Assistant Vice President Financial Planning & Analysis
About The Position
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 Financial Planning & Analysis leader to join our dynamic team. The Financial Planning & Analysis Assistant Vice President 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 Financial Planning & Analysis Assistant Vice President , 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 high-impact corporate growth initiatives and complex strategic transactions. Drive insights on capital structure optimization and strategic equity allocation. Conduct in-depth valuation and scenario analysis for corporate development projects. Present critical findings and strategic recommendations to senior management. Scenario & Dynamic Modeling: Architect and deploy dynamic, high-fidelity models to perform complex scenario planning (e.g., market shocks, regulatory changes) and sensitivity analysis, quantifying the full spectrum of risk and opportunity on the company's long-term financial outlook. Executive Communication & Board Alignment: Own the preparation and delivery of Board-level and Executive Management presentations. Translate complex financial results, forecasts, and strategic insights into clear, compelling narratives that inform and drive C-Suite decision-making.
Requirements
- A Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field is required.
- A minimum of 6-8 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
Nice To Haves
- An MBA or CFA designation is strongly preferred
- Experience with BI and data visualization tools for financial reporting is beneficial.
Responsibilities
- Design, build, and maintain sophisticated, three-statement financial models to support the annual operating plan, long-range strategic planning, and recurring forecast updates.
- 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.
- Lead financial analysis for high-impact corporate growth initiatives and complex strategic transactions.
- Drive insights on capital structure optimization and strategic equity allocation.
- Conduct in-depth valuation and scenario analysis for corporate development projects.
- Present critical findings and strategic recommendations to senior management.
- Architect and deploy dynamic, high-fidelity models to perform complex scenario planning (e.g., market shocks, regulatory changes) and sensitivity analysis, quantifying the full spectrum of risk and opportunity on the company's long-term financial outlook.
- Own the preparation and delivery of Board-level and Executive Management presentations.
- Translate complex financial results, forecasts, and strategic insights into clear, compelling narratives that inform and drive C-Suite decision-making.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
