Leads enterprise forecasting, financial planning, scenario modeling, performance reporting, and strategic decision support. Builds planning frameworks, governance, dashboards, and executive insights across financial and operational drivers. Partners with senior leaders across Finance, Product, Marketing, Operations, Technology, Treasury, Risk, and Strategy. Manages planning cycles, develops a high-performing team, improves analytics and processes, and strengthens risk awareness.

Develop and enhance quantitative financial models supporting Treasury, asset liability management, interest-rate risk, mortgage hedging, pricing, profitability, and portfolio risk decisions. Analyze fixed income, derivatives, duration, convexity, stress scenarios, deposits, and prepayments. Automate workflows with Python and Excel/VBA, modernize analytics in Snowflake, document model governance, and communicate insights to Treasury, Risk, Credit, Product, and portfolio leaders.

Develops, calibrates, validates, and maintains credit risk models, including PD, LGD, and EAD models, for lending, collections, loss forecasting, capital planning, and stress testing. Analyzes large datasets, evaluates model performance, documents model changes, supports systems testing, and communicates statistical insights to stakeholders and management. Collaborates across the credit union to improve risk-return strategies and reporting.