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.