Teams at Allegacy Financial

Supports commercial lenders through financial statement analysis, cash flow projections, loan underwriting, risk grading, loan structuring, and industry research. Identifies problem loans, monitors special assets, develops exit strategies, maintains accurate loan documentation, and ensures compliance with NCUA regulations, lending policies, and BSA training requirements. Also helps refine underwriting tools, supports regulatory examinations, mentors lending staff, and represents the credit union in community and professional organizations.

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.