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Financial Analytics Principal

EverBank, National Association

Irvine, CA · Posted November 11, 2026

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About the job

Financial Analytics Principal 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, serving as a central data and analytics resource across OCFO.

Key Responsibilities and Duties

Leads the design, build out, automation, documentation, and ongoing enhancement of critical OCFO data processes and solutions, including the end-to-end CECL data process, from source-system ingestion through curated and model-ready datasets, production outputs, accounting and reporting support; establish effective validation, exception-management, reconciliation, approval, and evidence-retention controls.

Owns and governs 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 that 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, with clear data mappings, transformation logic, reconciliations, access controls, and personally identifiable information protections.

Serves as a shared data and analytics resource across OCFO, partnering with Financial Analytics, Accounting, Credit Reporting, FP&A, Treasury, and other Finance functions to support recurring production processes, financial and management reporting, reconciliations, disclosures, audits, regulatory examinations, complex analytical requests, and data issue remediation.

Leads Finance data workstreams for acquisitions, system conversions, new business initiatives, and other complex OCFO priorities, driving data integration, controls, validation, process improvement, analyst oversight, and effective communication of data risks, findings, and recommendations to senior stakeholders.

Minimum Qualifications

5 years of experience in finance, accounting, or similar

Advanced knowledge and understanding of CECL accounting standards

Preferred Qualifications

7+ years of experience in finance and data analytics

Advanced skills in SQL

Prior experience with Snowflake

Educational Requirements

University (Degree) Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level 9IC