Manager, ALM Data & Analytics

KeyBank•Brooklyn, OH

1d•$96,000 - $181,000•Hybrid

About The Position

Reporting to the Senior Manager, ALM Data & Analytics, this role will help lead the ALM Data & Analytics function with accountability for data governance, infrastructure, and analytical capabilities supporting Asset-Liability Management (ALM) month-end process and modeling updates. The successful candidate should have database querying and data transformation expertise and experience dealing with complex and large data sets from multiple sources. The candidate should have deep understanding of the ALM framework and should have knowledge of ALM concepts such as interest rate risk, liquidity and/or funds transfer pricing. This role provides strategic leadership over data architecture, data quality, and production processes supporting ALM modeling platforms (e.g., QRM, Empyrean), and ensures alignment with regulatory expectations and internal risk governance standards. The position requires strong analytical skills, attention to detail and strong collaboration and problem-solving across Finance, various Lines of Business (LOB), the Finance division’s Financial Planning and Analysis (FP&A) group, Finance Enablement, and the Quantitative Modeling and Advanced Analytics (QMAA) team. This role will also heavily interact with senior leadership and second line functions.

Requirements

Bachelor's Degree (Finance, Information Technology, Accounting or related field)
7+ years of analytical experience in Finance, Business or related field preferred
3+ years of leadership or team management experience preferred
Familiarity with using, supporting and upgrading ALM platforms (e.g., QRM, Empyrean) and interacting with Technology support teams
Experience working with financial reporting systems (e.g., Workday, Essbase)
Curiosity-driven mindset with a focus on continuous learning and improvement
Database querying and data transformation expertise (e.g., Google Cloud Platform, Snowflake, SQL and Python)
Proficiency in using analytical tools (SQL, Python, SAS, Visual Basic) and Microsoft Office Suite applications
Experience dealing with complex and large data sets from multiple sources to support analytical processes
Experience in basic Treasury, ALM or interest rate risk functions
Knowledge of IRR metrics (NII, EVE), behavioral assumptions, and modeling frameworks
Strong financial and/or accounting acumen
Strong verbal and written communication skills coupled with the ability to work and communicate with personnel at all levels in the corporation
Ability to understand and interpret modeling requests/needs, and respond to questions with clear and effective answers, and give cohesive presentations
Proven team player, willing to assist others as needed to ensure that group deadlines are met, and quality standards are achieved
Hands-on experience with database compilation and analysis

Responsibilities

Enhance and execute monthly data load process and month-end reconciliation activities while explaining changes month-over-month within the overall balance sheet to business partners
Lead, support, and assist with the comprehensive process to identify, measure, monitor, and control interest rate risk with strong governance and controls
Help build and implement processes in ALM framework to support centralized forecasting, interest rate risk, funds transfer pricing, capital and liquidity planning, and internal stress testing that are scalable and well-controlled
Lead and assist in maintaining clear ALM data inventory (sources, lineage, transformations, owners, controls) for core feeds (loans, deposits, securities, derivatives, FTP curves, behavioral attributes) and promote adoption of modern data tools and automation to enhance efficiency and data integrity
Lead and assist in defining and monitoring data quality rules (e.g., completeness, accuracy, consistency, timeliness, and reconciliation tolerances) and ensure break remediation is tracked and timely remediated
Execute work for the Finance data roadmap for centralized ALM data architecture supporting interest rate risk, liquidity, FTP, capital planning and stress testing
Lead and assist and support the development, implementation, testing and documentation of data processes that support various modeling initiatives
Lead and assist in accurate ALM decisions and risk reporting to ensure it’s based on accurate, controlled, well-governed data and analyses that reliably measure and explain balance sheet risk (IRR/IRRBB, NII/EVE sensitivity, optionality/behavioral assumptions) supporting risk governance and regulatory expectations
Assist team in resolving items within exception logs and issue remediations
Assess and propose linkage across foundational financial systems and work to develop interfaces into ALM framework
Partner with multiple developers and stakeholders to understand modeling data requirements and help develop and guide required data transformations, translation tables, parameters, data loads, security, reports, etc. to support projects/modeling while being able to explain the results
Work independently with Finance Enablement to ensure data requirements or process changes are identified and incorporated into model development schedule
Coordinate with multiple stakeholders with diverse backgrounds, perspectives and priorities
Perform data and process validation during testing and production phases of projects and ongoing work efforts
Oversee the development and maintenance of comprehensive control policies and procedures to ensure the integrity of the data process
Leverage automated technology to achieve the highest level of quality and efficiency
Maintain an awareness of current market and economic conditions
Provide insights into process efficiencies, functional realignments and overall continuous improvement
Participate in strategy discussions around hedging and investing as part of overall balance sheet management
Participate simultaneously in multiple work efforts and activities
Support any key projects across the department