We serve credit union clients with needs for additional support in the areas of finance, treasury, ALM and risk management. Such support may be contracted on an hourly or by project completion basis.
About Us
J Nilles Advisory Services, LLC was formed to provide credit unions with effective responses to regulatory actions primarily in the areas of interest rate and liquidity risks. We will partner with your finance department staff and senior management with suggested revisions to policies and procedures and improved reporting frameworks to ALCO and the Board. Having served as a Senior Capital Markets Specialist at NCUA’s Central Office in Alexandria, Virginia for over ten years, 9 years as a credit union CFO and 13 years as an institutional fixed income salesperson, John Nilles has achieved a unique capital markets and regulatory perspective. His extensive experience in ALM modeling, securities analysis and policy development at NCUA headquarters offers a strong skill set as a credit union strategic partner.
Areas of Expertise
- Responses to regulatory examination findings and enforcement actions such as documents of resolutions and letters of understanding.
- Providing recommended changes to the credit union’s investment, ALM, contingency funding plans, policies and procedures.
- Board, ALCO and staff training in the areas of IRR and liquidity risks.
- Serving as an interim V.P. of Finance to perform duties involving managing liquidity and investments, ALM models, vendor management and preparing ALCO and Board packets.
(612) 730-1972
john@jnillesadvisory.com