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Mgr - Finance Business Support/First Mortgage Analytics Lead

Charlotte, North Carolina;

Job Description:

Secured Lending Revenue Horizontal – Analytics and Business case support team is part of the Consumer/GWIM CFO organization. Primary focus of our team is to provide analytics, business case support and profitability views for Consumer and GWIM lending products (Mortgage, Home Equity, Vehicle Lending and Securities Based Lending). Business partners include Business Financial Officer (BFO), Sales, Product, Pricing, Credit Risk, Credit Strategies, Marketing Strategies and other CFO teams like Balance Sheet Management, Enterprise Capital Management, and Treasury team among others.

This position’s main responsibility is to provide financial analysis support primarily for the First Mortgage product in support of Consumer, GWIM, & Other lines of business (LOB). Partners with BFOs, Product leaders, and LOB members and operates as key analytical point person Primary responsible party for developing develop business cases using models, CUS, and inputs from BFOs, Product Leader SMEs, and LOB partners leveraging the team’s financial valuation methodologies.  Maintains and develops newly needed analytics for the First Mortgage product. Proactively develops and highlight new trends, calls out outliers, produces value add findings and reporting Produce monthly profitability/P&L views for new originations and the mortgage portfolios. These P&L views are forward projections of profitability by Product, Finance activity type, Sales Channel, and more. Support ad-hoc requests from BFO’s and LOB partners. Typically include what-if, pro forma analysis and data mining requests Execute on Analytics team vision of empowering users to make actionable decisions driven by insights gathered from using Tableau and Alteryx Use Tableau and Alteryx to drive operational excellence across the entire Secured Lending team Drive analytics capability and reporting progress across all Secured Lending Products

Required Skills:

  • BA/BS in Finance/Accounting preferably

  • Experience with Business Intelligence tools (i.e. Tableau), extract/load/transform tools (i.e. Alteryx) and SQL

  • Highly organized, self-starter, creative thinker with strong analytical skills

  • Strong communication/presentation skills – ability to communicate vertically and horizontally within the organization

  • Must have a minimum of 5+ years of financial analysis experience

  • Advanced Excel and Data mining /manipulation

  • Familiarity with building models

  • Quantitative / statistical skills

  • Demonstrate intellectual curiosity and be able to communicate effectively in a matrix organization

  • Able to work in a fast paced, deadline driven environment

Desired:

  • Familiarity with First Mortgage product concepts like Held for Sale, Held for investment, Whole loan execution, Gain on Sale, Prepayment

  • Familiarity with valuation concepts like cost of capital, Hurdle rate, Share Holder Value, Return on Equity

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Secured Lending Revenue Horizontal – Analytics and Business case support team is part of the Consumer/GWIM CFO organization. Primary focus of our team is to provide analytics, business case support and profitability views for Consumer and GWIM lending products (Mortgage, Home Equity, Vehicle Lending and Securities Based Lending). Business partners include Business Financial Officer (BFO), Sales, Product, Pricing, Credit Risk, Credit Strategies, Marketing Strategies and other CFO teams like Balance Sheet Management, Enterprise Capital Management, and Treasury team among others.

This position’s main responsibility is to provide financial analysis support primarily for the First Mortgage product in support of Consumer, GWIM, & Other lines of business (LOB). Partners with BFOs, Product leaders, and LOB members and operates as key analytical point person Primary responsible party for developing develop business cases using models, CUS, and inputs from BFOs, Product Leader SMEs, and LOB partners leveraging the team’s financial valuation methodologies.  Maintains and develops newly needed analytics for the First Mortgage product. Proactively develops and highlight new trends, calls out outliers, produces value add findings and reporting Produce monthly profitability/P&L views for new originations and the mortgage portfolios. These P&L views are forward projections of profitability by Product, Finance activity type, Sales Channel, and more. Support ad-hoc requests from BFO’s and LOB partners. Typically include what-if, pro forma analysis and data mining requests Execute on Analytics team vision of empowering users to make actionable decisions driven by insights gathered from using Tableau and Alteryx Use Tableau and Alteryx to drive operational excellence across the entire Secured Lending team Drive analytics capability and reporting progress across all Secured Lending Products

Required Skills:

  • BA/BS in Finance/Accounting preferably

  • Experience with Business Intelligence tools (i.e. Tableau), extract/load/transform tools (i.e. Alteryx) and SQL

  • Highly organized, self-starter, creative thinker with strong analytical skills

  • Strong communication/presentation skills – ability to communicate vertically and horizontally within the organization

  • Must have a minimum of 5+ years of financial analysis experience

  • Advanced Excel and Data mining /manipulation

  • Familiarity with building models

  • Quantitative / statistical skills

  • Demonstrate intellectual curiosity and be able to communicate effectively in a matrix organization

  • Able to work in a fast paced, deadline driven environment

Desired:

  • Familiarity with First Mortgage product concepts like Held for Sale, Held for investment, Whole loan execution, Gain on Sale, Prepayment

  • Familiarity with valuation concepts like cost of capital, Hurdle rate, Share Holder Value, Return on Equity

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21052250

Band: H4

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Kristen Perry

Referral Bonus:

0