Financial Analytics Principal

EverBank•Irvine, CA

About The Position

The Financial Analytics Principal owns and advances the data foundation supporting the broader OCFO organization, including financial reporting, CECL, credit reporting, forecasting, model development, regulatory and management reporting, and analytical decision-making. The role leads the development, governance, and automation of scalable Finance data solutions; manages critical historical Finance, credit, and loan data assets; and partners with Technology to establish governed, reusable data capabilities in Snowflake. The role serves as a central data and analytics resource across OCFO.

Requirements

  • At least 5 years of experience in finance, accounting, or a similar field.
  • Advanced knowledge and understanding of CECL accounting standards.

Nice To Haves

  • 7 or more years of experience in finance and data analytics.
  • Advanced skills in SQL.
  • Prior experience with Snowflake.
  • University degree.

Responsibilities

  • Lead the design, build-out, automation, documentation, and ongoing enhancement of critical OCFO data processes and solutions.
  • Lead the end-to-end CECL data process, from source-system ingestion through curated and model-ready datasets, production outputs, and accounting and reporting support.
  • Establish validation, exception-management, reconciliation, approval, and evidence-retention controls.
  • Own and govern critical Finance data assets and historical repositories supporting financial and regulatory reporting, CECL modeling, model monitoring and validation, forecasting, stress testing, management reporting, and analytical needs.
  • Define data structures, business rules, metadata, lineage, retention standards, and controls to keep data complete, consistent, traceable, and fit for use.
  • Partner with Technology and Data Engineering to centralize and modernize OCFO data and processing in Snowflake, establishing governed and reusable sources of truth across Finance use cases.
  • Establish clear data mappings, transformation logic, reconciliations, access controls, and personally identifiable information protections.
  • Serve as a shared data and analytics resource across OCFO, partnering with Financial Analytics, Accounting, Credit Reporting, FP&A, Treasury, and other Finance functions.
  • Support recurring production processes, financial and management reporting, reconciliations, disclosures, audits, regulatory examinations, complex analytical requests, and data issue remediation.
  • Lead Finance data workstreams for acquisitions, system conversions, new business initiatives, and other complex OCFO priorities.
  • Drive data integration, controls, validation, process improvement, and analyst oversight.
  • Communicate data risks, findings, and recommendations effectively to senior stakeholders.
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