Coppell, TX, USA
11 days ago
Finance Manager - Onsite
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.
We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.
 

The Finance Manager will serve as a senior-level individual contributor within the FP&A team, leading complex financial analyses, driving planning cycles, and providing strategic support to senior leadership. The role requires a high degree of autonomy, business acumen, and influence through direct or indirect people management.

DESCRIPTION

Duties and Responsibilities

Own the end-to-end FP&A processes for multiple or major business units, including strategic planning, annual budgeting, and rolling forecasts.Lead planning cycles and reporting for enterprise functions or multiple business unitsBuild and maintain strategic models (e.g., long -range plan, 3 statement models, capacity models, MSR, pricing sensitivity etc.).Lead financial modeling for key initiatives/special projects, (e.g., quarterly benchmarking, earnings support, cost benefit analysis).Synthesize complex financial data into actionable insights for senior leadership. Clearly articulate and present findings to varied audiences, including business partners. Manage relationship with senior business leaders.Consolidate workstreams from multiple FP&A teams.Ensure accuracy and integrity of financial data, working closely with Accounting and Data teams.Act as a thought partner to business leaders, offering financial guidance, strategy, and scenario planning support.Continuously refine and enhance FP&A tools, models, processes, and reporting frameworks.Proactively utilize new systems and tools to better automate reporting and process improvement.Independently develop solutions and provide relevant, well-considered recommendations.Mentor and supervise junior team members (either directly or indirectly) and set modeling and analysis standards.Proactively assist in ad-hoc or regular duties outside of core areas of responsibility as needed.Performs related duties as assigned by management.

Qualifications and Education Requirements

Bachelor’s degree in Finance, Accounting, Economics.MBA, CFA, or CPA preferred.6+ years in mortgage FP&A or equivalent finance roles.

Skills, Abilities, and Knowledge

Mastery of Excel and experience with enterprise planning systems (e.g., Hyperion, Anaplan, Workday Adaptive) and data tools (e.g., SQL, Snowflake, Tableau)Deep experience in financial modeling, strategic planning, and executive reporting.Strong leadership presence and ability to influence cross-functionally without direct authority.Strong accounting knowledgeHigh quality work product, with an ability to summarize complex financial data into crisp, clean reporting.Self-starter with strong organizational skills. Team player.Strong analytical, communication, and problem-solving skills.

Additional Information

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

By applying to this position candidate acknowledges that this is not a remote role and is required to be on-site

Additional Information:

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

 

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

Company Benefits:

Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!

Medical, dental, and vision insurance

Health Savings Account with employer contribution

401(k) Retirement plan with employer match

Paid Maternity Leave/Parental Bonding Leave

Pet insurance

Adoption Assistance

Tuition reimbursement

Employee Loan Program

The Newrez Employee Emergency and Disaster Fund is a new program to support our team members

Newrez NOW:

Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more

1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice

Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee

Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions


Equal Employment Opportunity 
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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