Finance Data and Insights – Area Product Director for Lending

As an Area Product Owner within the CCB Finance Data & Insights team, you will assume a critical and influential role in shaping, defining, and executing the strategic vision and roadmap for our Business Intelligence (BI) and profitability initiatives. While reporting directly to the Product Owner of Finance Data & Insights and matrixed indirectly to the CFO of Home Lending, you will work collaboratively and synergistically with a diverse array of cross‑functional teams, including but not limited to Chief Financial Officers (CFOs), Business Units, P&A, Technology, and Data & Analytics (DA), and Design departments.

Your efforts will be directed towards supporting and enhancing our operations in key areas such as Home Lending Originations, Home Lending Real Estate and Servicing functions.

You will oversee and manage monthly account‑level balance sheet and profitability processes, ensuring accuracy and efficiency. Your work will support daily decision‑making for Finance and Field teams by providing reliable data assets and intelligence. You will develop and implement innovative BI solutions using tools like Thought Spot, Tableau, and Databricks to deliver actionable insights and new data products. Leading a global team of over 25, including a backlog of about 15 software engineers, you will demonstrate strong leadership, communication, and analytical skills.

Success in this role requires effective collaboration with cross‑functional teams and stakeholders to drive initiatives that enhance organizational growth and profitability.

• Collaborate with CFOs, Business, Technology, Planning & Analysis, DA teams to support Home Lending account‑level profitability and balance sheet processes.
• Develop and maintain BI solutions using Thought Spot and Tableau to provide actionable insights and support decision‑making.
• Utilize Databricks for data processing and analysis to enhance BI capabilities and build data products.
• Design and develop dashboards for reporting and performance tracking across various business units.
• Ensure data accuracy and integrity in all reporting and analysis activities.
• Provide有所 training and support to Home Lending team members and stakeholders on BI tools, data extraction and manipulation, and automation tooling.
• Work closely with Product Agility and Product Operations teams, ensuring good Product Management practices, JIRA hygiene, reporting, and tracking agility metrics, leveraging agility tools.
• Manage and track project progress using JIRA, ensuring alignment with business objectives and timely delivery.
• Align resources to the most impactful customer problems while managing multiple competing constraints.
• Drive six‑quarter rolling roadmaps and quarterly increment planning, facilitate JIRA processes, including backlog grooming, sprint planning, and retrospectives, to optimize team performance and productivity.
• Stay updated with industry trends and best practices in BI and data analytics.

• Minimum of 10+ years experience with Product Management, Financial Services, and/or Data Analytics
• Bachelor’s degree in Business, Finance, Information Technology, or a related field.
• Proven experience in Business Intelligence, data analysis, or a similar role.
• Strong understanding in BI tools such as Alteryx, Thought Spot and Tableau.
• Experience with Databricks or similar data processing platforms is highly desirable.
• Strong understanding of JIRA processes and experience in managing projects using JIRA.
• Proactive self-starter with the ability to deliver value‑added support to business partners in a dependable, timely and accurate manner.
• Excellent communication and collaboration skills to work effectively with all levels of management, cross‑functional teams, and influence business partners.
• Ability to manage multiple projects and meet deadlines in a fast‑paced environment.

• Experience with Hyperion Essbase is amable.
• Familiarity with Home Lending finance industry is favorable.