Manager, Financial Planning & Analysis
Core
Lead 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 / Reverse Mortgages
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial modeling, budgeting, forecasting, variance analysis, KPI development, strategic analysis, data analysis, presentation design
Preferred skills
Workday Adaptive Planning, PowerBI, SQL, storytelling for senior audiences
Technologies
Workday Adaptive, Excel, PowerBI, SQL
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 trends in profitability and overhead expenses; develop executive dashboards and KPI reports; evaluate business cases for financial viability; assist in tax compliance and financial statement disclosures.
Seniority
Manager, hands-on IC