As Senior Managing Partner of FP&A, Tracie Lewis brings over 20 years of mortgage finance, analysis, data management, and report development expertise to Mortgage Advisory Partners.With a passion for numbers and analytics, Tracie has an unparalleled ability to develop financial and analytical models at various levels of granularity to drive operational and transactional insights, as well as construct impactful reports and presentations that enhance key stakeholders’ understanding of business trends and drivers.Prior to joining Mortgage Advisory Partners, Tracie was SVP of Finance for Closing Mark Financial Group, a wholly owned subsidiary of William Lyon Homes, where she was responsible for leading financial modeling and analysis for the financial services division. Tracie has also held senior leadership positions in Finance at CBRE, Stearns Lending, MetLife Home Loans, and Bank of America where she was responsible for multi-business unit financial planning and analysis in mortgage lending and commercial real estate. Her experience encompasses all channels of mortgage lending, including third-party originations, Distributed Retail, Direct to Consumer, and Joint Venture partnerships.Tracie's educational background includes a Master of Finance degree from the University of Oklahoma and an undergraduate Bachelor of Business Economics degree from the University of California, Riverside. Tracie is Principal of IKS Consulting, in addition to her role at Mortgage Advisory Partners.

Lead cross-functional work to evaluate financial impact of the near- and long-term strategic initiatives and collaborate with broader FP&A team and Finance functions to incorporate into financial plansDevelop financial and analytic models at various granularity levels to drive operational and transactional insights, as well as budgeting, forecasting, and long range planning related to strategic initiativesAnalyze financial results, distilling key trends, highlighting opportunities, and communicating impacts and recommendationsDevelop short- and long-term financial projections and create sensitized scenarios that help leaders envision the impact of different decisionsConduct financial and business due diligence to assist with various investment and growth decisionsPerform detailed analysis and synthesize actionable insights from data sets and unstructured information sourcesConstruct impactful reports and presentations that enhance key stakeholders’ understanding of business trends and driversPerform data transformations in SQL or other ETL toolsSmall business bookkeeping