Home Lending Production Planning & Analysis, Executive Director

Help steer the financial story behind one of the firm’s most visible businesses. In this role, you will turn complex performance drivers into clear insights that inform senior leadership decisions. You will lead critical forecasting, stress testing, and reporting deliverables with high accuracy and strong governance. You will also partner across functions to improve how we plan, measure, and communicate results.

As a Home Lending Production Planning & Analysis Executive Director in Home Lending Planning & Analysis team, you will lead core planning, forecasting, and management reporting processes that shape how we run the business. You will help us translate performance drivers, sensitivities, and strategic initiatives into actionable insights for senior management and key stakeholders. You will work closely with partners across finance and corporate functions to deliver clear, timely, and decision-ready materials.

Job responsibilities 

• Lead the budgeting and monthly forecasting process, ensuring accuracy and timely delivery against established calendars


• Prepare quarterly stress testing forecasts and related scenario analyses


• Develop financial updates and presentations for senior management, regulators, and other key stakeholders


• Analyze business performance drivers, including profit and loss and balance sheet dynamics


• Evaluate business models, earnings sensitivities, and strategic initiatives to deepen understanding of financial results


• Consolidate inputs across teams and functions to produce consistent, well-governed reporting outputs


• Coordinate with cross-functional partners (for example, External Reporting and Investor Relations) to align messaging and deliverables


• Deliver quarterly earnings support and recurring management reporting


• Lead one-off and repeatable analyses requested by senior management


• Support ad hoc projects as needed to address emerging priorities

Required qualifications, capabilities, and skills 

• Bachelor’s degree in Accounting, Finance, Economics, or a related field


• Experience leading budgeting and forecasting processes in a complex organization


• Experience preparing, reviewing, analyzing, and presenting financial results for senior audiences


• Previous managerial experience leading a team


• Advanced Microsoft Excel and PowerPoint skills


• Strong analytical, problem-solving, critical thinking, and project management capabilities with a track record of meeting deliverables


• Excellent written and verbal communication skills, with strong relationship management abilities


• Ability to manage multiple priorities in a fast-paced environment and meet deadlines under pressure


• High attention to detail and strong quality mindset

Preferred qualifications, capabilities, and skills

• 10+ years of professional experience handling large data sets and analyzing profit and loss and balance sheet drivers


• Experience in a finance or planning role within banking or financial services


• Experience using internal financial systems such as Essbase and Databricks


• Demonstrated ability to identify opportunities and drive continuous process improvement across planning and reporting routines