Mgr – Finance Business Support/First Mortgage Analytics Lead

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


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

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