Financial Planning & Analysis - Associate

You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team
AAs a Financial Planning & Analysis - Associate in our Home Lending Finance team, you will play a critical role in developing, maintaining, and automating forecasting models and processes that promote strategic decision-making and regulatory compliance.
Job Responsibilities
Develop, refine, and maintain qualitative models, including time series forecasting, econometric, and machine learning models, in alignment with firm’s model risk guidelines.
Support the monthly and quarterly forecast process, and annual budget/mid-year forecast reporting for Home Lending.
Lead or participate in the migration of legacy forecasting models to strategic platforms, including requirements gathering, feasibility studies, and documentation.
Conduct business and process due diligence to develop functional requirement documents and support user acceptance testing (UAT), including test planning, execution, and training documentation.
Interface with multiple stakeholders, including Home Lending leadership, business finance, technology, risk, and project teams, to communicate findings, resolve issues, and drive process improvements.
Prepare and maintain model documentation for regulatory submissions and senior management reports, ensuring accuracy and compliance.
Contribute to ad-hoc analyses and strategic projects, providing actionable insights and recommendations to senior management.
Support centralized activities for Home Lending and ensure the integrity of model inputs and outputs.
Required Qualifications, Capabilities, and Skills
Bachelor’s degree in Finance, Accounting, Economics, Analytics, or any tech field
9+ years of experience in finance, management consulting, analytics, risk, or financial planning & analysis roles.
Strong critical thinking, and analytical problem-solving skills, with experience in econometric modeling (e.g., OLS, time series) and familiarity with machine learning techniques.
Proficiency in Python (required), SQL and strong knowledge of Microsoft Office.
Experience with analytical and database platforms such as Essbase, Tableau, Alteryx and Databricks.
Extensive project management experience, with the ability to manage multiple tasks and deliverables simultaneously.
Excellent written and verbal communication skills, with the ability to create clear and concise documentation and communicate effectively with stakeholders at all levels.
Strong judgment, professional maturity, personal integrity, and a proactive, results-oriented approach.
Preferred Qualifications, Capabilities, and Skills
Master’s degree in a quantitative field, CFA/FRM certification a plus. Master’s degree or MBA preferred.
Experience in mortgage banking and regulatory reporting.
Data science, AI/ML, and automation experience.
Understanding of macroeconomic and business environments.
Willingness to work US shifts during critical periods to collaborate with US-based teams.