Financial Planning & Analysis Manager
$139,000–$209,000 year
On-siteMcLean, Virginia, United States
Job Summary
Lead quarterly forecasting, annual stress testing, and scenario-based analysis for the Multifamily CFO group, driving insights into earnings performance and key business drivers. Prepare short-range and long-range financial forecasts focusing on net interest income, market spreads, and credit loss projections while analyzing variances between actual results and forecast. Oversee regulatory stress testing (DFAST) and deliver analytical insights on loss drivers and portfolio performance under varying economic conditions. Provide business requirements for system enhancements, collaborate with technology partners to implement forecasting tools, and drive process efficiency through automation. Manage and develop a team of analysts while partnering across Finance, Risk, and Technology to support enterprise forecasting objectives.
Required Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 8+ years of experience in GAAP financial accounting, analytics, financial forecast, and credit analytics
- 2+ years of people management experience
- Relevant experience with earnings forecasting and financial modeling
- Applicable experience with regulatory stress testing (e.g., DFAST) and credit analytics
- Advanced analytical and problem-solving skills, with strong attention to detail
- Ability to work with large datasets and data-driven analytics
Desired Qualifications
- Experience within financial services, banking, or mortgage finance
- Familiarity with regulatory reporting
- Prior experience supporting or owning forecasting systems or model enhancements
- Prior knowledge in business reporting systems (e.g., Power BI)
- Advanced degree (e.g., MBA) or professional certifications (CFA, CPA)
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