Financial Institutions Consultant - Asset/Liability Management

Saltmarsh, Cleaveland & Gund (Saltmarsh) is a leading public accounting and consulting firm with a strong culture. We have an extensive and well-respected Financial Institutions practice that is looking to add an Asset Liability Management (ALM) specialist who will get to:

• Make a difference: Help our clients thrive with your expertise.
• Grow your career: We nurture both personal and professional development.
• Work remotely: Enjoy flexibility while still being part of a supportive team.

The ideal candidate is:

• Highly motivated to achieve both personal and professional goals.
• Independent and self-motivated yet enjoys teamwork.
• Able to build rapport with diverse stakeholders.
• Humble and open to new ideas and challenges.
• Ready to join a growing, forward-thinking firm.

If this sounds like you and you meet the following required qualifications, apply now!

• Experience: Familiar with Financial Institution balance sheet, P&L and cash flow dynamics, and enjoys analyzing balance sheet, earnings and cash flow model forecast data for overall reasonableness based on underlying assumptions.
• Strong ethics: Displays integrity, discretion, and professional judgment in identifying findings and bringing concerns to clients, your manager(s), or practice shareholder(s).
• Organization skills: Works within client desired timeframe and independently sets scheduling.
• Communication skills: Able to explain things clearly, both in writing and in person; able to help Financial Institutions understand our recommendations for policy changes, internal reporting (for ALCO and Board) and model assumptions adjustments.
• Problem-solving skills: Able to filter through client policies, forecast model data and reporting to draw logical conclusions and propose recommendations for model adjustments and other client considerations.
• Tech skills: Comfortable using Word, Excel, Adobe and other systems, capable of acquiring new tech skills through personal initiative and research.
• Education/Certification: A bachelor's degree in accounting or finance is preferred.

Job Description:

• This is not a manager position, but you will be responsible for managing your own schedule within the firm’s expected client service hours workload. You will be the primary client service professional for most assigned engagements, although you will have access to a supportive team of your peers and supervisors and may occasionally be assigned on a team engagement.
• Within the budgeted time for each review, you will schedule and scope the engagement, select the documents for review, interview clients, review the provided documents (in person or using secure file share technologies), complete and document your review within our programs and forms, identify concerns or exceptions, determine root causes, communicate findings and best practices, prepare the deliverable within our required formats, respond to internal review comments, enter your time and complete an expense report, if applicable.
• Your managers will assign your clients based on your expertise and client complexity. With these variables, you would perform 40-50 individual client engagements per year. Although each client and engagement is unique, there is a structured repetition that guarantees ongoing learning and adaptation, always staying ahead of the curve in order to provide the best value and efficiency for our clients.
• You’ll be expected to participate in and develop periodic training on relevant practices and regulatory expectations (which may involve overnight travel). You will have access to a coach and a career path which may include professional certifications, association memberships, and/or attending events (in person, with occasional overnight travel) to interact with clients and prospects.

Benefits:
Saltmarsh, Cleaveland & Gund offers a rich benefits package. Some of the highlights include major medical, dental & vision insurance, generous PTO + firm paid holidays, sabbatical program, employer paid life insurance and long-term disability, firm paid CPE, 401k and profit-sharing plan.

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