Director, Treasury - Asset Liability Management

Great America Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth.##
** We Are Looking to Add a Key Member to Our Treasury Team!
** Great America’s Treasury team is a highly successful team of finance professionals that have helped to drive Great America’s success for over 30 years.  As Great America expands to become a bank, we are looking to add an experienced banking professional to our Treasury team.

The Director, Treasury – Asset Liability Management will work collaboratively within the Treasury team, across Great America functions, and with third-party resources in the development and execution of key areas such as asset liability management, interest rate risk management, management of the investment portfolio, liquidity risk management, and hedging.  This position will actively contribute to the company’s strategic goals through application of finance, investment, and banking knowledge.  

In this role, the individual will play a meaningful role in developing and maintaining strong relationships with Great America’s key outside constituents (e.g., banks, regulators, and other third-party relationships).
** As a Director, Treasury - Asset Liability Management, you will:
** Asset Liability Management (ALM) and Interest Rate Risk (IRR) Management
* Lead and manage the third-party relationship(s) and administration of ALM processes and procedures
* Coordinate with third-party resource(s) in the preparation of monthly and quarterly reports to senior leadership, the Asset Liability Management Committee (ALCO), and the Board summarizing the company’s IRR and liquidity positions
* Oversee and support the development of reports, presentations, and models to demonstrate the impact of balance sheet strategies on liquidity, interest rate risk, earnings, credit, and capital
* Collaborate with third-party resources and Great America leadership to analyze and validate modeling assumptions such as deposit betas, decay rates, and loan prepayment speeds to ensure model integrity
* In partnership with third-party resources, analyze ALM model back-testing results to evaluate performance and improve forecast accuracy
* Develop and provide analytical support for deposit and loan rate strategies that align with the company’s policies, senior leadership, ALCO, and Board objectives
* Assist leadership in reviewing compliance with and proposing changes when appropriate to asset liability and interest rate risk policies

Liquidity Risk and Hedging
* Coordinate with third-party resource(s) in the preparation and reporting of liquidity stress testing to senior leadership, ALCO, and the Board
* Provide analytical support for the preparation of reports to senior leadership, ALCO, and the Board on the performance of hedging strategies to manage interest rate risk and other financial exposures
* Assist in reviewing compliance with and proposing changes when appropriate to liquidity risk and hedging policies

Investment Portfolio Management
* Develop, maintain, and leverage knowledge of market trends to evaluate and recommend investment strategies in alignment with company policies and objectives
* Support the execution of securities trades and settlement within the investment portfolio in accordance with policies, procedures, and risk limits
* Oversee and deliver reporting to senior leadership, ALCO, and the Board on investment activities and the investment portfolio
* Perform quarterly investment portfolio analysis to identify potential impairments through pricing spread analysis
* Assist in reviewing compliance with and proposing changes when appropriate to investment policy
** To be successful in this role you will need:
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* Education:

*** Bachelor’s degree in Accounting or Finance (or related field)
* Advanced degree preferred
* CFA and/or CTP certification is highly desirable
*
* Experience:

*** Minimum of 8 years in Treasury or Finance roles in a bank environment
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* Skills and Abilities

*** Strong analytical and…