Manager, Lending Strategic Finance

Overview

To plan and manage the reporting and analyses of Lending's strategic investments to drive growth. The role will focus on long-term goals to ensure Lending's overall financial health as well as integration within the organization's member centered focus and cross-functional initiatives. Work is performed under general direction with the Manager driving the development and execution of deliverables. The ideal candidate will have a solid background in Finance, excellent communication skills, and a proven track record of effectively managing financial operations.

Responsibilities

• Lead the preparation/review of all Lending investment proposals with a dual focus on strategy (both the company's growth objectives and integration with the Member Strategy Office) and financial impact (return on investment and other financial implications).
• Collaborate with the product owners and various support teams including technology, risk, enterprise project management, and procurement to create business cases with a focus on the financial implications of the department's strategic initiatives.
• Lead the preparation of various financial analysis around impact to net income utilizing tools such as NPV, cash flow projections, ROI, sensitivity analysis, cost/benefit trade-offs, etc. for senior management to inform strategic business decisions and get buy-in around decisions.
• Prepare monitoring and evaluation of Lending investments over time relative to the original proposal for goals and financial impact.
• Analyze complex financial information and reports to identify areas of concern and provide accurate and timely financial recommendations to senior management for decision making purposes
• Provide consultative support for financial matters for all Lending product and support teams
• Provide insight to senior management regarding financial impacts of external and internal environment changes on different Lending products/services/channels.
• Prepare summaries, analyses, reports, charts, graphs, instructions, and manuals/reference materials for inclusion in ad hoc and required reports including inputs for President's Committee Monthly Financial Reviews to support decision making and optimize resource allocation.
• Identify and assess financial risks and assist in developing strategies to mitigate them.
• Foster cross-functional collaboration and communication to ensure alignment across departments.
• Collaborate with the central Finance team to incorporate Lending's strategic initiatives into the organization's long-term planning.
• Manage business reporting and ensure analytics and reporting tools are in place to achieve optimal results
• Maintain thorough knowledge of applicable federal and state laws, rules, regulations and Navy Federal policies and procedures
• Ensure compliance with internal and external documentation and disclosure requirements
• Provide leadership and guidance to the analysts, fostering a culture of collaboration, accountability and continuous improvement:
  • Ensure adequate/skilled staffing; select employees
  • Establish performance goals and priorities
  • Prepare, conduct and review performance appraisals
  • Develop, mentor and counsel staff
  • Ensure efficiency of operations
  • Supervise daily activities
• Perform other duties assigned

Qualifications

• Bachelor's degree in finance or a related field or the equivalent combination of education, training and experience
• Adaptability and willingness to embrace change and innovation in financial processes and technology.
• Significant experience in leading and managing a financial analytics operation, preferably with a focus in planning for a large financial services organization
• Proven leadership abilities, with a track record of building and motivating high-performing teams.
• Ability to work independently, create items from scratch and prioritize tasks in a fast-paced environment.
• Minimum of 5 years of experience in Finance roles, with at least 2 years in a managerial capacity.
• Advanced knowledge of applicable federal and state laws, rules and regulations
• Advanced knowledge of banking/financial industry trends, products and services
• Significant experience in the application of statistical methods, mathematical techniques, forecasting, cost-benefit analysis and related analytical tools
• Advanced skill working with financial accounting systems used in the management and analysis of financial data
• Significant experience interpreting and applying accounting principles
• Significant experience applying techniques used in analyzing and reporting financial information
• Significant experience in delivering presentations to virtual and in person teams
• Advanced skill building effective relationships through rapport, trust, diplomacy and tact
• Significant experience managing multiple priorities independently and/or in a team environment to achieve goals
• Significant experience working with all levels of staff, management, stakeholders, and vendors
• Advanced skill to influence, negotiate & persuade to reach agreeable exchange and positive outcomes
• Advanced skill exercising initiative and using good judgment to make sound decisions
• Advanced organizational, planning and time management skills
• Advanced analytical thinking skills to include summarizing information and clearly identifying key elements, patterns, results or relationships
• Advanced skill to effectively manage a remote distributed workforce across multiple locations and time zones
• Expert research, analytical, and problem-solving skills
• Expert skill presenting findings, conclusions, alternatives and information clearly and concisely
• Expert skill producing desired results and achieving goals and objectives
• Expert verbal, interpersonal and written communication skills
• Expert word processing, spreadsheet, and presentation software

Desired Qualifications

• Master's degree in Finance or a related field

Hours: Monday - Friday, 8:00AM - 4:30PM

Location: 820 Follin Ln. Vienna, Virginia 22180

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