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Sr Financial Analyst - Liquidity

Insight Global

Charlotte, NCJobSeen 1 day agoSeen in employer's feed 1 day ago

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At a glance

Compensation
No compensation found
Location
Charlotte, NC
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Bachelor's degree

Job overview

Insight Global is seeking a Senior Financial Analyst to join the Corporate Treasury organization of a regional banking client, supporting the Liquidity team in managing and enhancing liquidity risk management through analysis, reporting, stress testing, dashboard development, and cross‑functional partnership.

Skills & qualifications

RequiredNice to have

Skills

Advanced ExcelFinancial AnalysisData ReconciliationCommunicationAttention to DetailSQLPythonPower BILiquidity Risk

Qualifications

3+ Years Relevant Financial/Analytical ExperienceBachelor’s DegreeCFA, CPA, or Advanced DegreeBanking or Financial Services Experience

Full job description

Job Description

Insight Global is seeking a Senior Financial Analyst to join the Corporate Treasury organization of a regional banking client. This individual will support the Liquidity team in managing and enhancing the organization’s liquidity risk management function. The role will be responsible for financial analysis and reporting, liquidity stress testing, dashboard development, process documentation, and partnering with teams across Risk, Audit, and Model Validation. The ideal candidate will have a strong financial and analytical foundation with the ability to understand, interpret, and communicate the meaning behind financial data. This individual should be detail-oriented, curious, and comfortable taking ownership of work in an environment where processes and reporting capabilities continue to evolve.

Skills and Requirements

  • 3+ years of relevant financial/analytical experience
  • Strong financial analysis skills with advanced Excel proficiency
  • Experience analyzing, validating, and reconciling financial/data reporting
  • Ability to understand the business meaning behind data and clearly communicate key findings
  • Strong attention to detail with ability to identify process gaps and independently problem-solve
  • Strong written and verbal communication skills
  • Bachelor’s degree
  • Banking or financial services experience
  • Corporate Treasury, liquidity risk, funding, or ALM experience
  • Liquidity or capital stress testing experience
  • Risk, Audit, or regulatory reporting background
  • SQL and/or Python
  • Power BI
  • Financial services consulting experience
  • CFA, CPA, or advanced degree

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

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