Manager, Financial Planning & Analysis
Core
Leading budgeting, forecasting, financial modeling, and performance analysis to support strategic decision-making for a national reverse mortgage bank.
Role type
Manager, Financial Planning & Analysis
Builds
Annual budgets, 10-year financial projections, monthly financial results packages, executive dashboards, and strategic business cases.
Domain
Financial Services / Banking / Real Estate
Required skills
Financial modeling, budgeting, forecasting, variance analysis, KPI development, strategic analysis, data analysis, presentation design
Preferred skills
Workday Adaptive Planning, PowerBI, SQL, reverse mortgage industry knowledge
Technologies
Workday Adaptive, PowerBI, SQL, Excel
Responsibilities
Coordinate annual budget development with cross-functional stakeholders; maintain long-term financial models and 10-year projections; prepare monthly financial results and forecast packages; analyze real estate market impacts on business performance; develop executive dashboards and KPI reports; support month-end close and variance analysis; evaluate business cases for strategic viability; maintain and enhance financial reporting platforms; assist with tax compliance and filings.
Seniority
Manager, hands-on IC with strategic oversight