Financial Planning & Analysis Manager

Job Locations US-TX-Dallas
Req #
Accounting & Finance
Location Name
(Mortgage) Dallas, TX - Preston

Job Summary

  • If you are looking to work in an Agile work environment that offers Service Beyond Expectations, this role could be for you! Here at PrimeLending, our culture is built around one simple belief – investing in our talented, dedicated employees
  • We are seeking a Financial Planning & Analysis Manager to manage the organization’s consolidated financial results, including the annual budget process and monthly forecast
  • This person would manage a team and perform financial reporting and analytical functions for internal and external use
  • Hyperion Essbase and mortgage originations finance experience (retail, correspondent, wholesale, JV) is highly desirable

Essential Functions

  • Provide leadership for budgeting/forecasting and other regulatory and ad-hoc reporting through delegation and management of Financial Analyst(s) or Senior Financial Analyst(s)
  • Manage the preparation of monthly forecast and financial analytics for senior management
  • Plan staffing levels; work with Human Resources to recruit, interview, select, hire and employ an appropriate number of employees
  • Provide oversight and direction in the operating unit(s) in accordance with the organization’s policies and procedures; delegate responsibilities appropriately expecting accountability
  • Coach, mentor and develop staff, including overseeing new employee onboarding and providing career development planning and opportunities
  • Lead employees to meet organization’s expectations for productivity, quality and goal accomplishment
  • Provide effective performance feedback
  • Manage the overall operational, budgetary, and financial responsibilities and activities of the department
  • Develops, plans, implements, and ensures administration of departmental goals and budgets
  • Empowers supervisors/managers to plan and allocate resources to effectively staff and accomplish the work to meet departmental productivity and quality goals
  • Make strategic business decisions that are financially responsible, accountable, justifiable, and defensible in accordance with organization policies and procedures
  • Review performance data to monitor and measure departmental productivity, goal achievement, and overall effectiveness
  • Strategic partnering and communication with internal and external contacts (including senior leadership levels) as necessary to ensure expectations and timelines are met

Job Requirements

  • High School Diploma required, Bachelors degree in Accounting or Finance, preferred
  • Minimum 7 years experience proven and progressive Finance/Accounting experience in the mortgage and/or banking industry including awareness of industry trends, competitive pressures, changing business and operational needs and external influences required
  • Minimum 5 years supervisory experience required
  • Ability to work well under pressure and meet deadlines
  • Excellent communication skills, both verbal and written
  • Excellent inter-personal, conflict management skills and the ability to handle delicate situations with diplomacy and tact
  • Excellent strategic thinking, business acumen, and accountability
  • Ability to establish strategic technical direction, translate concepts into actionable, implementation plans and identify technologies that improve productivity
  • Demonstrated excellent analytical skills and strong detail orientation
  • Demonstrated judgment, and decision making ability with the ability to negotiate and influence decision making
  • Excellent PC skills, including Microsoft Office suite
  • Displays excellent time management, organizational and problem-solving skills

About the Company

  • Since 1986, we’ve helped over 500,000 homeowners buy a new home, fix up a current home or refinance. If you are in the market for a home loan, we can help you make the right decisions and have a rewarding experience along the way. For us, it really is Home Loans Made Simple. ®
  • We started with a simple idea at PrimeLending – buying or refinancing a home should be an exciting beginning. Whether you are a first-time homebuyer or a veteran of the process, getting a home loan opens the door to positive change, like a new living space and financial flexibility. So we’ve built a company focused on making the experience rewarding. We’ve made every step as simple and transparent as possible, and taken out the headaches and complexity along the way.
  • At the heart of your PrimeLending experience is a personal relationship with a home loan expert to guide you through the mortgage process at every turn. In fact, our entire team of nearly 1,500 loan officers located throughout the United States is focused on delivering service beyond your expectations. From application through closing, you can count on us to provide clear communication, timely responses, valuable insight and quick results.
  • 8th in the Best Workplaces in Finance and Insurance
  • 9th among the 50 Best Workplaces in Texas
  • 9th in the Best workplaces for Generation X
  • Top 20 Best Workplaces for Women
  • 11th among the 50 Best Workplaces for Camaraderie
  • Recognized as Top Workplace for Diversity and Parents by Fortune
  • Great place to Work Top 10 for six straight years on The Dallas Morning News
  • Top 100 Places to work in the large company category
  • Top 10 Best Mortgage Companies To Work For by Mortgage Executive Magazine
  • BBB Accredited Business Dallas/Northeast Texas
  • Leading Mortgage Lender Top 10 Purchase Lender in the nation by Marketrac® 2012-2016
  • Ranked 12th on the Top 100 Mortgage Companies in America by Mortgage Executive Magazine
  • 6th in top retail volume by Scotsman Guide
  • 11th in top overall volume by Scotsman Guide
  • Inducted into the Mortgage Banker Association's Hall of Honor program
  • Recognized Leaders: Karen Blakeslee, 2017 HousingWire Woman of Influence, Gene Lugats and Cindy Buhr, Mortgage Bankers Association Mortgage Action Alliance 2017 Co-Chairs, Mark Raskin, 2017 President, the Texas Mortgage Bankers Association, Kristi Harris, 2016 HousingWire Vanguard Award Winner
  • Outstanding Loan Officers: 4 PrimeLending loan officers are honored as 2017 Top 250 Latino Mortgage Originators by the National Association of Hispanic Real Estate Professionals, including number 1 originator, Alex Varelas (NMLS:184823), Production Manager in Bedford, Texas
  • 8 PrimeLending loan officers are ranked in Mortgage Executive Magazine’s list of Top 200 Mortgage Originators in America for 2016
  • 90+ PrimeLending loan officers are ranked in Mortgage Executive Magazine’s list of Top 1% Mortgage Originators in America for 2016
  • 18 PrimeLending loan officers are named to Scotsman Guide’s Top Loan Originators in America 2016


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