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Senior Financial Analyst, Treasury; Charlotte, NC

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Lewis | James Professional
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Analyst, Corporate Finance
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Analyst, Treasury (Charlotte, NC)

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.
Qualifications
  • 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

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Position Requirements
10+ Years work experience
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