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Senior Financial Analyst, Treasury; Charlotte, NC
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-12
Listing for:
Lewis | James Professional
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Analyst, Corporate Finance
Job Description & How to Apply Below
Senior Financial Analyst, Treasury
Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Senior Financial Analyst, Treasury for a direct hire opportunity with a financial services client.
Responsibilities- Create and maintain reporting tools required to assess liquidity position including dashboards, cash flow, and KRI monitoring.
- Support initiatives to comply with large financial institution regulatory requirements and reporting such as LCR, NSFR, 2052a.
- Support liquidity risk stress testing through monthly execution, development of scenarios, data analysis, and testing.
- Examine internal and external data to support all liquidity risk management functions including peer benchmarking analysis.
- Execute economic, industry, and regulatory research.
- Evaluate proposed regulations and provide impact analysis.
- Collaborate with risk management, internal audit, and model validation to ensure processes and procedures are appropriate, executed, and follow company and regulatory guidelines.
- Assist other teams in the Corporate Treasury department on asset/liability management, loan and deposit pricing, capital planning activities, and other ad-hoc assignments as needed.
- Bachelor’s degree; advanced degree and/or certification such as CFA or CPA preferred.
- Experience in the banking industry (Finance, Risk, Audit, Business Intelligence, or Product team) highly preferred.
- Ability to generate high quality work product with strong attention to detail.
- Demonstrated ability to summarize analysis and research clearly and concisely in verbal and written form.
- Ability to identify process gaps and weaknesses.
- Strong organization, time management and multi-tasking skills to manage multiple responsibilities noted above.
- Proficient in Microsoft Office suite including Excel, PowerPoint, and Word required.
- Experience with Power BI, Visio, and VBA beneficial.
- Experience with database reporting and programming tools such as SQL, R, Python, etc. beneficial.
For immediate consideration, please click “Apply” and use Job Code . You may also send a copy of your resume to: resum and enter only the following job code in the subject line: . Lewis James Professional is an Equal Opportunity Employer. M/F/D/V
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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