Manager Financial Planning and Analysis

PENNYMAC

Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market.

At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.

A Typical Day

We are seeking a highly skilled and innovative Manager Financial Planning and Analysis to join our dynamic team. The Manager Financial Planning and Analysis for Corporate Financial Analysis & Strategy will serve as a key analytical partner to senior leadership. This individual will be responsible for developing and maintaining the complex financial models that underpin the company's strategic planning, forecasting, and investment analysis processes.

The Manager Financial Planning and Analysis, Corporate Financial Analysis & Strategy:

• Financial Modeling & Forecasting: Design, build, and maintain sophisticated, three-statement financial models to support the annual operating plan, long-range strategic planning, and recurring forecast updates.
• Performance Analysis: Conduct comprehensive analysis of financial results, key performance indicators, and business drivers. Analyze key financial ratios (ROE, ROA, EPS, leverage, etc.) to evaluate company performance and identify trends and opportunities.
• Strategic & Investment Analysis: Lead financial analysis for key strategic initiatives, including analysis of fixed investment yield, capital structure optimization, and other corporate development projects. Present findings and recommendations to senior management.
• Scenario and Sensitivity Modeling: Develop robust financial models for scenario planning and sensitivity analysis to assess the potential impact of various market conditions and strategic decisions on the company's financial outlook.
• Executive Reporting: Prepare and deliver clear, concise presentations and reports for the executive team and Board of Directors that communicate financial results, forecasts, and strategic insights effectively.
  
  

What You’ll Bring

• A Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field is required. An MBA or CFA designation is strongly preferred
• A minimum of 5-7 years of progressive experience with a focus on financial modeling, valuation, and strategic analysis, preferably at a publicly-traded company.
• Expert-level proficiency in Microsoft Excel, with demonstrated ability to build complex, scalable, and well-structured financial models from the ground up
• A thorough understanding of GAAP principles and the interconnectivity of the three financial statements
• Excellent analytical, problem-solving, and critical-thinking skills with strong attention to detail
• Superior communication and presentation skills, with the ability to distill complex financial concepts into actionable information for a senior audience
• Experience with BI and data visualization tools for financial reporting is beneficial.
  
  

Why You Should Join

As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.

Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include:

• Comprehensive Medical, Dental, and Vision
• Paid Time Off Programs including vacation, holidays, illness, and parental leave
• Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations)
• Retirement benefits, life insurance, 401k match, and tuition reimbursement
• Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships
  
  

To learn more about our benefits visit: https://pennymacnews.page.link/benefits

For residents with state required benefit information, additional information can be found at: https://www.pennymac.com/additional-benefits-information

Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below:

• Lower in range - Building skills and experience in the role
• Mid-range - Experience and skills align with proficiency in the role
• Higher in range - Experience and skills add value above typical requirements of the role
  
  

Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.

Salary

$75,000 - $130,000

Work Model

OFFICE