The Oakleaf Group, LLC

Senior Financial Analyst

US-MD-Chevy Chase
3 weeks ago


Senior Financial Analyst

Washington, DC metro area



We have an immediate position available for a Senior Financial Analyst with a strong business analysis focus to support one of our banking clients on a 6-9 month project generating and interpreting loss forecasts for one of their portfolios. We are seeking someone with recent hands-on experience interpreting loss forecasts and loss allowances.




  • Generate loss forecasts using different sets of assumptions and inputs, including proposed assumptions for CECL implementation
  • Critically review quality and appropriateness of input datasets and parameters
  • Critically evaluate loss forecast outputs ensuring correctness, interpreting sensitivity of outputs to inputs, and isolating drivers of change
  • Produce reports/presentations of conclusions to various stakeholders.
  • Assist in formulation of standardized criteria used in evaluating results different loss forecast assumptions.


  • Bachelor’s degree in a related field, Master’s preferred
  • 3-5+ years in analyzing loss forecast or loss allowance results for a bank, building statistical models, understanding business needs
  • Track record of exercising business acumen and judgement, and being able to defend conclusions.
  • Strong quantitative skills
  • Experience using SAS, Python and SQL
  • Excellent communications skills, both written and oral.

Company Overview

The Oakleaf Group is a mid-size consulting firm with offices in Chevy Chase, MD, Bethesda, MD and New York, NY. Our people are our greatest assets and our company culture is grounded on that belief. Our goal is to thrill our clients and challenge and reward our employees.  As a member of the Oakleaf team, you will have an exciting opportunity to work with emerging technology, modernize financial applications, and grow in a friendly workplace where you can work independently and collaboratively. In this position the ideal candidate will work to solve complex “hot topic” issues currently faced by the financial services industry. We bring depth of experience to a wide range of highly satisfied clients, delivering trusted advice along with quantitative, technology, regulatory, and operations strategies. Do you possess the talent and dedication to be part of our growing team?


Third party candidates will not be considered for this position.


As a condition of employment with The Oakleaf Group, any successful job applicant will be required to successfully complete a background investigation, which may also include a pre-employment drug screen and/or a credit check for positions in some areas of our business. The Oakleaf Group is an equal opportunity employer. Applicants are considered for positions without regard to race, religion, gender, native origin, age, disability, or any other category protected by applicable federal, state, or local laws. The Oakleaf Group participates in the E-Verify program.


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