Job Description

Who We Are

At Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact.

Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance.

The Finance Manager will serve as a senior-level individual contributor within the FP&A team, leading complex financial analyses, driving planning cycles, and providing strategic support to senior leadership. The role requires a high degree of autonomy, business acumen, and influence through direct or indirect people management.

Duties and Responsibilities:

• Own the end-to-end FP&A processes for multiple or major business units, including strategic planning, annual budgeting, and rolling forecasts.
• Lead planning cycles and reporting for enterprise functions or multiple business units
• Build and maintain strategic models (e.g., long -range plan, 3 statement models, capacity models, MSR, pricing sensitivity etc.).
• Lead financial modeling for key initiatives/special projects, (e.g., quarterly benchmarking, earnings support, cost benefit analysis).
• Synthesize complex financial data into actionable insights for senior leadership. Clearly articulate and present findings to varied audiences, including business partners. Manage relationship with senior business leaders.
• Consolidate workstreams from multiple FP&A teams.
• Ensure accuracy and integrity of financial data, working closely with Accounting and Data teams.
• Act as a thought partner to business leaders, offering financial guidance, strategy, and scenario planning support.
• Continuously refine and enhance FP&A tools, models, processes, and reporting frameworks.
• Proactively utilize new systems and tools to better automate reporting and process improvement.
• Independently develop solutions and provide relevant, well-considered recommendations.
• Mentor and supervise junior team members (either directly or indirectly) and set modeling and analysis standards.
• Proactively assist in ad-hoc or regular duties outside of core areas of responsibility as needed.
• Performs related duties as assigned by management.

Qualifications and Education Requirements:

• Bachelor’s degree in finance, Accounting, Economics.
• MBA, CFA, or CPA a plus.
• 6+ years in FP&A with a portion in the Mortgage industry.

Skills, Abilities, and Knowledge:

• Mastery of Excel and experience with enterprise planning systems (e.g., Hyperion, Anaplan, Workday Adaptive) and data tools (e.g., SQL, Snowflake, Tableau)
• Deep experience in financial modeling, strategic planning, and executive reporting.
• Strong leadership presence and ability to influence cross-functionally without direct authority.
• Strong accounting knowledge
• High quality work product, with an ability to summarize complex financial data into crisp, clean reporting.
• Self-starter with strong organizational skills. Team player.
• Strong analytical, communication, and problem-solving skills.

Additional Information:

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.

Why Newrez

We’re a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Our total rewards package is designed to support your whole self.

Company Benefits

We offer benefits, programs, and perks that support you in every aspect of your life.

• Medical, dental, and vision insurance

• Health Savings Account with employer contribution

• 401(k) Retirement plan with employer match

• Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave

• Adoption Assistance

• Tuition & Certification reimbursement

• Employee Mortgage Loan Program

• The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships

Newrez NOW:

Through Newrez NOW, our Corporate Social Responsibility program, you’ll have opportunities to give back, lead, and make a difference.

• 1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)

• Matching Gifts Program - dollar-for-dollar up to $1,000

• Access to grants, nonprofit resources, and volunteer opportunities

• More than $6,000,000 donated since 2020

• 1 in 5 employees participates in at least one Employee Resource Group (ERG)
  

Equal Employment Opportunity

We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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