liquidity and sensitivity risk tolerances and establishing appropriate management information systems (MIS). It also provides distinctive service to clients and prospects, supports financial analysis and modeling, contributes research and reporting to senior leaders, and coordinates with internal teams and regulators as needed. The role requires a minimum of 10 years of experience in financial services. A college degree is preferred, particularly in finance or a business-related field. The position involves prolonged periods of sitting or standing and mental concentration, along with communication, visual, dexterity, and other physical activities. The job description states that its duties are not a comprehensive inventory and that other related duties may be assigned.

Requirements

Minimum of 10 years' experience in financial services.
Proficiency in Microsoft Office (Word, Excel, and PowerPoint) or related software.
Proficiency in Empyrean Solutions asset-liability modeling software.
Knowledge of federal and state banking regulations and compliance.
Broad knowledge of bank products and services.
Strong verbal and written communication skills, including the ability to articulate complex concepts clearly and concisely.
Solid leadership and interpersonal skills.
Ability to work well in a fast-paced, team-oriented environment.
Understanding of relevant financial, mathematical, and accounting techniques.
Strong analytical and modeling skills.
Enthusiastic team player.
Flexibility, multitasking, prioritization, and effective time-management skills to meet deadlines.
Excellent client service skills.
Tact and diplomacy in dealing with clients and team members.

Nice To Haves

A college degree is preferred, particularly in a finance- or business-related field.

Responsibilities

Provide distinctive service to clients and prospects in person and over the telephone; respond to inquiries and satisfactorily resolve client issues.
Support the firm-wide three-ring standard by helping ensure phones are answered by a live person within three rings.
Assist with planning and producing ALCO, Executive ALCO, and other reports.
Assist in planning and directing the production calendar, and monitor deliverables and deadlines in accordance with policies and procedures.
Provide materials for risk reporting.
Support the CFO with analysis of equity analyst reports.
Support the budgeting and forecasting process for net interest income.
Coordinate analytical support for rating agency relationships.
Support Funds Transfer Pricing (FTP), Capital Stress Testing (CST), and Liquidity Stress Testing (LST) modeling processes.
Research complex liquidity and capital studies and communicate impactful findings to senior leaders.
Communicate and coordinate effectively with the corporation's regulatory liaison office and banking regulators as needed.
Ensure proper remediation of process improvements, including self-identified, audit, and regulatory matters.
Support the sales force with loan and deposit pricing decisions.
Participate on the Deposit Pricing and ALCO Committees.
Meet clients' business and personal financial needs and refer them to specialty areas such as Trust, Investments, Insurance, and Treasury Management as appropriate.
Assist other team members as needed to ensure distinctive service.
Perform other related duties and responsibilities as assigned.