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.

Lead planning, coordination, and execution of multi-channel marketing projects. Create project plans, timelines, budgets, and resource allocations; coordinate cross-functional teams and vendors; monitor progress and KPIs; ensure brand standards; maintain documentation and project tools; recommend process and AI/software improvements.