Home Lending Planning & Analysis Executive Director, Modeling and Analysis

Next Frontier Capital; Kentucky; On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Next Frontier Capital is seeking a Home Lending Financial Planning & Analysis Lead to drive strategic financial analyses and forecasting within the Home Lending FP&A team. This role is pivotal for optimizing key methodologies and collaborating with stakeholders to deliver actionable insights that affect financial performance.

The ideal candidate must demonstrate strong analytical skills, hold a bachelor's degree in a finance-related field, and possess advanced proficiency in Excel and PowerPoint. Additionally, a master's degree and extensive experience in home lending will be advantageous.

Qualifications

• Bachelor’s degree in a relevant field required.
• Exceptional analytical and problem-solving skills needed.
• Detail-oriented with the ability to multi-task in a fast-paced environment.

Responsibilities

• Lead ownership and optimization of Home Lending Qualitative Methodologies.
• Prepare management review presentations analyzing business drivers.
• Execute Home Lending models and QMs for Budget processes.

Skills

Financial modeling principles

Analytical skills

Project management

Advanced Microsoft Excel

Presentation skills

Education

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

Master’s degree in an analytical field

Tools

Microsoft Excel

Microsoft PowerPoint

FRAME

Essbase

Job description

Join a dynamic team where your expertise shapes the future of Home Lending. You will have the opportunity to lead critical financial processes, collaborate across business lines, and drive innovation in modeling and analysis. At JPMorganChase, you are empowered to make a difference, grow your career, and contribute to a culture of excellence.

Job Summary

As a Home Lending Financial Planning & Analysis Lead within the Home Lending FP&A team, you play a pivotal role in forecasting, modeling, and strategic financial analysis. You own and optimize key qualitative methodologies, deliver insightful presentations, and partner with business leaders to drive results. You thrive in a fast-paced environment, balancing multiple priorities and leading projects that impact the firm’s financial performance. Your analytical skills and collaborative approach help us deliver accurate, timely, and actionable insights.

Job Responsibilities

• Lead ownership and optimization of seven Home Lending Qualitative Methodologies (QMs), including model enhancements, performance management, and back testing.
• Maintain technical documentation, coordinate remediation of open issues, and lead periodic re-reviews with Model Risk Governance and Review (MRGR).
• Execute Home Lending models and QMs for Budget and Comprehensive Capital Analysis and Review (CCAR) processes.
• Prepare management review presentations by analyzing business drivers, writing commentary, and delivering clear financial narratives.
• Analyze business models, earnings sensitivities, and strategic initiatives to enhance understanding of financial results.
• Manage projects with a focus on accuracy and timely delivery of key milestones.
• Lead additional analyses as required by senior management.
• Communicate and coordinate effectively with business lines and corporate functions, including External Reporting, Investor Relations, and Corporate Financial Analysis.
• Support ad hoc projects as needed.

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• Robust understanding of financial modeling principles and best practices.
• Advanced Microsoft Office skills, especially Excel and PowerPoint.
• Experience in the consolidation, review, analysis, and presentation of financials.
• Exceptional analytical, problem solving, critical thinking, and project management skills.
• Excellent oral and written communication and relationship management skills.
• Detail-oriented, able to multi-task in a fast-paced environment, and meet deadlines under pressure.
• Self-starter who is driven to excel and initiate improvements.

Preferred Qualifications, Capabilities, and Skills

• Master’s degree in an analytical field with strong statistical analysis skills.
• Twelve years of professional experience analyzing profit and loss and balance sheet drivers.
• Previous experience in home lending.
• Experience with internal modeling and financial systems such as FRAME and Essbase.

Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.