Asset Liability Management Consultant II

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience. Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

Responsibilities

Responsibilities:    Are you interested in helping companies understand their risks and controls? How about a role with an equal mix number crunching and direct client contact? We are seeking an Asset Liability Management (ALM) Consultant to join our team! The ideal candidate will understand ALM principles, liquidity risk management, regulatory requirements, and best practices. Our consultants work closely with our clients to go beyond checklists and routine to bring perspective and add value to the client’s operations. The work is both challenging and rewarding, providing you with an opportunity to make an immediate impact within business consulting. More specifically, this role would generally include the following experiences: - Assist with conducting comprehensive ALM and liquidity risk validations and internal audits for banks and credit unions. - Identify areas of concern, formulate recommendations for improvement, and effectively share this information with others (both verbally and written). - Interview and collaborate with personnel at all levels within the client organization. - Evaluate whether controls are designed appropriately and operate effectively. Assist clients in regulatory compliance related to ALM and liquidity risk management. - Prepare detailed reports and presentations for clients. - Collaborate with internal teams to deliver timely work product. - Stay updated on industry trends, regulatory changes, and best practices in ALM and liquidity risk management. - Analyze large data sets and complex financial information. - Contribute to an internal team culture where we “work hard/play hard” and “teamwork makes the dream work”. Experienced hires would contribute as noted above, plus: - Managing client engagements, to include planning, scheduling, and ensuring timely completion of projects. - Work on internal projects, propose time saving measures and contribute to team goals. - Answer questions from less experienced team members. - Provide proactive assistance and consultative advice to clients. - Complete initial reviews of testing documentation prepared by consultants. Participate in other team initiatives, including industry events, business development training, process improvement projects, etc.

Knowledge, Skills and Abilities

Qualifications: - Bachelor's degree in finance, accounting, economics, or related degree. - Minimum of 2 years of experience in finance. Preferred 2 years experience in ALM and liquidity risk management, preferably within the banking or credit union sector.   - Familiarity with internal controls, accounting, finance and/or banking preferred. - Strong analytical skills and proficiency in financial modeling, including Microsoft Excel. - Effective communication skills with both technical and business partners as well as executive management. - Strong analytical skills with high attention to detail and accuracy. - Ability to multitask and prioritize in a high volume, high paced dynamic environment. - Travel to clients and for occasional team meetings - 10-20%.    Cheyenne Lee, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!   Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.   Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com   Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $54,000 to $90,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.    Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.    Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.    #LI-CL2 #LI-Remote Apply