Treasurer, Assistant jobs in Fort Myers, FL

Position Summary: The ideal candidate will have extensive finance and accounting experience at a financial institution. This position will be responsible for managing and administering the bank’s treasury function fiduciary risk management, ALCO, budgeting, and investment portfolio oversight.

Essential Job Functions:

• Oversee risk management including liquidity, interest rate risk and investments.
• Participate in and implement ALCO tactical and strategic initiatives.
• Assist in writing quarterly earnings releases.
• Validate financial statements.
• Assist in completing regulatory reporting including Call Report, Y9C, Y6 and 2900.
• Develop reporting.
• Control over cash management levels and reporting.
• Plan and implement Company’s investment activity and make best investment decisions.
• Participate in planning and implementing financing strategies.
• Build and maintain relationships with correspondent banks including Fed and FHLB.
• Budget development communication and monitoring.
• Projecting ongoing financial performance.
• Implement relevant policies and procedures.
• Prepare and present financial statements and forecasts.
• Identify and document reasons for budget variances.
• Assist in projects as they arise.

Required Education, Skills and Experience:

• Bachelor’s degree with a minimum of seven 7 years of experience in balance sheet management.
• Strong analytical and mathematical skills required.
• Professional appearance and demeanor required.
• Excellent leadership and decision-making abilities.
• Excellent written and oral communication skills.
• Advanced knowledge of Excel.
• Critical thinker and problem-solving skills.
• Sense of ownership and pride in your performance and its impact on company’s success.
• Required regular attendance at the FineMark location designated in this job description, during regular business hours, or assigned hours for the position, is required. This is not a remote work position.

ADA Job Description: The physical requirements and activities described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements. This position primarily requires sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Walking and standing are required only occasionally.

Physical Activities. The following physical activities are frequently required: talking is required to express or exchange ideas by means of the spoken word and hearing, with or without correction, is required to perceive the nature of sounds at normal speaking levels. The use of fingers is frequently required to pick, pinch, type (e.g., keyboard) or otherwise work, primarily with the fingers rather than with the whole hand as in handling. There is frequent repetitive motion which requires substantial movements (motions) of the wrists, hands, and/or fingers. This position may occasionally require that a person climb, balance, stoop, kneel, crouch, crawl, reach, push, pull, lift, grasp and/or feel.

Visual Acuity Requirements. Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection. Some distance vision and color vision may be necessary.

Environmental Conditions. A person is not substantially exposed to adverse environmental conditions and only exposed to moderate noise; they may occasionally work near moving mechanical parts or machinery such as a copier/printer.

FineMark National Bank & Trust complies with the Americans with Disabilities Act (ADA) and the Americans with Disabilities Amendments Act (ADAAA). During the interview process, you may be asked questions concerning your ability to perform job-related functions. As an equal employment opportunity (EEO) employer, FineMark National Bank & Trust adheres to a policy of making employment decisions without regard to race, color, religion, sex, national origin and status as an individual with a disability or protected veteran. We assure you that your opportunity for employment with FineMark depends solely upon your qualifications.