Senior Financial Analyst - Dallas, TX
Rocket · Coppell, TX · 1 mo ago
FinanceFull-time
About The Role
- Analyze cash flow, expenditures, revenue, depreciation, and investments to make recommendations for financial procedures, plans, and controls
- Assist in the preparation of monthly, quarterly, and annual financial statements and ensure accuracy of all financial information and economic indicators
- Collect, compile, and verify financial data for assigned accounts, products, or business units to track organizational progress against financial goals and identify variances
- Analyze the financial implications of proposed investments and transactions to help senior leadership evaluate alternatives against business objectives
- Evaluate industry, economic, financial, and market trends to forecast the organization's short, medium, and long-term financial and competitive position
- Lead budgeting and forecasting processes, ensuring alignment with strategic objectives and providing critical insights for future financial planning
- Report current and expected financial performance, create financial models, and develop new methods of analysis and presentation to guide decision-making
About You
Minimum Qualifications
- Bachelor's degree in Finance, Accounting, Business Administration, or related field
- 3+ years of experience in financial analysis, corporate finance, or financial planning and analysis (FP&A), ideally in mortgage banking or a high-volume financial services environment
- Strong proficiency with financial modeling, Power BI tools, Excel, and data visualization tools
- Excellent written and verbal communication skills with the ability to present complex financial information to non-financial stakeholders
- Demonstrated ability to manage multiple priorities and deliver results in a fast-paced environment
Preferred Qualifications
- Advanced proficiency in financial planning software (TM1 or Adaptive)
- CFA or CPA certification
- Experience with forecasting and budgeting in a mortgage banking or financial services environment
- Self-driven with a demonstrated desire to actively grow and develop professionally
Benefits
- Health benefits for team members and their families
- Perks and benefits to support individual well-being and peace of mind