Analyze weekly/monthly production results and connect financial outcomes to operational drivers (conversion, cycle time, capacity)
Work directly with Data/BI to scale datasets, improve accessibility, and reduce manual processes
Deliver consistent, high-quality monthly financial reporting including Originations Retail Banking Operating and Business Reviews as well as other adhoc presentations
Lead AOP and forecast cycles for Originations, including scenario modeling (rate environments, volume shifts, capacity constraints)
Maintain and build reports within Adaptive Planning, supporting channel-level allocations, forecast inputs, and monthly close processes including reconciliation to the General Ledger
Support ad hoc financial analysis and strategic requests from senior leadership with accuracy and attention to detail
Build and enhance financial reporting frameworks that increase transparency and provide stakeholders with actionable insights
Partner cross-functionally with business leaders, operations teams, and finance colleagues to gather requirements, validate assumptions, and communicate financial findings
Identify and execute on opportunities to improve data quality, forecasting accuracy, and reporting automation