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Balance Sheet Management Jobs (NOW HIRING)

Western Alliance Bank

Treasury Manager

Phoenix, AZ · On-site

Experience in Asset Liability/Financial Risk management role involving balance sheet modeling in a U.S. regulated commercial banking, investment banking, or consumer credit environment.

Calderys

Strong knowledge of P&L, balance sheet management, statutory reporting, and tax compliance. * Experience managing audits and working with external auditors. * Strong analytical, problem-solving, and ...

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Balance Sheet Management information

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How much do balance sheet management jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for balance sheet management in the United States is $42.41, according to ZipRecruiter salary data. Most workers in this role earn between $22.12 and $60.58 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in Balance Sheet Management, and why are they important?

To excel in Balance Sheet Management, you need strong financial analysis skills, a solid understanding of accounting principles, and typically a degree in finance, accounting, or a related field. Familiarity with financial modeling software, advanced Excel functions, and enterprise resource planning (ERP) systems is often required. Attention to detail, problem-solving abilities, and effective communication are standout soft skills for this role. Mastery of these skills ensures accurate financial reporting, risk management, and strategic resource allocation, which are critical for organizational stability and growth.

What are some typical challenges faced by professionals in Balance Sheet Management, and how are they addressed within teams?

Professionals in Balance Sheet Management often encounter challenges such as balancing liquidity with profitability, managing interest rate risk, and ensuring compliance with regulatory requirements. These challenges are typically addressed through close collaboration with treasury, risk management, and accounting teams, using sophisticated modeling tools and regular scenario analyses. Team members frequently meet to review market trends, update strategies, and adjust positions to align with organizational goals and changing regulations.

What is the difference between Balance Sheet Management vs Financial Analyst?

AspectBalance Sheet ManagementFinancial Analyst
Primary FocusManaging assets, liabilities, and capital structure to optimize financial stabilityAnalyzing financial data, preparing reports, and forecasting
Required CredentialsFinance or accounting degree, certifications like CFA or CPA beneficialFinance, accounting, or economics degree, CFA often preferred
Work EnvironmentBanking, corporate finance, or treasury departmentsInvestment firms, corporations, or consulting firms
Employer & Industry UsageFinancial institutions, large corporationsCorporations, investment banks, consulting firms

While both roles involve financial expertise, Balance Sheet Management focuses on optimizing a company's assets and liabilities to ensure financial stability. Financial Analysts primarily analyze data to support investment decisions and strategic planning. Understanding these differences helps professionals choose the right career path or specialization.

What is balance sheet management?

Balance sheet management is the process by which organizations, particularly financial institutions, strategically manage their assets, liabilities, and equity to optimize financial stability, profitability, and regulatory compliance. It involves monitoring and adjusting the mix of loans, deposits, investments, and funding sources to manage risk and ensure sufficient liquidity. Effective balance sheet management helps a company meet its financial obligations, maximize returns, and comply with regulatory requirements such as capital adequacy and liquidity standards.
What states have the most Balance Sheet Management jobs? States with the most job openings for Balance Sheet Management jobs include:
What job categories do people searching Balance Sheet Management jobs look for? The top searched job categories for Balance Sheet Management jobs are:
Balance Sheet Management jobs near you
Corporate Treasury Balance Sheet & Margin Analyst

Corporate Treasury Balance Sheet & Margin Analyst

BankUnited

Miami Lakes, FL • On-site

Full-time

Posted 8 days ago

Job description

Hybrid opportunity in Miami Lakes, FL
SUMMARY: The Balance Sheet & Margin Analyst will support the Asset Liability Management (ALM) function through detailed financial analysis, balance sheet forecasting, and net interest margin (NIM) evaluation. This role is responsible for bridging forecasting processes across systems, enhancing analytical rigor, and delivering actionable insights to optimize balance sheet performance. This position reports directly to the Balance Sheet Asset Liability Manager and plays a key role in refining the bank's ALM framework through data-driven analysis and cross-functional collaboration, as well as lending support to the forecasting and planning process.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
  • Supports dynamic balance sheet forecasting and net interest margin (NIM) analysis.
  • Serves as a bridge between forecasting platforms (e.g., Axiom) and internal ALM systems (Moody's ZMDesk) to ensure consistency and data integrity.
  • Conducts deep-dive analysis across major balance sheet portfolios.
  • Partners with Finance, Treasury, and Risk teams to align forecasting methodologies and outputs.
  • Develops reporting and presentations for senior management, translating complex analytics into clear insights.
  • Continuously identifies opportunities to enhance ALM and forecasting processes, models, and reporting capabilities.
  • Owns and execute back testing routines to validate model assumptions and improve forecasting accuracy.
  • Leads internal deposit studies, including trend analysis, decay modeling, and behavioral assumptions.
  • Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
  • Adheres to Bank policies and procedures and completes required training.
  • Identifies and reports suspicious activity.

EDUCATION
Bachelor's Degree in finance or related field of study required Master's Degree in Finance (MSF) or MBA equivalent strongly required.
EXPERIENCE
  • Minimum 4 - 5 years of experience in Financial Planning & Analysis (FP&A) or related field required.

KNOWLEDGE, SKILLS AND ABILITIES
  • Strong analytical and quantitative skill set with a focus on financial modeling required.
  • Proficiency in Microsoft Office Suite; Strong Excel skills required.
  • General understanding of banking products and balance sheet dynamics; exposure to banking asset liability management functions is a plus.
  • Strong communication and presentation skills.
  • Ability to translate complex data into actionable business insights.
  • High attention to detail and intellectual curiosity.
  • Proven ability to work cross-functionally and manage multiple priorities.
  • Proactive, ownership-driven mindset.

ADDITIONAL INFORMATION
  • Candidates residing in locations within BankUnited's footprint may be given preference.

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