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Assistant Finance Manager

KBW Financial Staffing & Recruiting
Cambridge, MA Full Time
POSTED ON 1/17/2026 CLOSED ON 2/17/2026

What are the responsibilities and job description for the Assistant Finance Manager position at KBW Financial Staffing & Recruiting?

Cambridge MA – In Office

95K-115K

Responsibilities

  • manage the firm’s financial reporting
  • Responsible for analyzing, and producing balance sheet and net interest income forecasts and related interest rate risk
  • Manages the asset/liability modeling and generates various analyses in conjunction with external vendor
  • Attends Asset-Liability Committee (ALCo) meetings
  • Responsible for preparation of monthly/quarterly management and regulatory reports
  • Assists with the preparation and development of operating and capital budgets
  • Responsible for the preparation of the quarterly Liquidity Stress Testing
  • Analyzes pricing and yield components of loans, investment, deposit, and borrowings
  • Prepares and presents to management the monthly analysis of the investment securities portfolio
  • Responsible for the calculation of the monthly provision for credit losses and related Allowance for Credit Losses on Loans ("CECL") work
  • Prepares a comprehensive quarterly report documenting the reasons for the provision and the related environmental impacts on the provision and overall allowance
  • Assists in developing reports to be used in the analysis and evaluation of potential acquisitions
  • Identifies and reports compliance related issues and suspicious activity

Qualifications

  • Bachelor's degree in business, accounting or finance
  • At least five years of experience in bank accounting and finance
  • 3 years of experience with financial reporting which includes knowledge of generally accepted accounting principles (GAAP) in a Banking environment
  • Experience with financial analysis, interest rate risk management and investment securities

If interested, please reach out to jalercio@kbwfinancial.com

KBW789

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