Financial Planning and Analysis Manager

Financial Planning and Analysis Manager

Who We Are

Based in New Jersey and established in 2010, Asset Based Lending, LLC (“ABL”) is one of the nation’s leading Hard Money Lenders. We provide fast bridge financing to real estate investors for the purchase, renovation, or new construction of single family, multi-family and mixed-use properties as well as DSCR rental loans for long term investors. We have closed thousands of loans since we began lending fourteen years ago, producing nearly $3B in originations. ABL was acquired by a private equity firm in 2021, and with a renewed focus on growth, we’ve set our sights on consistent evolution and cementing our place as the premier private lender in the country.

Our Mission is Simple

• Make Good Loans
• Provide Exceptional Service, Every Time
• Protect The Firm
• Build The Future

Job description

ABL is actively seeking a motivated and detail-oriented Business Analytics Leader/Financial Modeler to join our rapidly expanding team. This person will work directly with senior leadership to refine internal processes, develop data model analysis such as, seasonality payoff, draw timeline, commission profitability, etc. This includes but is not limited to the development of a CRM dashboard and cash flow projections. Our NJ lending team is extremely customer centric and is experiencing tremendous growth.

Key Responsibilities

• Maintaining and building our sizer
• Owning the headcount capacity planning
• Maintaining and building our proforma.
• Experience in Capital Markets
• Understanding of Python. R, SQL etc.
• Advanced proficiency in Excel
• Experience using visualization tools such as PowerBI/Tableau
• Experience with CRMs such as salesforce/ Microsoft Dynamics etc.
• Analyzing and translating business needs into long-term solution data models.
• Evaluating existing data systems.
• Financial point of contact for key stakeholders across multiple functions – providing guidance on performance, pricing, KPIs and ad-hoc analytics
• Create financial models, including forecasting, budgeting, and long-range planning to support decision-making
• Refine data systems and tools to track performance, provide reporting solutions and enhance operational insights
• Develop key highlights/KPIs to track growth initiatives and identify areas of improvements in profitability and cost productivity.
• Managing annual budgeting, forecasting, and long range-range financial planning process
• Analyzing past financial performance, prepare competitor analysis, and examine market trends along with commentary for management.
• Collaborating cross functionally to create conceptual data models and data flows.
• Developing best practices for data coding to ensure consistency within the system.
• Reviewing modifications of existing systems for cross-compatibility.
• Implementing data strategies and developing physical data models.
• Updating and optimizing local and metadata models.
• Evaluating implemented data systems for variances, discrepancies, and efficiency.
• Troubleshooting and optimizing data systems.
• Understand and translate business needs into data models supporting long-term solutions.
• Create logical and physical data models using best practices to ensure high data quality and reduced redundancy.
• Optimize and update logical and physical data models to support new and existing projects.
• Maintain conceptual, logical and physical data models along with corresponding metadata.
• Develop best practices for standard naming conventions and coding practices to ensure consistency of data models.
• Recommend opportunities for reuse of data models in new environments.
• Perform reverse engineering of physical data models from databases and SQL scripts.
• Evaluate data models and physical databases for variances and discrepancies.
• Validate business data objects for accuracy and completeness.
• Analyze data-related system integration challenges and propose appropriate solutions.
• Develop data models according to company standards.
• Review modifications to existing software to improve efficiency and performance.
• Examine new application design and recommend corrections if required.

Basic Qualifications

• 1-3 years' work experience
• Bachelor's degree in financial engineering, mathematics, computer science or data science
• Computer/data proficiency with a strong working knowledge of Microsoft Excel and ability to learn new and proprietary applications
• Excellent communication skills, both written and verbal. Detail oriented and very organized with an analytical mindset.
• Ability to work both independently, with limited direction, and as a team player, functioning as an integral member of the Accounting and Operations teams
• Willingness to be collaborative in a team environment
• You must be eligible to work in the United States.

Preferred Qualifications

• Experience in the mortgage industry
• Experience working with sizers is a plus not a requirement
• Analytical mindset with the ability to approach issues in a logical and critical manner
• Self-starter with the ability to deal with multiple tasks and requests in a fast paced and dynamic environment
• Strong organizational skills and attention to detail with ability to manage multiple projects simultaneously
• Experience developing and presenting the above stated models in a fast-paced environment.
• Experience developing and maintaining a CRM Dashboard