Role Description As a Senior Capital Markets Manager, you will play a highly visible role supporting executive leadership, including daily collaboration with the CEO. This role is responsible for delivering accurate P&L reporting, MSR valuation analysis, margin optimization insights, and bid tape preparation to support loan sales and servicing strategy. Your analytical work will directly influence pricing, profitability, hedge performance, and overall financial strategy. This is a high-impact opportunity for a finance professional who thrives in capital markets environments and wants to operate as a strategic partner across Secondary Marketing, Finance, and executive leadership. Key Responsibilities - Daily P&L Reporting & Analysis - Produce and own daily profit and loss reporting across all origination channels, ensuring accuracy, timeliness, and executive-ready presentation. - Investigate and explain P&L variances, including rate movements, volume changes, pricing execution, and hedge performance. - Develop and enhance reporting infrastructure to streamline processes and improve analytical visibility. - Provide clear reporting and variance explanations to executive leadership. - MSR Analysis, Valuation & Strategy - Run MSR valuation models, including cash flow projections, rate sensitivity analysis, and prepayment speed scenarios. - Monitor fair value of retained MSR portfolio in alignment with GAAP and investor standards. - Develop MSR hedge recommendations based on valuation and market conditions. - Support MSR portfolio strategy and financial performance monitoring. - MSR & Whole Loan Bid Tape Preparation - Prepare MSR bid tapes for bulk sales, ensuring accuracy of loan-level characteristics including FICO, LTV, geography, and product type. - Create whole loan bid tapes for investor execution across agency and non-agency channels. - Coordinate with Servicing, Operations, and Secondary Marketing teams to ensure data integrity and completeness. - Support execution of loan sales and MSR transactions through settlement. - Margin Reporting & Profitability Analytics - Own margin reporting across origination channels and identify opportunities for optimization. - Analyze profitability trends, channel performance, and pricing effectiveness. - Develop financial models to evaluate pricing, product mix, and operational strategy. - Collaborate with Finance on forecasting, reporting, and profitability modeling. - Executive Reporting & Strategic Partnership - Prepare executive-level reporting packages for the CEO and senior leadership. - Deliver strategic insights and financial recommendations based on analytical findings. - Partner closely with Secondary Marketing and Finance teams to support pricing, execution, and forecasting. - Develop ad hoc financial analysis to support business strategy and market responsiveness. - Collaborate daily with executive leadership, including direct visibility to the CEO. Qualifications - 5–10 years of experience in mortgage finance, capital markets, Secondary Marketing, or financial analytics. - Strong understanding of MSR valuation, mortgage pricing, and capital markets execution. - Experience preparing bid tapes, financial models, and profitability analysis preferred. - Advanced Excel and financial modeling skills required. - Strong analytical, quantitative, and problem-solving capabilities. - High attention to detail and financial accuracy. - Ability to communicate complex financial insights clearly to executive audiences. - Collaborative mindset with ability to partner cross-functionally across Finance, Secondary Marketing, and executive leadership. - CFA designation or progress toward CFA is a strong plus. - Bachelor’s degree in Finance, Economics, Accounting, or related field preferred. Benefits - Base Salary: $120,000 – $140,000 (commensurate with experience). - Bonus: Eligible. - Comprehensive health, dental, and vision benefits. - 401(k). - Generous PTO and paid holidays. - High-visibility role with executive exposure. - Opportunity to directly influence financial strategy and capital markets execution. Interview Process - Initial conversation with Talent Partner. - Interview with Hiring Manager. - Behavioral interview. - Final executive conversation. - Typical timeline: 2–3 weeks end-to-end. Location Remote Equal Opportunity for All We value diverse perspectives and are committed to building an inclusive environment. We make hiring decisions based on talent, experience, and potential. Ready to Join Us? If you’re energized by cloud security and want to make a visible impact in a modern, fully cloud-based environment, we’d love to hear from you.

• Sie agieren als fachlicher und vertrieblicher Ansprechpartner für unsere Vermögensberater/innen in Ihrer Region und unterstützen sie aktiv aus Ihrem Homeoffice heraus – fachlich wie vertrieblich – und sind dabei Teil eines starken Teams von Vertriebsunterstützern. • Durch Ihre Expertise und Begeisterung geben Sie wertvolle Impulse, steigern Verkaufserfolge und setzen diese gemeinsam mit den Vermögensberater/innen vor Ort um. • Sie qualifizieren die Vermögensberater/innen in den Bereichen Investmentprodukte sowie verkäuferische Kompetenz und überzeugen dabei durch Ihre Menschenkenntnis, Ihr Fachwissen und Ihre Fähigkeit, andere zu begeistern. • Sie planen und führen eigenständig Schulungsveranstaltungen, Workshops, Webinare und Trainings durch und bringen frische Ideen für innovative Lernformate ein.

• Provide critical financial and leadership services in the areas of financial strategy, financial planning, annual budgeting, receipt and disbursement of funds, accounting, procurement, and asset management. • Ensure compliance with generally accepted accounting principles. • Lead and manage the month-end close processes, ensuring accurate and timely financial statements. • Prepare monthly analysis on key financial statement accounts (revenue, expense, and balance sheet accounts). • Support detailed analysis of cost centers to allow operational leaders to understand and control their respective cost bases. • Review and if necessary, prepare complex corporate journal entries, reconciliations, and supporting schedules for various balance sheet and income statement accounts. • Direct and coordinate company financial planning and budget management functions. • Prepare the operating budget and forecasts with assistance from US SS FP&A team. • Recommend benchmarks for measuring financial and operating performance. • Oversee daily operations and functions of the finance department including the timely billing and collections of service revenues. • Assist in the creation of RFPs for new projects during bidding season. • Lead all aspects of controllable expenses reporting including identifying key trends, summarizing themes for leadership teams, and providing ideas to save money and improve controllership. • Facilitate the completion of financial audits and provide recommendations for procedural improvements. • Assist USA Shared Services Finance Team, including the USA CFO, with projects as applicable.

• Actuar como punto de contacto principal para la cartera de trabajo asignada • Procesar facturas de/tanto clientes como proveedores • Completar tareas asignadas dentro de los plazos establecidos • Mantener archivos maestros de clientes y proveedores • Resolver problemas/consultas de usuarios internos y externos de manera precisa y eficiente • Identificar inconsistencias y errores en los datos, proponer soluciones • Realizar conciliaciones de cuentas del GL • Proporcionar análisis y comentarios sobre los resultados financieros • Interpretar y analizar contratos de clientes/proveedores y aplicarlos a las transacciones procesadas • Apoyar al grupo contable en el proceso de cierre mensual y anual • Colaborar con usuarios internos en proyectos estratégicos • Manejar y mantener información sensible y confidencial • Interactuar profesionalmente con múltiples niveles de gestión/otros departamentos