Essential Functions: ‬‬‬‬‬‬‬

  • Manage financial analysts responsible for evaluating opportunities to improve business unit performance, including the preparation of complex financial models (capital planning and budgeting based on NPV/ROI analysis, feasibility studies, etc.) to evaluate new and existing business opportunities.
  • Supervise and train assigned personnel to ensure development of their full work potential.
  • Work with business unit and senior management to improve the efficiency and effectiveness of the Company’s budget and forecasting processes.
  • Lead development of the annual operating budget, long term strategic plan as well as monthly and quarterly deliverables and forecasts.
  • Develop presentations that communicate the Company’s financial goals, operating results, historical trends, etc to the Company’s senior management team.
  • Review financial and operating results with management to ensure the Company and business units meet or exceed financial targets.
  • Analyze trends in key performance indicators and performance vs peer/industry benchmarks, identifying and communicating key business risks and opportunities.

Required Competencies and/or experience:

  • Capital market/mortgage loan industry experience.
  • 10+ years of hands-on FP&A managerial experience.
  • CPA Designation is a plus but not required.
  • Bachelor’s degree in accounting or finance; MBA preferred but not required.
  • Advanced excel skills.
  • Performance Management.
  • Business Acumen in NPL/Lending
  • Communication Proficiency.
  • Ethical Conduct.
  • Strong leadership.
  • Forward thinking.
  • Initiative - Self Starter - Ownership.