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Director, Financial Planning and Analysis

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Impac Companies

2021-12-03 08:58:40

Job location Irvine, California, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

JOB SUMMARY:

This role will lead a small team in the preparation, analysis, and presentation of the annual budget, quarterly forecasting and monthly management reporting processes. Responsible for data maintenance, operational reporting and dashboards, liquidity forecasting, working with various departments to develop trend analysis to accurately create actionable financial reports and working with Capital Markets to provide loan portfolio metrics. In addition, this position will assist with the evaluation of strategic business decisions and capital and operating expenditure analysis.

ESSENTIAL RESPONSIBILITIES:

* Develop advanced financial modeling, including financial statement and transactional modeling. (P&L, Balance Sheet, Cash Flow and Equity statements)
* Prepare monthly Board package and monthly/quarterly forecasts
* Lead annual budget review and discussions with business functions to guide forecast and preparations to improve accuracy and reliability of budget projections
* Drive insightful analyses to determine opportunities within reported financial data
* Enhance our KPI capabilities and provide external benchmarks and analytics to inform decision-making
* Produce meaningful, impactful and timely business and financial analysis to support CFO and to improve operating and financial performance
* Support business decisions with detailed financial models incorporating assumptions, expectations and known risks
* Identify business improvement opportunities leading to higher revenue, increased efficiencies, or cost savings
* Develop insightful recommendations for forward financial planning and presents business cases to executive management

EXPERIENCE REQUIREMENTS:

* 7+ years of Finance experience with 3+ years of FP&A, strategic finance, investment banking or management consulting experience preferred
* Experience in the mortgage industry or financial services industry preferred
* Highly proficient in data analysis and financial modeling
* Proficiency with SQL, Power BI and Tableau preferred
* Excellent communication skills: ability to work with all levels of employees up to the Executive level
* High proficiency in Excel and PowerPoint; financial modeling in Excel is a must
* ERP and financial planning system experience a plus
* Detail orientated with the ability to see the big picture and work with limited supervision
* Self-motivated and highly organized; proven ability to provide timely and accurate information to drive performance of the organization

EDUCATION REQUIREMENTS:

* Bachelor's Degree in Accounting or Finance
* MBA and/or CPA is a plus

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