Finance Manager

Description

Duties and Responsibilities:

• Own the end-to-end FP&A processes for multiple or major business units, including strategic planning, annual budgeting, and rolling forecasts.
• Lead planning cycles and reporting for enterprise functions or multiple business units.
• Build and maintain strategic models (e.g., long-range plan, 3 statement models, capacity models, MSR, pricing sensitivity etc.).
• Lead financial modeling for key initiatives/special projects, (e.g., quarterly benchmarking, earnings support, cost benefit analysis).
• Synthesize complex financial data into actionable insights for senior leadership. Clearly articulate and present findings to varied audiences, including business partners.
• Manage relationship with senior business leaders.
• Consolidate workstreams from multiple FP&A teams.
• Ensure accuracy and integrity of financial data, working closely with Accounting and Data teams.
• Act as a thought partner to business leaders, offering financial guidance, strategy, and scenario planning support.
• Continuously refine and enhance FP&A tools, models, processes, and reporting frameworks.
• Proactively utilize new systems and tools to better automate reporting and process improvement.
• Independently develop solutions and provide relevant, well-considered recommendations.
• Mentor and supervise junior team members (either directly or indirectly) and set modeling and analysis standards.
• Proactively assist in ad-hoc or regular duties outside of core areas of responsibility as needed.

Qualifications And Education Requirements

Qualifications and Education Requirements:

• Bachelor’s degree in finance, Accounting, Economics.
• MBA, CFA, or CPA a plus.
• 6+ years in FP&A with a portion in the Mortgage industry.

Skills, Abilities, And Knowledge

Skills, Abilities, and Knowledge:

• Mastery of Excel and experience with enterprise planning systems (e.g., Hyperion, Anaplan, Workday Adaptive) and data tools (e.g., SQL, Snowflake, Tableau).
• Deep experience in financial modeling, strategic planning, and executive reporting.
• Strong leadership presence and ability to influence cross-functionally without direct authority.
• Strong accounting knowledge.
• High quality work product, with an ability to summarize complex financial data into crisp, clean reporting.
• Self-starter with strong organizational skills.
• Team player.
• Strong analytical, communication, and problem-solving skills.