Coleman Ueltschy
Director of Financial Planning and Analysis at MVB Bank
- Role
- Director of Financial Planning and Analysis at MVB Bank
- Location
- Morgantown, WV, US
- LinkedIn followers
- 500 followers
About Coleman Ueltschy
As Director of Financial Planning & Analysis, I lead a high-performing team focused on delivering strategic insights that drive capital efficiency, liquidity strength, and long-term growth. I specialize in building and managing complex financial models that support capital stress testing, scenario analysis, and asset-liability management (ALM). My work ensures that leadership has the clarity and confidence to make informed decisions in a dynamic regulatory and economic environment.I serve as the model owner and developer for our enterprise capital and liquidity models, integrating cross-functional inputs, from balance sheet growth and funding costs to M&A strategy and tax planning. These models are foundational to our ALM and liquidity risk frameworks, enabling us to proactively manage interest rate risk, funding stability, and regulatory compliance.I’m also actively engaged in regulatory readiness, having led initiatives tied to regulatory reviews and internal audit validations. My work supports enterprise-wide planning and ensures alignment with evolving capital and liquidity standards.Beyond the numbers, I’m passionate about developing talent, fostering collaboration across departments, and building scalable processes that support both innovation and compliance. Whether it’s launching a new forecasting framework or mentoring the next generation of analysts, I bring a hands-on, forward-thinking approach to every challenge.
Experience
Director of Financial Planning and Analysis
Nov 2023 — Present · Morgantown, WV, US
This position’s primary focus is to support and facilitate the Company’s financial planning and analysis through asset/liability management, budgeting, forecasting, operating plan variance analysis, and special projects. This function acts as the analytical engine of the company to provide insights and support optimal business decision making.
Education
West Virginia University
Master of Business Administration (MBA)
2013 — 2015
West Virginia Bankers Association
Banking School Graduate, Banking and Financial Support Services
2017 — 2018
West Virginia University
Master of Science (MS), Finance, General
2013 — 2015
West Virginia University
Bachelor of Science (BS), Sport Management
2009 — 2013
Skills
- Group Work
- Management
- Survey Research
- Microsoft Word
- Financial Analysis
- Statistics
- Customer Service
- Team Facilitation
- Creative Problem Solving
- Accounting
- Time Management
- Market Research
- Personal Training
- Sports Management
- Report Writing
- Microsoft Office
- Microsoft Excel
- Powerpoint
- Leadership
- Collaborative Problem Solving
- Survey Design
- Public Speaking
- Strategic Leadership
- Event Planning
- Teamwork
- Mathematics
- Economics
- Social Media
- Sports Marketing
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