Teams at Allegacy Financial

Perform financial, statistical and asset/liability analyses; build budgets, projections and profitability models; conduct variance and trend analysis; prepare management and board reports and presentations; partner with cost center owners; monitor KPIs; apply data-mining to unstructured data as needed; manage special projects.

Lead Finance team supporting FP&A, budgeting, forecasting, profitability analysis, reporting, and ALM. Provide analytic decision support, strengthen controls and processes, coordinate with auditors/examiners, and partner with leadership on strategic financial initiatives.

Produce story-driven multimedia content from concept to delivery: identify and interview subjects, plan shoots, shoot and edit video and photography, adapt assets across channels, manage production logistics and digital asset libraries, and support campaigns to strengthen brand and member engagement.