Senior Analyst, Balance Sheet Strategy

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members: Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities. Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs. Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development. ## About the Role As ATB’s next Senior Analyst, Balance Sheet Strategy, you will support Treasury Balance Sheet Strategy reporting, analysis, and operational processes through the preparation and updating of recurring reports, investigation of variances, and coordination with stakeholders across Treasury, Finance, and Accounting teams. This role plays an important part in supporting timely and accurate reporting, monitoring key balance sheet and profitability metrics, and identifying trends or issues requiring further analysis. The successful candidate will demonstrate curiosity and analytical thinking by analyzing results with respect to broader business drivers, market conditions, and operational changes, while contributing to the development of reporting, presentations, and adhoc analysis that effectively communicate key insights, trends and business insights in a meaningful way to a variety of business audiences. ## Accountabilities * Prepare and update monthly/quarterly reporting, presentations, and supporting commentary related to balance sheet performance (ie. NIM/NII variances), Treasury forecasting, and other insights that drive decision making. * Review reporting results for completeness and reasonability by identifying unusual variances, trends, and potential business or operational drivers requiring further investigation. * Coordinate with Finance, Accounting, Treasury, and other business stakeholders during recurring reporting cycles to investigate reporting/data issues, obtain information and timelines, and support the resolution of data or reporting impacts. * Review and analyze results (ie. month over month changes, actual vs budget/forecast, etc.) by developing and applying an understanding of business units, products, macroeconomic drivers and how these elements impact and drive balance sheet and net interest margin/income (NIM) in order to “tell a story” of the changes. * Develop an understanding of Treasury concepts including alternative funding, funds transfer pricing (FTP), capital, liquidity, etc. and how they relate and interact with overall balance sheet management. * Support the maintenance and integrity of reporting data structures, mappings, hierarchies, and related reporting processes, including supporting updates arising from business or enterprise reporting changes. * Collaborate with teams within and outside Treasury on ad hoc analysis, problem-solving, and cross-functional initiatives. * Perform recurring data preparation, validation, and reporting support activities required to maintain team reporting processes and outputs. * Support reporting enhancements, process improvements, and automation initiatives using various analytical and reporting tools. ## Knowledge, Skills and Experience Accreditations: * An undergraduate degree in finance, accounting, economics, business. * Possessing or working towards a financial designation (CFA, FRM, etc.) considered an asset. Core Technical Skills: * Working proficiency in SQL, BigQuery, Google Sheets, MS Excel, and other data software and languages. * Knowledge and/or previous experience with GCP platforms (i.e. BigQuery), banking ERP systems (ie. SAP) and data considered an asset. * Strong understanding of a financial institution’s product offerings, performance drivers, strategic and regulatory issues. * 2-3 years of experience in banking, finance, and/or Treasury role. Interpersonal and Leadership Skills: * Ability to communicate effectively, both written and verbally, within a professional business environment. * Ability to translate complex topics into easily understood and useful information for the intended audience. * Critical thinking and problem solving. * Stakeholder and relationship management. ## Workplace Arrangement This position has a hybrid work arrangement. On average, this means 2 day on-site per week. Please note that this is subject to change due to business priorities. Don’t meet all the requirements on the list? A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you. We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business. What happens next? If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com Stay in touch We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.