Candidate Profile #418719

Florida – Miami – Controller/ALM Manager

  • Years of Related Experience: 15
  • Minimum Salary: $145K
  • Work Area:  Miami, Florida
  • Experience:
    • Complete and thorough financial forecasting and reporting.
    • Managed the investment portfolio and developed and monitored product pricing on deposit and loan rates.
    • Analyzed, reported, and conducted thorough research of historical financial data and reports on current economic status.
    • Review investment activity journal entries and subsidiary schedules and prepare monthly management reports.
    • Prepare the adjusting journal entries and review accounting transactions for accuracy.
    • Compare actual and anticipated financial results and present findings to finance management.
    • Prepare and analyze monthly and quarterly ALM reports and statistical reports, identify trends and insights, and share actionable information with management to optimize performance.
    • Effectively support annual regulatory examinations, financial statements, and periodic internal audits.
    • Maintain internal and asset liability management model by reviewing and updating assumptions.
    • Develop and monitor product pricing, deposit and loan recommendations, market rates, and balance sheet metrics.
    • Develop forecasting models and budgeting and oversee prepared schedules.
    • Work cross-functionally to assist with developing goals and analyzing performance.
    • Adhere to policies and procedures, and applicable regulations and laws related to duties performed.
    • Provided the Chief Lending Officer numbers for their allowable losses for the committee.
    • Led due diligence, maintenance, and reporting on loan participation to the Board.
    • Perform monthly financial data updates to prepare reports submitted to board members.
    • Complete and review balance sheet, income statement, budget to actual comparison report, cash flows report, board statistical report, liquidity and funds management, ALM ratios report, and treasurer’s report.
    • Proficient in Profit Star, Ncino CECL MS Office Suite.
    • Bilingual in English and Spanish.
    • References are available.
  • Education:  Bachelor’s Degree in Finance.
  • Reference #:  418719
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