FP&A MANAGER

Full Time
Coral Gables, FL 33146
Posted
Job description
Overview:
Financial Planning and Analysis (FP&A) plays a critical role in providing budgeting, forecasting (P&L and cash) and financial support and analysis for Lakeview Loan Servicing departments. The FP&A Manger will be a key member of the Finance team responsible for supporting existing reporting and analytic tools, provide solutions to new challenges, and be part of strategic projects. This role will report to the CFO and provide on-going support & solution improvements. This role offers ample unique growth opportunities to enhance your career in FP&A and will have direct communication with senior business leaders. The candidate needs to be solution oriented, while delivering timely and high-quality results with an ability to pursue multiple concurrent initiatives and work collaboratively with business and finance team members
Responsibilities:

Responsibilities include, but are not limited to, the following:

  • Participate in FP&A group’s companywide annual P&L budgeting process.
  • Provide support in Day 5 analytics on hedge fund P&L.
  • Aid finance and accounting team in developing, automating, and maintaining regularly used reports and financial models (balance sheet, P&L and cash flow statements).
  • Work closely with Finance departments to ensure that planning assumptions are aligned with accounting and reporting standards, and coordinate changes as necessary to support planning assumptions.
  • Collaborate with finance and business unit partners to understand business problems/needs, e.g., system issue, enhancement request, or a new project.
  • Provide detailed variance analysis to management.
  • Prepare business process flows and functional specifications for custom reports, interfaces, and workflows.
  • Provide clear, concise, and timely communications on critical issues that involve the department.
  • Proactively partner with other departments and team members to promptly resolve issues.
  • Aid in monthly/quarterly accounting close activities, including expense research, revenue estimation and Profit and Loss attribution.
  • Extract data from databases to create presentable reports, charts, and graphs.
  • Participate in ad hoc projects as assigned.
  • 5+ years related experience in FP&A/Corporate Finance department.
  • Strong financial analysis and experience in forecasting, budgeting, and variance analysis.
  • Ability to develop and maintain data management systems and spreadsheets with a high focus on detail and accuracy.
  • Excellent verbal and written communication skills.
Qualifications:
  • Accounting consolidation background helpful.
  • Expert skill level with computer software programs such as Microsoft Excel and Access with particular focus on financial modeling and use of advance functions (Pivot Tables, Power Pivot, Arrays, Lookups, etc.). Excel VBA and SQL Server experience preferred.
  • High skill level with computer software programs such as Microsoft PowerPoint and Word.
  • Ability to translate large amounts of data into useful information and actionable conclusions.
  • Ability to analyze complex financial information.
  • Ability to design and prepare detailed (but concise), clearly written financial reports and analysis.
  • Ability to think strategically and operate effectively with management.
  • Possess a high level of motivation and demonstrated aptitude in problem solving and financial analysis, with a strong attention to detail.
  • Extensive and successful experience working in a multi-unit environment.
  • Familiarity with Business Intelligence (BI) reporting tools.
  • Mortgage and/or Financial industry experience strongly preferred.

Certifications, Licenses, and/or Registration

  • Master’s degree, CFA, or CPA designation preferred.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands to handle, touch or feel objects, tools, or controls. The employee frequently is required to talk and hear. The noise level in the work environment is usually moderate. The employee is occasionally required to stand; walk; reach with hands and arms. The employee is rarely required to stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.

EEOC

Bayview Asset Management is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.

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