Sr. Financial Planning Analyst (hybrid/remote in Columbia, SC)

Advanced Automation Consulting

Charlotte, NC

$138,000 to $148,000 Yearly
Vision , Medical , Dental , Paid Time Off , Retirement
Full-Time

Job Description

AAC is looking for a Sr. Financial Planning Analyst for our client working on-site (hybrid/remote) in Columbia, SC. This is a direct-hire position (not a contract) working for our client in Columbia, SC.

** 3 days on-site weekly, 2 days remote **

** We can only consider candidates reasonably close to the Columbia, SC area **

The Senior Financial Planning & Analysis Analyst is to provide financial planning and forecasting support for the financial management of the Client and associations. This is the lead analyst for Client business plan, reforecasts, and stress testing using forecasted balance sheet and interest rates, and works with Client managers to determine volume and interest rate projections.

Duties/Responsibilities:

Collaborate mindset, partner with the credit department on various stress testing scenarios
Presents reports to the ALCO and Client executives
Report and analyze plan projections
Monitor markets, implied forward curves, and economic data for interest rate forecasting
Apply interest rate shocks in comparison to baseline forecasted position
Back-test forecasted Net Interest Income to actual
Provide analysis on changes in market values and net interest income
Report and present stress test scenarios to Client management and system work group

Requirements:

Bachelor’s degree in finance, accounting, business, or related field
5+ years of comparable work experience
Position requires the ability to plan, organize and carry out assignments on own initiative in a timely and accurate manner
Ability to communicate and collaborate effectively with various stakeholders
Must possess judgmental and decision-making abilities based on interpretation of management needs, regulations, and policy requirements
Advanced knowledge of MS Office applications, including Excel, Access, and VBA
Knowledge of R, Python and SQL is highly desirable
Possess thorough understanding of financial management skills
QRM or financial simulation experience highly preferred
Bloomberg experience preferred

Company Description

Advanced Automation Consulting, Inc., headquartered in Columbia, SC, is an IT Consulting Services firm focused on the long-term success of our clients and consultants. At AAC, we never lose our intense, passionate focus on the needs of our clients. We attract and retain the best and brightest consultants and provide them with support, training, and the project discipline to ensure the success of our clients and AAC.

We operate at the highest level of integrity at all times, strive to be the *Best of the Best* in all that we do, and we are the Best Value service provider to our clients.

Why Work Here?

Fun team, excellent benefits, great opportunities and potential!

Advanced Automation Consulting, Inc., headquartered in Columbia, SC, is an IT Consulting Services firm focused on the long-term success of our clients and consultants. At AAC, we never lose our intense, passionate focus on the needs of our clients. We attract and retain the best and brightest consultants and provide them with support, training, and the project discipline to ensure the success of our clients and AAC. We operate at the highest level of integrity at all times, strive to be the *Best of the Best* in all that we do, and we are the Best Value service provider to our clients.