Associate Manager, Planning & Analysis
Core
Deliver financial and operational insights through data analysis, forecasting, and financial modeling to support strategic decision-making and business performance management.
Role type
Associate Manager, Planning & Analysis (Finance)
Builds
Multi-year forecasts, management reporting packages, and analytical support for investor/borrower marketing initiatives.
Domain
Real Estate Finance / Financial Services
Deliverable
production ML models | dashboards & analysis
Required skills
Financial modeling, Advanced SQL, Data analysis, Forecasting, Variance analysis, Process documentation, Reporting automation, Scenario analysis, Data validation
Preferred skills
Real estate finance experience, Mortgage loan/servicing experience, Portfolio reporting experience
Technologies
SQL, Excel
Responsibilities
Develop complex SQL queries for reporting and ad hoc analysis; Translate large datasets into actionable business insights; Support financial modeling and scenario analysis; Drive reporting enhancements to reduce manual effort; Provide metrics for investor and borrower marketing; Partner with stakeholders to translate operational trends into financial projections; Develop and maintain multi-year forecasts; Prepare management reporting packages with variance analysis.
Seniority
Mid-Senior, hands-on IC with leadership support
